Morton Brown Family Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Morton Brown Family Wealth, LLC reported 294 stock positions worth $367.3 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 27.5% of the portfolio, followed by Avantis Emerging Markets Eq (AVEM, 9.5%) and Vanguard Ftse Developed ETF (VEA, 8.4%). Compared with Q3 2025, it opened 46 new positions, sold out of 16, added to 69 and reduced 36. The biggest buy was Schwab Intermediate-Term US (SCHR, shares +16%) and the biggest sale Avantis Emerging Markets Eq (AVEM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ALLENTOWN, PA
- CIK
- 0001909851
- Portfolio Value
- $367.3M (Q4 2025)
- SEC Filing
- 0001909851-26-000001 ↗ filed Jan 28, 2026
Holdings Value
Holdings 294 stocks · $367.3M
| SCHB Schwab US Broad Market ETF | 27.48% | 3,847,441 | $100.9M | Add +0.5% |
| AVEM Avantis Emerging Markets Eq | 9.53% | 454,605 | $35.0M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 8.37% | 491,908 | $30.7M | Add +1.5% |
| AVUV Avantis US Small Cap Value | 6.26% | 225,449 | $23.0M | Add +6.4% |
| AVDV Avantis Intl S/C Value ETF | 6.03% | 235,539 | $22.1M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 4.99% | 171,231 | $18.3M | Add +11.3% |
| SCHR Schwab Intermediate-Term US | 4.61% | 675,334 | $16.9M | Add +15.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.06% | 21,885 | $14.9M | Reduce -0.6% |
| VCIT Vanguard Int-Term Corporate | 3.54% | 155,174 | $13.0M | Add +16.6% |
| REET iShares Global REIT ETF | 3.20% | 471,540 | $11.8M | Add +8.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.98% | 226,399 | $10.9M | Add +17.9% |
| MUNI PIMCO Intermediate Municipal | 2.43% | 170,176 | $8.9M | Reduce -4.3% |
| SUB iShares Short-Term National | 1.56% | 53,804 | $5.7M | Reduce -6.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.47% | 67,779 | $5.4M | Add +16.4% |
| EFA iShares MSCI Eafe ETF | 0.88% | 33,827 | $3.2M | Reduce -1.5% |
| SCHC Schwab Intl Small-Cap Equity | 0.87% | 69,846 | $3.2M | Reduce -6.6% |
| HDV iShares Core High Dividend E | 0.75% | 22,722 | $2.8M | Reduce -2.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.67% | 27,443 | $2.5M | Reduce -0.2% |
| AAPL Apple Inc. | 0.65% | 8,804 | $2.4M | Add +1.2% |
| MSFT Microsoft Corp. | 0.58% | 4,433 | $2.1M | Add +100.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.57% | 8,166 | $2.1M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 3,234 | $2.0M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 4,888 | $1.6M | Add +0.0% |
| AVGO Broadcom Inc. | 0.42% | 4,421 | $1.5M | Reduce -5.0% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 27,386 | $1.5M | Add +2.4% |
| DFSV Dimensional US Small Cap Val | 0.32% | 36,195 | $1.2M | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.31% | 7,978 | $1.1M | No change |
| ESGU iShares ESG Aware MSCI USA | 0.31% | 7,662 | $1.1M | Reduce -3.5% |
| IWM iShares Russell 2000 ETF | 0.29% | 4,346 | $1.1M | No change |
| VXUS Vanguard Total Intl Stock | 0.26% | 12,530 | $945K | Reduce -6.3% |
| APD Air Products & Chemicals Inc. | 0.20% | 2,993 | $739K | Add +777.7% |
| NVDA Nvidia Corp. | 0.19% | 3,754 | $700K | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 11,818 | $650K | Reduce -1.6% |
| ESGD iShares Trust iShares ESG Aw | 0.17% | 6,602 | $628K | Reduce -0.1% |
| MCD McDonald's Corp. | 0.14% | 1,727 | $528K | Add +79.5% |
| SCHF Schwab Intl Equity ETF | 0.12% | 17,884 | $430K | No change |
| AVRE Avantis Real Estate ETF | 0.12% | 9,756 | $425K | Reduce -0.5% |
| AOR iShares Core 60/40 Balanced | 0.11% | 6,456 | $420K | Add +0.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 1,480 | $413K | Reduce -15.8% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 14,743 | $397K | Add +19.5% |
| IVV iShares Core S&P 500 ETF | 0.11% | 566 | $388K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 706 | $355K | Add +0.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.09% | 5,400 | $346K | Reduce -1.1% |
| CAPL Crossamerica Partners LP | 0.09% | 16,313 | $336K | Add +63.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 7,260 | $322K | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.09% | 678 | $321K | Reduce -5.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 3,452 | $314K | Reduce -11.4% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 9,185 | $300K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.08% | 6,416 | $283K | Reduce -0.3% |
| ESML iShares ESG Aware MSCI USA S | 0.08% | 6,023 | $277K | Add +10.3% |
| SCHI Schwab 5-10 Year Corporate B | 0.07% | 11,934 | $274K | Add +12.8% |
| IDCC Interdigital Inc. | 0.07% | 850 | $271K | Reduce -19.1% |
| VNQ Vanguard Real Estate ETF | 0.07% | 3,052 | $270K | No change |
| IJH iShares Core S&P Midcap ETF | 0.07% | 3,997 | $264K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,304 | $262K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.06% | 1,936 | $233K | No change |
| GOOGL Alphabet Inc. Class A | 0.06% | 718 | $225K | Add +55.4% |
| AMGN Amgen Inc. | 0.06% | 671 | $220K | Add +0.1% |
| SPHY SS SPDR P High Yield ETF | 0.06% | 8,680 | $205K | Add +16.7% |
| QCOM Qualcomm Inc. | 0.05% | 1,156 | $198K | No change |
| NOC Northrop Grumman Corp. | 0.05% | 345 | $197K | Add +2.1% |
| GLD SPDR Gold Shares | 0.05% | 493 | $195K | No change |
| RTX RTX Corp. | 0.05% | 1,064 | $195K | Reduce -4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 1,597 | $182K | Reduce -31.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.05% | 2,698 | $181K | No change |
| BGRN iShares Usd Green Bond ETF | 0.05% | 3,705 | $178K | Add +4.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.05% | 7,571 | $177K | Add +6.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.05% | 1,470 | $175K | No change |
| CAT Caterpillar Inc. | 0.05% | 290 | $166K | No change |
| AMZN Amazon.com Inc. | 0.04% | 714 | $165K | Add +22.3% |
| MAR Marriott International Class A | 0.04% | 529 | $164K | Reduce -6.0% |
| FTGC First Trust Global Tactical | 0.04% | 7,059 | $164K | Reduce -4.3% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 2,565 | $154K | No change |
| WMT Walmart Inc. | 0.04% | 1,325 | $148K | Add +3.7% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.04% | 1,820 | $147K | No change |
| JNJ Johnson & Johnson | 0.04% | 676 | $140K | Add +2.6% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.04% | 1,151 | $140K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 2,771 | $139K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.04% | 1,150 | $138K | Add +0.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 2,486 | $134K | No change |
| CMA Comerica Inc. | 0.04% | 1,513 | $132K | New |
| DGRO iShares Core Dividend Growth | 0.03% | 1,790 | $124K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.03% | 4,675 | $118K | Add +8.7% |
| UNP Union Pacific Corp. | 0.03% | 507 | $117K | Add +0.2% |
| PAYX Paychex Inc. | 0.03% | 985 | $110K | No change |
| VXF Vanguard Extended Market ETF | 0.03% | 500 | $105K | No change |
| AWK American Water Works Co. Inc. | 0.02% | 700 | $91K | No change |
| GLW Corning Inc. | 0.02% | 1,000 | $88K | No change |
| SCHM Schwab US Mid Cap ETF | 0.02% | 2,880 | $87K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 292 | $86K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 383 | $84K | Reduce -3.0% |
| NEE Nextera Energy Inc. | 0.02% | 1,035 | $83K | Add +1.9% |
| MMM 3M Co. | 0.02% | 500 | $80K | Add +400.0% |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 471 | $79K | No change |
| AMP Ameriprise Financial Inc. | 0.02% | 159 | $78K | No change |
| IJR iShares Core S&P Small-Cap E | 0.02% | 645 | $78K | Reduce -12.7% |
| AMD Advanced Micro Devices | 0.02% | 350 | $75K | No change |
| LLY Eli Lilly & Co. | 0.02% | 68 | $73K | Add +7.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 150 | $72K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 374 | $71K | Reduce -15.6% |
Portfolio Sells Q3 2025 → Q4 2025
| AVEM Avantis Emerging Markets Eq | Reduce -1.1% | 9.53% | −0.37 |
| MUNI PIMCO Intermediate Municipal | Reduce -4.3% | 2.43% | −0.24 |
| SUB iShares Short-Term National | Reduce -6.8% | 1.56% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 4.06% | −0.15 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -6.6% | 0.87% | −0.11 |
| HDV iShares Core High Dividend E | Reduce -2.1% | 0.75% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -1.5% | 0.88% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -15.8% | 0.11% | −0.04 |
| IDCC Interdigital Inc. | Reduce -19.1% | 0.07% | −0.03 |
| DIS The Walt Disney Co. | Reduce -31.9% | 0.05% | −0.03 |
| AVDV Avantis Intl S/C Value ETF | Reduce -0.6% | 6.03% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 0.57% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -6.3% | 0.26% | −0.02 |
| AVGO Broadcom Inc. | Reduce -5.0% | 0.42% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -3.5% | 0.31% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.2% | 0.67% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -52.5% | 0.01% | −0.02 |
| K Kellanova | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -11.4% | 0.09% | −0.01 |
| FTGC First Trust Global Tactical | Reduce -4.3% | 0.04% | −0.01 |
| AVRE Avantis Real Estate ETF | Reduce -0.5% | 0.12% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -5.8% | 0.09% | −0.01 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -1.1% | 0.09% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.1% | 0.17% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -15.6% | 0.02% | −0.00 |
| VPU Vanguard Utilities ETF | Reduce -35.4% | 0.01% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -12.7% | 0.02% | −0.00 |
| AXP American Express Co. | Sold out | 0.00% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -0.3% | 0.08% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -20.8% | 0.01% | −0.00 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.00 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.00 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.0% | 0.02% | −0.00 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.00 |
| GE General Electric | Reduce -5.0% | 0.01% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -22.4% | 0.00% | −0.00 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.00 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.00 |
| ICF iShares Select U.S. REIT ETF | Sold out | 0.00% | −0.00 |
| BAC Bank of America Corp. | Reduce -1.6% | 0.18% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -11.8% | 0.00% | −0.00 |
| GEV GE Vernova Inc. | Reduce -4.5% | 0.01% | −0.00 |
| BMEZ BlackRock HLTH Sci TRM TR II | Sold out | 0.00% | −0.00 |
| TSHA Taysha Gene Therapies Inc. | Sold out | 0.00% | −0.00 |
| EDIT Editas Medicine Inc. | Sold out | 0.00% | −0.00 |
| RTX RTX Corp. | Reduce -4.0% | 0.05% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHR Schwab Intermediate-Term US | Add +15.6% | 4.61% | +0.40 |
| VCIT Vanguard Int-Term Corporate | Add +16.6% | 3.54% | +0.33 |
| MUB iShares National Muni Bond E | Add +11.3% | 4.99% | +0.29 |
| MSFT Microsoft Corp. | Add +100.7% | 0.58% | +0.26 |
| BNDX Vanguard Total Intl Bond ETF | Add +17.9% | 2.98% | +0.25 |
| AVUV Avantis US Small Cap Value | Add +6.4% | 6.26% | +0.21 |
| APD Air Products & Chemicals Inc. | Add +777.7% | 0.20% | +0.17 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +16.4% | 1.47% | +0.14 |
| MCD McDonald's Corp. | Add +79.5% | 0.14% | +0.06 |
| CMA Comerica Inc. | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 8.37% | +0.03 |
| CAPL Crossamerica Partners LP | Add +63.2% | 0.09% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +55.4% | 0.06% | +0.03 |
| XYZ Block Inc. | New | 0.02% | +0.02 |
| MMM 3M Co. | Add +400.0% | 0.02% | +0.02 |
| AAPL Apple Inc. | Add +1.2% | 0.65% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +19.5% | 0.11% | +0.01 |
| HD Home Depot Inc. | Add +387.5% | 0.02% | +0.01 |
| SEIV Sei Qim US Large Cap Value A | New | 0.01% | +0.01 |
| SEIM Sei Qim US Large Cap Momentu | New | 0.01% | +0.01 |
| WPM Wheaton Precious Metals Corp. | New | 0.01% | +0.01 |
| REET iShares Global REIT ETF | Add +8.3% | 3.20% | +0.01 |
| GDX Vaneck Gold Miners ETF | New | 0.01% | +0.01 |
| SCHA Schwab US Small-Cap ETF | New | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +22.3% | 0.04% | +0.01 |
| GDXJ Vaneck Junior Gold Miners | New | 0.01% | +0.01 |
| LLY Eli Lilly & Co. | Add +7.9% | 0.02% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +250.0% | 0.01% | +0.01 |
| QQEW First TR Nasdaq-100 Sel Eq | New | 0.01% | +0.01 |
| SEIQ Sei Qim US Large Cap Quality | New | 0.01% | +0.01 |
| AMGN Amgen Inc. | Add +0.1% | 0.06% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +10.3% | 0.08% | +0.00 |
| SPHY SS SPDR P High Yield ETF | Add +16.7% | 0.06% | +0.00 |
| SCHI Schwab 5-10 Year Corporate B | Add +12.8% | 0.07% | +0.00 |
| RGLD Royal Gold Inc. | New | 0.00% | +0.00 |
| JNJ Johnson & Johnson | Add +2.6% | 0.04% | +0.00 |
| ISRG Intuitive Surgical Inc. | New | 0.00% | +0.00 |
| SOLV Solventum Corp. | New | 0.00% | +0.00 |
| SIL Global X Silver Miners ETF | New | 0.00% | +0.00 |
| WMT Walmart Inc. | Add +3.7% | 0.04% | +0.00 |
| FCX Freeport-McMoran Inc. | New | 0.00% | +0.00 |
| PSX Phillips 66 | Add +36.2% | 0.01% | +0.00 |
| CTSH Cognizant Tech Solutions-A | Add +0.4% | 0.01% | +0.00 |
| CSCO Cisco Systems Inc. | Add +4.3% | 0.02% | +0.00 |
| FPEI First Trust Institutional PR | New | 0.00% | +0.00 |
| UBSI United Bankshares Inc. | New | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | New | 0.00% | +0.00 |
| OCEAN POWER TECHNOLOGIES INC | New | 0.00% | +0.00 |
| PANW Palo Alto Networks Inc. | New | 0.00% | +0.00 |
| MRK Merck & Co. Inc. | Add +19.0% | 0.00% | +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 |