Morton Brown Family Wealth, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Morton Brown Family Wealth, LLC reported 283 stock positions worth $286.9 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 28.2% of the portfolio, followed by Avantis Emerging Markets Eq (AVEM, 8.4%) and iShares National Muni Bond E (MUB, 7.4%). Compared with Q3 2024, it opened 24 new positions, sold out of 12, added to 47 and reduced 40. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +3%) and the biggest sale Schwab Intl Small-Cap Equity (SCHC, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- ALLENTOWN, PA
- CIK
- 0001909851
- Portfolio Value
- $286.9M (Q4 2024)
- SEC Filing
- 0001909851-25-000001 ↗ filed Jan 31, 2025
Holdings Value
Holdings 283 stocks · $286.9M
| SCHB Schwab US Broad Market ETF | 28.25% | 3,570,574 | $81.1M | Add +3.2% |
| AVEM Avantis Emerging Markets Eq | 8.40% | 409,751 | $24.1M | Add +5.2% |
| MUB iShares National Muni Bond E | 7.42% | 199,924 | $21.3M | Add +6.7% |
| VEA Vanguard Ftse Developed ETF | 7.06% | 423,607 | $20.3M | Add +5.3% |
| AVUV Avantis US Small Cap Value | 6.35% | 188,875 | $18.2M | Add +6.5% |
| AVDV Avantis Intl S/C Value ETF | 4.57% | 201,498 | $13.1M | Add +18.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.36% | 21,347 | $12.5M | Reduce -3.7% |
| SCHR Schwab Intermediate-Term US | 3.91% | 461,713 | $11.2M | Add +5.7% |
| REET iShares Global REIT ETF | 3.27% | 391,367 | $9.4M | Add +5.2% |
| VCIT Vanguard Int-Term Corporate | 2.87% | 102,498 | $8.2M | Add +13.1% |
| MUNI PIMCO Intermediate Municipal | 2.55% | 141,434 | $7.3M | Add +21.0% |
| BNDX Vanguard Total Intl Bond ETF | 2.51% | 146,978 | $7.2M | Add +12.8% |
| SUB iShares Short-Term National | 2.19% | 59,518 | $6.3M | Reduce -8.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.26% | 46,306 | $3.6M | Add +10.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.96% | 80,486 | $2.8M | Reduce -29.9% |
| EFA iShares MSCI Eafe ETF | 0.94% | 35,703 | $2.7M | Reduce -5.5% |
| HDV iShares Core High Dividend E | 0.92% | 23,600 | $2.6M | Reduce -5.4% |
| AAPL Apple Inc. | 0.79% | 8,996 | $2.3M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.74% | 30,127 | $2.1M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.70% | 8,324 | $2.0M | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 5,348 | $1.6M | Add +12.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 3,016 | $1.5M | Reduce -6.3% |
| AVGO Broadcom Inc. | 0.53% | 6,582 | $1.5M | Reduce -10.5% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 29,138 | $1.3M | Reduce -2.4% |
| VSS Vanguard Ftse All Wo X-US SC | 0.39% | 9,698 | $1.1M | Reduce -5.1% |
| ESGU iShares ESG Aware MSCI USA | 0.36% | 7,933 | $1.0M | Reduce -7.0% |
| MSFT Microsoft Corp. | 0.34% | 2,338 | $985K | No change |
| IWM iShares Russell 2000 ETF | 0.33% | 4,346 | $960K | Reduce -7.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.33% | 10,925 | $953K | Reduce -24.6% |
| APD Air Products & Chemicals Inc. | 0.29% | 2,893 | $839K | No change |
| VXUS Vanguard Total Intl Stock | 0.28% | 13,494 | $795K | Add +0.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.21% | 2,341 | $594K | Reduce -0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 12,387 | $544K | Add +1.6% |
| ESGD iShares Trust iShares ESG Aw | 0.17% | 6,594 | $502K | Reduce -5.9% |
| CAPL Crossamerica Partners LP | 0.15% | 20,096 | $442K | No change |
| NVDA Nvidia Corp. | 0.15% | 3,290 | $442K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 903 | $409K | No change |
| AVRE Avantis Real Estate ETF | 0.14% | 9,383 | $393K | Add +22.8% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 6,234 | $388K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.13% | 6,508 | $377K | Reduce -1.9% |
| AOR iShares Core 60/40 Balanced | 0.13% | 6,465 | $371K | Reduce -49.3% |
| IVV iShares Core S&P 500 ETF | 0.13% | 624 | $367K | Add +100.6% |
| SCHI Schwab 5-10 Year Corporate B | 0.12% | 15,636 | $345K | New |
| SCHF Schwab Intl Equity ETF | 0.12% | 17,884 | $331K | Add +62.0% |
| IDCC Interdigital Inc. | 0.10% | 1,550 | $300K | New |
| SCHX Schwab US Large-Cap ETF | 0.10% | 12,336 | $286K | No change |
| IWF iShares Russell 1000 Growth | 0.10% | 712 | $286K | No change |
| MCD McDonald's Corp. | 0.10% | 958 | $278K | Reduce -21.9% |
| VNQ Vanguard Real Estate ETF | 0.09% | 2,984 | $266K | No change |
| SCHG Schwab US Large-Cap Growth | 0.09% | 9,376 | $261K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 2,344 | $261K | Add +81.8% |
| FTGC First Trust Global Tactical | 0.09% | 10,580 | $253K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 7,407 | $253K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.09% | 2,304 | $250K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.08% | 5,432 | $228K | Reduce -12.8% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 1,755 | $226K | Add +43775.0% |
| MAR Marriott International Class A | 0.08% | 793 | $221K | Add +4.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 6,415 | $214K | Reduce -8.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 1,817 | $210K | Reduce -0.6% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.07% | 1,750 | $197K | No change |
| QCOM Qualcomm Inc. | 0.06% | 1,156 | $178K | No change |
| AMGN Amgen Inc. | 0.06% | 670 | $175K | No change |
| PPL PPL Corp. | 0.06% | 5,223 | $170K | Add +0.0% |
| NOC Northrop Grumman Corp. | 0.06% | 338 | $159K | No change |
| SUSC iShares ESG Aware Usd Corpor | 0.05% | 6,796 | $154K | Add +51.1% |
| BGRN iShares Usd Green Bond ETF | 0.05% | 3,298 | $154K | Add +59.9% |
| VGIT Vanguard Intermediate-Term T | 0.05% | 2,565 | $149K | Add +331.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.05% | 2,698 | $141K | Reduce -2.8% |
| DFSV Dimensional US Small Cap Val | 0.05% | 4,551 | $140K | New |
| PAYX Paychex Inc. | 0.05% | 985 | $138K | No change |
| RTX RTX Corp. | 0.05% | 1,185 | $137K | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.05% | 177 | $137K | Add +2.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 2,486 | $128K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 1,158 | $125K | Reduce -19.0% |
| GLD SPDR Gold Shares | 0.04% | 503 | $122K | Add +76.5% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.04% | 1,040 | $121K | No change |
| UNP Union Pacific Corp. | 0.04% | 504 | $115K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.04% | 1,820 | $115K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 188 | $110K | Add +437.1% |
| CAT Caterpillar Inc. | 0.04% | 290 | $105K | No change |
| IJR iShares Core S&P Small-Cap E | 0.03% | 866 | $100K | Reduce -1.4% |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 4,037 | $100K | Add +53.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.03% | 956 | $96K | Reduce -13.4% |
| VXF Vanguard Extended Market ETF | 0.03% | 500 | $95K | No change |
| CMA Comerica Inc. | 0.03% | 1,513 | $94K | Reduce -34.2% |
| AMZN Amazon.com Inc. | 0.03% | 414 | $91K | Add +23.9% |
| WMT Walmart Inc. | 0.03% | 978 | $88K | No change |
| AWK American Water Works Co. Inc. | 0.03% | 700 | $87K | No change |
| XYZ Block Inc. | 0.03% | 1,000 | $85K | No change |
| AMP Ameriprise Financial Inc. | 0.03% | 159 | $85K | No change |
| NKE Nike Inc. Class B | 0.03% | 1,104 | $84K | No change |
| SCHM Schwab US Mid Cap ETF | 0.03% | 2,880 | $80K | No change |
| OLED Universal Display Corp. | 0.03% | 500 | $73K | New |
| NEE Nextera Energy Inc. | 0.03% | 1,016 | $73K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 381 | $72K | Add +36.1% |
| HD Home Depot Inc. | 0.02% | 170 | $66K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 471 | $66K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 150 | $64K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 143 | $59K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 899 | $55K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SCHC Schwab Intl Small-Cap Equity | Reduce -29.9% | 0.96% | −0.61 |
| SUB iShares Short-Term National | Reduce -8.1% | 2.19% | −0.26 |
| EFA iShares MSCI Eafe ETF | Reduce -5.5% | 0.94% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.7% | 4.36% | −0.16 |
| AOR iShares Core 60/40 Balanced | Reduce -49.3% | 0.13% | −0.14 |
| HDV iShares Core High Dividend E | Reduce -5.4% | 0.92% | −0.12 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -24.6% | 0.33% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 0.74% | −0.10 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -5.1% | 0.39% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.4% | 0.45% | −0.06 |
| MCD McDonald's Corp. | Reduce -21.9% | 0.10% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -7.7% | 0.33% | −0.03 |
| ESGD iShares Trust iShares ESG Aw | Reduce -5.9% | 0.17% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -7.0% | 0.36% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.3% | 0.54% | −0.02 |
| CMA Comerica Inc. | Reduce -34.2% | 0.03% | −0.02 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -1.9% | 0.13% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -19.0% | 0.04% | −0.02 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -8.4% | 0.07% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.3% | 0.70% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -12.8% | 0.08% | −0.01 |
| CSX CSX Corp. | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -38.4% | 0.02% | −0.01 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -26.8% | 0.02% | −0.01 |
| JNJ Johnson & Johnson | Reduce -50.0% | 0.01% | −0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -2.8% | 0.05% | −0.01 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -13.4% | 0.03% | −0.01 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.01 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.01 |
| D Dominion Energy Inc. | Reduce -85.7% | 0.00% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.6% | 0.07% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -34.8% | 0.01% | −0.00 |
| GE General Electric | Reduce -11.5% | 0.01% | −0.00 |
| INTC Intel Corp. | Sold out | 0.00% | −0.00 |
| RTX RTX Corp. | Reduce -0.2% | 0.05% | −0.00 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.00 |
| LIN Linde PLC | Reduce -66.7% | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -38.8% | 0.00% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.4% | 0.03% | −0.00 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.00 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.00 |
| USB US Bancorp | Reduce -18.0% | 0.01% | −0.00 |
| KLG WK Kellogg Co. | Sold out | 0.00% | −0.00 |
| PM Philip Morris International | Sold out | 0.00% | −0.00 |
| VCR Vanguard Consumer Discre ETF | Reduce -13.0% | 0.00% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -7.1% | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -34.4% | 0.00% | 0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHB Schwab US Broad Market ETF | Add +3.2% | 28.25% | +0.99 |
| MUNI PIMCO Intermediate Municipal | Add +21.0% | 2.55% | +0.35 |
| AVDV Avantis Intl S/C Value ETF | Add +18.7% | 4.57% | +0.31 |
| AVUV Avantis US Small Cap Value | Add +6.5% | 6.35% | +0.30 |
| MUB iShares National Muni Bond E | Add +6.7% | 7.42% | +0.19 |
| BNDX Vanguard Total Intl Bond ETF | Add +12.8% | 2.51% | +0.18 |
| VCIT Vanguard Int-Term Corporate | Add +13.1% | 2.87% | +0.17 |
| SCHI Schwab 5-10 Year Corporate B | New | 0.12% | +0.12 |
| IDCC Interdigital Inc. | New | 0.10% | +0.10 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.09% | +0.09 |
| ITOT iShares Core S&P Total U.S. | Add +43775.0% | 0.08% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +10.1% | 1.26% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +100.6% | 0.13% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.5% | 0.54% | +0.06 |
| DFSV Dimensional US Small Cap Val | New | 0.05% | +0.05 |
| DIS The Walt Disney Co. | Add +81.8% | 0.09% | +0.05 |
| AAPL Apple Inc. | Add +0.6% | 0.79% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +331.8% | 0.05% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +62.0% | 0.12% | +0.03 |
| META Meta Platforms Inc. Class A | Add +437.1% | 0.04% | +0.03 |
| OLED Universal Display Corp. | New | 0.03% | +0.03 |
| BGRN iShares Usd Green Bond ETF | Add +59.9% | 0.05% | +0.02 |
| GLD SPDR Gold Shares | Add +76.5% | 0.04% | +0.02 |
| BAC Bank of America Corp. | Add +1.6% | 0.19% | +0.02 |
| SUSC iShares ESG Aware Usd Corpor | Add +51.1% | 0.05% | +0.02 |
| CTSH Cognizant Tech Solutions-A | New | 0.01% | +0.01 |
| GILD Gilead Sciences Inc. | New | 0.01% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +53.5% | 0.03% | +0.01 |
| MAR Marriott International Class A | Add +4.5% | 0.08% | +0.01 |
| AMZN Amazon.com Inc. | Add +23.9% | 0.03% | +0.01 |
| AVRE Avantis Real Estate ETF | Add +22.8% | 0.14% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +36.1% | 0.03% | +0.01 |
| VOO Vanguard S&P 500 ETF | New | 0.01% | +0.01 |
| SHOP Shopify Inc. Class A | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +4.2% | 0.01% | +0.01 |
| SNOW Snowflake Inc. | New | 0.00% | +0.00 |
| TPR Tapestry Inc. | New | 0.00% | +0.00 |
| SBUX Starbucks Corp. | Add +43.9% | 0.02% | +0.00 |
| BA The Boeing Co. | New | 0.00% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| J Jacobs Solutions Inc. | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +15.5% | 0.01% | +0.00 |
| CVX Chevron Corp. | Add +73.5% | 0.01% | +0.00 |
| EA Electronic Arts Inc. | New | 0.00% | +0.00 |
| GAP The Gap Inc. | New | 0.00% | +0.00 |
| BABA Alibaba Group Holding-SP ADR | Add +100.0% | 0.00% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +100.0% | 0.00% | +0.00 |
| TOL Toll Brothers Inc. | New | 0.00% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +17.6% | 0.01% | +0.00 |
| ZM Zoom Communications Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| RNR Renaissancere Holdings Ltd. | COM | New | 0 | $0 |
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 |