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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, AVDV, AVUV, and represent 58.60% of Morton Brown Family Wealth's stock portfolio.
Added to shares of these 10 stocks: BNDX, VCIT, SCHR, VCSH, AVUV, VEA, REET, QQQ, DGRO, IEI.
Started 14 new stock positions in BMEZ, UNIT, PLTR, VIGI, ICF, RJF, VBR, VYMI, OTIS, BROS. IBKR, WWD, MP, Cnfinance Hldgs.
Reduced shares in these 10 stocks: MUB, MUNI, JNJ, AVGO, SUB, CAPL, AVEM, MSFT, SCHB, AAPL.
Sold out of its positions in ARKK, ADBE, AAL, AVDE, BUD, ELV, BP, SAN, BHP, BLK.
Morton Brown Family Wealth was a net seller of stock by $-1.7M.
Morton Brown Family Wealth has $349M in assets under management (AUM), dropping by 6.01%.
Central Index Key (CIK): 0001909851

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Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 264 positions in its portfolio as reported in the September 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)	28.3	$98M		3.8M	25.71	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	9.9	$35M		460k	75.11	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.3	$29M		485k	59.92	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	6.1	$21M		237k	89.03	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	6.1	$21M		212k	99.53	View chart
Ishares National Muni Bond Etf Etf (MUB)	4.7	$16M	-13%	154k	106.49	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	4.2	$15M	+6%	584k	25.13	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	4.2	$15M		22k	666.17	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	3.2	$11M	+9%	133k	84.11	View chart
Ishares Global Reit Etf Etf (REET)	3.2	$11M		435k	25.56	View chart
Vanguard Total International Bond Etf Etf (BNDX)	2.7	$9.5M	+13%	192k	49.46	View chart
Pimco Intermed Muni Bond Etf (MUNI)	2.7	$9.3M	-7%	178k	52.28	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	1.8	$6.2M	-3%	58k	106.78	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.3	$4.7M	+11%	58k	79.93	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	1.0	$3.4M		75k	45.51	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.9	$3.2M		34k	93.37	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.8	$2.8M		23k	122.45	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.7	$2.4M		28k	87.31	View chart
Apple Stock (AAPL)	0.6	$2.2M	-4%	8.7k	254.62	View chart
Vanguard Small-cap Etf Etf (VB)	0.6	$2.1M		8.2k	254.28	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$1.9M	+3%	3.2k	600.29	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$1.6M		4.9k	328.15	View chart
Broadcom Stock (AVGO)	0.4	$1.5M	-13%	4.7k	329.91	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$1.4M		27k	54.18	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.3	$1.2M		7.9k	145.60	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.3	$1.2M		36k	31.84	View chart
Microsoft Corp Stock (MSFT)	0.3	$1.1M	-11%	2.2k	517.92	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.3	$1.1M		8.0k	142.55	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$1.1M		4.3k	241.96	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$982k		13k	73.46	View chart
Nvidia Corporation Stock (NVDA)	0.2	$691k	-5%	3.7k	186.56	View chart
Bank America Corp Stock (BAC)	0.2	$620k	-3%	12k	51.59	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.2	$614k		6.6k	92.98	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$516k		1.8k	293.79	View chart
Avantis Real Estate Etf Etf (AVRE)	0.1	$436k		9.8k	44.48	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$416k		18k	23.28	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$415k		6.4k	64.38	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$379k	-2%	566.00	669.30	View chart
Interdigital Stock (IDCC)	0.1	$363k		1.1k	345.23	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$353k	-22%	703.00	502.74	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.1	$349k		5.5k	63.83	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$345k		3.9k	88.66	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$337k		720.00	468.11	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$325k		12k	26.34	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$307k		7.2k	42.79	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$293k	-2%	9.2k	31.91	View chart
Mcdonalds Corp Stock (MCD)	0.1	$292k		962.00	303.82	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$279k		6.4k	43.42	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$279k		3.1k	91.42	View chart
Disney Walt Stock (DIS)	0.1	$268k		2.3k	114.50	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$261k	-14%	4.0k	65.26	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$255k		2.3k	110.59	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$246k		5.5k	45.08	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.1	$244k	+5%	11k	23.08	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.1	$231k		1.9k	119.48	View chart
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL)	0.1	$210k	-50%	10k	21.03	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$206k		338.00	609.71	View chart
Qualcomm Stock (QCOM)	0.1	$192k		1.2k	166.36	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$191k		7.4k	25.90	View chart
Amgen Stock (AMGN)	0.1	$189k		670.00	282.20	View chart
Rtx Corporation Stock (RTX)	0.1	$186k	-4%	1.1k	167.41	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$178k	+43%	7.4k	23.94	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$176k	+47%	1.5k	119.51	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$175k		2.7k	65.01	View chart
Spdr Gold Shares Etf (GLD)	0.1	$175k		493.00	355.47	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.0	$170k		3.5k	48.13	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$168k		7.1k	23.56	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$154k		2.6k	60.03	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$147k		563.00	260.44	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.0	$145k		1.8k	79.51	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$140k		1.2k	121.76	View chart
Caterpillar Stock (CAT)	0.0	$138k	-6%	290.00	477.15	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$137k		2.7k	50.07	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$135k		2.5k	54.09	View chart
Walmart Stock (WMT)	0.0	$132k	-12%	1.3k	103.03	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$129k	-6%	1.1k	112.71	View chart
Amazon Stock (AMZN)	0.0	$128k	-7%	584.00	219.57	View chart
Paychex Stock (PAYX)	0.0	$125k		985.00	126.76	View chart
Johnson & Johnson Stock (JNJ)	0.0	$122k	-67%	659.00	185.42	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$122k	+99%	1.8k	68.08	View chart
Union Pac Corp Stock (UNP)	0.0	$120k	-3%	506.00	236.46	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$116k	-21%	158.00	734.38	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$112k	-20%	462.00	242.89	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$109k		4.3k	25.31	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$105k		500.00	209.46	View chart
American Wtr Wks Stock (AWK)	0.0	$97k		700.00	139.19	View chart
Air Prods & Chems Stock (APD)	0.0	$93k		341.00	272.72	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$88k	-10%	739.00	118.83	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$85k		2.9k	29.64	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$85k	+50%	395.00	215.62	View chart
Vanguard Value Etf Etf (VTV)	0.0	$83k	+67%	443.00	186.49	View chart
International Business Machs Stock (IBM)	0.0	$82k		292.00	282.16	View chart
Corning Stock (GLW)	0.0	$82k		1.0k	82.03	View chart
Ameriprise Finl Stock (AMP)	0.0	$78k		159.00	491.25	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$78k		471.00	164.54	View chart
Nextera Energy Stock (NEE)	0.0	$77k		1.0k	75.49	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$70k		150.00	463.74	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$69k		143.00	479.61	View chart
Universal Display Corp Stock (OLED)	0.0	$62k		434.00	143.63	View chart
Tesla Stock (TSLA)	0.0	$61k		136.00	444.72	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$58k		578.00	99.95	View chart
Advanced Micro Devices Stock (AMD)	0.0	$57k	-13%	350.00	161.79	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$56k		1.6k	35.69	View chart
Kellanova Stock (K)	0.0	$55k		676.00	82.02	View chart
Ge Aerospace Stock (GE)	0.0	$54k		180.00	300.82	View chart
Automatic Data Processing Stock (ADP)	0.0	$51k		175.00	293.50	View chart
Talen Energy Corp Stock (TLN)	0.0	$51k		120.00	425.38	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$50k		211.00	236.06	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$49k		200.00	243.55	View chart
Cisco Sys Stock (CSCO)	0.0	$48k		704.00	68.39	View chart
Eli Lilly & Co Stock (LLY)	0.0	$48k	-18%	63.00	763.00	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$48k		761.00	62.47	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$47k		339.00	139.19	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$45k	+41%	1.6k	27.30	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$43k	-16%	136.00	315.59	View chart
Gilead Sciences Stock (GILD)	0.0	$43k		384.00	111.03	View chart
Goldman Sachs Group Stock (GS)	0.0	$42k	-20%	53.00	799.26	View chart
Costco Whsl Corp Stock (COST)	0.0	$42k	-11%	45.00	934.89	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$40k		484.00	83.07	View chart
Emerson Elec Stock (EMR)	0.0	$39k		300.00	131.18	View chart
Omnicom Group Stock (OMC)	0.0	$37k		459.00	81.53	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$36k		192.00	189.35	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$33k		486.00	67.02	View chart
Procter And Gamble Stock (PG)	0.0	$32k	-17%	207.00	153.65	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$30k		40.00	746.62	View chart
Southern Stock (SO)	0.0	$30k		314.00	94.77	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$30k	+122%	891.00	33.37	View chart
Phillips 66 Stock (PSX)	0.0	$28k		207.00	136.02	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$28k		250.00	111.63	View chart
Ge Vernova Stock (GEV)	0.0	$27k		44.00	614.91	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$27k		150.00	178.73	View chart
Pfizer Stock (PFE)	0.0	$27k	-22%	1.0k	25.48	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$26k		127.00	203.59	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$24k	-67%	39.00	612.38	View chart
Abbvie Stock (ABBV)	0.0	$23k		100.00	231.54	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$23k	NEW	268.00	84.68	View chart
Ugi Corp Stock (UGI)	0.0	$21k		627.00	33.28	View chart
Keycorp Stock (KEY)	0.0	$21k		1.1k	18.69	View chart
Tapestry Stock (TPR)	0.0	$21k		182.00	113.37	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$20k		75.00	271.12	View chart
Woodward Stock (WWD)	0.0	$20k	NEW	80.00	252.71	View chart
Truist Finl Corp Stock (TFC)	0.0	$19k		421.00	45.68	View chart
Chevron Corp Stock (CVX)	0.0	$18k	-30%	118.00	155.29	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$18k		150.00	121.42	View chart
Netflix Stock (NFLX)	0.0	$18k	-28%	15.00	1198.93	View chart
Deere & Co Stock (DE)	0.0	$17k	-21%	37.00	457.27	View chart
Conocophillips Stock (COP)	0.0	$17k	-12%	178.00	94.59	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$17k		191.00	88.14	View chart
Home Depot Stock (HD)	0.0	$16k	-35%	40.00	405.20	View chart
Nrg Energy Stock (NRG)	0.0	$16k		100.00	161.95	View chart
Us Bancorp Del Stock (USB)	0.0	$16k		334.00	48.28	View chart
Morgan Stanley Stock (MS)	0.0	$16k	-27%	98.00	158.96	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$16k	-15%	53.00	293.74	View chart
3M Stock (MMM)	0.0	$16k		100.00	155.18	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$15k	-34%	182.00	83.53	View chart
Astrazeneca Adr (AZN)	0.0	$15k	-20%	195.00	76.72	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.0	$15k		164.00	91.01	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$15k	+28%	49.00	297.61	View chart
Cummins Stock (CMI)	0.0	$15k	-27%	34.00	427.47	View chart
Tractor Supply Stock (TSCO)	0.0	$14k		251.00	56.97	View chart
Verizon Communications Stock (VZ)	0.0	$14k		324.00	43.95	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.0	$14k		440.00	32.07	View chart
Micron Technology Stock (MU)	0.0	$14k		81.00	167.32	View chart
Abbott Labs Stock (ABT)	0.0	$13k	-25%	100.00	133.94	View chart
American Express Stock (AXP)	0.0	$13k	-16%	40.00	332.15	View chart
Starbucks Corp Stock (SBUX)	0.0	$13k	-71%	157.00	84.62	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$13k		236.00	55.71	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$13k		200.00	65.00	View chart
Boeing Stock (BA)	0.0	$13k	-21%	60.00	215.83	View chart
Sap Se Adr (SAP)	0.0	$13k	-20%	48.00	267.21	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$13k		82.00	153.59	View chart
Cencora Stock (COR)	0.0	$13k		40.00	312.52	View chart
State Str Corp Stock (STT)	0.0	$12k		107.00	115.87	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.0	$12k		216.00	57.31	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$12k		70.00	176.81	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$12k		119.00	103.36	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$12k		181.00	65.92	View chart
Viking Therapeutics Stock (VKTX)	0.0	$12k		450.00	26.28	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$11k		79.00	144.19	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.0	$11k		106.00	102.42	View chart
Philip Morris Intl Stock (PM)	0.0	$11k		67.00	161.18	View chart
Jacobs Solutions Stock (J)	0.0	$11k		72.00	148.86	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$10k		354.00	29.11	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$10k		45.00	223.44	View chart
Salesforce Stock (CRM)	0.0	$10k	-30%	42.00	237.00	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$9.9k		82.00	120.72	View chart
Uber Technologies Stock (UBER)	0.0	$9.8k		100.00	97.97	View chart
Ppl Corp Stock (PPL)	0.0	$9.6k		258.00	37.21	View chart
General Dynamics Corp Stock (GD)	0.0	$9.2k		27.00	341.00	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$9.1k	NEW	100.00	91.43	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$9.1k	NEW	50.00	182.42	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$9.0k		200.00	45.10	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$9.0k		32.00	281.88	View chart
Prudential Finl Stock (PRU)	0.0	$8.8k		85.00	103.74	View chart
Arista Networks Stock (ANET)	0.0	$8.7k		60.00	145.72	View chart
Merck & Co Stock (MRK)	0.0	$8.4k	-45%	100.00	83.93	View chart
Wells Fargo Stock (WFC)	0.0	$8.4k		100.00	83.82	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$8.3k		154.00	53.75	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.0	$8.0k	NEW	116.00	68.81	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$7.9k		20.00	396.85	View chart
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$7.9k		163.00	48.22	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.0	$7.7k		259.00	29.62	View chart
Electronic Arts Stock (EA)	0.0	$7.7k		38.00	201.71	View chart
At&t Stock (T)	0.0	$7.4k		262.00	28.27	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$7.1k		50.00	141.78	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$6.7k	NEW	100.00	67.07	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$6.6k		84.00	78.37	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.0	$6.1k		155.00	39.59	View chart
Unitedhealth Group Stock (UNH)	0.0	$5.9k	-45%	17.00	345.29	View chart
The Cigna Group Stock (CI)	0.0	$5.8k		20.00	292.15	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$5.8k		51.00	113.88	View chart
Snowflake Stock (SNOW)	0.0	$5.6k		25.00	225.56	View chart
Freshpet Stock (FRPT)	0.0	$5.5k		100.00	55.11	View chart
Toast Inc Cl A Stock (TOST)	0.0	$5.5k		150.00	36.51	View chart
Icon Stock (ICLR)	0.0	$5.3k	-33%	30.00	175.00	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.0	$5.2k	NEW	100.00	52.34	View chart
Hershey Stock (HSY)	0.0	$5.0k		27.00	187.04	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$4.5k		60.00	75.73	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$4.5k		60.00	75.10	View chart
Adams Diversified Equity Cef (ADX)	0.0	$4.3k		194.00	22.30	View chart
Altria Group Stock (MO)	0.0	$4.0k		60.00	66.07	View chart
Coca Cola Stock (KO)	0.0	$3.6k		55.00	66.33	View chart
Guardant Health Stock (GH)	0.0	$3.6k		58.00	62.48	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$3.6k	NEW	40.00	89.58	View chart
Toll Brothers Stock (TOL)	0.0	$3.5k		25.00	138.16	View chart
Visa Inc Com Cl A Stock (V)	0.0	$3.4k	-66%	10.00	341.40	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$3.3k	NEW	16.00	208.69	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$3.2k		65.00	49.38	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.0	$3.1k	NEW	50.00	61.62	View chart
Cava Group Stock (CAVA)	0.0	$3.0k		50.00	60.42	View chart
Ulta Beauty Stock (ULTA)	0.0	$2.7k		5.00	546.80	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$2.7k		28.00	95.21	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$2.6k		49.00	53.57	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$2.6k		113.00	23.12	View chart
Humana Stock (HUM)	0.0	$2.6k		10.00	260.20	View chart
Applied Matls Stock (AMAT)	0.0	$2.5k		12.00	204.75	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$2.4k		36.00	67.83	View chart
Dominion Energy Stock (D)	0.0	$2.4k		39.00	61.18	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$2.4k		19.00	125.05	View chart
Linde Stock (LIN)	0.0	$2.4k		5.00	475.00	View chart
Sanofi Sa Adr (SNY)	0.0	$2.3k	-86%	49.00	47.20	View chart
Raymond James Finl Stock (RJF)	0.0	$2.2k	NEW	13.00	172.62	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$2.0k		400.00	4.88	View chart
Chefs Whse Stock (CHEF)	0.0	$1.9k		32.00	58.34	View chart
Ametek Stock (AME)	0.0	$1.7k		9.00	188.00	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$1.5k		16.00	95.88	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.2k		59.00	19.53	View chart
Target Corp Stock (TGT)	0.0	$897.000000		10.00	89.70	View chart
Taysha Gene Therapies Stock (TSHA)	0.0	$849.992000		260.00	3.27	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$668.999700		9.00	74.33	View chart
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ)	0.0	$659.000000		5.00	131.80	View chart
Blackrock Health Sciences Term Cef (BMEZ)	0.0	$606.001200	NEW	42.00	14.43	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$553.000000		4.00	138.25	View chart
Newsmax Inc Com Shs Class B Stock (NMAX)	0.0	$496.000000		40.00	12.40	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$414.000000		5.00	82.80	View chart
Sibanye Stillwater Adr (SBSW)	0.0	$393.001000		35.00	11.23	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$349.000000		2.00	174.50	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$320.000000		1.00	320.00	View chart
Editas Medicine Stock (EDIT)	0.0	$225.998500		65.00	3.48	View chart
Viatris Stock (VTRS)	0.0	$119.000400		12.00	9.92	View chart
Cnfinance Hldgs Adr	0.0	$105.000000	NEW	25.00	4.20	View chart
Amentum Holdings Stock (AMTM)	0.0	$96.000000		4.00	24.00	View chart
Gossamer Bio Stock (GOSS)	0.0	$66.000000		25.00	2.64	View chart
Uniti Group Reit (UNIT)	0.0	$24.000000	NEW	4.00	6.00	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 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
Morton Brown Family Wealth 2021 Q4 filed Feb. 11, 2022

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