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 151–200 of 294
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SEIQ | SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF | 548 | $15K–$50K | SH |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | 150 | $15K–$50K | SH |
| TFC | TRUIST FINL CORP COM | 424 | $15K–$50K | SH |
| ABNB | AIRBNB INC COM CL A | 150 | $15K–$50K | SH |
| NFLX | NETFLIX INC COM | 200 | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 182 | $15K–$50K | SH |
| USB | US BANCORP DEL COM NEW | 337 | $15K–$50K | SH |
| CVX | CHEVRON CORP NEW COM | 118 | $15K–$50K | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 195 | $15K–$50K | SH |
| CMI | CUMMINS INC COM | 34 | $15K–$50K | SH |
| MS | MORGAN STANLEY COM NEW | 98 | $15K–$50K | SH |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 193 | $15K–$50K | SH |
| DE | DEERE & CO COM | 37 | $15K–$50K | SH |
| COP | CONOCOPHILLIPS COM | 178 | $15K–$50K | SH |
| NRG | NRG ENERGY INC COM NEW | 100 | $15K–$50K | SH |
| VKTX | VIKING THERAPEUTICS INC COM | 450 | $15K–$50K | SH |
| RGLD | ROYAL GOLD INC COM | 70 | $15K–$50K | SH |
| VO | VANGUARD MID-CAP ETF | 53 | $15K–$50K | SH |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 164 | $15K–$50K | SH |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 440 | $1K–$15K | SH |
| STT | STATE STR CORP COM | 107 | $1K–$15K | SH |
| COR | CENCORA INC COM | 40 | $1K–$15K | SH |
| SBUX | STARBUCKS CORP COM | 160 | $1K–$15K | SH |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 236 | $1K–$15K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 79 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 324 | $1K–$15K | SH |
| BA | BOEING CO COM | 60 | $1K–$15K | SH |
| ABT | ABBOTT LABS COM | 103 | $1K–$15K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 70 | $1K–$15K | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 82 | $1K–$15K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 251 | $1K–$15K | SH |
| MRK | MERCK & CO INC COM | 119 | $1K–$15K | SH |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | 216 | $1K–$15K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 181 | $1K–$15K | SH |
| SAP | SAP SE SPON ADR | 48 | $1K–$15K | SH |
| CRM | SALESFORCE INC COM | 44 | $1K–$15K | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 38 | $1K–$15K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 200 | $1K–$15K | SH |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 106 | $1K–$15K | SH |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 105 | $1K–$15K | SH |
| PM | PHILIP MORRIS INTL INC COM | 67 | $1K–$15K | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 354 | $1K–$15K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 18 | $1K–$15K | SH |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 45 | $1K–$15K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 82 | $1K–$15K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 200 | $1K–$15K | SH |
| SOLV | SOLVENTUM CORP COM SHS | 125 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC COM | 85 | $1K–$15K | SH |
| J | JACOBS SOLUTIONS INC COM | 72 | $1K–$15K | SH |
| WFC | WELLS FARGO CO NEW COM | 100 | $1K–$15K | SH |