Funds › Morton Brown Family Wealth, LLC
Morton Brown Family Wealth, LLC
13F for Q3 2026, filed Oct 23, 2026. 412 positions worth $449.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 23, 2026
Reported value
$449.6M
+$8.5M (1.9%) vs Q2 2026
Positions
412
416 in Q2 2026
Top 10 share
79.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Morton Brown Family Wealth, LLC in the latest 13F quarter?
Using 13F.ai, how has Morton Brown Family Wealth, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Morton Brown Family Wealth, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr Us Brd Mkt Etf | 4.35M | $127.6M | 28.4% | +2.1% | 13F ↗ |
| 2 | American Centy ETF Tr Avantis Emgmkt | 489,916 | $46.1M | 10.2% | +1.9% | 13F ↗ |
| 3 | Vanguard Tax-Managed Fds | 546,999 | $38.6M | 8.6% | +2.7% | 13F ↗ |
| 4 | American Centy ETF Tr Us Sml Cp Valu | 250,971 | $29.6M | 6.6% | +1.7% | 13F ↗ |
| 5 | American Centy ETF Tr Intl Smcp Vlu | 262,606 | $28.7M | 6.4% | +2.9% | 13F ↗ |
| 6 | iShares Tr National Mun Etf | 207,197 | $20.9M | 4.7% | +2.2% | 13F ↗ |
| 7 | Schwab Strategic Tr INT-TRM U.S Tres | 781,573 | $18.5M | 4.1% | +2.4% | 13F ↗ |
| 8 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 22,064 | $16.8M | 3.7% | -0.4% | 13F ↗ |
| 9 | Vanguard Scottsdale Fds INT-TERM Corp | 194,976 | $15.3M | 3.4% | +7.9% | 13F ↗ |
| 10 | iShares Tr Global Reit Etf | 539,546 | $13.9M | 3.1% | +3.7% | 13F ↗ |
| 11 | Vanguard Charlotte Fds Total Int Bd Etf | 261,244 | $12.2M | 2.7% | +1.8% | 13F ↗ |
| 12 | Pimco ETF Tr Etf | 172,191 | $8.6M | 1.9% | -9.3% | 13F ↗ |
| 13 | iShares Tr Shrt Nat Mun Etf | 58,334 | $6.1M | 1.4% | +5.0% | 13F ↗ |
| 14 | Vanguard Scottsdale Fds Shrt Trm Corp Bd | 72,567 | $5.6M | 1.2% | -5.2% | 13F ↗ |
| 15 | Vanguard Mun Bd Fds Tax Exempt Bd | 81,696 | $3.9M | 0.9% | +873% | 13F ↗ |
| 16 | iShares Tr Msci Eafe Etf | 33,124 | $3.4M | 0.8% | -0.4% | 13F ↗ |
| 17 | Schwab Strategic Tr Intl Sceqt Etf | 68,363 | $3.4M | 0.8% | -0.5% | 13F ↗ |
| 18 | iShares Tr Core High Dv Etf | 104,066 | $2.9M | 0.6% | -3.3% | 13F ↗ |
| 19 | AAPL Apple Inc. | 8,488 | $2.8M | 0.6% | +0.9% | 13F ↗ |
| 20 | Invesco Qqq Tr | 3,560 | $2.6M | 0.6% | +10.3% | 13F ↗ |
| 21 | iShares Tr Core Msci Eafe | 27,179 | $2.6M | 0.6% | -0.2% | 13F ↗ |
| 22 | Vanguard Index Fds Mrngstr Sml Cap | 8,062 | $2.3M | 0.5% | -0.5% | 13F ↗ |
| 23 | Vanguard Index Fds Mrngstr Ttl Stk | 5,236 | $2.0M | 0.4% | +2.9% | 13F ↗ |
