Holders — by stockHoldings — by fund
Morton Brown Family Wealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1909851
$441.1M
disclosed book value
416
positions
28%
largest position share
Positions, as of 2026-06-30
top 100 of 416 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SCHBSCHWAB U.S. BROAD MARKET ETF | 4.3M | $123.4M | 28% |
| 2 | AVEMAVANTIS EMERGING MARKETS EQUITY ETF | 480,549 | $46.4M | 10.5% |
| 3 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 532,635 | $38.0M | 8.6% |
| 4 | AVUVAVANTIS U.S. SMALL CAP VALUE ETF | 246,862 | $30.8M | 7% |
| 5 | AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 255,151 | $26.3M | 6% |
| 6 | MUBISHARES NATIONAL MUNI BOND ETF | 202,817 | $21.8M | 4.9% |
| 7 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 762,960 | $18.8M | 4.3% |
| 8 | SPYSTATE STREET SPDR S&P 500 ETF | 22,163 | $16.6M | 3.8% |
| 9 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 180,706 | $14.9M | 3.4% |
| 10 | REETISHARES GLOBAL REIT ETF | 520,305 | $14.4M | 3.3% |
| 11 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 256,559 | $12.4M | 2.8% |
| 12 | MUNIPIMCO INTERMED MUNI BOND | 189,849 | $10.0M | 2.3% |
| 13 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 76,544 | $6.0M | 1.4% |
| 14 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 55,545 | $5.9M | 1.3% |
| 15 | EFAISHARES MSCI EAFE ETF | 33,246 | $3.5M | 0.8% |
| 16 | SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 68,674 | $3.3M | 0.7% |
| 17 | HDVISHARES CORE HIGH DIVIDEND ETF | 107,643 | $3.0M | 0.7% |
| 18 | IEFAISHARES CORE MSCI EAFE ETF | 27,242 | $2.6M | 0.6% |
| 19 | VBVANGUARD SMALL-CAP ETF | 8,099 | $2.5M | 0.6% |
| 20 | AAPLAPPLE INC COM | 8,410 | $2.4M | 0.6% |
| 21 | QQQINVESCO QQQ TRUST SERIES I | 3,229 | $2.4M | 0.5% |
| 22 | VTIVANGUARD TOTAL STOCK MARKET ETF | 5,090 | $1.9M | 0.4% |
| 23 | MSFTMICROSOFT CORP COM | 4,530 | $1.7M | 0.4% |
| 24 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 26,659 | $1.6M | 0.4% |
| 25 | DFSVDIMENSIONAL US SMALL CAP VALUE ETF | 36,492 | $1.4M | 0.3% |
| 26 | AVGOBROADCOM INC COM | 3,444 | $1.3M | 0.3% |
| 27 | IWMISHARES RUSSELL 2000 ETF | 4,314 | $1.3M | 0.3% |
| 28 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 14,847 | $1.3M | 0.3% |
| 29 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 7,976 | $1.2M | 0.3% |
| 30 | ESGUISHARES ESG AWARE MSCI USA ETF | 7,250 | $1.2M | 0.3% |
| 31 | APDAIR PRODUCTS AND CHEMICALS INC COM | 2,993 | $877,488 | 0.2% |
| 32 | NVDANVIDIA CORPORATION COM | 3,559 | $712,049 | 0.2% |
| 33 | BACBANK OF AMER CORP COM | 11,837 | $674,472 | 0.2% |
| 34 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 6,229 | $640,403 | 0.1% |
| 35 | VOOVANGUARD S&P 500 ETF | 754 | $517,855 | 0.1% |
| 36 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 17,884 | $495,387 | 0.1% |
| 37 | GOOGLALPHABET INC CAP STK CL A | 1,334 | $476,794 | 0.1% |
| 38 | AVREAVANTIS REAL ESTATE ETF | 9,803 | $464,456 | 0.1% |
| 39 | VOTVANGUARD MID-CAP GROWTH ETF | 1,480 | $453,324 | 0.1% |
| 40 | MCDMCDONALDS CORP COM | 1,674 | $452,523 | 0.1% |
| 41 | AORISHARES CORE 60/40 BALANCED ALLOCATION ETF | 6,481 | $450,430 | 0.1% |
| 42 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 8,397 | $424,720 | 0.1% |
| 43 | IVVISHARES CORE S&P 500 ETF | 545 | $408,145 | 0.1% |
| 44 | EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 5,400 | $406,512 | 0.1% |
| 45 | SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7,956 | $400,907 | 0.1% |
| 46 | VILLAGE SUPER MKT INC CL A NEW | 9,245 | $389,954 | 0.1% |
| 47 | SCHXSCHWAB U.S. LARGE-CAP ETF | 12,369 | $364,020 | 0.1% |
