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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 58.31% of Morton Brown Family Wealth's stock portfolio.
Added to shares of these 10 stocks: SCHB, VEA, AVEM, AVUV, SCHR, VCIT, AVDV, MUNI, REET, BNDX.
Started 11 new stock positions in CECO, LRCX, IYW, AZN, HITI, VLGEA, OPEN, NOK, FITB, HYMB. VOO.
Reduced shares in these 10 stocks: Comerica Incorporated, AVGO, HDV, IJH, SCHX, AAPL, ESGU, SCHC, SEIV, SEIM.
Sold out of its positions in AstraZeneca, CTSH, Comerica Incorporated, FTSM, EFV, EFG, SCHA, XLP, SEIQ, SEIM. SEIV, TGT, ULTA.
Morton Brown Family Wealth was a net buyer of stock by $11M.
Morton Brown Family Wealth has $378M in assets under management (AUM), dropping by 3.04%.
Central Index Key (CIK): 0001909851

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Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 292 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Broad Market Etf Etf (SCHB)	26.7	$101M	+4%	4.0M	25.10	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	9.9	$38M	+2%	465k	80.58	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.6	$33M	+3%	508k	64.08	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	6.8	$26M	+3%	233k	110.47	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	6.4	$24M	+2%	242k	99.86	View chart
Ishares National Muni Bond Etf Etf (MUB)	4.9	$19M	+2%	175k	106.15	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	4.6	$18M	+3%	702k	24.91	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	3.8	$14M		22k	650.34	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	3.6	$14M	+4%	163k	82.75	View chart
Ishares Global Reit Etf Etf (REET)	3.3	$12M	+4%	491k	25.15	View chart
Vanguard Total International Bond Etf Etf (BNDX)	3.0	$11M	+4%	237k	48.05	View chart
Pimco Intermed Muni Bond Etf (MUNI)	2.5	$9.4M	+6%	181k	52.19	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	1.6	$5.9M	+2%	55k	106.50	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.5	$5.5M	+3%	70k	79.27	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.9	$3.3M		34k	97.13	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.8	$3.2M		69k	46.74	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.8	$3.0M	-2%	22k	135.72	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.7	$2.5M		27k	90.53	View chart
Apple Stock (AAPL)	0.6	$2.2M	-2%	8.6k	253.79	View chart
Vanguard Small-cap Etf Etf (VB)	0.6	$2.1M		8.1k	261.92	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$1.9M	+2%	3.3k	577.09	View chart
Microsoft Corp Stock (MSFT)	0.4	$1.6M		4.5k	370.16	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.6M		4.9k	320.81	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$1.4M	-2%	27k	54.05	View chart
Broadcom Stock (AVGO)	0.3	$1.3M	-7%	4.1k	309.51	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.3	$1.3M		36k	35.04	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.3	$1.2M		8.0k	145.79	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.3	$1.1M		4.3k	248.00	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.3	$1.0M	-4%	7.3k	141.42	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$955k		12k	77.11	View chart
Air Products And Chemicals Stock (APD)	0.2	$869k		3.0k	290.49	View chart
Nvidia Corporation Stock (NVDA)	0.2	$619k	-5%	3.5k	174.38	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.2	$595k	-5%	6.2k	95.62	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$576k		12k	48.75	View chart
Mcdonalds Corp Stock (MCD)	0.1	$537k		1.7k	310.71	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$443k		18k	24.75	View chart
Avantis Real Estate Etf Etf (AVRE)	0.1	$426k		9.7k	44.02	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$416k		6.5k	64.35	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$381k		1.5k	257.35	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$356k	-3%	545.00	653.21	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)	0.1	$350k		5.4k	64.73	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$341k	+2%	7.5k	45.65	View chart
