Morton Brown Family Wealth, LLC

CIK

1909851

Location

ALLENTOWN, PA

Portfolio Value

Micro $6,842,836

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,379 / 8,586 ▲ 80

Top Industry

Consumer Electronics 15.5%

3Y Alpha vs SPY

+0.0%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

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

+78.2%

SPY

+78.1%

Annualised alpha

+0.0%

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
NFLX	Netflix Inc	+50	250	$24,037
PLTR	Palantir Technologies Inc.	+50	225	$32,913
PRU	Prudential Financial Inc	+28	113	$11,038
META	Meta Platforms, Inc.	+20	95	$54,352
SPOT	Spotify Technology S.A.	+20	25	$12,122
MSFT	Microsoft Corp	+20	4,453	$1,648,367
GOOGL	Alphabet Inc.	+18	736	$211,644
UNH	Unitedhealth Group Inc	+18	40	$10,823
VTRS	Viatris Inc	+12	24	$324
SVM	Silvercorp Metals Inc	+6	13	$139
SBUX	Starbucks Corp	+5	165	$14,782
COST	Costco Wholesale Corp /New	+4	52	$51,814
USB	US Bancorp De	+4	341	$17,735
UTG	Reaves Utility Income Fund	+3	160	$6,284
TFC	Truist Financial Corp	+3	427	$19,629
GILD	Gilead Sciences, Inc.	+2	389	$54,214
PPL	PPL Corp	+2	262	$10,008
MCD	Mcdonalds Corp	+2	1,729	$537,355
XOM	Exxon Mobil Corp	+2	1,152	$195,448
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

28 positions · $6,842,836 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	8,584	-220	$2,178,533	−9.0%	31.84%
MSFT	Microsoft Corp Technology	Added	4,453	+20	$1,648,367	−23.1%	24.09%
AVGO	Broadcom Inc. Technology	Reduced	4,106	-315	$1,270,848	−16.9%	18.57%
NVDA	Nvidia Corp Technology	Reduced	3,547	-207	$618,596	−11.6%	9.04%
IDCC	InterDigital, Inc. Technology	Held	850	0	$256,700	−5.1%	3.75%
QCOM	Qualcomm Inc/De Technology	Held	1,156	0	$148,869	−24.7%	2.18%
GLW	Corning Inc /Ny Technology	Held	1,000	0	$135,970	+55.3%	1.99%
PAYX	Paychex Inc Technology	Held	985	0	$90,738	−17.9%	1.33%
STX	Seagate Technology Holdings plc Technology	Held	211	0	$82,661	+42.3%	1.21%
AMD	Advanced Micro Devices Inc Technology	Held	350	0	$71,200	−5.0%	1.04%
IBM	International Business Machines Corp Technology	Held	292	0	$70,777	−18.2%	1.03%
XYZ	Block, Inc. Technology	Held	1,000	0	$60,180	−7.5%	0.88%
CSCO	Cisco Systems, Inc. Technology	Held	734	0	$56,951	+0.7%	0.83%
OLED	Universal Display Corp \Pa\ Technology	Held	434	0	$39,780	−21.5%	0.58%
PLTR	Palantir Technologies Inc. Technology	Added	225	+50	$32,913	+5.8%	0.48%
MU	Micron Technology Inc Technology	Held	81	0	$27,365	+18.4%	0.40%
SAP	Sap SE Technology	Held	48	0	$8,218	−29.5%	0.12%
CRM	Salesforce, Inc. Technology	Held	44	0	$8,213	−29.5%	0.12%
DELL	Dell Technologies Inc. Technology	Held	50	0	$8,206	+30.4%	0.12%
UBER	Uber Technologies, Inc Technology	Held	100	0	$7,193	−12.0%	0.11%
LRCX	Lam Research Corp Technology	NEW	20	NEW	$4,273	NEW	0.06%
AMAT	Applied Materials Inc /De Technology	Held	12	0	$4,101	+33.0%	0.06%
TOST	Toast, Inc. Technology	Held	150	0	$3,976	−25.3%	0.06%
SNOW	Snowflake Inc. Technology	Held	25	0	$3,770	−31.3%	0.06%
PANW	Palo Alto Networks Inc Technology	Held	22	0	$3,527	−13.0%	0.05%
ADBE	Adobe Inc. Technology	Held	3	0	$729	−30.5%	0.01%
EGHT	8X8 Inc /De/ Technology	Held	100	0	$166	−15.7%	0.00%
NOK	Nokia Corp Technology	NEW	2	NEW	$16	NEW	0.00%