Morton Brown Family Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Morton Brown Family Wealth, LLC reported 324 stock positions worth $294.2 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 27.0% of the portfolio, followed by Avantis Emerging Markets Eq (AVEM, 8.7%) and Vanguard Ftse Developed ETF (VEA, 7.6%). Compared with Q4 2024, it opened 76 new positions, sold out of 35, added to 74 and reduced 34. The biggest buy was Avantis Intl S/C Value ETF (AVDV, shares +7%) and the biggest sale Air Products & Chemicals (APD, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- ALLENTOWN, PA
- CIK
- 0001909851
- Portfolio Value
- $294.2M (Q1 2025)
- SEC Filing
- 0001909851-25-000002 ↗ filed Apr 25, 2025
Holdings Value
Holdings 324 stocks · $294.2M
| SCHB Schwab US Broad Market ETF | 26.95% | 3,682,762 | $79.3M | Add +3.1% |
| AVEM Avantis Emerging Markets Eq | 8.72% | 426,587 | $25.7M | Add +4.1% |
| VEA Vanguard Ftse Developed ETF | 7.60% | 439,804 | $22.4M | Add +3.8% |
| MUB iShares National Muni Bond E | 7.59% | 211,672 | $22.3M | Add +5.9% |
| AVUV Avantis US Small Cap Value | 6.17% | 208,387 | $18.2M | Add +10.3% |
| AVDV Avantis Intl S/C Value ETF | 5.13% | 216,244 | $15.1M | Add +7.3% |
| SCHR Schwab Intermediate-Term US | 4.20% | 497,148 | $12.4M | Add +7.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.08% | 21,454 | $12.0M | Add +0.5% |
| REET iShares Global REIT ETF | 3.35% | 406,435 | $9.9M | Add +3.9% |
| VCIT Vanguard Int-Term Corporate | 3.22% | 116,018 | $9.5M | Add +13.2% |
| MUNI PIMCO Intermediate Municipal | 2.96% | 169,105 | $8.7M | Add +19.6% |
| BNDX Vanguard Total Intl Bond ETF | 2.67% | 160,770 | $7.8M | Add +9.4% |
| SUB iShares Short-Term National | 2.30% | 64,178 | $6.8M | Add +7.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.34% | 50,076 | $4.0M | Add +8.1% |
| EFA iShares MSCI Eafe ETF | 0.98% | 35,253 | $2.9M | Reduce -1.3% |
| HDV iShares Core High Dividend E | 0.97% | 23,453 | $2.8M | Reduce -0.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.90% | 73,529 | $2.6M | Reduce -8.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.71% | 27,722 | $2.1M | Reduce -8.0% |
| AAPL Apple Inc. | 0.70% | 9,336 | $2.1M | Add +3.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.62% | 8,271 | $1.8M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 2,991 | $1.4M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.44% | 4,746 | $1.3M | Reduce -11.3% |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 26,693 | $1.2M | Reduce -8.4% |
| AVGO Broadcom Inc. | 0.36% | 6,322 | $1.1M | Reduce -4.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.33% | 8,446 | $976K | Reduce -12.9% |
| ESGU iShares ESG Aware MSCI USA | 0.33% | 7,937 | $968K | Add +0.1% |
| MSFT Microsoft Corp. | 0.32% | 2,496 | $937K | Add +6.8% |
| IWM iShares Russell 2000 ETF | 0.29% | 4,346 | $867K | No change |
| VXUS Vanguard Total Intl Stock | 0.28% | 13,486 | $837K | Reduce -0.1% |
| ESGD iShares Trust iShares ESG Aw | 0.18% | 6,607 | $540K | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 12,486 | $521K | Add +0.8% |
| CAPL Crossamerica Partners LP | 0.17% | 20,096 | $494K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 903 | $481K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.16% | 1,931 | $472K | Reduce -17.5% |
| NVDA Nvidia Corp. | 0.14% | 3,870 | $419K | Add +17.6% |
| AVRE Avantis Real Estate ETF | 0.14% | 9,398 | $404K | Add +0.2% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.13% | 4,951 | $388K | Reduce -54.7% |
| AOR iShares Core 60/40 Balanced | 0.12% | 6,358 | $366K | Reduce -1.7% |
| SCHF Schwab Intl Equity ETF | 0.12% | 17,884 | $354K | No change |
| IVV iShares Core S&P 500 ETF | 0.12% | 624 | $351K | No change |
| IDCC Interdigital Inc. | 0.11% | 1,550 | $320K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.11% | 5,461 | $319K | Reduce -16.1% |
| MCD McDonald's Corp. | 0.10% | 959 | $300K | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 0.09% | 3,052 | $276K | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 4,702 | $274K | Reduce -24.6% |
| SCHX Schwab US Large-Cap ETF | 0.09% | 12,336 | $272K | No change |
| IWF iShares Russell 1000 Growth | 0.09% | 712 | $257K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.08% | 6,850 | $249K | Reduce -7.5% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 9,376 | $235K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 2,344 | $231K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 6,428 | $225K | Add +0.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.08% | 2,304 | $225K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.08% | 9,891 | $222K | Reduce -36.7% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 1,756 | $214K | Add +0.1% |
| ESML iShares ESG Aware MSCI USA S | 0.07% | 5,447 | $209K | Add +0.3% |
| AMGN Amgen Inc. | 0.07% | 670 | $209K | No change |
| FTGC First Trust Global Tactical | 0.07% | 8,152 | $208K | Reduce -22.9% |
| MAR Marriott International Class A | 0.06% | 793 | $189K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.06% | 1,750 | $181K | No change |
| QCOM Qualcomm Inc. | 0.06% | 1,156 | $178K | No change |
| NOC Northrop Grumman Corp. | 0.06% | 338 | $173K | No change |
| BGRN iShares Usd Green Bond ETF | 0.06% | 3,452 | $163K | Add +4.7% |
| SUSC iShares ESG Aware Usd Corpor | 0.05% | 6,947 | $160K | Add +2.2% |
| VGIT Vanguard Intermediate-Term T | 0.05% | 2,565 | $152K | No change |
| PAYX Paychex Inc. | 0.05% | 985 | $152K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.05% | 2,698 | $150K | No change |
| RTX RTX Corp. | 0.05% | 1,108 | $147K | Reduce -6.5% |
| XOM Exxon Mobil Corp. | 0.05% | 1,219 | $145K | Add +5.3% |
| GLD SPDR Gold Shares | 0.05% | 493 | $142K | Reduce -2.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 2,486 | $131K | No change |
| WMT Walmart Inc. | 0.04% | 1,459 | $128K | Add +49.2% |
| UNP Union Pacific Corp. | 0.04% | 526 | $124K | Add +4.4% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.04% | 1,820 | $120K | No change |
| AMZN Amazon.com Inc. | 0.04% | 629 | $120K | Add +51.9% |
| SPHY SS SPDR P High Yield ETF | 0.04% | 5,102 | $119K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.04% | 994 | $117K | Reduce -45.3% |
| META Meta Platforms Inc. Class A | 0.04% | 201 | $116K | Add +6.9% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.04% | 1,040 | $111K | No change |
| AWK American Water Works Co. Inc. | 0.04% | 700 | $103K | No change |
| CAT Caterpillar Inc. | 0.03% | 311 | $103K | Add +7.2% |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 4,103 | $103K | Add +1.6% |
| APD Air Products & Chemicals Inc. | 0.03% | 341 | $101K | Reduce -88.2% |
| GOOGL Alphabet Inc. Class A | 0.03% | 583 | $90K | Add +53.0% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 856 | $90K | Reduce -1.1% |
| VXF Vanguard Extended Market ETF | 0.03% | 500 | $86K | No change |
| AMP Ameriprise Financial Inc. | 0.03% | 159 | $77K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 306 | $76K | Add +47.8% |
| SCHM Schwab US Mid Cap ETF | 0.03% | 2,880 | $75K | No change |
| NKE Nike Inc. Class B | 0.02% | 1,137 | $72K | Add +3.0% |
| NEE Nextera Energy Inc. | 0.02% | 1,016 | $72K | No change |
| OLED Universal Display Corp. | 0.02% | 500 | $70K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 150 | $63K | No change |
| VOO Vanguard S&P 500 ETF | 0.02% | 120 | $62K | Add +207.7% |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 471 | $60K | No change |
| K Kellanova | 0.02% | 676 | $56K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 899 | $56K | No change |
| LLY Eli Lilly & Co. | 0.02% | 66 | $55K | Reduce -62.7% |
| ADP Automatic Data Processing | 0.02% | 175 | $53K | No change |
| IUSV iShares Core S&P U.S. Value | 0.02% | 578 | $53K | No change |
| SBUX Starbucks Corp. | 0.02% | 541 | $53K | Add +7.1% |
Portfolio Sells Q4 2024 → Q1 2025
| APD Air Products & Chemicals Inc. | Reduce -88.2% | 0.03% | −0.26 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -54.7% | 0.13% | −0.20 |
| AVGO Broadcom Inc. | Reduce -4.0% | 0.36% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.3% | 0.44% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 0.62% | −0.07 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -8.6% | 0.90% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 0.48% | −0.06 |
| PPL PPL Corp. | Reduce -95.1% | 0.00% | −0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -12.9% | 0.33% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -17.5% | 0.16% | −0.05 |
| SCHI Schwab 5-10 Year Corporate B | Reduce -36.7% | 0.08% | −0.04 |
| DFSV Dimensional US Small Cap Val | Reduce -86.5% | 0.01% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -24.6% | 0.09% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.4% | 0.41% | −0.04 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -45.3% | 0.04% | −0.03 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.03 |
| XYZ Block Inc. | Sold out | 0.00% | −0.03 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -87.5% | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -62.7% | 0.02% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.0% | 0.71% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -16.1% | 0.11% | −0.02 |
| FTGC First Trust Global Tactical | Reduce -22.9% | 0.07% | −0.02 |
| HD Home Depot Inc. | Reduce -63.5% | 0.01% | −0.02 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.01 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.01 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.01 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.00 |
| AOR iShares Core 60/40 Balanced | Reduce -1.7% | 0.12% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.1% | 0.03% | −0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -7.5% | 0.08% | −0.00 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.00 |
| PAVE Global X US Infrastructure | Sold out | 0.00% | −0.00 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.00 |
| JNJ Johnson & Johnson | Reduce -42.4% | 0.00% | −0.00 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.00 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.00 |
| JOBY Joby Aviation Inc. | Reduce -6.3% | 0.00% | −0.00 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.00 |
| ALLY Ally Financial Inc. | Sold out | 0.00% | −0.00 |
| ESEA Euroseas Ltd. | Sold out | 0.00% | −0.00 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.00 |
| GSL Global Ship Lease Inc. Class A | Sold out | 0.00% | −0.00 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.00 |
| PENN Penn Entertainment Inc. | Sold out | 0.00% | −0.00 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.00 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -27.7% | 0.00% | −0.00 |
| ACHR Archer Aviation Inc. Class A | Sold out | 0.00% | −0.00 |
| PTON Peloton Interactive Inc. Class A | Sold out | 0.00% | −0.00 |
| BP BP PLC-Spons ADR | Reduce -31.0% | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| AVDV Avantis Intl S/C Value ETF | Add +7.3% | 5.13% | +0.56 |
| VEA Vanguard Ftse Developed ETF | Add +3.8% | 7.60% | +0.54 |
| MUNI PIMCO Intermediate Municipal | Add +19.6% | 2.96% | +0.41 |
| VCIT Vanguard Int-Term Corporate | Add +13.2% | 3.22% | +0.36 |
| AVEM Avantis Emerging Markets Eq | Add +4.1% | 8.72% | +0.33 |
| SCHR Schwab Intermediate-Term US | Add +7.7% | 4.20% | +0.29 |
| MUB iShares National Muni Bond E | Add +5.9% | 7.59% | +0.16 |
| BNDX Vanguard Total Intl Bond ETF | Add +9.4% | 2.67% | +0.16 |
| SUB iShares Short-Term National | Add +7.8% | 2.30% | +0.12 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.1% | 1.34% | +0.08 |
| REET iShares Global REIT ETF | Add +3.9% | 3.35% | +0.08 |
| SPHY SS SPDR P High Yield ETF | New | 0.04% | +0.04 |
| IEF iShares 7-10 Year Treasury B | New | 0.01% | +0.01 |
| PHYS Sprott Physical Gold Trust | New | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +207.7% | 0.02% | +0.01 |
| HEQT Simplify Hedged Equity ETF | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +49.2% | 0.04% | +0.01 |
| VDE Vanguard Energy ETF | New | 0.01% | +0.01 |
| VPU Vanguard Utilities ETF | New | 0.01% | +0.01 |
| USFR Wisdomtree Floating Rate Tre | New | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | Add +47.8% | 0.03% | +0.01 |
| AMZN Amazon.com Inc. | Add +51.9% | 0.04% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +0.2% | 0.18% | +0.01 |
| TLN Talen Energy Corp. | New | 0.01% | +0.01 |
| DE Deere & Co. | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | New | 0.01% | +0.01 |
| AGG iShares Core U.S. Aggregate | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +84.6% | 0.01% | +0.01 |
| MBB iShares MBS ETF | Add +1576.9% | 0.01% | +0.01 |
| VFLO Victoryshares Free Cash Flow | New | 0.01% | +0.01 |
| ABT Abbott Laboratories | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +5.3% | 0.05% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +53.0% | 0.03% | +0.01 |
| CTA Simplify Managed Futures St | New | 0.01% | +0.01 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.01% | +0.01 |
| CMI Cummins Inc. | New | 0.01% | +0.01 |
| MCD McDonald's Corp. | Add +0.1% | 0.10% | +0.01 |
| MRK Merck & Co. Inc. | Add +1037.5% | 0.01% | +0.01 |
| XLV SS Health Care Select Sector | Add +37.0% | 0.02% | +0.00 |
| SOXX iShares Semiconductor ETF | New | 0.00% | +0.00 |
| TSCO Tractor Supply Company | New | 0.00% | +0.00 |
| COP Conocophillips | Add +161.5% | 0.01% | +0.00 |
| GCC Wisdomtree Enhanced Commodit | New | 0.00% | +0.00 |
| FDVV Fidelity High Dividend ETF | New | 0.00% | +0.00 |
| BABA Alibaba Group Holding-SP ADR | Add +50.0% | 0.01% | +0.00 |
| CVX Chevron Corp. | Add +44.9% | 0.01% | +0.00 |
| PM Philip Morris International | New | 0.00% | +0.00 |
| XLI SS Industrial Select Sector | New | 0.00% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Add +103.3% | 0.01% | +0.00 |
| STT State Street Corp. | New | 0.00% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| RNR Renaissancere Holdings Ltd. | 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 |