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL)	0.1	$339k		16k	20.78	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$338k		706.00	479.20	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$322k		3.4k	94.58	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$317k	-16%	12k	25.64	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$300k	+116%	6.0k	49.89	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$289k		678.00	426.11	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$275k	-5%	6.0k	45.47	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.1	$273k		12k	22.68	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$273k		2.3k	118.45	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$271k		3.1k	88.69	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$268k		9.2k	29.13	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	0.1	$262k	-7%	5.6k	47.02	View chart
Interdigital Stock (IDCC)	0.1	$257k		850.00	302.00	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.1	$242k		1.9k	125.03	View chart
Amgen Stock (AMGN)	0.1	$236k		671.00	351.85	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$236k		345.00	682.66	View chart
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN)	0.1	$232k	+31%	4.9k	47.47	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.1	$231k	+31%	10k	23.14	View chart
Spdr Gold Shares Etf (GLD)	0.1	$212k		493.00	430.29	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$212k	+2%	736.00	287.56	View chart
Caterpillar Stock (CAT)	0.1	$206k		290.00	708.46	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$205k		8.8k	23.32	View chart
Rtx Corporation Stock (RTX)	0.1	$204k		1.1k	192.85	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.1	$203k		7.1k	28.71	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$202k	-25%	3.0k	67.53	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$195k		1.2k	169.65	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$185k		2.7k	68.47	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$174k		1.5k	118.60	View chart
Disney Walt Stock (DIS)	0.0	$173k	+12%	1.8k	96.40	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$173k		529.00	327.07	View chart
Johnson & Johnson Stock (JNJ)	0.0	$165k		676.00	244.44	View chart
Walmart Stock (WMT)	0.0	$165k		1.3k	124.27	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$155k	+32%	6.2k	25.07	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$153k		2.6k	59.55	View chart
Qualcomm Stock (QCOM)	0.0	$149k		1.2k	128.78	View chart
Amazon Stock (AMZN)	0.0	$149k		714.00	208.27	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.0	$148k		1.8k	81.50	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$143k		1.2k	124.46	View chart
Corning Stock (GLW)	0.0	$136k		1.0k	135.97	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$132k		2.5k	53.22	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$131k	NEW	2.8k	46.46	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$126k		1.8k	70.18	View chart
Union Pac Corp Stock (UNP)	0.0	$123k		508.00	242.40	View chart
State Street Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB)	0.0	$122k	NEW	4.9k	24.80	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$103k		500.00	205.98	View chart
Nextera Energy Stock (NEE)	0.0	$96k		1.0k	92.88	View chart
American Wtr Wks Stock (AWK)	0.0	$95k		700.00	136.09	View chart
Paychex Stock (PAYX)	0.0	$91k		985.00	92.12	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$89k		2.9k	30.96	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$87k	+102%	296.00	294.26	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$83k		211.00	391.76	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$82k	NEW	452.00	181.42	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$81k		377.00	215.11	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$79k		636.00	124.31	View chart
Village Super Mkt Inc Cl A Stock (VLGEA)	0.0	$77k	NEW	1.8k	42.23	View chart
Vanguard Value Etf Etf (VTV)	0.0	$74k		375.00	196.05	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$73k		471.00	155.11	View chart
3M Stock (MMM)	0.0	$73k		500.00	145.23	View chart
Advanced Micro Devices Stock (AMD)	0.0	$71k		350.00	203.43	View chart
International Business Machs Stock (IBM)	0.0	$71k		292.00	242.39	View chart
Ameriprise Finl Stock (AMP)	0.0	$71k		159.00	444.40	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$70k	+12%	1.8k	39.44	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$70k		150.00	463.19	View chart