| 48 | SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 3,318 | $362,027 | 0.1% |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 714 | $357,278 | 0.1% |
| 50 | HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | 13,445 | $342,041 | 0.1% |
| 51 | VXFVANGUARD EXTENDED MARKET ETF | 1,340 | $330,041 | 0.1% |
| 52 | CATCATERPILLAR INC COM | 299 | $318,405 | 0.1% |
| 53 | IJSISHARES S&P SMALL-CAP 600 VALUE ETF | 2,304 | $314,911 | 0.1% |
| 54 | ESGEISHARES ESG AWARE MSCI EM ETF | 5,650 | $308,999 | 0.1% |
| 55 | ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 5,434 | $303,924 | 0.1% |
| 56 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 8,751 | $296,134 | 0.1% |
| 57 | VNQVANGUARD REAL ESTATE ETF | 3,053 | $294,376 | 0.1% |
| 58 | IWFISHARES RUSSELL 1000 GROWTH ETF | 2,358 | $292,736 | 0.1% |
| 59 | IVOGVANGUARD S&P MID-CAP 400 GROWTH ETF | 1,936 | $283,237 | 0.1% |
| 60 | SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF | 12,185 | $275,865 | 0.1% |
| 61 | GLWCORNING INC COM | 1,008 | $257,473 | 0.1% |
| 62 | SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | 10,680 | $247,257 | 0.1% |
| 63 | ISHARES TRUST ISHARES USD GREEN BOND ETF | 5,202 | $246,952 | 0.1% |
| 64 | AMGNAMGEN INC COM | 671 | $242,983 | 0.1% |
| 65 | IDCCINTERDIGITAL INC COM | 850 | $240,661 | 0.1% |
| 66 | CROSSAMERICA PARTNERS LP UT LTD PTN INT | 9,996 | $224,110 | 0.1% |
| 67 | AMDADVANCED MICRO DEVICES INC COM | 371 | $215,518 | 0% |
| 68 | QCOMQUALCOMM INC COM | 1,154 | $213,248 | 0% |
| 69 | SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 8,938 | $209,504 | 0% |
| 70 | ACWXISHARES MSCI ACWI EX U.S. ETF | 2,698 | $205,345 | 0% |
| 71 | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 211 | $203,615 | 0% |
| 72 | RTXRTX CORPORATION COM | 1,072 | $203,387 | 0% |
| 73 | MARMARRIOTT INTL INC NEW CL A | 532 | $197,154 | 0% |
| 74 | FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 7,059 | $190,946 | 0% |
| 75 | GLDSPDR GOLD SHARES | 493 | $181,611 | 0% |
| 76 | JNJJOHNSON & JOHNSON COM | 713 | $181,081 | 0% |
| 77 | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 1,151 | $176,586 | 0% |
| 78 | SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 6,551 | $163,709 | 0% |
| 79 | FITBFIFTH THIRD BANCORP COM | 2,835 | $159,809 | 0% |
| 80 | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 1,820 | $152,498 | 0% |
| 81 | IEIISHARES 3-7 YEAR TREASURY BOND ETF | 1,298 | $152,450 | 0% |
| 82 | VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | 2,565 | $151,284 | 0% |
| 83 | AMZNAMAZON COM INC COM | 587 | $139,906 | 0% |
| 84 | EXXONMOBIL HOLDINGS CORP COM SHS | 1,012 | $138,398 | 0% |
| 85 | UNPUNION PAC CORP COM | 508 | $138,209 | 0% |
| 86 | DGROISHARES CORE DIVIDEND GROWTH ETF | 1,790 | $135,664 | 0% |
| 87 | IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 2,486 | $132,181 | 0% |
| 88 | WMTWALMART INC COM | 1,074 | $121,659 | 0% |
| 89 | DISDISNEY WALT CO COM | 1,222 | $117,652 | 0% |
| 90 | IYWISHARES U.S. TECHNOLOGY ETF | 452 | $114,008 | 0% |
| 91 | SCHMSCHWAB U.S. MID-CAP ETF | 2,880 | $106,186 | 0% |
| 92 | JPMJPMORGAN CHASE & CO COM | 321 | $104,945 | 0% |
| 93 | MUMICRON TECHNOLOGY INC COM | 86 | $99,269 | 0% |
| 94 | PAYXPAYCHEX INC COM | 990 | $97,347 | 0% |
| 95 | IJHISHARES CORE S&P MID-CAP ETF | 1,244 | $95,925 | 0% |
| 96 | CSCOCISCO SYS INC COM | 805 | $94,519 | 0% |
| 97 | IJRISHARES CORE S&P SMALL CAP ETF | 636 | $94,325 | 0% |
| 98 | NEENEXTERA ENERGY INC COM | 1,056 | $92,685 | 0% |
| 99 | AWKAMERICAN WTR WKS CO INC NEW COM | 700 | $92,106 | 0% |
| 100 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 471 | $88,590 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.