Morton Brown Family Wealth, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Morton Brown Family Wealth, LLC reported 416 stock positions worth $441.1 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 28.0% of the portfolio, followed by Avantis Emerging Markets Eq (AVEM, 10.5%) and Vanguard Ftse Developed ETF (VEA, 8.6%). Compared with Q1 2026, it opened 131 new positions, sold out of 8, added to 100 and reduced 41. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +6%) and the biggest sale iShares Core High Dividend E (HDV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- ALLENTOWN, PA
- CIK
- 0001909851
- Portfolio Value
- $441.1M (Q2 2026)
- SEC Filing
- 0001909851-26-000003 ↗ filed Jul 21, 2026
Holdings Value
Holdings 416 stocks · $441.1M
| SCHB Schwab US Broad Market ETF | 27.98% | 4,261,509 | $123.4M | Add +6.1% |
| AVEM Avantis Emerging Markets Eq | 10.51% | 480,549 | $46.4M | Add +3.3% |
| VEA Vanguard Ftse Developed ETF | 8.60% | 532,635 | $38.0M | Add +5.0% |
| AVUV Avantis US Small Cap Value | 6.98% | 246,862 | $30.8M | Add +6.2% |
| AVDV Avantis Intl S/C Value ETF | 5.96% | 255,151 | $26.3M | Add +5.7% |
| MUB iShares National Muni Bond E | 4.95% | 202,817 | $21.8M | Add +15.7% |
| SCHR Schwab Intermediate-Term US | 4.27% | 762,960 | $18.8M | Add +8.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.75% | 22,163 | $16.6M | Reduce -0.2% |
| VCIT Vanguard Int-Term Corporate | 3.39% | 180,706 | $14.9M | Add +11.0% |
| REET iShares Global REIT ETF | 3.26% | 520,305 | $14.4M | Add +6.0% |
| BNDX Vanguard Total Intl Bond ETF | 2.82% | 256,559 | $12.4M | Add +8.5% |
| MUNI PIMCO Intermediate Municipal | 2.26% | 189,849 | $10.0M | Add +5.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.37% | 76,544 | $6.0M | Add +9.5% |
| SUB iShares Short-Term National | 1.34% | 55,545 | $5.9M | Add +0.8% |
| EFA iShares MSCI Eafe ETF | 0.78% | 33,246 | $3.5M | Reduce -1.4% |
| SCHC Schwab Intl Small-Cap Equity | 0.75% | 68,674 | $3.3M | Reduce -0.2% |
| HDV iShares Core High Dividend E | 0.67% | 107,643 | $3.0M | Reduce -2.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.60% | 27,242 | $2.6M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.56% | 8,099 | $2.5M | Reduce -0.1% |
| AAPL Apple Inc. | 0.55% | 8,410 | $2.4M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 3,229 | $2.4M | Reduce -2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 5,090 | $1.9M | Add +3.7% |
| MSFT Microsoft Corp. | 0.38% | 4,530 | $1.7M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 26,659 | $1.6M | No change |
| DFSV Dimensional US Small Cap Val | 0.32% | 36,492 | $1.4M | Add +0.8% |
| AVGO Broadcom Inc. | 0.29% | 3,444 | $1.3M | Reduce -16.1% |
| IWM iShares Russell 2000 ETF | 0.29% | 4,314 | $1.3M | Reduce -0.7% |
| VXUS Vanguard Total Intl Stock | 0.29% | 14,847 | $1.3M | Add +19.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.28% | 7,976 | $1.2M | No change |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 7,250 | $1.2M | Reduce -0.5% |
| APD Air Products & Chemicals Inc. | 0.20% | 2,993 | $877K | No change |
| NVDA Nvidia Corp. | 0.16% | 3,559 | $712K | Add +0.3% |
| BAC Bank of America Corp. | 0.15% | 11,837 | $674K | Add +0.2% |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 6,229 | $640K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.12% | 754 | $518K | Add +611.3% |
| SCHF Schwab Intl Equity ETF | 0.11% | 17,884 | $495K | No change |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,334 | $477K | Add +81.3% |
| AVRE Avantis Real Estate ETF | 0.11% | 9,803 | $464K | Add +1.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 1,480 | $453K | No change |
| MCD McDonald's Corp. | 0.10% | 1,674 | $453K | Reduce -3.2% |
| AOR iShares Core 60/40 Balanced | 0.10% | 6,481 | $450K | Add +0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.10% | 8,397 | $425K | Add +39.6% |
| IVV iShares Core S&P 500 ETF | 0.09% | 545 | $408K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.09% | 5,400 | $407K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 7,956 | $401K | Add +6.5% |
| VLGEA Village Super Market Class A | 0.09% | 9,245 | $390K | Add +407.7% |
| SCHX Schwab US Large-Cap ETF | 0.08% | 12,369 | $364K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 3,318 | $362K | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 714 | $357K | Add +1.1% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.08% | 13,445 | $342K | Add +174.3% |
| VXF Vanguard Extended Market ETF | 0.07% | 1,340 | $330K | Add +168.0% |
| CAT Caterpillar Inc. | 0.07% | 299 | $318K | Add +3.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,304 | $315K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 5,650 | $309K | Reduce -6.5% |
| ESML iShares ESG Aware MSCI USA S | 0.07% | 5,434 | $304K | Reduce -2.3% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 8,751 | $296K | Reduce -4.7% |
| VNQ Vanguard Real Estate ETF | 0.07% | 3,053 | $294K | No change |
| IWF iShares Russell 1000 Growth | 0.07% | 2,358 | $293K | Reduce -13.1% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.06% | 1,936 | $283K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.06% | 12,185 | $276K | Add +1.3% |
| GLW Corning Inc. | 0.06% | 1,008 | $257K | Add +0.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.06% | 10,680 | $247K | Add +6.9% |
| BGRN iShares Usd Green Bond ETF | 0.06% | 5,202 | $247K | Add +6.7% |
| AMGN Amgen Inc. | 0.06% | 671 | $243K | No change |
| IDCC Interdigital Inc. | 0.05% | 850 | $241K | No change |
| CAPL Crossamerica Partners LP | 0.05% | 9,996 | $224K | Reduce -38.7% |
| AMD Advanced Micro Devices | 0.05% | 371 | $216K | Add +6.0% |
| QCOM Qualcomm Inc. | 0.05% | 1,154 | $213K | Reduce -0.2% |
| SPHY SS SPDR P High Yield ETF | 0.05% | 8,938 | $210K | Add +1.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.05% | 2,698 | $205K | No change |
| STX Seagate Technology Holdings | 0.05% | 211 | $204K | No change |
| RTX RTX Corp. | 0.05% | 1,072 | $203K | Add +1.1% |
| MAR Marriott International Class A | 0.04% | 532 | $197K | Add +0.6% |
| FTGC First Trust Global Tactical | 0.04% | 7,059 | $191K | No change |
| GLD SPDR Gold Shares | 0.04% | 493 | $182K | No change |
| JNJ Johnson & Johnson | 0.04% | 713 | $181K | Add +5.5% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.04% | 1,151 | $177K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 6,551 | $164K | Add +6.0% |
| FITB Fifth Third Bancorp | 0.04% | 2,835 | $160K | Add +0.4% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.03% | 1,820 | $152K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.03% | 1,298 | $152K | Reduce -11.7% |
| VGIT Vanguard Intermediate-Term T | 0.03% | 2,565 | $151K | No change |
| AMZN Amazon.com Inc. | 0.03% | 587 | $140K | Reduce -17.8% |
| XOM Exxonmobil Holdings Corp. | 0.03% | 1,012 | $138K | Reduce -12.2% |
| UNP Union Pacific Corp. | 0.03% | 508 | $138K | No change |
| DGRO iShares Core Dividend Growth | 0.03% | 1,790 | $136K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.03% | 2,486 | $132K | No change |
| WMT Walmart Inc. | 0.03% | 1,074 | $122K | Reduce -19.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 1,222 | $118K | Reduce -32.0% |
| IYW iShares Ustechnology ETF | 0.03% | 452 | $114K | No change |
| SCHM Schwab US Mid Cap ETF | 0.02% | 2,880 | $106K | No change |
| JPM JPMorgan Chase & Co. | 0.02% | 321 | $105K | Add +8.4% |
| MU Micron Technology Inc. | 0.02% | 86 | $99K | Add +6.2% |
| PAYX Paychex Inc. | 0.02% | 990 | $97K | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 1,244 | $96K | Reduce -58.3% |
| CSCO Cisco Systems Inc. | 0.02% | 805 | $95K | Add +9.7% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 636 | $94K | No change |
| NEE Nextera Energy Inc. | 0.02% | 1,056 | $93K | Add +2.0% |
| AWK American Water Works Co. Inc. | 0.02% | 700 | $92K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 471 | $89K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| HDV iShares Core High Dividend E | Reduce -2.6% | 0.67% | −0.12 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.2% | 0.75% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -1.4% | 0.78% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 3.75% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 0.60% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -58.8% | 0.02% | −0.05 |
| AVGO Broadcom Inc. | Reduce -16.1% | 0.29% | −0.04 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.10% | −0.04 |
| CAPL Crossamerica Partners LP | Reduce -38.7% | 0.05% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -58.3% | 0.02% | −0.03 |
| AAPL Apple Inc. | Reduce -2.0% | 0.55% | −0.02 |
| XOM Exxonmobil Holdings Corp. | Reduce -12.2% | 0.03% | −0.02 |
| DIS The Walt Disney Co. | Reduce -32.0% | 0.03% | −0.02 |
| WMT Walmart Inc. | Reduce -19.0% | 0.03% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -84.5% | 0.00% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -11.7% | 0.03% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -13.1% | 0.07% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -17.8% | 0.03% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -85.0% | 0.00% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -25.0% | 0.01% | −0.01 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -20.0% | 0.01% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 0.56% | −0.00 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.00 |
| NFLX Netflix Inc. | Reduce -45.2% | 0.00% | −0.00 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -16.0% | 0.02% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.7% | 0.07% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.5% | 0.27% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.6% | 0.08% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -75.9% | 0.00% | −0.00 |
| PFE Pfizer Inc. | Reduce -6.7% | 0.01% | −0.00 |
| SPOT Spotify Technology SA | Reduce -80.0% | 0.00% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -6.5% | 0.07% | −0.00 |
| CRM Salesforce Inc. | Reduce -88.6% | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.6% | 0.02% | −0.00 |
| UTG Reaves Utility Income Fund | Sold out | 0.00% | −0.00 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -21.6% | 0.00% | −0.00 |
| PRU Prudential Financial Inc. | Reduce -24.8% | 0.00% | −0.00 |
| CHEF The Chefs' Warehouse Inc. | Sold out | 0.00% | −0.00 |
| D Dominion Energy Inc. | Reduce -84.6% | 0.00% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -2.3% | 0.07% | −0.00 |
| SBSW Sibanye-Stillwater Ltd.-ADR | Sold out | 0.00% | −0.00 |
| GOSS Gossamer Bio Inc. | Sold out | 0.00% | 0.00 |
| VTRS Viatris Inc. | Reduce -50.0% | 0.00% | 0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 0.29% | +0.01 |
| QCOM Qualcomm Inc. | Reduce -0.2% | 0.05% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.6% | 0.54% | +0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHB Schwab US Broad Market ETF | Add +6.1% | 27.98% | +1.33 |
| AVEM Avantis Emerging Markets Eq | Add +3.3% | 10.51% | +0.60 |
| AVUV Avantis US Small Cap Value | Add +6.2% | 6.98% | +0.19 |
| VOO Vanguard S&P 500 ETF | Add +611.3% | 0.12% | +0.10 |
| VLGEA Village Super Market Class A | Add +407.7% | 0.09% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +81.3% | 0.11% | +0.05 |
| VXF Vanguard Extended Market ETF | Add +168.0% | 0.07% | +0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +174.3% | 0.08% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +19.9% | 0.29% | +0.04 |
| AMD Advanced Micro Devices | Add +6.0% | 0.05% | +0.03 |
| MUB iShares National Muni Bond E | Add +15.7% | 4.95% | +0.03 |
| GLW Corning Inc. | Add +0.8% | 0.06% | +0.02 |
| CAT Caterpillar Inc. | Add +3.1% | 0.07% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +39.6% | 0.10% | +0.02 |
| MU Micron Technology Inc. | Add +6.2% | 0.02% | +0.02 |
| SPCX Space Exploration Techn Class A | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.7% | 0.43% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +5.0% | 8.60% | +0.01 |
| PPL PPL Corp. | Add +427.1% | 0.01% | +0.01 |
| HYD Vaneck High Yield Muni ETF | New | 0.01% | +0.01 |
| TFC Truist Financial Corp. | Add +158.6% | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +9.7% | 0.02% | +0.01 |
| KO The Coca-Cola Co. | Add +320.0% | 0.01% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | Add +71.3% | 0.01% | +0.00 |
| C Citigroup Inc. | New | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | New | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | Add +125.0% | 0.00% | +0.00 |
| LLY Eli Lilly & Co. | Add +7.3% | 0.02% | +0.00 |
| ABBV Abbvie Inc. | Add +36.8% | 0.01% | +0.00 |
| GEV GE Vernova Inc. | Add +7.1% | 0.01% | +0.00 |
| GE General Electric | Add +1.2% | 0.01% | +0.00 |
| MRVL Marvell Technology Inc. | New | 0.00% | +0.00 |
| FITB Fifth Third Bancorp | Add +0.4% | 0.04% | +0.00 |
| TSLA Tesla Inc. | Add +15.4% | 0.01% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +15.0% | 0.00% | +0.00 |
| KLAC KLA Corp. | New | 0.00% | +0.00 |
| XYZ Block Inc. | Add +0.7% | 0.02% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +5.6% | 0.01% | +0.00 |
| MS Morgan Stanley | Add +13.3% | 0.01% | +0.00 |
| TXN Texas Instruments Inc. | New | 0.00% | +0.00 |
| V Visa Inc. Class A | Add +72.2% | 0.00% | +0.00 |
| APH Amphenol Corp. Class A | New | 0.00% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.00% | +0.00 |
| ADI Analog Devices Inc. | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +8.4% | 0.02% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +6.5% | 0.09% | +0.00 |
| BAC Bank of America Corp. | Add +0.2% | 0.15% | +0.00 |
| INTC Intel Corp. | New | 0.00% | +0.00 |
| STT State Street Corp. | Add +4.7% | 0.00% | +0.00 |
| HUM Humana Inc. | Add +20.0% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 416 | $441.1M | SCHB, AVEM, VEA, AVUV, AVDV |
| Q1 2026 | 292 | $378.4M | SCHB, AVEM, VEA, AVUV, AVDV |
| Q4 2025 | 294 | $367.3M | SCHB, AVEM, VEA, AVUV, AVDV |
| Q3 2025 | 264 | $348.5M | SCHB, AVEM, VEA, AVDV, AVUV |
| Q2 2025 | 319 | $328.7M | SCHB, AVEM, VEA, AVUV, AVDV |
| Q1 2025 | 324 | $294.2M | SCHB, AVEM, VEA, MUB, AVUV |
| Q4 2024 | 283 | $286.9M | SCHB, AVEM, MUB, VEA, AVUV |
| Q3 2024 | 271 | $281.4M | SCHB, AVEM, VEA, MUB, AVUV |
| Q2 2024 | 220 | $253.3M | SCHB, AVEM, VEA, MUB, AVUV |
| Q1 2024 | 216 | $242.3M | SCHB, AVEM, MUB, VEA, SCHC |