Morton Brown Family Wealth, LLC
Q3 2026 13F filing
Updated 13 days ago412 disclosed positions worth $449.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB U.S. BROAD MARKET ETF | $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 | V VANGUARD FTSE DEVELOPED MARKETS ETF | $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 | E ISHARES NATIONAL MUNI BOND ETF | $20.9M | 207.2K | 4.66% | Added(+2.2%) |
| 7 | S SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $18.5M | 781.6K | 4.12% | Added(+2.4%) |
| 8 | S STATE STREET SPDR S&P 500 ETF | $16.8M | 22.1K | 3.74% | Trimmed(-0.5%) |
| 9 | V VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $15.3M | 195.0K | 3.40% | Added(+7.9%) |
| 10 | E ISHARES GLOBAL REIT ETF | $13.9M | 539.5K | 3.09% | Added(+3.7%) |
| 11 | V VANGUARD TOTAL INTERNATIONAL BOND ETF | $12.2M | 261.2K | 2.72% | Added(+1.8%) |
| 12 | P PIMCO INTERMED MUNI BOND | $8.6M | 172.2K | 1.90% | Trimmed(-9.3%) |
| 13 | E ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $6.1M | 58.3K | 1.36% | Added(+5.0%) |
| 14 | V VANGUARD SHORT-TERM CORPORATE BOND ETF | $5.6M | 72.6K | 1.25% | Trimmed(-5.2%) |
| 15 | V VANGUARD TAX-EXEMPT BOND ETF | $3.9M | 81.7K | 0.86% | Added(+872.9%) |
| 16 | E ISHARES MSCI EAFE ETF | $3.4M | 33.1K | 0.77% | Trimmed(-0.4%) |
| 17 | S SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $3.4M | 68.4K | 0.76% | Trimmed(-0.5%) |
| 18 | E ISHARES CORE HIGH DIVIDEND ETF | $2.9M | 104.1K | 0.65% | Trimmed(-3.3%) |
| 19 | A APPLE INC COM | $2.8M | 8.5K | 0.63% | Added(+0.9%) |
| 20 | Q INVESCO QQQ TRUST SERIES I | $2.6M | 3.6K | 0.59% | Added(+10.3%) |
| 21 | E ISHARES CORE MSCI EAFE ETF | $2.6M | 27.2K | 0.59% | Trimmed(-0.2%) |
| 22 | V VANGUARD MORNINGSTAR SMALL-CAP ETF | $2.3M | 8.1K | 0.51% | Trimmed(-0.5%) |
| 23 | V VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $2M | 5.2K | 0.44% | Added(+2.9%) |
| 24 | V VANGUARD FTSE EMERGING MARKETS ETF | $1.6M | 27.3K | 0.36% | Added(+2.3%) |
| 25 | J JPMORGAN MUNICIPAL ETF | $1.6M | 33.5K | 0.35% | — |
| 26 | V VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.2M | 14.3K | 0.27% | Trimmed(-3.9%) |
| 27 | M MICROSOFT CORP COM | $1.2M | 2.4K | 0.27% | Trimmed(-47.8%) |
| 28 | E ISHARES ESG AWARE MSCI USA ETF | $1.2M | 7.3K | 0.27% | Unchanged |
| 29 | A BROADCOM INC COM | $1.2M | 3.4K | 0.27% | Trimmed(-0.7%) |
| 30 | E ISHARES RUSSELL 2000 ETF | $1.2M | 4.3K | 0.26% | Trimmed(-0.9%) |
| 31 | V VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $1.1M | 7.3K | 0.25% | Trimmed(-9.0%) |
| 32 | A AIR PRODUCTS AND CHEMICALS INC COM | $833K | 3.0K | 0.19% | Unchanged |
| 33 | N NVIDIA CORPORATION COM | $815K | 3.6K | 0.18% | Added(+0.3%) |
| 34 | ? N/A SCHWAB 5-10 YEAR CORPORATE BOND ETF | $753K | 35.1K | 0.17% | Added(+188.4%) |
| 35 | B BANK OF AMER CORP COM | $644K | 11.8K | 0.14% | Unchanged |
| 36 | E ISHARES ESG AWARE MSCI EAFE ETF | $642K | 6.2K | 0.14% | Unchanged |
| 37 | E ISHARES 3-7 YEAR TREASURY BOND ETF | $520K | 4.6K | 0.12% | Added(+252.9%) |
| 38 | S SCHWAB INTERNATIONAL EQUITY ETF | $491K | 17.9K | 0.11% | Unchanged |
| 39 | G ALPHABET INC CAP STK CL A | $459K | 1.3K | 0.10% | Unchanged |
| 40 | S STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $450K | 19.9K | 0.10% | Added(+122.8%) |
| 41 | E ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $447K | 6.5K | 0.10% | Added(+0.6%) |
| 42 | ? N/A AVANTIS REAL ESTATE ETF | $432K | 9.7K | 0.10% | Trimmed(-0.6%) |
| 43 | E ISHARES CORE S&P 500 ETF | $417K | 545 | 0.09% | Unchanged |
| 44 | V VANGUARD S&P 500 ETF | $404K | 577 | 0.09% | Trimmed(-23.5%) |
| 45 | V VILLAGE SUPER MKT INC CL A NEW | $397K | 8.7K | 0.09% | Trimmed(-5.4%) |
| 46 | ? N/A SCHWAB MUNICIPAL BOND ETF | $394K | 16.3K | 0.09% | — |
| 47 | S STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $392K | 7.8K | 0.09% | Trimmed(-1.9%) |
| 48 | S STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $389K | 16.6K | 0.09% | Added(+23.2%) |
| 49 | M MCDONALDS CORP COM | $381K | 1.6K | 0.08% | Trimmed(-1.4%) |
| 50 | S SCHWAB U.S. LARGE-CAP ETF | $371K | 12.4K | 0.08% | Unchanged |