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 51–100 of 294
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | 12K | $100K–$500K | SH |
| IDCC | INTERDIGITAL INC COM | 850 | $100K–$500K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 3K | $100K–$500K | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 4K | $100K–$500K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 2K | $100K–$500K | SH |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | 2K | $100K–$500K | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 718 | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 671 | $100K–$500K | SH |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 9K | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 1K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 345 | $100K–$500K | SH |
| GLD | SPDR GOLD SHARES | 493 | $100K–$500K | SH |
| RTX | RTX CORPORATION COM | 1K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 2K | $100K–$500K | SH |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 3K | $100K–$500K | SH |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | 4K | $100K–$500K | SH |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | 8K | $100K–$500K | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 290 | $100K–$500K | SH |
| AMZN | AMAZON COM INC COM | 714 | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 529 | $100K–$500K | SH |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 7K | $100K–$500K | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 3K | $100K–$500K | SH |
| WMT | WALMART INC COM | 1K | $100K–$500K | SH |
| DLS | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 676 | $100K–$500K | SH |
| VIOG | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 1K | $100K–$500K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP COM | 1K | $100K–$500K | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 2K | $100K–$500K | SH |
| CMA | COMERICA INC COM | 2K | $100K–$500K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 2K | $100K–$500K | SH |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 5K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 507 | $100K–$500K | SH |
| PAYX | PAYCHEX INC COM | 985 | $100K–$500K | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 500 | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW COM | 700 | $50K–$100K | SH |
| GLW | CORNING INC COM | 1K | $50K–$100K | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 3K | $50K–$100K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 292 | $50K–$100K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 383 | $50K–$100K | SH |
| NEE | NEXTERA ENERGY INC COM | 1K | $50K–$100K | SH |
| MMM | 3M CO COM | 500 | $50K–$100K | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 471 | $50K–$100K | SH |
| AMP | AMERIPRISE FINL INC COM | 159 | $50K–$100K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 645 | $50K–$100K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 350 | $50K–$100K | SH |
| LLY | ELI LILLY & CO COM | 68 | $50K–$100K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 150 | $50K–$100K | SH |
| VTV | VANGUARD VALUE ETF | 374 | $50K–$100K | SH |