| 24 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 27,284 | $1.6M | 0.4% | +2.3% | 13F ↗ |
| 25 | J P Morgan Exchange Traded F Municipal Etf | 33,535 | $1.6M | 0.4% | New | 13F ↗ |
| 26 | Vanguard Star Fds | 14,266 | $1.2M | 0.3% | -3.9% | 13F ↗ |
| 27 | MSFT Microsoft Corporation | 2,363 | $1.2M | 0.3% | -47.8% | 13F ↗ |
| 28 | iShares Tr Esg Awr Msci Usa | 7,250 | $1.2M | 0.3% | Unchanged | 13F ↗ |
| 29 | AVGO Broadcom Inc. | 3,419 | $1.2M | 0.3% | -0.7% | 13F ↗ |
| 30 | iShares Tr Etf | 4,276 | $1.2M | 0.3% | -0.9% | 13F ↗ |
| 31 | Vanguard International Equity Index F Ftse Smcap Etf | 7,261 | $1.1M | 0.3% | -9.0% | 13F ↗ |
| 32 | APD Air Products and Chemicals, Inc. | 2,993 | $832.7K | 0.2% | Unchanged | 13F ↗ |
| 33 | NVDA NVIDIA Corporation | 3,569 | $815.0K | 0.2% | +0.3% | 13F ↗ |
| 34 | Schwab Strategic Tr 5 10YR Corp Bd | 35,140 | $753.4K | 0.2% | +188% | 13F ↗ |
| 35 | BAC Bank of America Corporation | 11,837 | $644.3K | 0.1% | Unchanged | 13F ↗ |
| 36 | iShares Tr Esg Aw Msci Eafe | 6,229 | $641.9K | 0.1% | Unchanged | 13F ↗ |
| 37 | iShares Tr 3 7 Yr Treas Bd | 4,581 | $519.7K | 0.1% | +253% | 13F ↗ |
| 38 | Schwab Strategic Tr Intl Eqty Etf | 17,884 | $491.3K | 0.1% | Unchanged | 13F ↗ |
| 39 | GOOGL Alphabet Inc. Class A | 1,334 | $459.1K | 0.1% | Unchanged | 13F ↗ |
| 40 | Spdr Series Trust St Port High Etf | 19,910 | $449.8K | 0.1% | +123% | 13F ↗ |
| 41 | iShares Tr Core 60 Bala Etf | 6,520 | $446.8K | 0.1% | +0.6% | 13F ↗ |
| 42 | American Centy ETF Tr Real Estate Etf | 9,748 | $432.3K | 0.1% | -0.6% | 13F ↗ |
| 43 | iShares Tr Core S&P500 Etf | 545 | $417.4K | 0.1% | Unchanged | 13F ↗ |
| 44 | Vanguard Index Fds S&P 500 Etf Shs | 577 | $404.4K | 0.1% | -23.5% | 13F ↗ |
| 45 | VLGEA Village Super Market, Inc. | 8,745 | $397.2K | 0.1% | -5.4% | 13F ↗ |
| 46 | Schwab Strategic Tr Mun Bd Etf | 16,291 | $393.6K | 0.1% | New | 13F ↗ |
| 47 | Spdr Index Shs Fds St Str Po Ex Etf | 7,801 | $391.7K | 0.1% | -1.9% | 13F ↗ |
| 48 | Spdr Series Trust St Nuve High Etf | 16,563 | $388.7K | 0.1% | +23.2% | 13F ↗ |
| 49 | MCD McDonald's Corporation | 1,650 | $381.2K | 0.1% | -1.4% | 13F ↗ |
| 50 | Schwab Strategic Tr Us Lrg Cap Etf | 12,369 | $371.1K | 0.1% | Unchanged | 13F ↗ |
Showing the top 50 of 412 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
30 new, 79 added to, 53 trimmed, 34 exited, 250 unchanged. By estimated dollars.
