Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Schwab U.S. Broad Market ETFETF | ETF | $123M | 28.0% |
| Avantis Emerging Markets Equity ETFETF | ETF | $46.4M | 10.5% |
| Vanguard FTSE Developed Markets ETFETF | ETF | $38M | 8.6% |
| Avantis U.S. Small Cap Value ETFETF | ETF | $30.8M | 7.0% |
| Avantis International Small Cap Value ETFETF | ETF | $26.3M | 6.0% |
| iShares National Muni Bond ETFETF | ETF | $21.8M | 4.9% |
| Schwab Intermediate-term US Treasury ETFETF | ETF | $18.8M | 4.3% |
| State Street SPDR S&P 500 ETFETF | ETF | $16.6M | 3.8% |
| Vanguard Intermediate-term Corporate Bond ETFETF | ETF | $14.9M | 3.4% |
| iShares Global REIT ETFETF | ETF | $14.4M | 3.3% |
| Vanguard Total International Bond ETFETF | ETF | $12.4M | 2.8% |
| Pimco Intermed Muni BondETF | ETF | $9.99M | 2.3% |
| Vanguard Short-term Corporate Bond ETFETF | ETF | $6.05M | 1.4% |
| iShares Short-term National Muni Bond ETFETF | ETF | $5.91M | 1.3% |
| iShares MSCI Eafe ETFETF | ETF | $3.45M | 0.8% |
| Schwab International Small-cap Equity ETFETF | ETF | $3.3M | 0.7% |
| iShares Core High Dividend ETFETF | ETF | $2.95M | 0.7% |
| iShares Core MSCI Eafe ETFETF | ETF | $2.63M | 0.6% |
| Vanguard Small-cap ETFETF | ETF | $2.45M | 0.6% |
| Apple Inc.Stock | Stock | $2.43M | 0.6% |
| Invesco Qqq Trust Series IETF | ETF | $2.38M | 0.5% |
| Vanguard Total Stock Market ETFETF | ETF | $1.88M | 0.4% |
| Microsoft Corp.Stock | Stock | $1.69M | 0.4% |
| Vanguard FTSE Emerging Markets ETFETF | ETF | $1.59M | 0.4% |
| Dimensional US Small Cap Value ETFETF | ETF | $1.42M | 0.3% |
| Broadcom Inc.Stock | Stock | $1.3M | 0.3% |
| iShares Russell 2000 ETFETF | ETF | $1.3M | 0.3% |
| Vanguard Total International Stock ETFETF | ETF | $1.27M | 0.3% |
| Vanguard FTSE All-world Ex-us Small-cap ETFETF | ETF | $1.23M | 0.3% |
| iShares Esg Aware MSCI USA ETFETF | ETF | $1.19M | 0.3% |
| Air Products And Chemicals Inc.Stock | Stock | $877K | 0.2% |
| Nvidia CorporationStock | Stock | $712K | 0.2% |
| Bank OF Amer Corp.Stock | Stock | $674K | 0.2% |
| iShares Esg Aware MSCI Eafe ETFETF | ETF | $640K | 0.1% |
| Vanguard S&P 500 ETFETF | ETF | $518K | 0.1% |
| Schwab International Equity ETFETF | ETF | $495K | 0.1% |
| Alphabet Inc. Cap Stk CL AStock | Stock | $477K | 0.1% |
| Avantis Real Estate ETFETF | ETF | $464K | 0.1% |
| Vanguard Mid-cap Growth ETFETF | ETF | $453K | 0.1% |
| Mcdonalds Corp.Stock | Stock | $453K | 0.1% |
| iShares Core 60/40 Balanced Allocation ETFETF | ETF | $450K | 0.1% |
| Vanguard Tax-exempt Bond ETFETF | ETF | $425K | 0.1% |
| iShares Core S&P 500 ETFETF | ETF | $408K | 0.1% |
| iShares MSCI Emerging Markets Min Vol Factor ETFETF | ETF | $407K | 0.1% |
| State Street SPDR Portfolio Developed World Ex-us ETFETF | ETF | $401K | 0.1% |
| Village Super Mkt Inc. CL A NewStock | Stock | $390K | 0.1% |
| Schwab U.S. Large-cap ETFETF | ETF | $364K | 0.1% |
| State Street SPDR S&P 600 Small Cap Value ETFETF | ETF | $362K | 0.1% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $357K | 0.1% |
| State Street SPDR Nuveen Ice High Yield Municipal Bond ETFETF | ETF | $342K | 0.1% |
Schwab U.S. Broad Market ETFETF$123M
- Class
- ETF
- Share
- 28.0%
Avantis Emerging Markets Equity ETFETF$46.4M
- Class
- ETF
- Share
- 10.5%
Vanguard FTSE Developed Markets ETFETF$38M
- Class
- ETF
- Share
- 8.6%
Avantis U.S. Small Cap Value ETFETF$30.8M
- Class
- ETF
- Share
- 7.0%
Avantis International Small Cap Value ETFETF$26.3M
- Class
- ETF
- Share
- 6.0%
iShares National Muni Bond ETFETF$21.8M
- Class
- ETF
- Share
- 4.9%
Schwab Intermediate-term US Treasury ETFETF$18.8M
- Class
- ETF
- Share
- 4.3%
State Street SPDR S&P 500 ETFETF$16.6M
- Class
- ETF
- Share
- 3.8%
Vanguard Intermediate-term Corporate Bond ETFETF$14.9M
- Class
- ETF
- Share
- 3.4%
iShares Global REIT ETFETF$14.4M
