Morton Brown Family Wealth, LLC
CIK
1909851
Location
ALLENTOWN, PA
Portfolio Value
Micro
$326,289
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Unclassified | 54.3% | $16,651,753 |
| Technology | 22.3% | $6,842,836 |
| Financial Services | 4.6% | $1,397,604 |
| Industrials | 3.7% | $1,137,771 |
| Consumer Cyclical | 3.5% | $1,073,891 |
| Basic Materials | 3.1% | $951,073 |
| Healthcare | 2.3% | $708,658 |
| Energy | 2.1% | $633,716 |
| Communication Services | 1.8% | $537,761 |
| Consumer Defensive | 1.3% | $401,404 |
| Utilities | 1.1% | $326,289 |
| Real Estate | 0.0% | $5,904 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
10 positions ·
$326,289 total
· Utilities 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
Held | 1,035 | $96,130 | 29.46% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Held | 700 | $95,263 | 29.20% | |
| TLN |
Talen Energy Corp
Utilities
|
Held | 120 | $38,307 | 11.74% | |
| SO |
Southern Co
Utilities
|
Held | 314 | $30,307 | 9.29% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
Held | 627 | $22,835 | 7.00% | |
| OKLO |
Oklo Inc.
Utilities
|
Held | 300 | $14,877 | 4.56% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Held | 100 | $14,614 | 4.48% | |
| PPL |
PPL Corp
Utilities
|
Added | 262 | $10,008 | 3.07% | |
| D |
Dominion Energy, Inc
Utilities
|
Held | 39 | $2,410 | 0.74% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 19 | $1,538 | 0.47% |