New positions (30)
| J P Morgan Exchange Traded F Municipal Etf | 33,535 | New | $1.6M |
| Schwab Strategic Tr Mun Bd Etf | 16,291 | New | $393.6K |
| iShares Tr Core Intl Aggr | 7,299 | New | $359.1K |
| BlackRock ETF Trust II Etf | 5,863 | New | $267.8K |
| Spdr Series Trust St Long Bd Etf | 4,732 | New | $96.4K |
| American Centy ETF Tr Us Large Cap Vlu | 197 | New | $17.8K |
| FNV Franco-Nevada Corporation | 64 | New | $15.1K |
| Invesco Exchange Traded Fd T S&P500 Eql Wgt | 58 | New | $12.1K |
| Invesco Exch Traded Fd Tr II S&P Mdcp 400 Rev | 60 | New | $8,304 |
| MCK McKesson Corporation | 9 | New | $7,684 |
Added to (79)
| Vanguard Mun Bd Fds Tax Exempt Bd | 81,696 | +873% | $3.5M |
| Schwab Strategic Tr Us Brd Mkt Etf | 4.35M | +2.1% | $2.7M |
| Vanguard Scottsdale Fds INT-TERM Corp | 194,976 | +7.9% | $1.1M |
| Vanguard Tax-Managed Fds | 546,999 | +2.7% | $1.0M |
| American Centy ETF Tr Avantis Emgmkt | 489,916 | +1.9% | $880.7K |
| American Centy ETF Tr Intl Smcp Vlu | 262,606 | +2.9% | $815.4K |
| iShares Tr Global Reit Etf | 539,546 | +3.7% | $496.0K |
| Schwab Strategic Tr 5 10YR Corp Bd | 35,140 | +188% | $492.2K |
| American Centy ETF Tr Us Sml Cp Valu | 250,971 | +1.7% | $483.9K |
| iShares Tr National Mun Etf | 207,197 | +2.2% | $442.8K |
Trimmed (53)
| MSFT Microsoft Corporation | 2,363 | -47.8% | -$1.1M |
| Pimco ETF Tr Etf | 172,191 | -9.3% | -$877.4K |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd | 72,567 | -5.2% | -$307.2K |
| Vanguard Index Fds S&P 500 Etf Shs | 577 | -23.5% | -$124.1K |
| Vanguard Scottsdale Fds Inter Term Treas | 594 | -76.8% | -$111.7K |
| Vanguard International Equity Index F Ftse Smcap Etf | 7,261 | -9.0% | -$111.0K |
| iShares Tr Core High Dv Etf | 104,066 | -3.3% | -$100.0K |
| Vanguard Index Fds Extend Mkt Etf | 965 | -28.0% | -$86.8K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 22,064 | -0.4% | -$75.5K |
| Vanguard Index Fds Mrngstr Md Cp Gr | 1,257 | -15.1% | -$65.1K |
Exited (34)
| Dimensional ETF Trust Us Small Cap Etf | 36,492 | Exited | -$1.4M |
| Ocean Power Technologies Inc | 58,285 | Exited | -$15.3K |
| ISRG Intuitive Surgical, Inc. | 18 | Exited | -$7,158 |
| First Tr Exch Traded Fd III Instl Pfd Secs | 285 | Exited | -$5,498 |
| LMT Lockheed Martin Corporation | 5 | Exited | -$2,547 |
| SPOT Spotify Technology S.A. | 5 | Exited | -$2,296 |
| OSK Oshkosh Corporation | 14 | Exited | -$2,149 |
| AMT American Tower Corporation | 11 | Exited | -$1,799 |
| LOW Lowe's Companies, Inc. | 8 | Exited | -$1,764 |
| TMUS T-Mobile US, Inc. | 10 | Exited | -$1,677 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 23, 2026 | 13F-HR | 412 | $449.6M | Current | SEC ↗ |
| Q2 2026 | Jul 21, 2026 | 13F-HR | 416 | $441.1M | Current | SEC ↗ |
| Q1 2026 | Apr 21, 2026 | 13F-HR | 292 | $378.4M | Current | SEC ↗ |
| Q4 2025 | Jan 28, 2026 | 13F-HR | 294 | $367.3M | Current | SEC ↗ |
| Q3 2025 | Oct 21, 2025 | 13F-HR | 264 | $348.5M | Current | SEC ↗ |
| Q2 2025 | Jul 24, 2025 | 13F-HR | 319 | $328.7M | Current | SEC ↗ |
| Q1 2025 | Apr 25, 2025 | 13F-HR | 324 | $294.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer