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Morton Brown Family Wealth

Latest statistics and disclosures from Morton Brown Family Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, AVEM, VEA, AVUV, AVDV, and represent 57.67% of Morton Brown Family Wealth's stock portfolio.
Added to shares of these 10 stocks: SCHR, MUB, VCIT, BNDX, AVUV, MSFT, REET, VCSH, APD, SCHB.
Started 46 new stock positions in TMUS, EGHT, SVM, AMT, MA, SHW, Solstice Advanced Matls, LOW, PANW, SIL.
Reduced shares in these 10 stocks: SUB, MUNI, AVEM, SCHC, AVDV, SPY, DIS, AVGO, VOT, IDCC.
Sold out of its positions in AXP, ANET, ADP, BMEZ, EDIT, EA, GEHC, ICF, K, OTIS. TSHA, TOL, UNIT, VIGI, VOO, VBR.
Morton Brown Family Wealth was a net buyer of stock by $12M.
Morton Brown Family Wealth has $367M in assets under management (AUM), dropping by 5.39%.
Central Index Key (CIK): 0001909851

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Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 294 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Broad Market Etf Etf (SCHB)	27.5	$101M		3.8M	26.23	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	9.5	$35M		455k	77.02	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.4	$31M		492k	62.47	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	6.3	$23M	+6%	225k	101.98	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	6.0	$22M		236k	93.97	View chart
Ishares National Muni Bond Etf Etf (MUB)	5.0	$18M	+11%	171k	107.11	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	4.6	$17M	+15%	675k	25.08	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	4.1	$15M		22k	681.92	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	3.5	$13M	+16%	155k	83.75	View chart
Ishares Global Reit Etf Etf (REET)	3.2	$12M	+8%	472k	24.95	View chart
Vanguard Total International Bond Etf Etf (BNDX)	3.0	$11M	+17%	226k	48.32	View chart
Pimco Intermed Muni Bond Etf (MUNI)	2.4	$8.9M	-4%	170k	52.41	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	1.6	$5.7M	-6%	54k	106.70	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.5	$5.4M	+16%	68k	79.73	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.9	$3.2M		34k	96.03	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.9	$3.2M	-6%	70k	45.53	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.8	$2.8M	-2%	23k	121.61	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.7	$2.5M		27k	89.46	View chart
Apple Stock (AAPL)	0.7	$2.4M		8.8k	271.87	View chart
Microsoft Corp Stock (MSFT)	0.6	$2.1M	+100%	4.4k	483.61	View chart
Vanguard Small-cap Etf Etf (VB)	0.6	$2.1M		8.2k	257.95	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$2.0M		3.2k	614.34	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.6M		4.9k	335.27	View chart
Broadcom Stock (AVGO)	0.4	$1.5M	-5%	4.4k	346.10	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$1.5M	+2%	27k	53.76	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.3	$1.2M		36k	32.89	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.3	$1.1M		8.0k	143.33	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.3	$1.1M	-3%	7.7k	148.98	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$1.1M		4.3k	246.16	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$945k	-6%	13k	75.44	View chart
Air Prods & Chems Stock (APD)	0.2	$739k	+777%	3.0k	247.02	View chart
Nvidia Corporation Stock (NVDA)	0.2	$700k		3.8k	186.48	View chart
Bank America Corp Stock (BAC)	0.2	$650k		12k	55.00	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.2	$628k		6.6k	95.09	View chart
Mcdonalds Corp Stock (MCD)	0.1	$528k	+79%	1.7k	305.66	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$430k		18k	24.04	View chart
Avantis Real Estate Etf Etf (AVRE)	0.1	$425k		9.8k	43.53	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$420k		6.5k	65.01	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$413k	-15%	1.5k	279.14	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$397k	+19%	15k	26.91	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$388k		566.00	684.94	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$355k		706.00	502.65	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.1	$346k		5.4k	64.04	View chart
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL)	0.1	$336k	+63%	16k	20.60	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$322k		7.3k	44.41	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$321k	-5%	678.00	472.98	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$314k	-11%	3.5k	90.97	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$300k		9.2k	32.62	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$283k		6.4k	44.17	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$277k	+10%	6.0k	45.98	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.1	$274k	+12%	12k	22.97	View chart
Interdigital Stock (IDCC)	0.1	$271k	-19%	850.00	318.38	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$270k		3.1k	88.50	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$264k		4.0k	66.00	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$262k		2.3k	113.72	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.1	$233k		1.9k	120.20	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$225k	+55%	718.00	312.91	View chart
Amgen Stock (AMGN)	0.1	$220k		671.00	327.31	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$205k	+16%	8.7k	23.67	View chart
Qualcomm Stock (QCOM)	0.1	$198k		1.2k	171.05	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$197k	+2%	345.00	570.57	View chart
Spdr Gold Shares Etf (GLD)	0.1	$195k		493.00	396.31	View chart
Rtx Corporation Stock (RTX)	0.1	$195k	-3%	1.1k	183.34	View chart
Disney Walt Stock (DIS)	0.0	$182k	-31%	1.6k	113.77	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$181k		2.7k	67.13	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$178k	+4%	3.7k	47.94	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$177k	+6%	7.6k	23.38	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$175k		1.5k	119.35	View chart
Caterpillar Stock (CAT)	0.0	$166k		290.00	572.87	View chart
Amazon Stock (AMZN)	0.0	$165k	+22%	714.00	230.82	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$164k	-6%	529.00	310.24	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$164k	-4%	7.1k	23.23	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$154k		2.6k	59.93	View chart
Walmart Stock (WMT)	0.0	$148k	+3%	1.3k	111.43	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.0	$147k		1.8k	81.01	View chart
Johnson & Johnson Stock (JNJ)	0.0	$140k	+2%	676.00	206.95	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$140k		1.2k	121.28	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$139k		2.8k	50.29	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$138k		1.2k	120.29	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$134k		2.5k	53.88	View chart
Comerica Stock (CMA)	0.0	$132k	NEW	1.5k	86.93	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$124k		1.8k	69.42	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$118k	+8%	4.7k	25.24	View chart
Union Pac Corp Stock (UNP)	0.0	$117k		507.00	231.26	View chart
Paychex Stock (PAYX)	0.0	$111k		985.00	112.18	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$105k		500.00	209.27	View chart
American Wtr Wks Stock (AWK)	0.0	$91k		700.00	130.50	View chart
Corning Stock (GLW)	0.0	$88k		1.0k	87.56	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$87k		2.9k	30.07	View chart
International Business Machs Stock (IBM)	0.0	$87k		292.00	296.21	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$84k	-3%	383.00	219.97	View chart
Nextera Energy Stock (NEE)	0.0	$83k		1.0k	80.28	View chart
3M Stock (MMM)	0.0	$80k	+400%	500.00	160.10	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$79k		471.00	167.94	View chart
Ameriprise Finl Stock (AMP)	0.0	$78k		159.00	490.34	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$78k	-12%	645.00	120.18	View chart
Advanced Micro Devices Stock (AMD)	0.0	$75k		350.00	214.16	View chart
Eli Lilly & Co Stock (LLY)	0.0	$73k	+7%	68.00	1074.68	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$72k		150.00	480.57	View chart
Vanguard Value Etf Etf (VTV)	0.0	$72k	-15%	374.00	191.04	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$70k		143.00	487.86	View chart
Home Depot Stock (HD)	0.0	$67k	+387%	195.00	344.87	View chart
Block Inc Cl A Stock (XYZ)	0.0	$65k	NEW	1.0k	65.09	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$63k		200.00	313.80	View chart
Tesla Stock (TSLA)	0.0	$61k		136.00	449.72	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$60k		1.6k	38.00	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$59k		578.00	102.54	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$58k		211.00	275.39	View chart
Cisco Sys Stock (CSCO)	0.0	$57k	+4%	734.00	77.00	View chart
Ge Aerospace Stock (GE)	0.0	$53k	-5%	171.00	308.03	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$53k		340.00	154.85	View chart
Universal Display Corp Stock (OLED)	0.0	$51k		434.00	116.78	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$50k	-52%	75.00	660.09	View chart
Gilead Sciences Stock (GILD)	0.0	$47k		387.00	122.60	View chart
Goldman Sachs Group Stock (GS)	0.0	$47k		53.00	886.21	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$47k	+7%	146.00	321.29	View chart
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV)	0.0	$46k	NEW	1.1k	41.50	View chart
Talen Energy Corp Stock (TLN)	0.0	$45k		120.00	374.84	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$45k		1.6k	27.43	View chart
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM)	0.0	$44k	NEW	963.00	46.13	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$42k	NEW	358.00	117.52	View chart
Costco Whsl Corp Stock (COST)	0.0	$42k	+6%	48.00	871.19	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$41k		764.00	53.83	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$41k		488.00	82.94	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$40k		486.00	82.75	View chart
Emerson Elec Stock (EMR)	0.0	$40k		300.00	132.72	View chart
Omnicom Group Stock (OMC)	0.0	$37k		459.00	80.75	View chart
Phillips 66 Stock (PSX)	0.0	$36k	+36%	282.00	129.04	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$36k	NEW	424.00	85.77	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$31k	+250%	175.00	177.75	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$30k	NEW	1.1k	28.48	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$30k		40.00	753.77	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$29k		891.00	32.75	View chart
Ge Vernova Stock (GEV)	0.0	$27k	-4%	42.00	653.57	View chart
Southern Stock (SO)	0.0	$27k		314.00	87.20	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$27k		127.00	210.34	View chart
Pfizer Stock (PFE)	0.0	$26k		1.1k	24.91	View chart
Abbvie Stock (ABBV)	0.0	$26k	+14%	114.00	228.49	View chart
Woodward Stock (WWD)	0.0	$24k		80.00	302.32	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$24k		268.00	90.00	View chart
Procter And Gamble Stock (PG)	0.0	$24k	-20%	164.00	143.31	View chart
Ugi Corp Stock (UGI)	0.0	$24k		627.00	37.46	View chart
Tapestry Stock (TPR)	0.0	$23k		183.00	127.64	View chart
Micron Technology Stock (MU)	0.0	$23k		81.00	285.41	View chart
Keycorp Stock (KEY)	0.0	$23k		1.1k	20.64	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.0	$23k	NEW	202.00	113.78	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$23k	-35%	124.00	184.52	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$23k		75.00	301.15	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$22k		150.00	146.58	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$22k	+20%	300.00	71.76	View chart
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ)	0.0	$21k	NEW	548.00	38.93	View chart
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW)	0.0	$21k	NEW	150.00	142.13	View chart
Truist Finl Corp Stock (TFC)	0.0	$21k		424.00	49.21	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$20k		150.00	135.72	View chart
Netflix Stock (NFLX)	0.0	$19k	+1233%	200.00	93.76	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$18k		182.00	99.19	View chart
Us Bancorp Del Stock (USB)	0.0	$18k		337.00	53.42	View chart
Chevron Corp Stock (CVX)	0.0	$18k		118.00	152.41	View chart
Astrazeneca Adr (AZN)	0.0	$18k		195.00	91.93	View chart
Cummins Stock (CMI)	0.0	$18k		34.00	516.59	View chart
Morgan Stanley Stock (MS)	0.0	$17k		98.00	177.53	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$17k		193.00	89.56	View chart
Deere & Co Stock (DE)	0.0	$17k		37.00	465.57	View chart
Conocophillips Stock (COP)	0.0	$17k		178.00	93.61	View chart
Nrg Energy Stock (NRG)	0.0	$16k		100.00	159.24	View chart
Viking Therapeutics Stock (VKTX)	0.0	$16k		450.00	35.18	View chart
Royal Gold Stock (RGLD)	0.0	$16k	NEW	70.00	222.29	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$15k		53.00	290.23	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.0	$15k		164.00	93.30	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.0	$15k		440.00	33.08	View chart
State Str Corp Stock (STT)	0.0	$14k		107.00	128.85	View chart
Cencora Stock (COR)	0.0	$14k		40.00	337.75	View chart
Starbucks Corp Stock (SBUX)	0.0	$14k		160.00	84.29	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$13k		236.00	56.69	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$13k		79.00	168.75	View chart
Verizon Communications Stock (VZ)	0.0	$13k		324.00	40.73	View chart
Boeing Stock (BA)	0.0	$13k		60.00	217.12	View chart
Abbott Labs Stock (ABT)	0.0	$13k	+3%	103.00	125.29	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$13k		70.00	181.21	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$13k		82.00	154.48	View chart
