Morton Brown Family Wealth, LLC

Registered adviser

CIK

1909851

Location

ALLENTOWN, PA

Portfolio Value

Small $445,500,533

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,173 / 8,818 ▲ 36 · as of Jun 2026

Top Industry

Consumer Electronics 17.8%

Period ended 28 days ago

Filed Oct 23, 2026 · 5d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 292278

Roster of Oct 1, 2026

Regulatory AUM

$483,479,204

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$483,479,204	Individuals and high net worth (99%)
Mar 2025 to Mar 2026	$398,971,327	Individuals and high net worth (99%)
Apr 2024 to Feb 2025	$317,902,225	Individuals and high net worth (97%)
May 2023 to Mar 2024	$262,278,856	Individuals and high net worth (97%)
Apr 2023	$262,278,856	Individuals and high net worth (97%)
Apr 2022 to Mar 2023	$251,655,802	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 93.5% of the book (60%+)

Turnover

Low turnover

2.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 87.8%; sector active share 83.5% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

412 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

34.1%

+0.8 pts

Top 5

83.1%

+0.4 pts

Top 10

93.6%

+0.1 pts

HHI

1,992

Moderately concentrated+42

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.4%	$429,643,151	136
Technology	1.8%	$7,820,761	48
Financial Services	0.4%	$1,684,508	45
Industrials	0.2%	$1,091,353	38
Basic Materials	0.2%	$932,703	12
Consumer Cyclical	0.2%	$919,001	21
Communication Services	0.2%	$872,579	12
Healthcare	0.2%	$865,634	36
Consumer Defensive	0.2%	$718,169	19
Energy	0.1%	$625,558	18
Utilities	0.1%	$318,170	17
Real Estate	0.0%	$8,946	10

