Morton Brown Family Wealth, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Morton Brown Family Wealth, LLC reported 216 stock positions worth $242.3 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 26.4% of the portfolio, followed by Avantis Emerging Markets Eq (AVEM, 8.6%) and iShares National Muni Bond E (MUB, 8.3%). Compared with Q4 2023, it opened 17 new positions, sold out of 87, added to 32 and reduced 79. The biggest buy was Avantis US Small Cap Value (AVUV, shares +169%) and the biggest sale SS SPDR S&P 600 SC Val ETF (SLYV, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- ALLENTOWN, PA
- CIK
- 0001909851
- Portfolio Value
- $242.3M (Q1 2024)
- SEC Filing
- 0001909851-24-000002 ↗ filed Apr 23, 2024
Holdings Value
Holdings 216 stocks · $242.3M
| SCHB Schwab US Broad Market ETF | 26.37% | 1,046,435 | $63.9M | Add +0.5% |
| AVEM Avantis Emerging Markets Eq | 8.55% | 357,498 | $20.7M | Add +10.7% |
| MUB iShares National Muni Bond E | 8.31% | 187,169 | $20.1M | Add +15.6% |
| VEA Vanguard Ftse Developed ETF | 7.46% | 360,373 | $18.1M | Add +2.7% |
| SCHC Schwab Intl Small-Cap Equity | 5.98% | 404,423 | $14.5M | Add +7.7% |
| AVUV Avantis US Small Cap Value | 5.09% | 131,537 | $12.3M | Add +169.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.94% | 22,895 | $12.0M | Reduce -2.2% |
| SUB iShares Short-Term National | 4.02% | 92,936 | $9.7M | Add +11.3% |
| SCHR Schwab Intermediate-Term US | 3.81% | 188,225 | $9.2M | Add +2.4% |
| REET iShares Global REIT ETF | 3.41% | 348,957 | $8.3M | Add +4.8% |
| BNDX Vanguard Total Intl Bond ETF | 2.08% | 102,211 | $5.0M | Add +15.5% |
| VCIT Vanguard Int-Term Corporate | 2.06% | 62,039 | $5.0M | Add +42.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.40% | 43,925 | $3.4M | Add +13.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 1.30% | 37,850 | $3.1M | Reduce -69.1% |
| EFA iShares MSCI Eafe ETF | 1.27% | 38,510 | $3.1M | Reduce -1.1% |
| HDV iShares Core High Dividend E | 1.25% | 27,396 | $3.0M | Reduce -5.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.08% | 35,216 | $2.6M | Reduce -2.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.81% | 8,619 | $2.0M | Reduce -2.2% |
| AAPL Apple Inc. | 0.63% | 8,915 | $1.5M | Reduce -24.3% |
| VWO Vanguard Ftse Emerging Marke | 0.63% | 36,486 | $1.5M | Reduce -20.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.59% | 12,314 | $1.4M | Reduce -24.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.59% | 3,207 | $1.4M | Add +0.9% |
| AVGO Broadcom Inc. | 0.53% | 963 | $1.3M | Add +9.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 4,678 | $1.2M | No change |
| IWM iShares Russell 2000 ETF | 0.41% | 4,746 | $998K | Reduce -9.8% |
| ESGU iShares ESG Aware MSCI USA | 0.40% | 8,531 | $981K | Reduce -1.9% |
| VXUS Vanguard Total Intl Stock | 0.33% | 13,192 | $795K | Add +0.2% |
| MSFT Microsoft Corp. | 0.33% | 1,888 | $794K | Reduce -19.1% |
| AOR iShares Core 60/40 Balanced | 0.29% | 12,621 | $703K | Reduce -2.4% |
| APD Air Products & Chemicals Inc. | 0.29% | 2,893 | $701K | Reduce -19.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.26% | 2,663 | $628K | Reduce -0.2% |
| ESGD iShares Trust iShares ESG Aw | 0.23% | 7,008 | $560K | Add +1.7% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 8,490 | $516K | Reduce -0.2% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.19% | 8,170 | $462K | Reduce -8.5% |
| CAPL Crossamerica Partners LP | 0.19% | 20,096 | $458K | Reduce -0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 11,741 | $445K | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 903 | $380K | Reduce -18.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.15% | 3,668 | $365K | Reduce -87.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 3,015 | $349K | Add +39.0% |
| MCD McDonald's Corp. | 0.13% | 1,100 | $310K | Reduce -8.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 2,932 | $301K | Reduce -34.2% |
| NVDA Nvidia Corp. | 0.12% | 309 | $279K | Reduce -22.4% |
| FTGC First Trust Global Tactical | 0.11% | 11,240 | $267K | Reduce -27.4% |
| VNQ Vanguard Real Estate ETF | 0.11% | 2,963 | $256K | Reduce -13.8% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 4,112 | $255K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.10% | 6,248 | $252K | Add +1.9% |
| SCHF Schwab Intl Equity ETF | 0.10% | 6,184 | $241K | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.10% | 709 | $239K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.09% | 7,014 | $226K | Add +5.3% |
| QCOM Qualcomm Inc. | 0.08% | 1,194 | $202K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.08% | 1,750 | $199K | No change |
| SCHG Schwab US Large-Cap Growth | 0.08% | 2,135 | $198K | No change |
| AMGN Amgen Inc. | 0.08% | 683 | $194K | Reduce -0.3% |
| MAR Marriott International Class A | 0.08% | 759 | $192K | No change |
| AVRE Avantis Real Estate ETF | 0.08% | 4,494 | $190K | Reduce -37.5% |
| IVV iShares Core S&P 500 ETF | 0.07% | 331 | $174K | Add +27.8% |
| NOC Northrop Grumman Corp. | 0.07% | 338 | $162K | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 1,289 | $158K | Reduce -19.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.06% | 2,796 | $149K | Reduce -19.5% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.05% | 1,953 | $127K | Reduce -2.4% |
| CMA Comerica Inc. | 0.05% | 2,299 | $126K | No change |
| UNP Union Pacific Corp. | 0.05% | 502 | $123K | No change |
| PAYX Paychex Inc. | 0.05% | 1,000 | $123K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 1,042 | $121K | Reduce -41.1% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.05% | 1,040 | $117K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 970 | $107K | Reduce -5.5% |
| CAT Caterpillar Inc. | 0.04% | 290 | $106K | No change |
| NKE Nike Inc. Class B | 0.04% | 1,104 | $104K | No change |
| BGRN iShares Usd Green Bond ETF | 0.04% | 2,119 | $99K | Add +30.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.04% | 4,293 | $99K | Add +57.1% |
| RTX RTX Corp. | 0.04% | 981 | $96K | Reduce -3.6% |
| AWK American Water Works Co. Inc. | 0.04% | 700 | $86K | No change |
| XYZ Block Inc. | 0.03% | 1,000 | $85K | No change |
| VXF Vanguard Extended Market ETF | 0.03% | 476 | $83K | No change |
| PFE Pfizer Inc. | 0.03% | 2,855 | $79K | Reduce -1.0% |
| SCHM Schwab US Mid Cap ETF | 0.03% | 960 | $78K | No change |
| IUSV iShares Core S&P U.S. Value | 0.03% | 790 | $71K | No change |
| AMP Ameriprise Financial Inc. | 0.03% | 159 | $70K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 2,719 | $67K | Add +5.0% |
| NEE Nextera Energy Inc. | 0.03% | 1,016 | $65K | Reduce -2.1% |
| GLD SPDR Gold Shares | 0.03% | 305 | $63K | Reduce -8.1% |
| AMZN Amazon.com Inc. | 0.02% | 334 | $60K | Reduce -50.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 150 | $60K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 471 | $55K | No change |
| MDLZ Mondelez International Inc. Class A | 0.02% | 761 | $53K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 899 | $52K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.02% | 982 | $50K | Add +4.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 143 | $49K | No change |
| OMC Omnicom Group | 0.02% | 459 | $44K | No change |
| UPS United Parcel Service Class B | 0.02% | 292 | $43K | Reduce -2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 265 | $43K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 223 | $43K | Reduce -45.2% |
| GOOGL Alphabet Inc. Class A | 0.02% | 280 | $42K | Reduce -65.0% |
| PEP Pepsico Inc. | 0.02% | 233 | $41K | Reduce -14.7% |
| WMT Walmart Inc. | 0.02% | 678 | $41K | Reduce -31.9% |
| K Kellanova | 0.02% | 676 | $39K | No change |
| MTN Vail Resorts Inc. | 0.02% | 166 | $37K | No change |
| AEP American Electric Power | 0.02% | 424 | $37K | New |
| XLV SS Health Care Select Sector | 0.01% | 243 | $36K | Reduce -26.8% |
| PSX Phillips 66 | 0.01% | 216 | $35K | Reduce -0.9% |
Portfolio Sells Q4 2023 → Q1 2024
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -69.1% | 1.30% | −3.17 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -87.4% | 0.15% | −1.11 |
| AAPL Apple Inc. | Reduce -24.3% | 0.63% | −0.36 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -24.7% | 0.59% | −0.23 |
| VWO Vanguard Ftse Emerging Marke | Reduce -20.2% | 0.63% | −0.19 |
| APD Air Products & Chemicals Inc. | Reduce -19.3% | 0.29% | −0.14 |
| PPL PPL Corp. | Reduce -96.9% | 0.00% | −0.09 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -34.2% | 0.12% | −0.08 |
| AVRE Avantis Real Estate ETF | Reduce -37.5% | 0.08% | −0.06 |
| MSFT Microsoft Corp. | Reduce -19.1% | 0.33% | −0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -86.6% | 0.01% | −0.06 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -9.8% | 0.41% | −0.05 |
| HDV iShares Core High Dividend E | Reduce -5.4% | 1.25% | −0.05 |
| FTGC First Trust Global Tactical | Reduce -27.4% | 0.11% | −0.04 |
| SIGI Selective Insurance Group | Sold out | 0.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -73.0% | 0.01% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.3% | 1.08% | −0.03 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -65.0% | 0.02% | −0.03 |
| MCD McDonald's Corp. | Reduce -8.3% | 0.13% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -41.1% | 0.05% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -13.8% | 0.11% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -8.5% | 0.19% | −0.03 |
| HSY The Hershey Co. | Reduce -91.7% | 0.00% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -99.2% | 0.00% | −0.02 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -50.5% | 0.02% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -96.2% | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -67.4% | 0.01% | −0.02 |
| TXT Textron Inc. | Sold out | 0.00% | −0.02 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -1.1% | 1.27% | −0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -19.5% | 0.06% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -18.2% | 0.16% | −0.02 |
| T AT&T Inc. | Reduce -81.4% | 0.00% | −0.02 |
| NMFC New Mountain Finance Corp. | Sold out | 0.00% | −0.02 |
| CC The Chemours Co. | Sold out | 0.00% | −0.02 |
| CSWC Capital Southwest Corp. | Sold out | 0.00% | −0.01 |
| TCPC BlackRock TCP Capital Corp. | Sold out | 0.00% | −0.01 |
| CAPL Crossamerica Partners LP | Reduce -0.8% | 0.19% | −0.01 |
| SNY Sanofi-ADR | Reduce -59.9% | 0.01% | −0.01 |
| GE General Electric | Reduce -60.3% | 0.01% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -60.2% | 0.01% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -45.2% | 0.02% | −0.01 |
| FULT Fulton Financial Corp. | Sold out | 0.00% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -2.4% | 0.29% | −0.01 |
| AVDS Avantis Intl SM Cap Eq ETF | Sold out | 0.00% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.2% | 0.81% | −0.01 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| AVUV Avantis US Small Cap Value | Add +169.4% | 5.09% | +3.17 |
| SCHB Schwab US Broad Market ETF | Add +0.5% | 26.37% | +0.96 |
| MUB iShares National Muni Bond E | Add +15.6% | 8.31% | +0.62 |
| AVEM Avantis Emerging Markets Eq | Add +10.7% | 8.55% | +0.58 |
| VCIT Vanguard Int-Term Corporate | Add +42.6% | 2.06% | +0.51 |
| SCHC Schwab Intl Small-Cap Equity | Add +7.7% | 5.98% | +0.23 |
| SUB iShares Short-Term National | Add +11.3% | 4.02% | +0.16 |
| BNDX Vanguard Total Intl Bond ETF | Add +15.5% | 2.08% | +0.16 |
| VEA Vanguard Ftse Developed ETF | Add +2.7% | 7.46% | +0.10 |
| AVGO Broadcom Inc. | Add +9.4% | 0.53% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +13.0% | 1.40% | +0.08 |
| IEI iShares 3-7 Year Treasury Bo | Add +39.0% | 0.14% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.9% | 0.59% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +27.8% | 0.07% | +0.02 |
| AEP American Electric Power | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +1.9% | 0.18% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +57.1% | 0.04% | +0.01 |
| GOVT iShares US Treasury Bond ETF | New | 0.01% | +0.01 |
| BGRN iShares Usd Green Bond ETF | Add +30.3% | 0.04% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.01% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | New | 0.01% | +0.01 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | New | 0.01% | +0.01 |
| WTV Wisdomtree U.S. Value Fund | New | 0.01% | +0.01 |
| AMD Advanced Micro Devices | Add +200.0% | 0.01% | +0.00 |
| NSC Norfolk Southern Corp. | New | 0.00% | +0.00 |
| TLH iShares 10-20 Year Treasury | New | 0.00% | +0.00 |
| USIG iShares Broad Usd Investment | New | 0.00% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +1.7% | 0.23% | +0.00 |
| FTCS First Trust Capital Strength | New | 0.00% | +0.00 |
| ARKK ARK Innovation ETF | New | 0.00% | +0.00 |
| ICLR Icon PLC | New | 0.00% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +1.9% | 0.10% | +0.00 |
| TSLA Tesla Inc. | New | 0.00% | +0.00 |
| D Dominion Energy Inc. | Add +106.9% | 0.00% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.00% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +18.9% | 0.01% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +14.0% | 0.01% | +0.00 |
| AAL American Airlines Group Inc. | New | 0.00% | +0.00 |
| IMCB iShares Morningstar Mid-Cap | Add +0.4% | 0.01% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +2.0% | 0.01% | +0.00 |
| INTC Intel Corp. | New | 0.00% | 0.00 |
| USB US Bancorp | Add +1.3% | 0.01% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +5.3% | 0.09% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +5.0% | 0.03% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.1% | 0.02% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.2% | 0.33% | −0.01 |
| REET iShares Global REIT ETF | Add +4.8% | 3.41% | −0.12 |
| SCHR Schwab Intermediate-Term US | Add +2.4% | 3.81% | −0.20 |
Notes & Other Activity Q4 2023 → Q1 2024
| XLE SS Energy Select Sector | ST STR ENERG ETF | Sold out | 0 | $40before exit |
| LMT Lockheed Martin Corp. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |