Morton Brown Family Wealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Morton Brown Family Wealth, LLC 13F Holdings
CIK 0001909851 · ALLENTOWN, PA
As of Sep 30, 2025, Morton Brown Family Wealth, LLC reported
264 positions worth $348.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US BROAD MARKET ETF | SCHB | — | 3,829,077 | $98.4M | 28.27% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 459,692 | $34.5M | 9.91% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 484,784 | $29.0M | 8.34% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 236,947 | $21.1M | 6.06% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 211,947 | $21.1M | 6.06% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 153,890 |
|
6.4M4.71% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 584,191 |
4.7M | 4.22% |
| SPDR S&P 500 ETF TRUST | SPY | — | 22,020 |
4.7M | 4.21% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 133,109 |
1.2M | 3.21% |
| ISHARES GLOBAL REIT ETF | REET | — | 435,194 |
1.1M | 3.19% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 192,027 | $9.5M | 2.73% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 177,723 | $9.3M | 2.67% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 57,714 | $6.2M | 1.77% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 58,205 | $4.7M | 1.34% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 74,816 | $3.4M | 0.98% |
| ISHARES MSCI EAFE ETF | EFA | — | 34,356 | $3.2M | 0.92% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 23,207 | $2.8M | 0.82% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 27,510 | $2.4M | 0.69% |
| APPLE INC | AAPL | Technology | 8,702 | $2.2M | 0.64% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 8,217 | $2.1M | 0.60% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 3,191 |
.9M | 0.55% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,886 |
.6M | 0.46% |
| BROADCOM INC | AVGO | Technology | 4,656 |
.5M | 0.44% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 26,745 |
.4M | 0.42% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 7,942 |
.2M | 0.33% |