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	+90,503	4,352,012	$127,557,471
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+73,299	81,696	$3,869,122
SCHI	Schwab 5-10 Year Corporate Bond ETF	+22,955	35,140	$753,401
REET	iShares Global REIT ETF	+19,241	539,546	$13,909,495
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+18,613	781,573	$18,523,280
VEA	Vanguard FTSE Developed Markets ETF	+14,364	546,999	$38,623,599
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+14,270	194,976	$15,268,570
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+10,972	19,910	$449,766
AVEM	Avantis Emerging Markets Equity ETF	+9,367	489,916	$46,061,902
AVDV	Avantis International Small Cap Value ETF	+7,455	262,606	$28,723,844
BNDX	Vanguard Total International Bond ETF	+4,685	261,244	$12,244,506
MUB	iShares National Muni Bond ETF	+4,380	207,197	$20,947,616
AVUV	Avantis U.S. Small Cap Value ETF	+4,109	250,971	$29,556,854
SCHD	Schwab U.S. Dividend Equity ETF	+3,337	4,972	$161,739
IEI	iShares 3-7 Year Treasury Bond ETF	+3,283	4,581	$519,668
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	+3,118	16,563	$388,733
SUB	iShares Short-Term National Muni Bond ETF	+2,789	58,334	$6,098,236
DGRO	iShares Core Dividend Growth ETF	+1,137	2,927	$220,666
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+807	1,075	$108,714
XOM	ExxonMobil Holdings Corp	+642	1,654	$269,188
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+625	27,284	$1,618,214
IJH	iShares Core S&P Mid-Cap ETF	+621	1,865	$134,186
QQQ	Invesco Qqq Trust, Series 1	+331	3,560	$2,633,581
IJR	iShares Core S&P Small-Cap ETF	+319	955	$129,918
CSCO	Cisco Systems, Inc.	+206	1,011	$108,813
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OPTT	Ocean Power Technologies, Inc.	−56,343	1,942	$2,602
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	−17,658	172,191	$8,556,170
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−3,977	72,567	$5,605,800
—		−3,577	104,066	$0
MSFT	Microsoft Corp	−2,167	2,363	$1,211,982
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	−1,971	594	$33,656
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	−715	7,261	$1,127,270
VXUS	Vanguard Total International Stock ETF	−581	14,266	$1,212,039
VLGEA	Village Super Market Inc	−500	8,745	$397,197
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	−423	4,977	$368,546
—		−375	965	$0
SCHC	Schwab International Small-Cap Equity ETF	−311	68,363	$3,400,375
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−223	1,257	$367,169
SCHG	Schwab U.S. Large-Cap Growth ETF	−211	8,540	$306,842
VOO	VANGUARD 500 INDEX FUND	−177	577	$404,396
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−155	7,801	$391,688
DISV	Dimensional International Small Cap Value ETF	−135	1,917	$82,986
EFA	iShares MSCI EAFE ETF	−122	33,124	$3,441,252
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	−112	1,060	$42,103
SPY	Spdr S&P 500 ETF Trust	−99	22,064	$16,826,668
SPCX	Space Exploration Technologies Corp	−99	188	$28,361
VPU	VANGUARD UTILITIES INDEX FUND	−98	27	$4,617
FTGC	First Trust Global Tactical Commodity Strategy Fund	−75	6,984	$213,640
IEFA	iShares Core MSCI EAFE ETF	−63	27,179	$2,633,101
VNQ	VANGUARD REAL ESTATE INDEX FUND	−63	2,990	$267,993
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
JMUB	JPMorgan Municipal ETF	33,535	$1,595,595
SCMB	Schwab Municipal Bond ETF	16,291	$393,590
IAGG	iShares Core International Aggregate Bond ETF	7,299	$359,110
HIMU		5,863	$267,821
SPLB	State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF	4,732	$96,438
AVLV	Avantis U.S. Large Cap Value ETF	197	$17,816
FNV	FRANCO NEVADA Corp	64	$15,239
MCK	Mckesson Corp	9	$7,684
CALF	Pacer US Small Cap Cash Cows 100 ETF	122	$6,500
BX	Blackstone Inc.	36	$4,035
IXUS	iShares Core MSCI Total International Stock ETF	42	$3,989
JPIE	JPMorgan Income ETF	80	$3,591
BINC		70	$3,555
PYLD		140	$3,554
CMDT	PIMCO Commodity Strategy Active Exchange-Traded Fund	101	$3,500
ACN	Accenture plc	18	$3,300
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	39	$2,398
REMX	VanEck Rare Earth and Strategic Metals ETF	25	$1,606
SPGM	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF	17	$1,470
CCI	Crown Castle Inc.	18	$1,199
USHY	iShares Broad USD High Yield Corporate Bond ETF	30	$1,071
SHEL	Shell plc	10	$950
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	7	$902
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	5	$543
KHC	Kraft Heinz Co	17	$386
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	36,492	$1,415,524
ISRG	Intuitive Surgical Inc	18	$7,158
FPEI	First Trust Institutional Preferred Securities and Income ETF	285	$5,497
LMT	Lockheed Martin Corp	5	$2,547
SPOT	Spotify Technology S.A.	5	$2,295
OSK	Oshkosh Corp	14	$2,148
AMT	American Tower Corp	11	$1,799
LOW	Lowes Companies Inc	8	$1,763
TMUS	T-Mobile US, Inc.	10	$1,677
PEG	Public Service Enterprise Group Inc	19	$1,542
ITA	iShares U.S. Aerospace & Defense ETF	6	$1,454
BN	BROOKFIELD Corp	30	$1,277
SPGI	S&P Global Inc.	3	$1,221
STAG	STAG Industrial, Inc.	30	$1,141
HONA	Honeywell Aerospace Inc.	5	$1,105
ADBE	Adobe Inc.	5	$1,025
MDT	Medtronic plc	12	$938
IHE	iShares U.S. Pharmaceuticals ETF	9	$891
ORCL	Oracle Corp	6	$879
CVNA	Carvana Co.	10	$658
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	15	$647
YUM	Yum Brands Inc	4	$639
ACGL	Arch Capital Group Ltd.	6	$582
MLM	Martin Marietta Materials Inc	1	$576
INTU	Intuit Inc.	2	$522
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

