Morton Brown Family Wealth, LLC Portfolio Holdings

Morton Brown Family Wealth, LLC

  • $348 Million
  • Q3 2025

Morton Brown Family Wealth, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $348 Million distributed in 264 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 $98.4M, American Centy ETF Tr Avantis with a value of $34.5M, Vanguard Ftse Developed Market with a value of $29M, American Centy ETF Tr Avantis with a value of $21.1M, and American Centy ETF Tr Avantis with a value of $21.1M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $328M to 348M.

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

Portfolio value $348 Million
ETFs: $336 Million
Technology: $6.26 Million
Financial Services: $1.27 Million
Industrials: $1.03 Million
Communication Services: $989,000
Consumer Cyclical: $743,000
Healthcare: $535,000
Energy: $401,000
Other: $681,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$98.4 Million 28.27% of portfolio
3,829,077
Q3 2025 Reduced 0.13%
$0
$34.5 Million 9.92% of portfolio
459,692
Q3 2025 Reduced 0.51%
$0
$29 Million 8.34% of portfolio
484,784
Q3 2025 Added 0.51%
$0
$21.1 Million 6.06% of portfolio
211,947
Q3 2025 Added 0.74%
$0
$21.1 Million 6.06% of portfolio
236,947
Q3 2025 Reduced 0.36%
$0
$16.4 Million 4.71% of portfolio
153,890
Q3 2025 Reduced 13.1%
$0
$14.7 Million 4.22% of portfolio
584,191
Q3 2025 Added 6.32%
$0
$14.7 Million 4.21% of portfolio
22,020
Q3 2025 Reduced 0.64%
$0
$11.2 Million 3.22% of portfolio
133,109
Q3 2025 Added 9.5%
$0
$11.1 Million 3.19% of portfolio
435,194
Q3 2025 Added 0.93%
$0
$9.5 Million 2.73% of portfolio
192,027
Q3 2025 Added 13.28%
$0
$9.29 Million 2.67% of portfolio
177,723
Q3 2025 Reduced 7.79%
$0
$6.16 Million 1.77% of portfolio
57,714
Q3 2025 Reduced 3.49%
$0
$4.65 Million 1.34% of portfolio
58,205
Q3 2025 Added 11.9%
$0
$3.4 Million 0.98% of portfolio
74,816
Q3 2025 Reduced 1.03%
$0
$3.21 Million 0.92% of portfolio
34,356
Q3 2025 Reduced 0.54%
$0
$2.4 Million 0.69% of portfolio
27,510
Q3 2025 Reduced 0.57%
$4.3T
$2.22 Million 0.64% of portfolio
8,702
Q3 2025 Reduced 4.41%
$0
$2.09 Million 0.6% of portfolio
8,217
Q3 2025 Reduced 0.3%
$0
$1.92 Million 0.55% of portfolio
3,191
Q3 2025 Added 3.98%
$0
$1.6 Million 0.46% of portfolio
4,886
Q2 2025 Added 2.95%
$139B
$1.54 Million 0.44% of portfolio
4,656
Q3 2025 Reduced 13.57%
$0
$1.45 Million 0.42% of portfolio
26,745
Q3 2025 Added 0.19%
$0
$1.16 Million 0.33% of portfolio
7,942
Q2 2025 Added 0.06%
$0
$1.15 Million 0.33% of portfolio
36,195
Q2 2025 Added 5,785.37%
$3.78T
$1.14 Million 0.33% of portfolio
2,209
Q3 2025 Reduced 11.5%
$0
$1.14 Million 0.33% of portfolio
7,978
Q3 2025 Reduced 0.09%
$0
$1.05 Million 0.3% of portfolio
4,346
Q4 2024 Reduced 7.65%
$0
$982,000 0.28% of portfolio
13,373
Q3 2025 Reduced 0.51%
$465B
$690,000 0.2% of portfolio
3,703
Q3 2025 Reduced 5.73%
$413B
$619,000 0.18% of portfolio
12,008
Q3 2025 Reduced 3.83%
$0
$614,000 0.18% of portfolio
6,607
Q1 2025 Added 0.2%
$0
$516,000 0.15% of portfolio
1,757
Q2 2025 Reduced 9.01%
$0
$436,000 0.13% of portfolio
9,805
Q3 2025 Added 0.37%
$0
$416,000 0.12% of portfolio
17,884
Q4 2024 Added 224.04%
$0
$414,000 0.12% of portfolio
6,438
Q3 2025 Added 0.52%
$0
$378,000 0.11% of portfolio
566
Q3 2025 Reduced 2.41%
$10.1B
$362,000 0.1% of portfolio
1,050
Q2 2025 Reduced 32.26%
$0
$345,000 0.1% of portfolio
3,895
Q3 2025 Reduced 0.23%
$0
$348,000 0.1% of portfolio
5,461
Q1 2025 Reduced 16.09%
$662B
$353,000 0.1% of portfolio
703
Q3 2025 Reduced 22.15%
$0
$337,000 0.1% of portfolio
720
Q3 2025 Added 1.12%
$0
$324,000 0.09% of portfolio
12,336
Q4 2024 Added 200.0%
$0
$306,000 0.09% of portfolio
7,166
Q2 2025 Added 4.61%
$0
$279,000 0.08% of portfolio
3,052
Q1 2025 Added 2.28%
$193B
$268,000 0.08% of portfolio
2,344
Q4 2024 Added 81.85%
$0
$279,000 0.08% of portfolio
6,434
Q2 2025 Added 0.09%
$224B
$292,000 0.08% of portfolio
962
Q3 2025 Added 0.21%
$0
$293,000 0.08% of portfolio
9,185
Q3 2025 Reduced 2.04%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $348 Million
  • Prior Value $328 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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