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 101–150 of 294
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 143 | $50K–$100K | SH |
| HD | HOME DEPOT INC COM | 195 | $50K–$100K | SH |
| XYZ | BLOCK INC CL A | 1K | $50K–$100K | SH |
| GOOG | ALPHABET INC CAP STK CL C | 200 | $50K–$100K | SH |
| TSLA | TESLA INC COM | 136 | $50K–$100K | SH |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 2K | $50K–$100K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 578 | $50K–$100K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 211 | $50K–$100K | SH |
| CSCO | CISCO SYS INC COM | 734 | $50K–$100K | SH |
| GE | GE AEROSPACE COM NEW | 171 | $50K–$100K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 340 | $50K–$100K | SH |
| OLED | UNIVERSAL DISPLAY CORP COM | 434 | $50K–$100K | SH |
| META | META PLATFORMS INC CL A | 75 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC COM | 387 | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 53 | $15K–$50K | SH |
| JPM | JPMORGAN CHASE & CO. COM | 146 | $15K–$50K | SH |
| SEIV | SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | 1K | $15K–$50K | SH |
| TLN | TALEN ENERGY CORP COM | 120 | $15K–$50K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 2K | $15K–$50K | SH |
| SEIM | SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | 963 | $15K–$50K | SH |
| WPM | WHEATON PRECIOUS METALS CORP COM | 358 | $15K–$50K | SH |
| COST | COSTCO WHSL CORP NEW COM | 48 | $15K–$50K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 764 | $15K–$50K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | 488 | $15K–$50K | SH |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | 486 | $15K–$50K | SH |
| EMR | EMERSON ELEC CO COM | 300 | $15K–$50K | SH |
| OMC | OMNICOM GROUP INC COM | 459 | $15K–$50K | SH |
| PSX | PHILLIPS 66 COM | 282 | $15K–$50K | SH |
| GDX | VANECK GOLD MINERS ETF | 424 | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 175 | $15K–$50K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 1K | $15K–$50K | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 40 | $15K–$50K | SH |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 891 | $15K–$50K | SH |
| GEV | GE VERNOVA INC COM | 42 | $15K–$50K | SH |
| SO | SOUTHERN CO COM | 314 | $15K–$50K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 127 | $15K–$50K | SH |
| PFE | PFIZER INC COM | 1K | $15K–$50K | SH |
| ABBV | ABBVIE INC COM | 114 | $15K–$50K | SH |
| WWD | WOODWARD INC COM | 80 | $15K–$50K | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 268 | $15K–$50K | SH |
| PG | PROCTER AND GAMBLE CO COM | 164 | $15K–$50K | SH |
| UGI | UGI CORP NEW COM | 627 | $15K–$50K | SH |
| TPR | TAPESTRY INC COM | 183 | $15K–$50K | SH |
| MU | MICRON TECHNOLOGY INC COM | 81 | $15K–$50K | SH |
| KEY | KEYCORP COM | 1K | $15K–$50K | SH |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 202 | $15K–$50K | SH |
| VPU | VANGUARD UTILITIES ETF | 124 | $15K–$50K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 75 | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 150 | $15K–$50K | SH |
| OKLO | OKLO INC COM CL A | 300 | $15K–$50K | SH |