Morton Brown Family Wealth, LLC

CIK

1909851

Location

ALLENTOWN, PA

Portfolio Value

Micro $30,668,660

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,028 / 8,232 ▲ 200

Top Industry

Consumer Electronics 15.5%

3Y Alpha vs SPY

+0.2%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.4%

SPY

+76.3%

Annualised alpha

+0.2%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

173 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

47.1%

+0.1 pts

Top 5

70.0%

−2.4 pts

Top 10

79.6%

−2.2 pts

HHI

2,384

Moderately concentrated−16

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	54.3%	$16,651,753	5
Technology	22.3%	$6,842,836	28
Financial Services	4.6%	$1,397,604	23
Industrials	3.7%	$1,137,771	23
Consumer Cyclical	3.5%	$1,073,891	13
Basic Materials	3.1%	$951,073	10
Healthcare	2.3%	$708,658	27
Energy	2.1%	$633,716	5
Communication Services	1.8%	$537,761	11
Consumer Defensive	1.3%	$401,404	14
Utilities	1.1%	$326,289	10
Real Estate	0.0%	$5,904	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OPTT	Ocean Power Technologies, Inc.	+44,000	58,285	$20,399
SPY	Spdr S&P 500 ETF Trust	+331	22,216	$14,447,953
DIS	Walt Disney Co	+200	1,797	$173,194
JPM	Jpmorgan Chase & Co	+150	296	$87,071
PFE	Pfizer Inc	+106	1,156	$32,460
QQQ	Invesco Qqq Trust, Series 1	+83	3,317	$1,914,506
PLTR	Palantir Technologies Inc.	+50	225	$32,913
NFLX	Netflix Inc	+50	250	$24,037
PRU	Prudential Financial Inc	+28	113	$11,038
MSFT	Microsoft Corp	+20	4,453	$1,648,367
META	Meta Platforms, Inc.	+20	95	$54,352
SPOT	Spotify Technology S.A.	+20	25	$12,122
UNH	Unitedhealth Group Inc	+18	40	$10,823
GOOGL	Alphabet Inc.	+18	736	$211,644
VTRS	Viatris Inc	+12	24	$324
SVM	Silvercorp Metals Inc	+6	13	$139
SBUX	Starbucks Corp	+5	165	$14,782
USB	US Bancorp De	+4	341	$17,735
COST	Costco Wholesale Corp /New	+4	52	$51,814
TFC	Truist Financial Corp	+3	427	$19,629
UTG	Reaves Utility Income Fund	+3	160	$6,284
MCD	Mcdonalds Corp	+2	1,729	$537,355
XOM	Exxon Mobil Corp	+2	1,152	$195,448
PPL	PPL Corp	+2	262	$10,008
GILD	Gilead Sciences, Inc.	+2	389	$54,214
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	−315	4,106	$1,270,848
AAPL	Apple Inc.	−220	8,584	$2,178,533
NVDA	Nvidia Corp	−207	3,547	$618,596
PHYS	Sprott Physical Gold Trust	−143	116	$4,111
UPS	United Parcel Service Inc	−38	144	$14,166
RTX	RTX Corp	−4	1,060	$204,474
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
FITB	Fifth Third Bancorp	2,823	$131,156
VLGEA	Village Super Market Inc	1,821	$76,900
CECO	Ceco Environmental Corp	481	$28,657
AZN	Astrazeneca PLC	97	$19,130
LRCX	Lam Research Corp	20	$4,273
OPEN	Opendoor Technologies Inc.	100	$468
HITI	High Tide Inc.	20	$45
NOK	Nokia Corp	2	$16
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CTSH	Cognizant Technology Solutions Corp	488	$40,504
ULTA	Ulta Beauty, Inc.	5	$3,025
TGT	Target Corp	10	$977
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

173 positions · $30,668,660 total · as of Mar 31, 2026

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

Showing 1–50 of 173 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	22,216	+331	$14,447,953	−3.2%	47.11%
AAPL	Apple Inc. Technology	Reduced	8,584	-220	$2,178,533	−9.0%	7.10%
QQQ	Invesco Qqq Trust, Series 1	Added	3,317	+83	$1,914,506	−3.6%	6.24%
MSFT	Microsoft Corp Technology	Added	4,453	+20	$1,648,367	−23.1%	5.37%
AVGO	Broadcom Inc. Technology	Reduced	4,106	-315	$1,270,848	−16.9%	4.14%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	2,993	0	$869,436	+17.6%	2.83%
NVDA	Nvidia Corp Technology	Reduced	3,547	-207	$618,596	−11.6%	2.02%
BAC	Bank Of America Corp /De/ Financial Services	Held	11,818	0	$576,127	−11.4%	1.88%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,729	+2	$537,355	+1.8%	1.75%
CAPL	CrossAmerica Partners LP Energy	Held	16,313	0	$338,984	+0.9%	1.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	706	0	$338,315	−4.7%	1.10%
IDCC	InterDigital, Inc. Technology	Held	850	0	$256,700	−5.1%	0.84%
AMGN	Amgen Inc Healthcare	Held	671	0	$236,091	+7.5%	0.77%
NOC	Northrop Grumman Corp /De/ Industrials	Held	345	0	$235,372	+19.6%	0.77%
GLD	Spdr Gold Trust	Held	493	0	$212,132	+8.6%	0.69%
GOOGL	Alphabet Inc. Communication Services	Added	736	+18	$211,644	−5.8%	0.69%
CAT	Caterpillar Inc Industrials	Held	290	0	$205,453	+23.7%	0.67%
RTX	RTX Corp Industrials	Reduced	1,060	-4	$204,474	+4.8%	0.67%
XOM	Exxon Mobil Corp Energy	Added	1,152	+2	$195,448	+41.2%	0.64%
DIS	Walt Disney Co Communication Services	Added	1,797	+200	$173,194	−4.7%	0.56%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	529	0	$173,020	+5.4%	0.56%
JNJ	Johnson & Johnson Healthcare	Held	676	0	$165,241	+18.1%	0.54%
WMT	Walmart Inc. Consumer Defensive	Added	1,326	+1	$164,795	+11.6%	0.54%
QCOM	Qualcomm Inc/De Technology	Held	1,156	0	$148,869	−24.7%	0.49%
AMZN	Amazon Com Inc Consumer Cyclical	Held	714	0	$148,704	−9.8%	0.48%
GLW	Corning Inc /Ny Technology	Held	1,000	0	$135,970	+55.3%	0.44%
FITB	Fifth Third Bancorp Financial Services	NEW	2,823	NEW	$131,156	NEW	0.43%
UNP	Union Pacific Corp Industrials	Added	508	+1	$123,250	+5.1%	0.40%
NEE	Nextera Energy Inc Utilities	Held	1,035	0	$96,130	+15.7%	0.31%
AWK	American Water Works Company, Inc. Utilities	Held	700	0	$95,263	+4.3%	0.31%
PAYX	Paychex Inc Technology	Held	985	0	$90,738	−17.9%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	296	+150	$87,071	+85.1%	0.28%
STX	Seagate Technology Holdings plc Technology	Held	211	0	$82,661	+42.3%	0.27%
VLGEA	Village Super Market Inc Consumer Defensive	NEW	1,821	NEW	$76,900	NEW	0.25%
MMM	3M Co Industrials	Held	500	0	$72,615	−9.3%	0.24%
AMD	Advanced Micro Devices Inc Technology	Held	350	0	$71,200	−5.0%	0.23%
IBM	International Business Machines Corp Technology	Held	292	0	$70,777	−18.2%	0.23%
AMP	Ameriprise Financial Inc Financial Services	Held	159	0	$70,659	−9.4%	0.23%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	150	0	$69,478	−3.6%	0.23%
HD	Home Depot, Inc. Consumer Cyclical	Added	196	+1	$64,462	−3.9%	0.21%
LLY	ELI LILLY & Co Healthcare	Held	68	0	$62,544	−14.4%	0.20%
XYZ	Block, Inc. Technology	Held	1,000	0	$60,180	−7.5%	0.20%
CSCO	Cisco Systems, Inc. Technology	Held	734	0	$56,951	+0.7%	0.19%
META	Meta Platforms, Inc. Communication Services	Added	95	+20	$54,352	+9.8%	0.18%
GILD	Gilead Sciences, Inc. Healthcare	Added	389	+2	$54,214	+14.1%	0.18%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	52	+4	$51,814	+25.2%	0.17%
PSX	Phillips 66 Energy	Held	282	0	$51,374	+41.2%	0.17%
TSLA	Tesla, Inc. Consumer Cyclical	Held	136	0	$50,558	−17.3%	0.16%
GE	General Electric Co Industrials	Held	171	0	$48,524	−7.9%	0.16%
WPM	Wheaton Precious Metals Corp. Basic Materials	Held	358	0	$46,901	+11.5%	0.15%