Morton Brown Family Wealth, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Morton Brown Family Wealth, LLC reported 319 stock positions worth $328.7 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 27.8% of the portfolio, followed by Avantis Emerging Markets Eq (AVEM, 9.6%) and Vanguard Ftse Developed ETF (VEA, 8.4%). Compared with Q1 2025, it opened 14 new positions, sold out of 19, added to 52 and reduced 35. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +8%) and the biggest sale iShares National Muni Bond E (MUB, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- ALLENTOWN, PA
- CIK
- 0001909851
- Portfolio Value
- $328.7M (Q2 2025)
- SEC Filing
- 0001909851-25-000004 ↗ filed Jul 24, 2025
Holdings Value
Holdings 319 stocks · $328.7M
| SCHB Schwab US Broad Market ETF | 27.79% | 3,833,932 | $91.4M | Add +4.1% |
| AVEM Avantis Emerging Markets Eq | 9.63% | 462,071 | $31.7M | Add +8.3% |
| VEA Vanguard Ftse Developed ETF | 8.36% | 482,307 | $27.5M | Add +9.7% |
| AVUV Avantis US Small Cap Value | 5.83% | 210,393 | $19.2M | Add +1.0% |
| AVDV Avantis Intl S/C Value ETF | 5.74% | 237,808 | $18.9M | Add +10.0% |
| MUB iShares National Muni Bond E | 5.63% | 177,090 | $18.5M | Reduce -16.3% |
| SCHR Schwab Intermediate-Term US | 4.18% | 549,484 | $13.8M | Add +10.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.17% | 22,162 | $13.7M | Add +3.3% |
| REET iShares Global REIT ETF | 3.24% | 431,190 | $10.7M | Add +6.1% |
| VCIT Vanguard Int-Term Corporate | 3.07% | 121,563 | $10.1M | Add +4.8% |
| MUNI PIMCO Intermediate Municipal | 3.01% | 192,730 | $9.9M | Add +14.0% |
| BNDX Vanguard Total Intl Bond ETF | 2.55% | 169,512 | $8.4M | Add +5.4% |
| SUB iShares Short-Term National | 1.93% | 59,800 | $6.4M | Reduce -6.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.26% | 52,016 | $4.1M | Add +3.9% |
| SCHC Schwab Intl Small-Cap Equity | 0.98% | 75,592 | $3.2M | Add +2.8% |
| EFA iShares MSCI Eafe ETF | 0.94% | 34,544 | $3.1M | Reduce -2.0% |
| HDV iShares Core High Dividend E | 0.84% | 23,453 | $2.7M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.70% | 27,668 | $2.3M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.59% | 8,242 | $2.0M | Reduce -0.3% |
| AAPL Apple Inc. | 0.57% | 9,103 | $1.9M | Reduce -2.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.52% | 3,069 | $1.7M | Add +2.6% |
| AVGO Broadcom Inc. | 0.45% | 5,387 | $1.5M | Reduce -14.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 4,886 | $1.5M | Add +3.0% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 26,693 | $1.3M | No change |
| MSFT Microsoft Corp. | 0.38% | 2,496 | $1.2M | No change |
| ESGU iShares ESG Aware MSCI USA | 0.33% | 7,942 | $1.1M | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.33% | 7,985 | $1.1M | Reduce -5.5% |
| DFSV Dimensional US Small Cap Val | 0.32% | 36,195 | $1.1M | Add +5785.4% |
| IWM iShares Russell 2000 ETF | 0.29% | 4,346 | $938K | No change |
| VXUS Vanguard Total Intl Stock | 0.28% | 13,442 | $929K | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.19% | 3,928 | $621K | Add +1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 12,486 | $591K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.18% | 6,607 | $589K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 1,757 | $500K | Reduce -9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 903 | $439K | No change |
| AVRE Avantis Real Estate ETF | 0.13% | 9,769 | $431K | Add +4.0% |
| CAPL Crossamerica Partners LP | 0.13% | 20,096 | $420K | No change |
| SCHF Schwab Intl Equity ETF | 0.12% | 17,884 | $395K | No change |
| AOR iShares Core 60/40 Balanced | 0.12% | 6,405 | $394K | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.11% | 580 | $360K | Reduce -7.0% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.10% | 5,461 | $343K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 3,904 | $311K | Reduce -21.1% |
| JNJ Johnson & Johnson | 0.09% | 2,027 | $310K | Add +2715.3% |
| IWF iShares Russell 1000 Growth | 0.09% | 712 | $302K | No change |
| SCHX Schwab US Large-Cap ETF | 0.09% | 12,336 | $301K | No change |
| IJH iShares Core S&P Midcap ETF | 0.09% | 4,702 | $292K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 2,344 | $291K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 7,166 | $290K | Add +4.6% |
| MCD McDonald's Corp. | 0.09% | 960 | $281K | Add +0.1% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 9,376 | $274K | No change |
| VNQ Vanguard Real Estate ETF | 0.08% | 3,052 | $272K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 6,434 | $252K | Add +0.1% |
| IDCC Interdigital Inc. | 0.07% | 1,050 | $235K | Reduce -32.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,304 | $229K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.07% | 10,016 | $228K | Add +1.3% |
| ESML iShares ESG Aware MSCI USA S | 0.07% | 5,458 | $226K | Add +0.2% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.07% | 1,936 | $219K | Add +10.6% |
| AMGN Amgen Inc. | 0.06% | 670 | $187K | No change |
| QCOM Qualcomm Inc. | 0.06% | 1,156 | $184K | No change |
| FTGC First Trust Global Tactical | 0.06% | 7,374 | $182K | Reduce -9.5% |
| RTX RTX Corp. | 0.05% | 1,159 | $169K | Add +4.6% |
| NOC Northrop Grumman Corp. | 0.05% | 338 | $169K | No change |
| BGRN iShares Usd Green Bond ETF | 0.05% | 3,527 | $168K | Add +2.2% |
| SUSC iShares ESG Aware Usd Corpor | 0.05% | 7,101 | $165K | Add +2.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.05% | 2,698 | $164K | No change |
| MAR Marriott International Class A | 0.05% | 563 | $154K | Reduce -29.0% |
| VGIT Vanguard Intermediate-Term T | 0.05% | 2,565 | $153K | No change |
| GLD SPDR Gold Shares | 0.05% | 493 | $150K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 201 | $148K | No change |
| PAYX Paychex Inc. | 0.04% | 985 | $143K | No change |
| WMT Walmart Inc. | 0.04% | 1,459 | $143K | No change |
| AMZN Amazon.com Inc. | 0.04% | 629 | $138K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.04% | 1,820 | $137K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 2,716 | $133K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 2,486 | $132K | No change |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.04% | 1,151 | $132K | Add +10.7% |
| XOM Exxon Mobil Corp. | 0.04% | 1,222 | $132K | Add +0.3% |
| SPHY SS SPDR P High Yield ETF | 0.04% | 5,200 | $124K | Add +1.9% |
| UNP Union Pacific Corp. | 0.04% | 527 | $121K | Add +0.2% |
| CAT Caterpillar Inc. | 0.04% | 311 | $121K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.04% | 994 | $118K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 4,288 | $108K | Add +4.5% |
| GOOGL Alphabet Inc. Class A | 0.03% | 583 | $103K | No change |
| AWK American Water Works Co. Inc. | 0.03% | 700 | $97K | No change |
| VXF Vanguard Extended Market ETF | 0.03% | 500 | $96K | No change |
| APD Air Products & Chemicals Inc. | 0.03% | 341 | $96K | No change |
| IJR iShares Core S&P Small-Cap E | 0.03% | 824 | $90K | Reduce -3.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 292 | $86K | Reduce -4.6% |
| AMP Ameriprise Financial Inc. | 0.03% | 159 | $85K | No change |
| SCHM Schwab US Mid Cap ETF | 0.02% | 2,880 | $81K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 471 | $71K | No change |
| NEE Nextera Energy Inc. | 0.02% | 1,016 | $71K | No change |
| VOO Vanguard S&P 500 ETF | 0.02% | 120 | $68K | No change |
| OLED Universal Display Corp. | 0.02% | 434 | $67K | Reduce -13.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 150 | $66K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 143 | $63K | No change |
| LLY Eli Lilly & Co. | 0.02% | 77 | $60K | Add +16.7% |
| AMD Advanced Micro Devices | 0.02% | 406 | $58K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 899 | $57K | No change |
| IUSV iShares Core S&P U.S. Value | 0.02% | 578 | $55K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| MUB iShares National Muni Bond E | Reduce -16.3% | 5.63% | −1.96 |
| SUB iShares Short-Term National | Reduce -6.8% | 1.93% | −0.37 |
| AAPL Apple Inc. | Reduce -2.5% | 0.57% | −0.14 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -2.0% | 0.94% | −0.04 |
| IDCC Interdigital Inc. | Reduce -32.3% | 0.07% | −0.04 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -21.1% | 0.09% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 0.59% | −0.03 |
| NKE Nike Inc. Class B | Reduce -97.1% | 0.00% | −0.02 |
| MAR Marriott International Class A | Reduce -29.0% | 0.05% | −0.02 |
| FTGC First Trust Global Tactical | Reduce -9.5% | 0.06% | −0.02 |
| HEQT Simplify Hedged Equity ETF | Sold out | 0.00% | −0.01 |
| AEP American Electric Power | Sold out | 0.00% | −0.01 |
| PHYS Sprott Physical Gold Trust | Reduce -85.2% | 0.00% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -99.2% | 0.00% | −0.01 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.2% | 0.70% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -7.0% | 0.11% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -9.0% | 0.15% | −0.01 |
| VFLO Victoryshares Free Cash Flow | Sold out | 0.00% | −0.01 |
| CTA Simplify Managed Futures St | Sold out | 0.00% | −0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -5.5% | 0.33% | −0.01 |
| GCC Wisdomtree Enhanced Commodit | Sold out | 0.00% | −0.00 |
| OLED Universal Display Corp. | Reduce -13.2% | 0.02% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.7% | 0.03% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -32.0% | 0.00% | −0.00 |
| PFE Pfizer Inc. | Reduce -6.5% | 0.01% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -82.8% | 0.00% | −0.00 |
| XLK SS Technology Select Sector | Reduce -51.5% | 0.00% | −0.00 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Sold out | 0.00% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -0.3% | 0.28% | −0.00 |
| JOBY Joby Aviation Inc. | Reduce -66.7% | 0.00% | −0.00 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.00 |
| MBB iShares MBS ETF | Reduce -6.0% | 0.01% | −0.00 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -17.4% | 0.00% | −0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.00 |
| C Citigroup Inc. | Reduce -22.5% | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -6.3% | 0.00% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.00 |
| MS Morgan Stanley | Reduce -12.9% | 0.01% | −0.00 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -6.3% | 0.00% | −0.00 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.00 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.00 |
| BODI The Beachbody Co. Inc. | Sold out | 0.00% | −0.00 |
| VEEE Twin Vee Powercats Co. | Reduce -93.3% | 0.00% | 0.00 |
| X United States Steel Corp. | Sold out | 0.00% | 0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| AVEM Avantis Emerging Markets Eq | Add +8.3% | 9.63% | +0.91 |
| SCHB Schwab US Broad Market ETF | Add +4.1% | 27.79% | +0.84 |
| VEA Vanguard Ftse Developed ETF | Add +9.7% | 8.36% | +0.77 |
| AVDV Avantis Intl S/C Value ETF | Add +10.0% | 5.74% | +0.61 |
| DFSV Dimensional US Small Cap Val | Add +5785.4% | 0.32% | +0.32 |
| JNJ Johnson & Johnson | Add +2715.3% | 0.09% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.3% | 4.17% | +0.09 |
| SCHC Schwab Intl Small-Cap Equity | Add +2.8% | 0.98% | +0.08 |
| MUNI PIMCO Intermediate Municipal | Add +14.0% | 3.01% | +0.05 |
| NVDA Nvidia Corp. | Add +1.5% | 0.19% | +0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.04% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.6% | 0.52% | +0.04 |
| DISV Dimensional International SM | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.0% | 0.45% | +0.01 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | Add +10.6% | 0.07% | +0.01 |
| SAP Sap SE-Sponsored ADR | Add +400.0% | 0.01% | +0.00 |
| OKLO Oklo Inc. | New | 0.00% | +0.00 |
| TSLA Tesla Inc. | Add +36.0% | 0.01% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | New | 0.00% | +0.00 |
| COR Cencora Inc. | New | 0.00% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +4.6% | 0.09% | +0.00 |
| MU Micron Technology Inc. | New | 0.00% | +0.00 |
| UBER Uber Technologies Inc. | New | 0.00% | +0.00 |
| VIOG Vanguard S&P SM Cap 600 GRW | Add +10.7% | 0.04% | +0.00 |
| TOST Toast Inc. Class A | New | 0.00% | +0.00 |
| DELL Dell Technologies -C | New | 0.00% | +0.00 |
| UTG Reaves Utility Income Fund | New | 0.00% | +0.00 |
| SNOW Snowflake Inc. | New | 0.00% | +0.00 |
| RTX RTX Corp. | Add +4.6% | 0.05% | +0.00 |
| AIQ Global X Art Intel & Tech | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.01% | +0.00 |
| TPR Tapestry Inc. | Add +0.6% | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +121.4% | 0.00% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +0.1% | 0.08% | +0.00 |
| NMAX Newsmax Inc. | New | 0.00% | +0.00 |
| AMTM Amentum Holdings Inc. | New | 0.00% | 0.00 |
| DBO Invesco DB Oil Fund | Add +100.0% | 0.00% | 0.00 |
| USB US Bancorp | Add +1.2% | 0.00% | −0.00 |
| T AT&T Inc. | Add +0.4% | 0.00% | −0.00 |
| LLY Eli Lilly & Co. | Add +16.7% | 0.02% | −0.00 |
| TFC Truist Financial Corp. | Add +1.0% | 0.01% | −0.00 |
| IMCB iShares Morningstar Mid-Cap | Add +0.2% | 0.01% | −0.00 |
| PPL PPL Corp. | Add +0.8% | 0.00% | −0.00 |
| VPU Vanguard Utilities ETF | Add +1.1% | 0.01% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Add +0.4% | 0.01% | −0.00 |
| GILD Gilead Sciences Inc. | Add +0.5% | 0.01% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +4.5% | 0.03% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +0.1% | 0.33% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +0.2% | 0.07% | −0.00 |
| XLV SS Health Care Select Sector | Add +0.3% | 0.01% | −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 |