Morton Brown Family Wealth, LLC
CIK 0001909851 · ALLENTOWN, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$441.1M
2026 Q2
Positions
416
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHB
SCHWAB U.S. BROAD MARKET ETF
28.0%
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
10.5%
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
8.6%
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
7.0%
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
6.0%
MUB
ISHARES NATIONAL MUNI BOND ETF
4.9%
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
4.3%
SPY
STATE STREET SPDR S&P 500 ETF
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.