Home Depot Stock (HD)	0.0	$65k		196.00	329.00	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$63k	NEW	106.00	597.55	View chart
Eli Lilly & Co Stock (LLY)	0.0	$63k		68.00	919.76	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$63k		143.00	436.79	View chart
Block Inc Cl A Stock (XYZ)	0.0	$60k		1.0k	60.18	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$59k		578.00	102.25	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$57k		200.00	286.86	View chart
Cisco Sys Stock (CSCO)	0.0	$57k		734.00	77.56	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$54k	+26%	95.00	572.13	View chart
Gilead Sciences Stock (GILD)	0.0	$54k		389.00	139.34	View chart
Phillips 66 Stock (PSX)	0.0	$51k		282.00	182.18	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$51k	+8%	52.00	987.46	View chart
Tesla Stock (TSLA)	0.0	$51k		136.00	371.75	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$50k		1.6k	30.68	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$50k		341.00	146.67	View chart
Ge Aerospace Stock (GE)	0.0	$49k		171.00	283.77	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$47k		358.00	131.01	View chart
Goldman Sachs Group Stock (GS)	0.0	$46k		54.00	841.78	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$44k		764.00	57.64	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$41k		488.00	83.35	View chart
Universal Display Corp Stock (OLED)	0.0	$40k		434.00	91.66	View chart
Emerson Elec Stock (EMR)	0.0	$39k		300.00	131.02	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$39k		424.00	91.77	View chart
Talen Energy Corp Stock (TLN)	0.0	$38k		120.00	319.23	View chart
Ge Vernova Stock (GEV)	0.0	$37k		42.00	872.90	View chart
Omnicom Group Stock (OMC)	0.0	$35k		459.00	75.31	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$33k	+28%	225.00	146.28	View chart
Pfizer Stock (PFE)	0.0	$33k	+10%	1.2k	28.09	View chart
Southern Stock (SO)	0.0	$30k		314.00	96.52	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$29k		891.00	32.95	View chart
Ceco Environmental Corp Stock (CECO)	0.0	$29k	NEW	481.00	59.58	View chart
Woodward Stock (WWD)	0.0	$29k		80.00	357.93	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$28k		40.00	697.73	View chart
Micron Technology Stock (MU)	0.0	$27k		81.00	337.84	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$27k		127.00	213.67	View chart
Tapestry Stock (TPR)	0.0	$26k		183.00	141.35	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.0	$25k		268.00	94.24	View chart
Abbvie Stock (ABBV)	0.0	$25k		114.00	217.49	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$25k		75.00	328.67	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$25k		124.00	198.58	View chart
Chevron Corporation Stock (CVX)	0.0	$24k		118.00	206.90	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.0	$24k		202.00	120.04	View chart
Netflix Stock (NFLX)	0.0	$24k	+25%	250.00	96.15	View chart
Procter & Gamble Stock (PG)	0.0	$24k		164.00	144.44	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.0	$24k	+55%	684.00	34.55	View chart
Conocophillips Stock (COP)	0.0	$24k		178.00	132.00	View chart
Ugi Corp Stock (UGI)	0.0	$23k		627.00	36.45	View chart
Keycorp Stock (KEY)	0.0	$22k		1.1k	20.05	View chart
Deere & Co Stock (DE)	0.0	$21k		37.00	563.30	View chart
Ocean Pwr Technologies Stock (OPTT)	0.0	$20k	+308%	58k	0.35	View chart
Truist Finl Corp Stock (TFC)	0.0	$20k		427.00	46.00	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$19k	NEW	97.00	197.22	View chart
First Trust Nasdaq-100 Select Equal Weight Etf Etf (QQEW)	0.0	$19k		150.00	126.97	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$19k		150.00	126.28	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$19k		150.00	125.46	View chart
Cummins Stock (CMI)	0.0	$19k		34.00	544.50	View chart
Royal Gold Stock (RGLD)	0.0	$18k		70.00	254.49	View chart
Us Bancorp Stock (USB)	0.0	$18k		341.00	51.95	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$17k		194.00	88.49	View chart
Verizon Communications Stock (VZ)	0.0	$16k		324.00	50.20	View chart
Morgan Stanley Stock (MS)	0.0	$16k		98.00	164.57	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.0	$16k		164.00	94.73	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$15k		53.00	287.19	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$15k		300.00	49.59	View chart
