Morton Brown Family Wealth, LLC

CIK

1909851

Location

ALLENTOWN, PA

Portfolio Value

Micro $34,881,408

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,596 / 8,700 ▼ 3371

Top Industry

Semiconductors 16.3%

Period ended 2 months ago

Filed Jul 21, 2026 · 54d

19 quarters · since Dec 2021

Portfolio Concentration

296 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

47.4%

+13.9 pts

Top 5

69.8%

−15.0 pts

Top 10

79.0%

−15.4 pts

HHI

2,411

Moderately concentrated+401

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	55.0%	$19,195,125	5
Technology	22.7%	$7,920,099	51
Financial Services	4.8%	$1,687,448	45
Industrials	3.6%	$1,243,820	41
Consumer Cyclical	2.9%	$1,017,251	25
Basic Materials	2.7%	$949,316	14
Healthcare	2.3%	$796,582	37
Communication Services	2.0%	$692,447	14
Consumer Defensive	2.0%	$690,050	18
Utilities	1.0%	$355,369	18
Energy	0.9%	$321,858	16
Real Estate	0.0%	$12,043	12

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VLGEA	Village Super Market Inc	+7,424	9,245	$389,954
PPL	PPL Corp	+1,119	1,381	$50,199
TFC	Truist Financial Corp	+677	1,104	$55,001
GOOGL	Alphabet Inc.	+398	1,334	$476,731
KO	Coca Cola Co	+272	357	$29,013
MSFT	Microsoft Corp	+77	4,530	$1,689,780
CSCO	Cisco Systems, Inc.	+71	805	$94,555
ABBV	AbbVie Inc.	+42	156	$39,255
JNJ	Johnson & Johnson	+37	713	$181,080
MRK	Merck & Co., Inc.	+29	148	$19,018
WFC	Wells Fargo & Company/Mn	+26	126	$10,412
GILD	Gilead Sciences, Inc.	+25	414	$52,304
JPM	Jpmorgan Chase & Co	+25	321	$105,072
PLTR	Palantir Technologies Inc.	+25	250	$29,167
UBER	Uber Technologies, Inc	+24	124	$8,947
BMY	Bristol Myers Squibb Co	+24	224	$12,906
AMD	Advanced Micro Devices Inc	+21	371	$215,517
NEE	Nextera Energy Inc	+21	1,056	$92,685
TSLA	Tesla, Inc.	+21	157	$66,034
PEP	Pepsico Inc	+21	29	$3,926
BAC	Bank Of America Corp /De/	+19	11,837	$674,472
SVM	Silvercorp Metals Inc	+15	28	$282
AMAT	Applied Materials Inc /De	+15	27	$19,521
PG	PROCTER & GAMBLE Co	+14	178	$26,101
V	Visa Inc.	+13	31	$10,635
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
CAPL	CrossAmerica Partners LP	−6,317	9,996	$224,110
AVGO	Broadcom Inc.	−662	3,444	$1,300,971
DIS	Walt Disney Co	−575	1,222	$117,617
WMT	Walmart Inc.	−252	1,074	$121,641
NOC	Northrop Grumman Corp /De/	−203	142	$72,322
AAPL	Apple Inc.	−174	8,410	$2,433,517
STT	State Street Corp	−149	112	$18,995
AMZN	Amazon Com Inc	−127	587	$139,905
NFLX	Netflix Inc	−113	137	$9,781
QQQ	Invesco Qqq Trust, Series 1	−88	3,229	$2,377,835
PFE	Pfizer Inc	−77	1,079	$25,982
T	At&T Inc.	−57	207	$4,284
MCD	Mcdonalds Corp	−55	1,674	$452,498
SPY	Spdr S&P 500 ETF Trust	−53	22,163	$16,550,663
CRM	Salesforce, Inc.	−39	5	$783
D	Dominion Energy, Inc	−33	6	$409
PRU	Prudential Financial Inc	−28	85	$9,174
SPOT	Spotify Technology S.A.	−20	5	$2,295
META	Meta Platforms, Inc.	−19	76	$42,810
COST	Costco Wholesale Corp /New	−13	39	$36,483
VTRS	Viatris Inc	−12	12	$190
HON	Honeywell International Inc	−5	5	$1,119
QCOM	Qualcomm Inc/De	−2	1,154	$213,247
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	287	$49,036
C	Citigroup Inc	126	$17,634
HOOD	Robinhood Markets, Inc.	150	$15,042
MRVL	Marvell Technology, Inc.	25	$7,447
KLAC	Kla Corp	20	$6,034
TXN	Texas Instruments Inc	15	$4,471
ASML	Asml Holding NV	2	$3,978
APH	Amphenol Corp /De/	22	$3,879
ADI	Analog Devices Inc	9	$3,574
INTC	Intel Corp	23	$3,211
TJX	Tjx Companies Inc /De/	16	$2,424
SNDK	Sandisk Corp	1	$2,273
PWR	Quanta Services, Inc.	3	$2,160
ETN	Eaton Corp plc	5	$2,130
JCI	Johnson Controls International plc	12	$1,753
WMB	Williams Companies, Inc.	23	$1,709
AXP	American Express Co	5	$1,691
NEM	NEWMONT Corp /DE/	17	$1,587
FTNT	Fortinet, Inc.	10	$1,536
CDNS	Cadence Design Systems Inc	4	$1,501
MRSH	Marsh & Mclennan Companies, Inc.	9	$1,500
PLD	Prologis, Inc.	11	$1,490
GM	General Motors Co	19	$1,464
BNY	Bank of New York Mellon Corp	10	$1,446
ORLY	O Reilly Automotive Inc	15	$1,381
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	4,845,589	$123,022,614
ACSG	American Century Small Cap Growth Insights ETF	948,982	$87,721,019
AAXJ	iShares MSCI All Country Asia ex Japan ETF	851,244	$48,325,804
VEA	Vanguard FTSE Developed Markets ETF	507,517	$32,521,689
BNDW	Vanguard Total World Bond ETF	235,273	$19,166,100
BNDX	Vanguard Total International Bond ETF	236,483	$11,363,008
VB	Vanguard Morningstar Small-Cap ETF	15,210	$4,241,375
VEU	Vanguard FTSE All-World Ex-US ETF	34,635	$2,603,739
DCOR	Dimensional US Core Equity 1 ETF	38,667	$1,362,366
VXUS	Vanguard Total International Stock ETF	12,385	$955,007
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	17,091	$648,599
—		22,173	$613,234
—		6,658	$433,125
BKF	iShares MSCI BIC ETF	5,852	$431,543
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	3,115	$388,159
VIG	Vanguard Dividend Appreciation ETF	3,430	$351,878
CWI	State Street SPDR MSCI ACWI ex-US ETF	7,472	$341,096
VCRM	Vanguard Core Tax-Exempt Bond ETF	6,013	$299,988
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	7,059	$202,663
XOM	ExxonMobil Holdings Corp	1,152	$195,448
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	1,984	$163,865
—		500	$102,900
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	487	$71,760
AFK	VanEck Africa Index ETF	626	$63,158
EDV	Vanguard World Funds Extended Duration ETF	184	$35,237
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

296 tracked positions · $34,881,408 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 296 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	22,163	-53	$16,550,663	+14.6%	47.45%
AAPL	Apple Inc. Technology	Reduced	8,410	-174	$2,433,517	+11.7%	6.98%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,229	-88	$2,377,835	+24.2%	6.82%
MSFT	Microsoft Corp Technology	Added	4,530	+77	$1,689,780	+2.5%	4.84%
AVGO	Broadcom Inc. Technology	Reduced	3,444	-662	$1,300,971	+2.4%	3.73%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	2,993	0	$877,487	+0.9%	2.52%
NVDA	Nvidia Corp Technology	Added	3,559	+12	$712,120	+15.1%	2.04%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,837	+19	$674,472	+17.1%	1.93%
GOOGL	Alphabet Inc. Communication Services	Added	1,334	+398	$476,731	+77.2%	1.37%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,674	-55	$452,498	−15.8%	1.30%
VLGEA	Village Super Market Inc Consumer Defensive	Added	9,245	+7,424	$389,954	+407.1%	1.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	714	+8	$357,278	+5.6%	1.02%
CAT	Caterpillar Inc Industrials	Added	299	+9	$318,405	+55.0%	0.91%
GLW	Corning Inc /Ny Technology	Added	1,008	+8	$257,473	+89.4%	0.74%
AMGN	Amgen Inc Healthcare	Held	671	0	$242,982	+2.9%	0.70%
IDCC	InterDigital, Inc. Technology	Held	850	0	$240,660	−6.2%	0.69%
CAPL	CrossAmerica Partners LP Energy	Reduced	9,996	-6,317	$224,110	−33.9%	0.64%
AMD	Advanced Micro Devices Inc Technology	Added	371	+21	$215,517	+202.7%	0.62%
QCOM	Qualcomm Inc/De Technology	Reduced	1,154	-2	$213,247	+43.2%	0.61%
STX	Seagate Technology Holdings plc Technology	Held	211	0	$203,615	+146.3%	0.58%
RTX	RTX Corp Industrials	Added	1,072	+12	$203,390	−0.5%	0.58%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	532	+3	$197,153	+13.9%	0.57%
GLD	Spdr Gold Trust	Held	493	0	$181,611	−14.4%	0.52%
JNJ	Johnson & Johnson Healthcare	Added	713	+37	$181,080	+9.6%	0.52%
FITB	Fifth Third Bancorp Financial Services	Added	2,835	+12	$159,808	+21.8%	0.46%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	587	-127	$139,905	−5.9%	0.40%
UNP	Union Pacific Corp Industrials	Held	508	0	$138,176	+12.1%	0.40%
WMT	Walmart Inc. Consumer Defensive	Reduced	1,074	-252	$121,641	−26.2%	0.35%
DIS	Walt Disney Co Communication Services	Reduced	1,222	-575	$117,617	−32.1%	0.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	321	+25	$105,072	+20.7%	0.30%
MU	Micron Technology Inc Technology	Added	86	+5	$99,268	+262.8%	0.28%
PAYX	Paychex Inc Technology	Added	990	+5	$97,346	+7.3%	0.28%
CSCO	Cisco Systems, Inc. Technology	Added	805	+71	$94,555	+66.0%	0.27%
NEE	Nextera Energy Inc Utilities	Added	1,056	+21	$92,685	−3.6%	0.27%
AWK	American Water Works Company, Inc. Utilities	Held	700	0	$92,106	−3.3%	0.26%
LLY	ELI LILLY & Co Healthcare	Added	73	+5	$87,558	+40.0%	0.25%
IBM	International Business Machines Corp Technology	Added	303	+11	$85,206	+20.4%	0.24%
MMM	3M Co Industrials	Held	500	0	$80,955	+11.5%	0.23%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	150	0	$78,358	+12.8%	0.22%
XYZ	Block, Inc. Technology	Added	1,007	+7	$76,532	+27.2%	0.22%
AMP	Ameriprise Financial Inc Financial Services	Added	160	+1	$73,401	+3.9%	0.21%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	142	-203	$72,322	−69.3%	0.21%
HD	Home Depot, Inc. Consumer Cyclical	Added	197	+1	$69,477	+7.8%	0.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	157	+21	$66,034	+30.6%	0.19%
GE	General Electric Co Industrials	Added	173	+2	$64,655	+33.2%	0.19%
GS	Goldman Sachs Group Inc Financial Services	Added	57	+3	$57,648	+26.2%	0.17%
TFC	Truist Financial Corp Financial Services	Added	1,104	+677	$55,001	+180.2%	0.16%
GEV	GE Vernova Inc. Industrials	Added	45	+3	$52,868	+44.2%	0.15%
GILD	Gilead Sciences, Inc. Healthcare	Added	414	+25	$52,304	−3.5%	0.15%
PPL	PPL Corp Utilities	Added	1,381	+1,119	$50,199	+401.6%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.