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Morton Brown Family Wealth, LLC
hedge fundUpdated 13 days agoManaged by Morton Brown Family Wealth, Llc • Latest filing Q3 2026
Portfolio value
$449.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
31.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $367.3M |
| Q1 2026 | $378.4M |
| Q2 2026 | $441.1M |
| Q3 2026 | $449.6M |
Top holdings
412 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $127.6M | 4.35M | 28.37% | Added(+2.1%) | |
| 2 | ? N/A AVANTIS EMERGING MARKETS EQUITY ETF | $46.1M | 489.9K | 10.24% | Added(+1.9%) |
| 3 | $38.6M | 547.0K | 8.59% | Added(+2.7%) | |
| 4 | ? N/A AVANTIS U.S. SMALL CAP VALUE ETF | $29.6M | 251.0K | 6.57% | Added(+1.7%) |
| 5 | ? N/A AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $28.7M | 262.6K | 6.39% | Added(+2.9%) |
| 6 | $20.9M | 207.2K | 4.66% | Added(+2.2%) | |
| 7 | $18.5M | 781.6K | 4.12% | Added(+2.4%) | |
| 8 | $16.8M | 22.1K | 3.74% | Trimmed(-0.5%) | |
| 9 | $15.3M | 195.0K | 3.40% | Added(+7.9%) | |
| 10 | $13.9M | 539.5K | 3.09% | Added(+3.7%) | |
| 11 | $12.2M | 261.2K | 2.72% | Added(+1.8%) | |
| 12 | $8.6M | 172.2K | 1.90% | Trimmed(-9.3%) | |
| 13 | $6.1M | 58.3K | 1.36% | Added(+5.0%) | |
| 14 | $5.6M | 72.6K | 1.25% | Trimmed(-5.2%) | |
| 15 | $3.9M | 81.7K | 0.86% | Added(+872.9%) | |
| 16 | $3.4M | 33.1K | 0.77% | Trimmed(-0.4%) | |
| 17 | $3.4M | 68.4K | 0.76% | Trimmed(-0.5%) | |
| 18 | $2.9M | 104.1K | 0.65% | Trimmed(-3.3%) | |
| 19 | $2.8M | 8.5K | 0.63% | Added(+0.9%) | |
| 20 | $2.6M | 3.6K | 0.59% | Added(+10.3%) |