CIK 1909851
Morton Brown Family Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
294
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 294
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 3.8M | $1M+ | SH |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 455K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 492K | $1M+ | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 225K | $1M+ | SH |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 236K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 171K | $1M+ | SH |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 675K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 22K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 155K | $1M+ | SH |
| REET | ISHARES GLOBAL REIT ETF | 472K | $1M+ | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 226K | $1M+ | SH |
| MUNI | PIMCO INTERMED MUNI BOND | 170K | $1M+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 54K | $1M+ | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 68K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 34K | $1M+ | SH |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 70K | $1M+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 23K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 27K | $1M+ | SH |
| AAPL | APPLE INC COM | 9K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 4K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 8K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 3K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 5K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 4K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 27K | $1M+ | SH |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 36K | $1M+ | SH |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 8K | $1M+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 8K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 4K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 13K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC COM | 3K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION COM | 4K | $500K+ | SH |
| BAC | BANK AMERICA CORP COM | 12K | $500K+ | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 7K | $500K+ | SH |
| MCD | MCDONALDS CORP COM | 2K | $500K+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 18K | $100K–$500K | SH |
| AVRE | AVANTIS REAL ESTATE ETF | 10K | $100K–$500K | SH |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | 6K | $100K–$500K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 1K | $100K–$500K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 15K | $100K–$500K | SH |
| IVV | ISHARES CORE S&P 500 ETF | 566 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 706 | $100K–$500K | SH |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 5K | $100K–$500K | SH |
| CAPL | CROSSAMERICA PARTNERS LP UT LTD PTN INT | 16K | $100K–$500K | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7K | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 678 | $100K–$500K | SH |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 3K | $100K–$500K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 9K | $100K–$500K | SH |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | 6K | $100K–$500K | SH |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 6K | $100K–$500K | SH |