Starbucks Corp Stock (SBUX)	0.0	$15k	+3%	165.00	89.67	View chart
Viking Therapeutics Stock (VKTX)	0.0	$15k		450.00	32.54	View chart
Nrg Energy Stock (NRG)	0.0	$15k		100.00	146.14	View chart
Merck & Co Stock (MRK)	0.0	$14k		119.00	120.29	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$14k	-20%	144.00	98.38	View chart
State Str Corp Stock (STT)	0.0	$14k		107.00	126.41	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$13k		79.00	168.95	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$13k		70.00	189.59	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$13k		82.00	161.05	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$13k		236.00	55.24	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$13k		181.00	69.75	View chart
Cencora Stock (COR)	0.0	$13k		40.00	314.15	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$12k		200.00	60.65	View chart
Spotify Technology S A Stock (SPOT)	0.0	$12k	+400%	25.00	484.92	View chart
Boeing Stock (BA)	0.0	$12k		60.00	199.03	View chart
Ishares Esg Advanced Msci Usa Etf Etf (USXF)	0.0	$12k		216.00	55.20	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$12k		38.00	302.26	View chart
Tractor Supply Stock (TSCO)	0.0	$11k		251.00	45.38	View chart
Prudential Finl Stock (PRU)	0.0	$11k	+32%	113.00	97.69	View chart
Philip Morris Intl Stock (PM)	0.0	$11k		67.00	164.30	View chart
Unitedhealth Group Stock (UNH)	0.0	$11k	+81%	40.00	270.60	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$11k		354.00	30.50	View chart
Abbott Laboratories Stock (ABT)	0.0	$11k		103.00	102.67	View chart
Ppl Corp Stock (PPL)	0.0	$10k		262.00	38.24	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.0	$9.8k		106.00	92.86	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$9.6k		107.00	90.08	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$9.4k		45.00	209.24	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$9.3k		82.00	113.11	View chart
General Dynamics Corp Stock (GD)	0.0	$9.3k		27.00	343.22	View chart
Jacobs Solutions Stock (J)	0.0	$9.2k		72.00	127.10	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$8.5k		64.00	132.91	View chart
Intuitive Surgical Stock (ISRG)	0.0	$8.3k		18.00	461.00	View chart
Sap Se Adr (SAP)	0.0	$8.2k		48.00	171.21	View chart
Salesforce Stock (CRM)	0.0	$8.2k		44.00	186.66	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$8.2k		50.00	164.14	View chart
Solventum Corp Stock (SOLV)	0.0	$8.2k		125.00	65.30	View chart
Wells Fargo & Co Stock (WFC)	0.0	$8.0k		100.00	79.61	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$7.9k		135.00	58.78	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$7.9k	-27%	76.00	103.43	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$7.8k		163.00	47.83	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.0	$7.8k		116.00	67.07	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$7.7k		200.00	38.42	View chart
At&t Stock (T)	0.0	$7.6k		264.00	28.97	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$7.6k		154.00	49.26	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$7.2k		20.00	361.05	View chart
Uber Technologies Stock (UBER)	0.0	$7.2k		100.00	71.93	View chart
Coca Cola Stock (KO)	0.0	$6.5k		85.00	76.05	View chart
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)	0.0	$6.3k		160.00	39.22	View chart
Freshpet Stock (FRPT)	0.0	$5.9k		100.00	58.96	View chart
Hershey Stock (HSY)	0.0	$5.6k		27.00	207.89	View chart
Visa Inc Com Cl A Stock (V)	0.0	$5.4k		18.00	302.22	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.0	$5.4k		285.00	19.00	View chart
The Cigna Group Stock (CI)	0.0	$5.4k		20.00	270.35	View chart
Guardant Health Stock (GH)	0.0	$5.4k		58.00	92.36	View chart
United Bankshares Inc West Va Stock (UBSI)	0.0	$5.1k		124.00	41.42	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.0	$5.1k		100.00	50.66	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$4.8k		100.00	48.26	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$4.5k		60.00	75.45	View chart
Lam Research Corp Stock (LRCX)	0.0	$4.3k	NEW	20.00	213.65	View chart
Adams Diversified Equity Cef (ADX)	0.0	$4.2k		194.00	21.89	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.0	$4.1k	-55%	116.00	35.44	View chart
Applied Matls Stock (AMAT)	0.0	$4.1k		12.00	341.75	View chart
