Morton Brown Family Wealth, LLC Portfolio Holdings

Morton Brown Family Wealth, LLC

  • $328 Million
  • Q2 2025

Morton Brown Family Wealth, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $328 Million distributed in 319 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $91.4M, American Centy ETF Tr Avantis with a value of $31.7M, Vanguard Ftse Developed Market with a value of $27.5M, American Centy ETF Tr Avantis with a value of $19.2M, and American Centy ETF Tr Avantis with a value of $18.9M.

Examining the 13F form we can see an increase of $34.5M in the current position value, from $294M to 328M.

Below you can find more details about Morton Brown Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $328 Million
ETFs: $316 Million
Technology: $5.87 Million
Financial Services: $1.37 Million
Industrials: $999,000
Communication Services: $898,000
Healthcare: $790,000
Consumer Cyclical: $763,000
Energy: $632,000
Other: $759,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$91.4 Million 27.82% of portfolio
3,833,932
Q2 2025 Added 4.1%
$0
$31.7 Million 9.64% of portfolio
462,071
Q2 2025 Added 8.32%
$0
$27.5 Million 8.37% of portfolio
482,307
Q2 2025 Added 9.66%
$0
$19.2 Million 5.84% of portfolio
210,393
Q2 2025 Added 0.96%
$0
$18.9 Million 5.74% of portfolio
237,808
Q2 2025 Added 9.97%
$0
$18.5 Million 5.63% of portfolio
177,090
Q2 2025 Reduced 16.34%
$0
$13.8 Million 4.19% of portfolio
549,484
Q2 2025 Added 10.53%
$0
$13.7 Million 4.17% of portfolio
22,162
Q2 2025 Added 3.3%
$0
$10.7 Million 3.24% of portfolio
431,190
Q2 2025 Added 6.09%
$0
$10.1 Million 3.07% of portfolio
121,563
Q2 2025 Added 4.78%
$0
$9.9 Million 3.01% of portfolio
192,730
Q2 2025 Added 13.97%
$0
$8.39 Million 2.56% of portfolio
169,512
Q2 2025 Added 5.44%
$0
$6.36 Million 1.94% of portfolio
59,800
Q2 2025 Reduced 6.82%
$0
$4.14 Million 1.26% of portfolio
52,016
Q2 2025 Added 3.87%
$0
$3.22 Million 0.98% of portfolio
75,592
Q2 2025 Added 2.81%
$0
$3.09 Million 0.94% of portfolio
34,544
Q2 2025 Reduced 2.01%
$0
$2.31 Million 0.7% of portfolio
27,668
Q2 2025 Reduced 0.19%
$0
$1.95 Million 0.59% of portfolio
8,242
Q2 2025 Reduced 0.35%
$3.69T
$1.87 Million 0.57% of portfolio
9,103
Q2 2025 Reduced 2.5%
$0
$1.69 Million 0.52% of portfolio
3,069
Q2 2025 Added 2.61%
$127B
$1.48 Million 0.45% of portfolio
5,387
Q2 2025 Reduced 14.79%
$0
$1.49 Million 0.45% of portfolio
4,886
Q2 2025 Added 2.95%
$0
$1.32 Million 0.4% of portfolio
26,693
Q1 2025 Reduced 8.39%
$3.95T
$1.24 Million 0.38% of portfolio
2,496
Q1 2025 Added 6.76%
$0
$1.07 Million 0.33% of portfolio
7,985
Q2 2025 Reduced 5.46%
$0
$1.07 Million 0.33% of portfolio
7,942
Q2 2025 Added 0.06%
$0
$1.07 Million 0.32% of portfolio
36,195
Q2 2025 Added 5,785.37%
$0
$937,000 0.29% of portfolio
4,346
Q4 2024 Reduced 7.65%
$0
$928,000 0.28% of portfolio
13,442
Q2 2025 Reduced 0.33%
$456B
$620,000 0.19% of portfolio
3,928
Q2 2025 Added 1.5%
$0
$589,000 0.18% of portfolio
6,607
Q1 2025 Added 0.2%
$381B
$590,000 0.18% of portfolio
12,486
Q1 2025 Added 0.8%
$0
$499,000 0.15% of portfolio
1,757
Q2 2025 Reduced 9.01%
$776M
$420,000 0.13% of portfolio
20,096
Q1 2024 Reduced 0.79%
$621B
$438,000 0.13% of portfolio
903
Q1 2024 Reduced 18.21%
$0
$431,000 0.13% of portfolio
9,769
Q2 2025 Added 3.95%
$0
$395,000 0.12% of portfolio
17,884
Q4 2024 Added 224.04%
$0
$394,000 0.12% of portfolio
6,405
Q2 2025 Added 0.74%
$0
$360,000 0.11% of portfolio
580
Q2 2025 Reduced 7.05%
$0
$342,000 0.1% of portfolio
5,461
Q1 2025 Reduced 16.09%
$222B
$280,000 0.09% of portfolio
960
Q2 2025 Added 0.1%
$0
$301,000 0.09% of portfolio
12,336
Q4 2024 Added 200.0%
$207B
$290,000 0.09% of portfolio
2,344
Q4 2024 Added 81.85%
$0
$290,000 0.09% of portfolio
7,166
Q2 2025 Added 4.61%
$452B
$309,000 0.09% of portfolio
2,027
Q2 2025 Added 2,715.28%
$0
$311,000 0.09% of portfolio
3,904
Q2 2025 Reduced 21.15%
$0
$302,000 0.09% of portfolio
712
Q3 2024 Added 0.42%
$0
$291,000 0.09% of portfolio
4,702
Q1 2025 Reduced 24.57%
$0
$271,000 0.08% of portfolio
3,052
Q1 2025 Added 2.28%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $328 Million
  • Prior Value $294 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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