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 Market Cap. of $200 Billions or more
