Institutional Manager · CIK 0001909851

Morton Brown Family Wealth, LLC

ALLENTOWN, PA · File #028-21768

Latest AUM

$367.3M

Positions

294

Top-10 Concentration

80.4%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	SCHWAB INTERMEDIATE-TERM US TREASURY ETF	808524854	+91,143	+$2.3M	-$29,207
ADD	ISHARES NATIONAL MUNI BOND ETF	464288414	+17,341	+$1.9M	+$95,466
ADD	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	92206C870	+22,065	+$1.8M	-$47,926
ADD	VANGUARD TOTAL INTERNATIONAL BOND ETF	92203J407	+34,372	+$1.7M	-$218,927
ADD	AVANTIS U.S. SMALL CAP VALUE ETF	025072877	+13,502	+$1.4M	+$519,245
ADD	MICROSOFT CORP COM	MSFT	+2,224	+$1.1M	-$75,801
ADD	ISHARES GLOBAL REIT ETF	46434V647	+36,346	+$906,834	-$265,461
ADD	VANGUARD SHORT-TERM CORPORATE BOND ETF	92206C409	+9,574	+$763,333	-$11,643
ADD	AIR PRODS & CHEMS INC COM	AIIR	+2,652	+$655,097	-$8,764
ADD	SCHWAB U.S. BROAD MARKET ETF	808524102	+18,364	+$481,688	+$2.0M

Sector Allocation

Technology

2.1%$7.8M

Financials

0.6%$2.3M

Consumer Discretionary

0.3%$961,061

0.3%$925,605

0.2%$638,379

0.1%$545,421

0.0%$174,275

0.0%$112,099

Communication Services

0.0%$123,433

Materials

0.0%$75,024

Real Estate

0.0%$28

Filing History

Jan 28, 202613F HOLDINGS REPORTQ/E Dec 2025294 pos · $367.3M
Oct 21, 202513F HOLDINGS REPORTQ/E Sep 2025264 pos · $348.5M
Jul 24, 202513F HOLDINGS REPORTQ/E Jun 2025319 pos · $328.7M
Apr 25, 202513F HOLDINGS REPORTQ/E Mar 2025324 pos · $294.2M
Jan 31, 202513F HOLDINGS REPORTQ/E Dec 2024284 pos · $286.9M
Oct 24, 202413F HOLDINGS REPORTQ/E Sep 2024271 pos · $281.4M
Jul 30, 202413F HOLDINGS REPORTQ/E Jun 2024221 pos · $253.3M
Apr 23, 202413F HOLDINGS REPORTQ/E Mar 2024216 pos · $242.3M
Oct 18, 202313F HOLDINGS REPORTQ/E Dec 2023179 pos · $193.7M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	SCHWAB U.S. BROAD MARKET ETF	808524102	3,847,441	$100.9M	28.29%
2	AVANTIS EMERGING MARKETS EQUITY ETF	025072604	454,605	$35.0M	9.82%
3	VANGUARD FTSE DEVELOPED MARKETS ETF	921943858	491,908	$30.7M	8.61%
4	AVANTIS U.S. SMALL CAP VALUE ETF	025072877	225,449	$23.0M	6.44%
5	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	025072802	235,539	$22.1M	6.20%
6	ISHARES NATIONAL MUNI BOND ETF	464288414	171,231	$18.3M	5.14%
7	SCHWAB INTERMEDIATE-TERM US TREASURY ETF	808524854	675,334	$16.9M	4.75%
8	SPDR S&P 500 ETF TRUST	SPY	21,885	$14.9M	4.18%
9	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	92206C870	155,174	$13.0M	3.64%
10	ISHARES GLOBAL REIT ETF	46434V647	471,540	$11.8M	3.30%
11	VANGUARD TOTAL INTERNATIONAL BOND ETF	92203J407	226,399	$10.9M	3.07%
12	PIMCO INTERMED MUNI BOND	72201R866	170,176	$8.9M	2.50%
13	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	464288158	53,804	$5.7M	1.61%
14	VANGUARD SHORT-TERM CORPORATE BOND ETF	92206C409	67,779	$5.4M	1.51%
15	ISHARES MSCI EAFE ETF	464287465	33,827	$3.2M	0.91%
16	SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	808524888	69,846	$3.2M	0.89%
17	ISHARES CORE HIGH DIVIDEND ETF	46429B663	22,722	$2.8M	0.77%
18	ISHARES CORE MSCI EAFE ETF	46432F842	27,443	$2.5M	0.69%
19	APPLE INC COM	AAPL	8,804	$2.4M	0.67%
20	MICROSOFT CORP COM	MSFT	4,433	$2.1M	0.60%