412 tracked positions · $445,500,533 total · filing declares 412 positions · $449,608,092 · as of Sep 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 412 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHB	Schwab U.S. Broad Market ETF	Added	4,352,012	+90,503	$127,557,471	+3.4%	28.63%
AVEM	Avantis Emerging Markets Equity ETF	Added	489,916	+9,367	$46,061,902	−0.7%	10.34%
VEA	Vanguard FTSE Developed Markets ETF	Added	546,999	+14,364	$38,623,599	+1.8%	8.67%
AVUV	Avantis U.S. Small Cap Value ETF	Added	250,971	+4,109	$29,556,854	−4.0%	6.63%
AVDV	Avantis International Small Cap Value ETF	Added	262,606	+7,455	$28,723,844	+9.2%	6.45%
MUB	iShares National Muni Bond ETF	Added	207,197	+4,380	$20,947,616	−4.0%	4.70%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	781,573	+18,613	$18,523,280	−1.5%	4.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	22,064	-99	$16,826,668	+1.7%	3.78%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	194,976	+14,270	$15,268,570	+2.2%	3.43%
REET	iShares Global REIT ETF	Added	539,546	+19,241	$13,909,495	−3.2%	3.12%
BNDX	Vanguard Total International Bond ETF	Added	261,244	+4,685	$12,244,506	−1.5%	2.75%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Reduced	172,191	-17,658	$8,556,170	−14.3%	1.92%
SUB	iShares Short-Term National Muni Bond ETF	Added	58,334	+2,789	$6,098,236	+3.1%	1.37%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	72,567	-3,977	$5,605,800	−7.3%	1.26%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	81,696	+73,299	$3,869,122	+811.0%	0.87%
EFA	iShares MSCI EAFE ETF	Reduced	33,124	-122	$3,441,252	−0.4%	0.77%
SCHC	Schwab International Small-Cap Equity ETF	Reduced	68,363	-311	$3,400,375	+2.9%	0.76%
AAPL	Apple Inc. Technology	Added	8,488	+78	$2,826,673	+16.2%	0.63%
QQQ	Invesco Qqq Trust, Series 1	Added	3,560	+331	$2,633,581	+10.8%	0.59%
IEFA	iShares Core MSCI EAFE ETF	Reduced	27,179	-63	$2,633,101	+0.1%	0.59%
VB	Vanguard Index Funds	Reduced	8,062	-37	$2,293,558	−6.6%	0.51%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	5,236	+146	$1,959,520	+4.0%	0.44%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	27,284	+625	$1,618,214	+1.7%	0.36%
JMUB	JPMorgan Municipal ETF	NEW	33,535	NEW	$1,595,595	NEW	0.36%
VXUS	Vanguard Total International Stock ETF	Reduced	14,266	-581	$1,212,039	−4.5%	0.27%
MSFT	Microsoft Corp Technology	Reduced	2,363	-2,167	$1,211,982	−28.3%	0.27%
ESGU	iShares ESG Aware MSCI USA ETF	Held	7,250	0	$1,209,300	+1.9%	0.27%
AVGO	Broadcom Inc. Technology	Reduced	3,419	-25	$1,200,718	−7.7%	0.27%
IWM	iShares Russell 2000 ETF	Reduced	4,276	-38	$1,188,257	−8.3%	0.27%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Reduced	7,261	-715	$1,127,270	−8.4%	0.25%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	2,993	0	$832,742	−5.1%	0.19%
NVDA	Nvidia Corp Technology	Added	3,569	+10	$815,088	+14.5%	0.18%
SCHI	Schwab 5-10 Year Corporate Bond ETF	Added	35,140	+22,955	$753,401	+173.1%	0.17%
BAC	Bank Of America Corp Financial Services	Held	11,837	0	$644,287	−4.5%	0.14%
ESGD	iShares ESG Aware MSCI EAFE ETF	Held	6,229	0	$641,898	+0.2%	0.14%
IEI	iShares 3-7 Year Treasury Bond ETF	Added	4,581	+3,283	$519,668	+240.9%	0.12%
SCHF	Schwab International Equity ETF	Held	17,884	0	$491,273	−0.8%	0.11%
GOOGL	Alphabet Inc. Communication Services	Held	1,334	0	$459,002	−3.7%	0.10%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Added	19,910	+10,972	$449,766	+114.7%	0.10%
AVRE	Avantis Real Estate ETF	Reduced	9,748	-55	$432,323	−6.9%	0.10%
IVV	iShares Core S&P 500 ETF	Held	545	0	$417,388	+2.3%	0.09%
VOO	VANGUARD 500 INDEX FUND	Reduced	577	-177	$404,396	−21.9%	0.09%
VLGEA	Village Super Market Inc Consumer Defensive	Reduced	8,745	-500	$397,197	+1.9%	0.09%
SCMB	Schwab Municipal Bond ETF	NEW	16,291	NEW	$393,590	NEW	0.09%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	7,801	-155	$391,688	−2.3%	0.09%
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	Added	16,563	+3,118	$388,733	+13.7%	0.09%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,650	-24	$381,051	−15.8%	0.09%
SCHX	Schwab U.S. Large-Cap ETF	Held	12,369	0	$371,070	+1.9%	0.08%
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	Reduced	4,977	-423	$368,546	−9.3%	0.08%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	1,257	-223	$367,169	−19.0%	0.08%

Showing the top 50 of 412 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.