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
GOSS	Gossamer Bio, Inc. Healthcare	Held	25	0	$8	−89.6%	0.00%
NOK	Nokia Corp Technology	NEW	2	NEW	$16	NEW	0.00%
HITI	High Tide Inc. Healthcare	NEW	20	NEW	$45	NEW	0.00%
CNF	CNFinance Holdings Ltd. Financial Services	Held	25	0	$97	−35.8%	0.00%
AMTM	Amentum Holdings, Inc. Industrials	Held	4	0	$104	−10.3%	0.00%
SVM	Silvercorp Metals Inc Basic Materials	Added	13	+6	$139	+139.7%	0.00%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	2	0	$152	+56.7%	0.00%
EGHT	8X8 Inc /De/ Technology	Held	100	0	$166	−15.7%	0.00%
NMAX	Newsmax Inc. Communication Services	Held	40	0	$208	−32.7%	0.00%
VTRS	Viatris Inc Healthcare	Added	24	+12	$324	+117.4%	0.00%
SBSW	Sibanye Stillwater Ltd Basic Materials	Held	35	0	$431	−13.5%	0.00%
OPEN	Opendoor Technologies Inc. Real Estate	NEW	100	NEW	$468	NEW	0.00%
ADBE	Adobe Inc. Technology	Held	3	0	$729	−30.5%	0.00%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Held	5	0	$945	+11.2%	0.00%
LOW	Lowes Companies Inc Consumer Cyclical	Held	4	0	$945	−2.0%	0.00%
SHW	Sherwin Williams Co Basic Materials	Held	3	0	$961	−1.1%	0.00%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	2	0	$983	−15.1%	0.00%
MDT	Medtronic plc Healthcare	Held	12	0	$1,039	−9.8%	0.00%
STAG	STAG Industrial, Inc. Real Estate	Held	30	0	$1,081	−1.9%	0.00%
CL	Colgate Palmolive Co Consumer Defensive	Held	14	0	$1,193	+7.9%	0.00%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	30	0	$1,214	−11.8%	0.00%
RXRX	Recursion Pharmaceuticals, Inc. Healthcare	Held	400	0	$1,228	−24.9%	0.00%
PEP	Pepsico Inc Consumer Defensive	Held	8	0	$1,242	+8.2%	0.00%
HWM	Howmet Aerospace Inc. Industrials	Held	6	0	$1,382	+12.4%	0.00%
PEG	Public Service Enterprise Group Inc Utilities	Held	19	0	$1,538	+0.9%	0.01%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	59	0	$1,620	−4.7%	0.01%
HUM	Humana Inc Healthcare	Held	10	0	$1,733	−32.3%	0.01%
RJF	Raymond James Financial Inc Financial Services	Held	13	0	$1,882	−9.8%	0.01%
AMT	American Tower Corp /Ma/ Real Estate	Held	11	0	$1,898	−1.7%	0.01%
CHEF	Chefs' Warehouse, Inc. Consumer Defensive	Held	32	0	$1,902	−4.6%	0.01%
AME	Ametek Inc/ Industrials	Held	9	0	$1,929	+4.4%	0.01%
OSK	Oshkosh Corp Industrials	Held	14	0	$2,060	+17.2%	0.01%
TMUS	T-Mobile US, Inc. Communication Services	Held	10	0	$2,100	+3.4%	0.01%
HON	Honeywell International Inc Industrials	Held	10	0	$2,260	+15.9%	0.01%
SNY	Sanofi Healthcare	Held	49	0	$2,360	−0.6%	0.01%
D	Dominion Energy, Inc Utilities	Held	39	0	$2,410	+5.5%	0.01%
IIPR	Innovative Industrial Properties Inc Real Estate	Held	49	0	$2,457	+5.9%	0.01%
LIN	Linde PLC Basic Materials	Held	5	0	$2,478	+16.3%	0.01%
MNST	Monster Beverage Corp Consumer Defensive	Held	39	0	$2,825	−5.5%	0.01%
LMT	Lockheed Martin Corp Industrials	Held	5	0	$3,021	+24.9%	0.01%
ICLR	Icon PLC Healthcare	Held	30	0	$3,319	−39.3%	0.01%
PANW	Palo Alto Networks Inc Technology	Held	22	0	$3,527	−13.0%	0.01%
SNOW	Snowflake Inc. Technology	Held	25	0	$3,770	−31.3%	0.01%
MO	Altria Group, Inc. Consumer Defensive	Held	60	0	$3,959	+14.5%	0.01%
TOST	Toast, Inc. Technology	Held	150	0	$3,976	−25.3%	0.01%
MA	Mastercard Inc Financial Services	Held	8	0	$3,997	−12.5%	0.01%
CAVA	Cava Group, Inc. Consumer Cyclical	Held	50	0	$4,045	+37.9%	0.01%
AMAT	Applied Materials Inc /De Technology	Held	12	0	$4,101	+33.0%	0.01%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	116	-143	$4,111	−51.9%	0.01%
ADX	Adams Diversified Equity Fund, Inc. Financial Services	Held	194	0	$4,246	−6.1%	0.01%