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 251–294 of 294
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| D | DOMINION ENERGY INC COM | 39 | $1K–$15K | SH |
| LIN | LINDE PLC SHS | 5 | $1K–$15K | SH |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | 35 | $1K–$15K | SH |
| RJF | RAYMOND JAMES FINL INC COM | 13 | $1K–$15K | SH |
| TMUS | T-MOBILE US INC COM | 10 | $1K–$15K | SH |
| CHEF | CHEFS WHSE INC COM | 32 | $1K–$15K | SH |
| HON | HONEYWELL INTL INC COM | 10 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 11 | $1K–$15K | SH |
| AME | AMETEK INC COM | 9 | $1K–$15K | SH |
| OSK | OSHKOSH CORP COM | 14 | $1K–$15K | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 59 | $1K–$15K | SH |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | 400 | $1K–$15K | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 16 | $1K–$15K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 19 | $1K–$15K | SH |
| BN | BROOKFIELD CORP CL A LTD VT SH | 30 | $1K–$15K | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 6 | $1K–$15K | SH |
| HWM | HOWMET AEROSPACE INC COM | 6 | $1K–$15K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 2 | $1K–$15K | SH |
| MDT | MEDTRONIC PLC SHS | 12 | $1K–$15K | SH |
| PEP | PEPSICO INC COM | 8 | $1K–$15K | SH |
| CL | COLGATE PALMOLIVE CO COM | 14 | $1K–$15K | SH |
| STAG | STAG INDL INC COM | 30 | $1K–$15K | SH |
| ADBE | ADOBE INC COM | 3 | $1K–$15K | SH |
| TGT | TARGET CORP COM | 10 | <$1K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 3 | <$1K | SH |
| LOW | LOWES COS INC COM | 4 | <$1K | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | 5 | <$1K | SH |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | 9 | <$1K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 9 | <$1K | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 15 | <$1K | SH |
| ACWI | ISHARES MSCI ACWI ETF | 4 | <$1K | SH |
| SBSW | SIBANYE STILLWATER LTD SPONSORED ADR | 35 | <$1K | SH |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 5 | <$1K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 2 | <$1K | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 1 | <$1K | SH |
| NMAX | NEWSMAX INC COM SHS CLASS B | 40 | <$1K | SH |
| EGHT | 8X8 INC NEW COM | 100 | <$1K | SH |
| CNF | CNFINANCE HLDGS LTD SPONSORED ADS | 25 | <$1K | SH |
| VTRS | VIATRIS INC COM | 12 | <$1K | SH |
| AMTM | AMENTUM HOLDINGS INC COM | 4 | <$1K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 2 | <$1K | SH |
| GOSS | GOSSAMER BIO INC COM | 25 | <$1K | SH |
| SVM | SILVERCORP METALS INC COM | 7 | <$1K | SH |
| UNIT | UNITI GROUP LLC COM SHS | 4 | <$1K | SH |