Morton Brown Family Wealth, LLC 13F Holdings · Q2 2026
Morton Brown Family Wealth, LLC reported 416 securities worth $441.08M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHB (27.98%), AVEM (10.51%), VEA (8.60%). Among its top 25 positions this quarter: 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $123.4M | 27.98% | 4.3M | Added |
| 2 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $46.4M | 10.51% | 480,549 | Added |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $38.0M | 8.60% | 532,635 | Added |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $30.8M | 6.98% | 246,862 | Added |
| 5 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $26.3M | 5.96% | 255,151 | Added |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | $21.8M | 4.95% | 202,817 | Added |
| 7 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $18.8M | 4.27% | 762,960 | Added |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | $16.6M | 3.75% | 22,163 | Trimmed |
| 9 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $14.9M | 3.39% | 180,706 | Added |
| 10 | REET | ISHARES GLOBAL REIT ETF | $14.4M | 3.26% | 520,305 | Added |
| 11 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $12.4M | 2.82% | 256,559 | Added |
| 12 | MUNI | PIMCO INTERMED MUNI BOND | $10.0M | 2.26% | 189,849 | Added |
| 13 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $6.0M | 1.37% | 76,544 | Added |
| 14 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $5.9M | 1.34% | 55,545 | Added |
| 15 | EFA | ISHARES MSCI EAFE ETF | $3.5M | 0.78% | 33,246 | Trimmed |
| 16 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $3.3M | 0.75% | 68,674 | Trimmed |
| 17 | HDV | ISHARES CORE HIGH DIVIDEND ETF | $3.0M | 0.67% | 107,643 | Added |
| 18 | IEFA | ISHARES CORE MSCI EAFE ETF | $2.6M | 0.60% | 27,242 | Trimmed |
| 19 | VB | VANGUARD SMALL-CAP ETF | $2.5M | 0.56% | 8,099 | Trimmed |
| 20 | AAPL | APPLE INC COM | $2.4M | 0.55% | 8,410 | Trimmed |
| 21 | QQQ | INVESCO QQQ TRUST SERIES I | $2.4M | 0.54% | 3,229 | Trimmed |
| 22 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $1.9M | 0.43% | 5,090 | Added |
| 23 | MSFT | MICROSOFT CORP COM | $1.7M | 0.38% | 4,530 | Added |
| 24 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.6M | 0.36% | 26,659 | Hold |
| 25 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $1.4M | 0.32% | 36,492 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR