Morton Brown Family Wealth, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Morton Brown Family Wealth, LLC reported 264 stock positions worth $348.5 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 28.3% of the portfolio, followed by Avantis Emerging Markets Eq (AVEM, 9.9%) and Vanguard Ftse Developed ETF (VEA, 8.3%). Compared with Q2 2025, it opened 12 new positions, sold out of 67, added to 36 and reduced 66. The biggest buy was Avantis US Small Cap Value (AVUV, shares +1%) and the biggest sale iShares National Muni Bond E (MUB, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- ALLENTOWN, PA
- CIK
- 0001909851
- Portfolio Value
- $348.5M (Q3 2025)
- SEC Filing
- 0001909851-25-000007 ↗ filed Oct 21, 2025
Holdings Value
Holdings 264 stocks · $348.5M
| SCHB Schwab US Broad Market ETF | 28.25% | 3,829,077 | $98.4M | Reduce -0.1% |
| AVEM Avantis Emerging Markets Eq | 9.91% | 459,692 | $34.5M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 8.34% | 484,784 | $29.0M | Add +0.5% |
| AVDV Avantis Intl S/C Value ETF | 6.05% | 236,947 | $21.1M | Reduce -0.4% |
| AVUV Avantis US Small Cap Value | 6.05% | 211,947 | $21.1M | Add +0.7% |
| MUB iShares National Muni Bond E | 4.70% | 153,890 | $16.4M | Reduce -13.1% |
| SCHR Schwab Intermediate-Term US | 4.21% | 584,191 | $14.7M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.21% | 22,020 | $14.7M | Reduce -0.6% |
| VCIT Vanguard Int-Term Corporate | 3.21% | 133,109 | $11.2M | Add +9.5% |
| REET iShares Global REIT ETF | 3.19% | 435,194 | $11.1M | Add +0.9% |
| BNDX Vanguard Total Intl Bond ETF | 2.73% | 192,027 | $9.5M | Add +13.3% |
| MUNI PIMCO Intermediate Municipal | 2.67% | 177,723 | $9.3M | Reduce -7.8% |
| SUB iShares Short-Term National | 1.77% | 57,714 | $6.2M | Reduce -3.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.34% | 58,205 | $4.7M | Add +11.9% |
| SCHC Schwab Intl Small-Cap Equity | 0.98% | 74,816 | $3.4M | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 0.92% | 34,356 | $3.2M | Reduce -0.5% |
| HDV iShares Core High Dividend E | 0.82% | 23,207 | $2.8M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.69% | 27,510 | $2.4M | Reduce -0.6% |
| AAPL Apple Inc. | 0.64% | 8,702 | $2.2M | Reduce -4.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.60% | 8,217 | $2.1M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.55% | 3,191 | $1.9M | Add +4.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 4,886 | $1.6M | No change |
| AVGO Broadcom Inc. | 0.44% | 4,656 | $1.5M | Reduce -13.6% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 26,745 | $1.4M | Add +0.2% |
| ESGU iShares ESG Aware MSCI USA | 0.33% | 7,942 | $1.2M | No change |
| DFSV Dimensional US Small Cap Val | 0.33% | 36,195 | $1.2M | No change |
| MSFT Microsoft Corp. | 0.33% | 2,209 | $1.1M | Reduce -11.5% |
| VSS Vanguard Ftse All Wo X-US SC | 0.33% | 7,978 | $1.1M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 0.30% | 4,346 | $1.1M | No change |
| VXUS Vanguard Total Intl Stock | 0.28% | 13,373 | $982K | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.20% | 3,703 | $691K | Reduce -5.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 12,008 | $619K | Reduce -3.8% |
| ESGD iShares Trust iShares ESG Aw | 0.18% | 6,607 | $614K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 1,757 | $516K | No change |
| AVRE Avantis Real Estate ETF | 0.13% | 9,805 | $436K | Add +0.4% |
| SCHF Schwab Intl Equity ETF | 0.12% | 17,884 | $416K | No change |
| AOR iShares Core 60/40 Balanced | 0.12% | 6,438 | $414K | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.11% | 566 | $379K | Reduce -2.4% |
| IDCC Interdigital Inc. | 0.10% | 1,050 | $362K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 703 | $353K | Reduce -22.1% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.10% | 5,461 | $349K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.10% | 3,895 | $345K | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.10% | 720 | $337K | Add +1.1% |
| SCHX Schwab US Large-Cap ETF | 0.09% | 12,336 | $325K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 7,166 | $307K | No change |
| SCHG Schwab US Large-Cap Growth | 0.08% | 9,185 | $293K | Reduce -2.0% |
| MCD McDonald's Corp. | 0.08% | 962 | $292K | Add +0.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 6,434 | $279K | No change |
| VNQ Vanguard Real Estate ETF | 0.08% | 3,052 | $279K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 2,344 | $268K | No change |
| IJH iShares Core S&P Midcap ETF | 0.07% | 3,997 | $261K | Reduce -15.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,304 | $255K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.07% | 5,458 | $246K | No change |
| SCHI Schwab 5-10 Year Corporate B | 0.07% | 10,578 | $244K | Add +5.6% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.07% | 1,936 | $231K | No change |
| CAPL Crossamerica Partners LP | 0.06% | 9,996 | $210K | Reduce -50.3% |
| NOC Northrop Grumman Corp. | 0.06% | 338 | $206K | No change |
| QCOM Qualcomm Inc. | 0.06% | 1,156 | $192K | No change |
| FTGC First Trust Global Tactical | 0.05% | 7,374 | $191K | No change |
| AMGN Amgen Inc. | 0.05% | 670 | $189K | No change |
| RTX RTX Corp. | 0.05% | 1,108 | $185K | Reduce -4.4% |
| SPHY SS SPDR P High Yield ETF | 0.05% | 7,438 | $178K | Add +43.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.05% | 1,470 | $176K | Add +47.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.05% | 2,698 | $175K | No change |
| GLD SPDR Gold Shares | 0.05% | 493 | $175K | No change |
| BGRN iShares Usd Green Bond ETF | 0.05% | 3,537 | $170K | Add +0.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.05% | 7,120 | $168K | Add +0.3% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 2,565 | $154K | No change |
| MAR Marriott International Class A | 0.04% | 563 | $147K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.04% | 1,820 | $145K | No change |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.04% | 1,151 | $140K | No change |
| CAT Caterpillar Inc. | 0.04% | 290 | $138K | Reduce -6.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 2,739 | $137K | Add +0.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 2,486 | $134K | No change |
| WMT Walmart Inc. | 0.04% | 1,278 | $132K | Reduce -12.4% |
| XOM Exxon Mobil Corp. | 0.04% | 1,147 | $129K | Reduce -6.1% |
| AMZN Amazon.com Inc. | 0.04% | 584 | $128K | Reduce -7.2% |
| PAYX Paychex Inc. | 0.04% | 985 | $125K | No change |
| JNJ Johnson & Johnson | 0.04% | 659 | $122K | Reduce -67.5% |
| DGRO iShares Core Dividend Growth | 0.04% | 1,790 | $122K | Add +99.1% |
| UNP Union Pacific Corp. | 0.03% | 506 | $120K | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 0.03% | 158 | $116K | Reduce -21.4% |
| GOOGL Alphabet Inc. Class A | 0.03% | 462 | $112K | Reduce -20.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 4,302 | $109K | Add +0.3% |
| VXF Vanguard Extended Market ETF | 0.03% | 500 | $105K | No change |
| AWK American Water Works Co. Inc. | 0.03% | 700 | $97K | No change |
| APD Air Products & Chemicals Inc. | 0.03% | 341 | $93K | No change |
| IJR iShares Core S&P Small-Cap E | 0.03% | 739 | $88K | Reduce -10.3% |
| SCHM Schwab US Mid Cap ETF | 0.02% | 2,880 | $85K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 395 | $85K | Add +50.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 443 | $83K | Add +67.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 292 | $82K | No change |
| GLW Corning Inc. | 0.02% | 1,000 | $82K | No change |
| AMP Ameriprise Financial Inc. | 0.02% | 159 | $78K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 471 | $77K | No change |
| NEE Nextera Energy Inc. | 0.02% | 1,016 | $77K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 150 | $70K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 143 | $69K | No change |
| OLED Universal Display Corp. | 0.02% | 434 | $62K | No change |
| TSLA Tesla Inc. | 0.02% | 136 | $60K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Reduce -13.1% | 4.70% | −0.93 |
| MUNI PIMCO Intermediate Municipal | Reduce -7.8% | 2.67% | −0.34 |
| SUB iShares Short-Term National | Reduce -3.5% | 1.77% | −0.17 |
| CAPL Crossamerica Partners LP | Reduce -50.3% | 0.06% | −0.07 |
| JNJ Johnson & Johnson | Reduce -67.5% | 0.04% | −0.06 |
| MSFT Microsoft Corp. | Reduce -11.5% | 0.33% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -22.1% | 0.10% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -1.1% | 0.82% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 0.92% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -15.0% | 0.07% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -67.5% | 0.01% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 0.69% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -21.4% | 0.03% | −0.01 |
| SBUX Starbucks Corp. | Reduce -71.0% | 0.00% | −0.01 |
| AVGO Broadcom Inc. | Reduce -13.6% | 0.44% | −0.01 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.01 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.01 |
| WMT Walmart Inc. | Reduce -12.4% | 0.04% | −0.01 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -7.2% | 0.04% | −0.01 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Sold out | 0.00% | −0.00 |
| SNY Sanofi-ADR | Reduce -86.7% | 0.00% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -18.2% | 0.01% | −0.00 |
| UPS United Parcel Service Class B | Reduce -34.1% | 0.00% | −0.00 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -11.8% | 0.01% | −0.00 |
| NFLX Netflix Inc. | Reduce -28.6% | 0.01% | −0.00 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -6.1% | 0.04% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -17.5% | 0.01% | −0.00 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.00 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Reduce -4.0% | 0.03% | −0.00 |
| DE Deere & Co. | Reduce -21.3% | 0.00% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -20.9% | 0.01% | −0.00 |
| HD Home Depot Inc. | Reduce -35.5% | 0.00% | −0.00 |
| PFE Pfizer Inc. | Reduce -22.6% | 0.01% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.0% | 0.98% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.00 |
| V Visa Inc. Class A | Reduce -66.7% | 0.00% | −0.00 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.00 |
| CVX Chevron Corp. | Reduce -31.0% | 0.01% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.3% | 0.03% | −0.00 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -30.0% | 0.00% | −0.00 |
| BAC Bank of America Corp. | Reduce -3.8% | 0.18% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -16.6% | 0.01% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AVUV Avantis US Small Cap Value | Add +0.7% | 6.05% | +0.22 |
| BNDX Vanguard Total Intl Bond ETF | Add +13.3% | 2.73% | +0.17 |
| VCIT Vanguard Int-Term Corporate | Add +9.5% | 3.21% | +0.15 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.9% | 1.34% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.0% | 0.55% | +0.03 |
| SCHR Schwab Intermediate-Term US | Add +6.3% | 4.21% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +99.1% | 0.04% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | Add +47.9% | 0.05% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.2% | 0.42% | +0.01 |
| SPHY SS SPDR P High Yield ETF | Add +43.0% | 0.05% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +67.2% | 0.02% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +50.8% | 0.02% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.01% | +0.01 |
| WWD Woodward Inc. | New | 0.01% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +122.2% | 0.01% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +1.1% | 0.10% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +41.2% | 0.01% | +0.00 |
| OTIS Otis Worldwide Corp. | New | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | New | 0.00% | +0.00 |
| IBKR Interactive Brokers Gro Class A | New | 0.00% | +0.00 |
| MP MP Materials Corp. | New | 0.00% | +0.00 |
| BROS Dutch Bros Inc. Class A | New | 0.00% | +0.00 |
| VIGI Vanguard Int Div App Indx FD | New | 0.00% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +28.9% | 0.00% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.00% | +0.00 |
| ICF iShares Select U.S. REIT ETF | New | 0.00% | +0.00 |
| SCHI Schwab 5-10 Year Corporate B | Add +5.6% | 0.07% | +0.00 |
| RJF Raymond James Financial Inc. | New | 0.00% | +0.00 |
| BMEZ BlackRock HLTH Sci TRM TR II | New | 0.00% | +0.00 |
| J Jacobs Solutions Inc. | Add +1.4% | 0.00% | +0.00 |
| VPU Vanguard Utilities ETF | Add +0.5% | 0.01% | +0.00 |
| PPL PPL Corp. | Add +0.8% | 0.00% | +0.00 |
| UTG Reaves Utility Income Fund | Add +1.3% | 0.00% | +0.00 |
| TFC Truist Financial Corp. | Add +1.0% | 0.01% | +0.00 |
| USB US Bancorp | Add +1.2% | 0.00% | +0.00 |
| IMCB iShares Morningstar Mid-Cap | Add +0.4% | 0.01% | −0.00 |
| XLV SS Health Care Select Sector | Add +0.3% | 0.01% | −0.00 |
| GILD Gilead Sciences Inc. | Add +0.8% | 0.01% | −0.00 |
| AOR iShares Core 60/40 Balanced | Add +0.5% | 0.12% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.8% | 0.04% | −0.00 |
| MCD McDonald's Corp. | Add +0.2% | 0.08% | −0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +0.3% | 0.03% | −0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +0.3% | 0.05% | −0.00 |
| CTSH Cognizant Tech Solutions-A | Add +0.4% | 0.01% | −0.00 |
| BGRN iShares Usd Green Bond ETF | Add +0.3% | 0.05% | −0.00 |
| AVRE Avantis Real Estate ETF | Add +0.4% | 0.13% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 8.34% | −0.03 |
| REET iShares Global REIT ETF | Add +0.9% | 3.19% | −0.05 |
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 |