StockDriftsStockDriftsTop 50 Morton Brown Family Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 27.98% | 4.26M | $123.4M | +6.06%(+243.64K) | $18.96(+58.28%) | 2026-06-30 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 10.51% | 480.5K | $46.4M | +3.28%(+15.24K) | $57.14(+63.91%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 8.6% | 532.6K | $38.0M | +4.95%(+25.12K) | $50.17(+47.51%) | 2026-06-30 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 6.98% | 246.9K | $30.8M | +6.16%(+14.33K) | $92.86(+38.02%) | 2026-06-30 | |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 5.96% | 255.2K | $26.3M | +5.67%(+13.68K) | $70.20(+58.19%) | 2026-06-30 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 4.95% | 202.8K | $21.8M | +15.66%(+27.46K) | $107.78(-1.90%) | 2026-06-30 | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 4.27% | 763.0K | $18.8M | +8.73%(+61.25K) | $26.04(-6.15%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 3.75% | 22.2K | $16.6M | -0.24%(-53) | $414.14(+87.22%) | 2026-06-30 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 3.39% | 180.7K | $14.9M | +10.99%(+17.89K) | $82.20(-1.28%) | 2026-06-30 | |
| REET | ISHARES GLOBAL REIT ETF | 3.26% | 520.3K | $14.4M | +5.96%(+29.28K) | $26.75(+4.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.98% | +44.23% | — | — | +28.28% |
| Top 20 Holdings Unweighted | +9.55% | +31.48% | — | — | +18.71% |
Morton Brown Family Wealth, LLC reports $441.08M in US-listed equity holdings across 416 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (28.0%), AVEM (10.5%) and VEA (8.6%). The top 20 holdings account for 91.35% of reported assets. Its disclosed equity book has returned +44.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Morton Brown Family Wealth, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Morton Brown Family Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909851). View Morton Brown Family Wealth, LLC’s 13F filings on SEC