Tractor Supply Stock (TSCO)	0.0	$13k		251.00	50.10	View chart
Merck & Co Stock (MRK)	0.0	$13k	+19%	119.00	105.26	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.0	$12k		216.00	57.58	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$12k		181.00	67.22	View chart
Sap Se Adr (SAP)	0.0	$12k		48.00	242.92	View chart
Salesforce Stock (CRM)	0.0	$12k	+4%	44.00	264.91	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$12k	-22%	38.00	302.11	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$11k		200.00	53.94	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.0	$11k		106.00	101.72	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$11k	-11%	105.00	102.39	View chart
Philip Morris Intl Stock (PM)	0.0	$11k		67.00	159.39	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$11k		354.00	29.61	View chart
Intuitive Surgical Stock (ISRG)	0.0	$10k	NEW	18.00	566.33	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$10k		45.00	225.96	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$10k		82.00	123.26	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$9.9k		200.00	49.65	View chart
Solventum Corp Stock (SOLV)	0.0	$9.9k	NEW	125.00	79.24	View chart
Prudential Finl Stock (PRU)	0.0	$9.6k		85.00	112.88	View chart
Jacobs Solutions Stock (J)	0.0	$9.5k		72.00	131.89	View chart
Wells Fargo Stock (WFC)	0.0	$9.3k		100.00	93.20	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$9.2k	+100%	64.00	143.97	View chart
Ppl Corp Stock (PPL)	0.0	$9.1k		260.00	35.06	View chart
General Dynamics Corp Stock (GD)	0.0	$9.1k		27.00	336.67	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$8.9k	NEW	107.00	83.52	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.0	$8.6k		259.00	33.02	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$8.4k		154.00	54.65	View chart
Uber Technologies Stock (UBER)	0.0	$8.2k		100.00	81.71	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$7.9k		20.00	395.35	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$7.8k		163.00	47.99	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.0	$7.5k		116.00	64.31	View chart
Unitedhealth Group Stock (UNH)	0.0	$7.3k	+29%	22.00	330.09	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$6.9k	NEW	135.00	50.79	View chart
At&t Stock (T)	0.0	$6.5k		263.00	24.85	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$6.5k		84.00	77.68	View chart
Visa Inc Com Cl A Stock (V)	0.0	$6.3k	+80%	18.00	350.72	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$6.3k		50.00	125.88	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.0	$6.1k		100.00	61.22	View chart
Freshpet Stock (FRPT)	0.0	$6.1k		100.00	60.93	View chart
Coca Cola Stock (KO)	0.0	$5.9k	+54%	85.00	69.91	View chart
Guardant Health Stock (GH)	0.0	$5.9k		58.00	102.14	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$5.8k		51.00	113.92	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.0	$5.8k		157.00	36.66	View chart
The Cigna Group Stock (CI)	0.0	$5.6k		20.00	278.95	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.0	$5.5k	NEW	285.00	19.39	View chart
Snowflake Stock (SNOW)	0.0	$5.5k		25.00	219.36	View chart
Icon Stock (ICLR)	0.0	$5.5k		30.00	182.23	View chart
Toast Inc Cl A Stock (TOST)	0.0	$5.3k		150.00	35.51	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$5.1k		100.00	50.52	View chart
Hershey Stock (HSY)	0.0	$4.9k		27.00	181.96	View chart
United Bankshares Inc West Va Stock (UBSI)	0.0	$4.8k	NEW	124.00	38.40	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$4.6k	NEW	8.00	570.88	View chart
Adams Diversified Equity Cef (ADX)	0.0	$4.5k		194.00	23.32	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$4.5k		60.00	75.17	View chart
Ocean Pwr Technologies Stock (OPTT)	0.0	$4.3k	NEW	14k	0.30	View chart
Palo Alto Networks Stock (PANW)	0.0	$4.1k	NEW	22.00	184.18	View chart
Altria Group Stock (MO)	0.0	$3.5k		60.00	57.67	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$3.3k		65.00	50.86	View chart
Applied Matls Stock (AMAT)	0.0	$3.1k		12.00	257.00	View chart
Ulta Beauty Stock (ULTA)	0.0	$3.0k		5.00	605.00	View chart
Monster Beverage Corp Stock (MNST)	0.0	$3.0k	NEW	39.00	76.67	View chart
Cava Group Stock (CAVA)	0.0	$2.9k		50.00	58.70	View chart
Spotify Technology S A Stock (SPOT)	0.0	$2.9k	NEW	5.00	580.80	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$2.7k		28.00	97.75	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$2.6k		113.00	23.03	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$2.6k		19.00	136.74	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$2.6k		36.00	71.42	View chart
