Morton Brown Family Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Morton Brown Family Wealth, LLC reported 292 stock positions worth $378.4 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 26.7% of the portfolio, followed by Avantis Emerging Markets Eq (AVEM, 9.9%) and Vanguard Ftse Developed ETF (VEA, 8.6%). Compared with Q4 2025, it opened 10 new positions, sold out of 12, added to 60 and reduced 28. The biggest buy was Avantis US Small Cap Value (AVUV, shares +3%) and the biggest sale Broadcom (AVGO, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ALLENTOWN, PA
- CIK
- 0001909851
- Portfolio Value
- $378.4M (Q1 2026)
- SEC Filing
- 0001909851-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 292 stocks · $378.4M
| SCHB Schwab US Broad Market ETF | 26.65% | 4,017,868 | $100.8M | Add +4.4% |
| AVEM Avantis Emerging Markets Eq | 9.91% | 465,309 | $37.5M | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 8.59% | 507,517 | $32.5M | Add +3.2% |
| AVUV Avantis US Small Cap Value | 6.79% | 232,530 | $25.7M | Add +3.1% |
| AVDV Avantis Intl S/C Value ETF | 6.37% | 241,467 | $24.1M | Add +2.5% |
| MUB iShares National Muni Bond E | 4.92% | 175,355 | $18.6M | Add +2.4% |
| SCHR Schwab Intermediate-Term US | 4.62% | 701,706 | $17.5M | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.82% | 22,216 | $14.4M | Add +1.5% |
| VCIT Vanguard Int-Term Corporate | 3.56% | 162,814 | $13.5M | Add +4.9% |
| REET iShares Global REIT ETF | 3.26% | 491,027 | $12.3M | Add +4.1% |
| BNDX Vanguard Total Intl Bond ETF | 3.00% | 236,483 | $11.4M | Add +4.5% |
| MUNI PIMCO Intermediate Municipal | 2.49% | 180,642 | $9.4M | Add +6.2% |
| SUB iShares Short-Term National | 1.55% | 55,101 | $5.9M | Add +2.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.46% | 69,894 | $5.5M | Add +3.1% |
| EFA iShares MSCI Eafe ETF | 0.87% | 33,726 | $3.3M | Reduce -0.3% |
| SCHC Schwab Intl Small-Cap Equity | 0.85% | 68,782 | $3.2M | Reduce -1.5% |
| HDV iShares Core High Dividend E | 0.79% | 22,103 | $3.0M | Reduce -2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.66% | 27,408 | $2.5M | Reduce -0.1% |
| AAPL Apple Inc. | 0.58% | 8,584 | $2.2M | Reduce -2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.56% | 8,103 | $2.1M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.51% | 3,317 | $1.9M | Add +2.6% |
| MSFT Microsoft Corp. | 0.44% | 4,453 | $1.6M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 4,910 | $1.6M | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 26,659 | $1.4M | Reduce -2.6% |
| AVGO Broadcom Inc. | 0.34% | 4,106 | $1.3M | Reduce -7.1% |
| DFSV Dimensional US Small Cap Val | 0.34% | 36,208 | $1.3M | Add +0.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.31% | 7,976 | $1.2M | Reduce -0.0% |
| IWM iShares Russell 2000 ETF | 0.28% | 4,346 | $1.1M | No change |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 7,288 | $1.0M | Reduce -4.9% |
| VXUS Vanguard Total Intl Stock | 0.25% | 12,385 | $955K | Reduce -1.2% |
| APD Air Products & Chemicals Inc. | 0.23% | 2,993 | $869K | No change |
| NVDA Nvidia Corp. | 0.16% | 3,547 | $619K | Reduce -5.5% |
| ESGD iShares Trust iShares ESG Aw | 0.16% | 6,221 | $595K | Reduce -5.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 11,818 | $576K | No change |
| MCD McDonald's Corp. | 0.14% | 1,729 | $537K | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 0.12% | 17,884 | $443K | No change |
| AVRE Avantis Real Estate ETF | 0.11% | 9,676 | $426K | Reduce -0.8% |
| AOR iShares Core 60/40 Balanced | 0.11% | 6,464 | $416K | Add +0.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 1,480 | $381K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 545 | $356K | Reduce -3.7% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.09% | 5,400 | $350K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 7,472 | $341K | Add +2.9% |
| CAPL Crossamerica Partners LP | 0.09% | 16,313 | $339K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 706 | $338K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.09% | 3,407 | $322K | Reduce -1.3% |
| SCHX Schwab US Large-Cap ETF | 0.08% | 12,369 | $317K | Reduce -16.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 6,013 | $300K | Add +117.0% |
| IWF iShares Russell 1000 Growth | 0.08% | 678 | $289K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 6,045 | $275K | Reduce -5.8% |
| SCHI Schwab 5-10 Year Corporate B | 0.07% | 12,035 | $273K | Add +0.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,304 | $273K | No change |
| VNQ Vanguard Real Estate ETF | 0.07% | 3,053 | $271K | Add +0.0% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 9,185 | $268K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.07% | 5,562 | $262K | Reduce -7.7% |
| IDCC Interdigital Inc. | 0.07% | 850 | $257K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.06% | 1,936 | $242K | No change |
| AMGN Amgen Inc. | 0.06% | 671 | $236K | No change |
| NOC Northrop Grumman Corp. | 0.06% | 345 | $236K | No change |
| BGRN iShares Usd Green Bond ETF | 0.06% | 4,877 | $232K | Add +31.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.06% | 9,991 | $231K | Add +32.0% |
| GLD SPDR Gold Shares | 0.06% | 493 | $212K | No change |
| GOOGL Alphabet Inc. Class A | 0.06% | 736 | $212K | Add +2.5% |
| CAT Caterpillar Inc. | 0.05% | 290 | $205K | No change |
| SPHY SS SPDR P High Yield ETF | 0.05% | 8,782 | $205K | Add +1.2% |
| RTX RTX Corp. | 0.05% | 1,060 | $204K | Reduce -0.4% |
| FTGC First Trust Global Tactical | 0.05% | 7,059 | $203K | No change |
| IJH iShares Core S&P Midcap ETF | 0.05% | 2,986 | $202K | Reduce -25.3% |
| XOM Exxon Mobil Corp. | 0.05% | 1,152 | $195K | Add +0.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.05% | 2,698 | $185K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.05% | 1,470 | $174K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 1,797 | $173K | Add +12.5% |
| MAR Marriott International Class A | 0.05% | 529 | $173K | No change |
| JNJ Johnson & Johnson | 0.04% | 676 | $165K | No change |
| WMT Walmart Inc. | 0.04% | 1,326 | $165K | Add +0.1% |
| SUSB iShares ESG Aware 1-5 Year U | 0.04% | 6,177 | $155K | Add +32.1% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 2,565 | $153K | No change |
| QCOM Qualcomm Inc. | 0.04% | 1,156 | $149K | No change |
| AMZN Amazon.com Inc. | 0.04% | 714 | $149K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.04% | 1,820 | $148K | No change |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.04% | 1,151 | $143K | No change |
| GLW Corning Inc. | 0.04% | 1,000 | $136K | No change |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 2,486 | $132K | No change |
| FITB Fifth Third Bancorp | 0.03% | 2,823 | $131K | New |
| DGRO iShares Core Dividend Growth | 0.03% | 1,790 | $126K | No change |
| UNP Union Pacific Corp. | 0.03% | 508 | $123K | Add +0.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.03% | 4,902 | $122K | New |
| VXF Vanguard Extended Market ETF | 0.03% | 500 | $103K | No change |
| NEE Nextera Energy Inc. | 0.03% | 1,035 | $96K | No change |
| AWK American Water Works Co. Inc. | 0.03% | 700 | $95K | No change |
| PAYX Paychex Inc. | 0.02% | 985 | $91K | No change |
| SCHM Schwab US Mid Cap ETF | 0.02% | 2,880 | $89K | No change |
| JPM JPMorgan Chase & Co. | 0.02% | 296 | $87K | Add +102.7% |
| STX Seagate Technology Holdings | 0.02% | 211 | $83K | No change |
| IYW iShares Ustechnology ETF | 0.02% | 452 | $82K | New |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 377 | $81K | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 636 | $79K | Reduce -1.4% |
| VLGEA Village Super Market Class A | 0.02% | 1,821 | $77K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 375 | $74K | Add +0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 471 | $73K | No change |
| MMM 3M Co. | 0.02% | 500 | $73K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| AVGO Broadcom Inc. | Reduce -7.1% | 0.34% | −0.08 |
| AAPL Apple Inc. | Reduce -2.5% | 0.58% | −0.08 |
| ESGU iShares ESG Aware MSCI USA | Reduce -4.9% | 0.27% | −0.04 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.04 |
| NVDA Nvidia Corp. | Reduce -5.5% | 0.16% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -16.1% | 0.08% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.6% | 0.38% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 0.87% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -25.3% | 0.05% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.5% | 0.85% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -5.8% | 0.16% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 0.66% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 0.56% | −0.01 |
| SEIV Sei Qim US Large Cap Value A | Sold out | 0.00% | −0.01 |
| SEIM Sei Qim US Large Cap Momentu | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -3.7% | 0.09% | −0.01 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -7.7% | 0.07% | −0.01 |
| SEIQ Sei Qim US Large Cap Quality | Sold out | 0.00% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -1.2% | 0.25% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -5.8% | 0.07% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.0% | 0.31% | −0.00 |
| AVRE Avantis Real Estate ETF | Reduce -0.8% | 0.11% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.00 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.6% | 0.02% | −0.00 |
| PHYS Sprott Physical Gold Trust | Reduce -55.2% | 0.00% | −0.00 |
| UPS United Parcel Service Class B | Reduce -20.9% | 0.00% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -27.6% | 0.00% | −0.00 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.00 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.00 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -1.3% | 0.09% | −0.00 |
| TGT Target Corp. | Sold out | 0.00% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.4% | 0.02% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -44.4% | 0.00% | −0.00 |
| AZN Astrazeneca PLC | Reduce -0.5% | 0.01% | +0.00 |
| RTX RTX Corp. | Reduce -0.4% | 0.05% | +0.00 |
| HDV iShares Core High Dividend E | Reduce -2.7% | 0.79% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| AVUV Avantis US Small Cap Value | Add +3.1% | 6.79% | +0.53 |
| AVEM Avantis Emerging Markets Eq | Add +2.4% | 9.91% | +0.37 |
| AVDV Avantis Intl S/C Value ETF | Add +2.5% | 6.37% | +0.35 |
| VEA Vanguard Ftse Developed ETF | Add +3.2% | 8.59% | +0.23 |
| MUNI PIMCO Intermediate Municipal | Add +6.2% | 2.49% | +0.06 |
| REET iShares Global REIT ETF | Add +4.1% | 3.26% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +117.0% | 0.08% | +0.04 |
| FITB Fifth Third Bancorp | New | 0.03% | +0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.03% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.5% | 3.00% | +0.02 |
| IYW iShares Ustechnology ETF | New | 0.02% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +4.9% | 3.56% | +0.02 |
| VLGEA Village Super Market Class A | New | 0.02% | +0.02 |
| VOO Vanguard S&P 500 ETF | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.2% | 0.05% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +32.0% | 0.06% | +0.01 |
| BGRN iShares Usd Green Bond ETF | Add +31.6% | 0.06% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +0.0% | 0.34% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +102.7% | 0.02% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | Add +32.1% | 0.04% | +0.01 |
| CECO Ceco Environmental Corp. | New | 0.01% | +0.01 |
| SCHR Schwab Intermediate-Term US | Add +3.9% | 4.62% | +0.01 |
| OCEAN POWER TECHNOLOGIES INC | Add +308.0% | 0.01% | +0.00 |
| WMT Walmart Inc. | Add +0.1% | 0.04% | +0.00 |
| SPOT Spotify Technology SA | Add +400.0% | 0.00% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | Add +55.5% | 0.01% | +0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.9% | 0.09% | +0.00 |
| COST Costco Wholesale Corp. | Add +8.3% | 0.01% | +0.00 |
| DISV Dimensional International SM | Add +12.3% | 0.02% | +0.00 |
| PFE Pfizer Inc. | Add +10.1% | 0.01% | +0.00 |
| GILD Gilead Sciences Inc. | Add +0.5% | 0.01% | +0.00 |
| NFLX Netflix Inc. | Add +25.0% | 0.01% | +0.00 |
| LRCX Lam Research Corp. | New | 0.00% | +0.00 |
| META Meta Platforms Inc. Class A | Add +26.7% | 0.01% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +81.8% | 0.00% | +0.00 |
| UNP Union Pacific Corp. | Add +0.2% | 0.03% | +0.00 |
| PRU Prudential Financial Inc. | Add +32.9% | 0.00% | +0.00 |
| T AT&T Inc. | Add +0.4% | 0.00% | +0.00 |
| PPL PPL Corp. | Add +0.8% | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +28.6% | 0.01% | +0.00 |
| SBUX Starbucks Corp. | Add +3.1% | 0.00% | +0.00 |
| OPEN Opendoor Technologies Inc. | New | 0.00% | +0.00 |
| UTG Reaves Utility Income Fund | Add +1.9% | 0.00% | +0.00 |
| HITI High Tide Inc. | New | 0.00% | 0.00 |
| NOK Nokia Corp.-Spon ADR | New | 0.00% | 0.00 |
| SVM Silvercorp Metals Inc. | Add +85.7% | 0.00% | 0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 0.02% | 0.00 |
| VTRS Viatris Inc. | Add +100.0% | 0.00% | 0.00 |
| IMCB iShares Morningstar Mid-Cap | Add +0.4% | 0.01% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +0.5% | 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 |