Morton Brown Family Wealth, LLC
•CIK: 1909851•Filing: Q4 2025
**Morton Brown Family Wealth, LLC** manages $367M across a diversified portfolio of 294 holdings. The strategy exhibits a notable allocation to broad market equity exposure, anchored by a significant $100.9M position in SCHB. Further diversification is evident through substantial allocations to international and sector-specific ETFs, including AVEM ($35.0M) and VEA ($30.7M). Top holdings also reflect tactical tilts toward growth and income, notably with AVUV ($23.0M) and a $14.9M position in SPY.
Total AUM
$367.3M
QoQ Performance
+5.4%
Positions
294
Top 10 Concentration
78.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHB
AVEM
VEA
AVUV
AVDV
SCHB27.5%
AVEM9.5%
VEA8.4%
AVUV6.3%
AVDV6.0%
MUB5.0%
SCHR4.6%
SPY4.1%
📈 Biggest Buys
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+15.6%
4.6% of portfolio
MUB
ISHARES NATIONAL MUNI BOND ETF
+11.3%
5.0% of portfolio
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+16.6%
3.5% of portfolio
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+17.9%
3.0% of portfolio
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+6.4%
6.3% of portfolio
📉 Biggest Sells
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-6.8%
1.6% of portfolio
MUNI
PIMCO INTERMED MUNI BOND
-4.2%
2.4% of portfolio
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
-1.1%
9.5% of portfolio
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-6.6%
0.9% of portfolio
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
-0.6%
6.0% of portfolio
Sector Breakdown
Other92.5%
ETF4.2%
Technology2.1%
Consumer0.3%
Financial0.3%
Materials0.2%
Industrial0.2%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
+72 more exited positions
Changes from Q3 2025
NEW13 new positions
↑63 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023