- Class
- ETF
- Share
- 3.3%
Vanguard Total International Bond ETFETF$12.4M
- Class
- ETF
- Share
- 2.8%
Pimco Intermed Muni BondETF$9.99M
- Class
- ETF
- Share
- 2.3%
Vanguard Short-term Corporate Bond ETFETF$6.05M
- Class
- ETF
- Share
- 1.4%
iShares Short-term National Muni Bond ETFETF$5.91M
- Class
- ETF
- Share
- 1.3%
iShares MSCI Eafe ETFETF$3.45M
- Class
- ETF
- Share
- 0.8%
Schwab International Small-cap Equity ETFETF$3.3M
- Class
- ETF
- Share
- 0.7%
iShares Core High Dividend ETFETF$2.95M
- Class
- ETF
- Share
- 0.7%
iShares Core MSCI Eafe ETFETF$2.63M
- Class
- ETF
- Share
- 0.6%
Vanguard Small-cap ETFETF$2.45M
- Class
- ETF
- Share
- 0.6%
Apple Inc.Stock$2.43M
- Class
- Stock
- Share
- 0.6%
Invesco Qqq Trust Series IETF$2.38M
- Class
- ETF
- Share
- 0.5%
Vanguard Total Stock Market ETFETF$1.88M
- Class
- ETF
- Share
- 0.4%
Microsoft Corp.Stock$1.69M
- Class
- Stock
- Share
- 0.4%
Vanguard FTSE Emerging Markets ETFETF$1.59M
- Class
- ETF
- Share
- 0.4%
Dimensional US Small Cap Value ETFETF$1.42M
- Class
- ETF
- Share
- 0.3%
Broadcom Inc.Stock$1.3M
- Class
- Stock
- Share
- 0.3%
iShares Russell 2000 ETFETF$1.3M
- Class
- ETF
- Share
- 0.3%
Vanguard Total International Stock ETFETF$1.27M
- Class
- ETF
- Share
- 0.3%
Vanguard FTSE All-world Ex-us Small-cap ETFETF$1.23M
- Class
- ETF
- Share
- 0.3%
iShares Esg Aware MSCI USA ETFETF$1.19M
- Class
- ETF
- Share
- 0.3%
Air Products And Chemicals Inc.Stock$877K
- Class
- Stock
- Share
- 0.2%
Nvidia CorporationStock$712K
- Class
- Stock
- Share
- 0.2%
Bank OF Amer Corp.Stock$674K
- Class
- Stock
- Share
- 0.2%
iShares Esg Aware MSCI Eafe ETFETF$640K
- Class
- ETF
- Share
- 0.1%
Vanguard S&P 500 ETFETF$518K
- Class
- ETF
- Share
- 0.1%
Schwab International Equity ETFETF$495K
- Class
- ETF
- Share
- 0.1%
Alphabet Inc. Cap Stk CL AStock$477K
- Class
- Stock
- Share
- 0.1%
Avantis Real Estate ETFETF$464K
- Class
- ETF
- Share
- 0.1%
Vanguard Mid-cap Growth ETFETF$453K
- Class
- ETF
- Share
- 0.1%
Mcdonalds Corp.Stock$453K
- Class
- Stock
- Share
- 0.1%
iShares Core 60/40 Balanced Allocation ETFETF$450K
- Class
- ETF
- Share
- 0.1%
Vanguard Tax-exempt Bond ETFETF$425K
- Class
- ETF
- Share
- 0.1%
iShares Core S&P 500 ETFETF$408K
- Class
- ETF
- Share
- 0.1%
iShares MSCI Emerging Markets Min Vol Factor ETFETF$407K
- Class
- ETF
- Share
- 0.1%
State Street SPDR Portfolio Developed World Ex-us ETFETF$401K
- Class
- ETF
- Share
- 0.1%
Village Super Mkt Inc. CL A NewStock$390K
- Class
- Stock
- Share
- 0.1%
Schwab U.S. Large-cap ETFETF$364K
- Class
- ETF
- Share
- 0.1%
State Street SPDR S&P 600 Small Cap Value ETFETF$362K
- Class
- ETF
- Share
- 0.1%
Berkshire Hathaway Inc. Del CL B NewStock$357K
- Class
- Stock
- Share
- 0.1%
State Street SPDR Nuveen Ice High Yield Municipal Bond ETFETF$342K
- Class
- ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 416 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1909851
- File number
- 028-21768
- Options
- 0 call, 0 put
- In the 25 largest
- 93.4%
- Prior quarter
- $378M at 31 March 2026
- Positions opened
- 135
- Positions closed
- 11
Common questions
What are Morton Brown Family Wealth’s 13F holdings worth?
$441 million across 416 positions for the quarter ended 30 June 2026.
What is Morton Brown Family Wealth’s largest 13F holding?
SCHWAB U.S. BROAD MARKET ETF (ETF) was the largest position at $123 million, or 28.0% of reported 13F value, as of 30 June 2026.
How concentrated is Morton Brown Family Wealth’s 13F portfolio?
The ten largest positions accounted for 79.7% of reported value and the twenty-five largest for 93.4%, across 416 positions as of 30 June 2026.
Does Form 13F show everything Morton Brown Family Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Morton Brown Family Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.