Humana Stock (HUM)	0.0	$2.6k		10.00	256.10	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$2.4k	NEW	5.00	483.60	View chart
Sanofi Sa Adr (SNY)	0.0	$2.4k		49.00	48.47	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$2.3k		49.00	47.37	View chart
Dominion Energy Stock (D)	0.0	$2.3k		39.00	58.59	View chart
Linde Stock (LIN)	0.0	$2.1k		5.00	426.40	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.0	$2.1k	NEW	35.00	59.94	View chart
Raymond James Finl Stock (RJF)	0.0	$2.1k		13.00	160.62	View chart
T-mobile Us Stock (TMUS)	0.0	$2.0k	NEW	10.00	203.00	View chart
Chefs Whse Stock (CHEF)	0.0	$2.0k		32.00	62.34	View chart
Honeywell Intl Stock (HON)	0.0	$2.0k	NEW	10.00	195.10	View chart
American Tower Corp Reit (AMT)	0.0	$1.9k	NEW	11.00	175.55	View chart
Ametek Stock (AME)	0.0	$1.8k		9.00	205.33	View chart
Oshkosh Corp Stock (OSK)	0.0	$1.8k	NEW	14.00	125.64	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.7k		59.00	28.81	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$1.6k		400.00	4.09	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$1.6k		16.00	96.88	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$1.5k	NEW	19.00	80.32	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$1.4k	NEW	30.00	45.90	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$1.3k	NEW	6.00	214.67	View chart
Howmet Aerospace Stock (HWM)	0.0	$1.2k	NEW	6.00	205.00	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$1.2k	NEW	2.00	579.50	View chart
Medtronic Stock (MDT)	0.0	$1.2k	NEW	12.00	96.08	View chart
Pepsico Stock (PEP)	0.0	$1.1k	NEW	8.00	143.50	View chart
Colgate Palmolive Stock (CL)	0.0	$1.1k	NEW	14.00	79.00	View chart
Stag Indl Reit (STAG)	0.0	$1.1k	NEW	30.00	36.77	View chart
Adobe Stock (ADBE)	0.0	$1.1k	NEW	3.00	350.00	View chart
Target Corp Stock (TGT)	0.0	$978.000000		10.00	97.80	View chart
Sherwin Williams Stock (SHW)	0.0	$972.000000	NEW	3.00	324.00	View chart
Lowes Cos Stock (LOW)	0.0	$965.000000	NEW	4.00	241.25	View chart
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ)	0.0	$850.000000		5.00	170.00	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$763.000200	NEW	9.00	84.78	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$666.999900		9.00	74.11	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$574.999500	NEW	15.00	38.33	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$566.000000		4.00	141.50	View chart
Sibanye Stillwater Adr (SBSW)	0.0	$498.998500		35.00	14.26	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$399.000000		5.00	79.80	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$355.000000		2.00	177.50	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$323.000000		1.00	323.00	View chart
Newsmax Inc Com Shs Class B Stock (NMAX)	0.0	$309.000000		40.00	7.72	View chart
8X8 Stock (EGHT)	0.0	$197.000000	NEW	100.00	1.97	View chart
Cnfinance Hldgs Adr	0.0	$151.000000		25.00	6.04	View chart
Viatris Stock (VTRS)	0.0	$149.000400		12.00	12.42	View chart
Amentum Holdings Stock (AMTM)	0.0	$116.000000		4.00	29.00	View chart
Solstice Advanced Matls Stock	0.0	$97.000000	NEW	2.00	48.50	View chart
Gossamer Bio Stock (GOSS)	0.0	$78.000000		25.00	3.12	View chart
Silvercorp Metals Stock (SVM)	0.0	$57.999900	NEW	7.00	8.29	View chart
Uniti Group Reit	0.0	$28.000000	NEW	4.00	7.00	View chart

Past Filings by Morton Brown Family Wealth

SEC 13F filings are viewable for Morton Brown Family Wealth going back to 2021

Morton Brown Family Wealth 2025 Q4 filed Jan. 28, 2026
Morton Brown Family Wealth 2025 Q3 filed Oct. 21, 2025
Morton Brown Family Wealth 2025 Q2 filed July 24, 2025
Morton Brown Family Wealth 2025 Q1 filed April 25, 2025
Morton Brown Family Wealth 2024 Q4 filed Jan. 31, 2025
Morton Brown Family Wealth 2024 Q3 filed Oct. 24, 2024
Morton Brown Family Wealth 2024 Q2 filed July 30, 2024
Morton Brown Family Wealth 2024 Q1 filed April 23, 2024
Morton Brown Family Wealth 2023 Q4 filed Jan. 29, 2024
Morton Brown Family Wealth 2023 Q3 filed Oct. 18, 2023
Morton Brown Family Wealth 2023 Q2 filed July 25, 2023
Morton Brown Family Wealth 2023 Q1 filed April 26, 2023
Morton Brown Family Wealth 2022 Q4 filed Feb. 2, 2023
Morton Brown Family Wealth 2022 Q3 filed Oct. 31, 2022
Morton Brown Family Wealth 2022 Q2 filed July 21, 2022
Morton Brown Family Wealth 2022 Q1 filed April 20, 2022

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