What does Morton Brown Family Wealth, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Morton Brown Family Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB U.S. BROAD MARKET ETF

$101M4.0M26.7%

AVANTIS EMERGING MARKETS EQUITY ETF

$37M465K9.9%

VANGUARD FTSE DEVELOPED MARKETS ETF

$33M508K8.6%

AVANTIS U.S. SMALL CAP VALUE ETF

$26M233K6.8%

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

$24M241K6.4%

ISHARES NATIONAL MUNI BOND ETF

$19M175K4.9%

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

$17M702K4.6%

STATE STREET SPDR S&P 500 ETF

$14M22K3.8%

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

$13M163K3.6%

ISHARES GLOBAL REIT ETF

$12M491K3.3%

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