Cava Group Stock (CAVA)	0.0	$4.0k		50.00	80.90	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$4.0k		8.00	499.62	View chart
Toast Inc Cl A Stock (TOST)	0.0	$4.0k		150.00	26.51	View chart
Altria Group Stock (MO)	0.0	$4.0k		60.00	65.98	View chart
Snowflake Stock (SNOW)	0.0	$3.8k		25.00	150.84	View chart
Palo Alto Networks Stock (PANW)	0.0	$3.5k		22.00	160.32	View chart
Icon Stock (ICLR)	0.0	$3.3k		30.00	110.67	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$3.0k		65.00	46.68	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$3.0k		5.00	604.40	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$2.8k		28.00	101.75	View chart
Monster Beverage Corp Stock (MNST)	0.0	$2.8k		39.00	72.46	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$2.7k		19.00	142.21	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$2.6k		113.00	22.91	View chart
Linde Stock (LIN)	0.0	$2.5k		5.00	495.80	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$2.5k		49.00	50.16	View chart
Dominion Energy Stock (D)	0.0	$2.4k		39.00	61.82	View chart
Sanofi Sa Adr (SNY)	0.0	$2.4k		49.00	48.18	View chart
Honeywell Intl Stock (HON)	0.0	$2.3k		10.00	226.00	View chart
T-mobile Us Stock (TMUS)	0.0	$2.1k		10.00	210.00	View chart
Oshkosh Corp Stock (OSK)	0.0	$2.1k		14.00	147.21	View chart
Ametek Stock (AME)	0.0	$1.9k		9.00	214.33	View chart
Chefs Whse Stock (CHEF)	0.0	$1.9k		32.00	59.44	View chart
American Tower Corp Reit (AMT)	0.0	$1.9k		11.00	172.55	View chart
Raymond James Finl Stock (RJF)	0.0	$1.9k		13.00	144.77	View chart
Humana Stock (HUM)	0.0	$1.7k		10.00	173.40	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.6k		59.00	27.46	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$1.6k		16.00	100.62	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$1.5k		19.00	80.95	View chart
Howmet Aerospace Stock (HWM)	0.0	$1.4k		6.00	230.50	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$1.3k		6.00	218.83	View chart
Pepsico Stock (PEP)	0.0	$1.2k		8.00	155.25	View chart
Recursion Pharmaceuticals Inc Cl A Stock (RXRX)	0.0	$1.2k		400.00	3.07	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$1.2k		30.00	40.47	View chart
Colgate Palmolive Stock (CL)	0.0	$1.2k		14.00	85.21	View chart
Stag Industrial Reit (STAG)	0.0	$1.1k		30.00	36.07	View chart
Medtronic Stock (MDT)	0.0	$1.0k		12.00	86.67	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$983.000000		2.00	491.50	View chart
Sherwin Williams Stock (SHW)	0.0	$962.000100		3.00	320.67	View chart
Lowes Cos Stock (LOW)	0.0	$945.000000		4.00	236.25	View chart
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ)	0.0	$945.000000		5.00	189.00	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$780.000300		9.00	86.67	View chart
Adobe Stock (ADBE)	0.0	$729.000000		3.00	243.00	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$591.000000		15.00	39.40	View chart
Ishares Msci Acwi Etf Etf (ACWI)	0.0	$553.000000		4.00	138.25	View chart
Opendoor Technologies Stock (OPEN)	0.0	$468.000000	NEW	100.00	4.68	View chart
Sibanye Stillwater Adr (SBSW)	0.0	$431.000500		35.00	12.31	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$394.000000		5.00	78.80	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$369.000000		2.00	184.50	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$368.000000	-44%	5.00	73.60	View chart
Viatris Stock (VTRS)	0.0	$324.000000	+100%	24.00	13.50	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$314.000000		1.00	314.00	View chart
Newsmax Inc Com Shs Class B Stock (NMAX)	0.0	$209.000000		40.00	5.22	View chart
8X8 Stock (EGHT)	0.0	$166.000000		100.00	1.66	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$152.000000		2.00	76.00	View chart
Silvercorp Metals Stock (SVM)	0.0	$139.999600	+85%	13.00	10.77	View chart
Amentum Holdings Stock (AMTM)	0.0	$104.000000		4.00	26.00	View chart
Cnfinance Hldgs Adr (CNF)	0.0	$98.000000		25.00	3.92	View chart
High Tide Stock (HITI)	0.0	$46.000000	NEW	20.00	2.30	View chart
Uniti Group Reit	0.0	$38.000000		4.00	9.50	View chart
Nokia Corp Adr (NOK)	0.0	$16.000000	NEW	2.00	8.00	View chart
Gossamer Bio Stock (GOSS)	0.0	$8.000000		25.00	0.32	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 2026 Q1 filed April 21, 2026
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

View all past filings

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