Morton Brown Family Wealth, LLC

DOSSIER · 13F-HR · Q2 2026

Morton Brown Family Wealth, LLC

$441M in tracked AUM across 416 positions as of Q2 2026.

MB

CIK 0001909851 · last filed Jun 30, 2026

Total AUM

$441M

as of Q2 2026

Holdings

416

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Morton Brown Family Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SCHB

SCHWAB U.S. BROAD MARKET ETF

$123M4.3M28.0%02

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

$46M481K10.5%03

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$38M533K8.6%04

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

$31M247K7.0%05

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

$26M255K6.0%06

MUB

ISHARES NATIONAL MUNI BOND ETF

$22M203K4.9%07

SCHR

SCHWAB INTERMEDIATE-TERM US TREASURY ETF

$19M763K4.3%08

SPY

STATE STREET SPDR S&P 500 ETF

$17M22K3.8%09

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF