Morton Brown Family Wealth, LLC

CIK

1909851

Location

ALLENTOWN, PA

Portfolio Value

Micro $34,881,408

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,359 / 2,968 ▲ 5045

Top Industry

Semiconductors 16.3%

3Y Alpha vs SPY

+1.4%

Period ended 29 days ago

Filed Jul 21, 2026 · 8d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.8%

SPY

+67.9%

Annualised alpha

+1.4%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

47.4%

+0.3 pts

Top 5

69.8%

−0.2 pts

Top 10

79.0%

−0.6 pts

HHI

2,411

Moderately concentrated+27

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.	+598	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

22 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
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

9 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	1,152	$195,448
ABNB	Airbnb, Inc.	150	$18,942
VZ	Verizon Communications Inc	324	$16,264
OKLO	Oklo Inc.	300	$14,877
UTG	Reaves Utility Income Fund	160	$6,284
MP	MP Materials Corp. / DE	100	$4,826
CHEF	Chefs' Warehouse, Inc.	32	$1,902
SBSW	Sibanye Stillwater Ltd	35	$431
GOSS	Gossamer Bio, Inc.	25	$8
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	+598	$476,731	+125.3%	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.