Morton Brown Family Wealth, LLC
CIK 1909851
13F filing for Q2 2026・No. 4,239
- Holdings
- US$441.08M
- Quarter change
- +US$62.66M
- Entries
- 416
- Net bought (estimate)
- +US$23.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 135
- Sold out 11
- Cut 40
- Added 100
- Corporate actions 2
- Unchanged 141
Largest holdings
416 stocks worth US$441.08M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETFETF | Added | 4,261,509 | US$123.41M | 27.98% |
| AVANTIS EMERGING MARKETS EQUITY ETFETF | Added | 480,549 | US$46.37M | 10.51% |
| VANGUARD FTSE DEVELOPED MARKETS ETFETF | Added | 532,635 | US$37.95M | 8.60% |
| AVANTIS U.S. SMALL CAP VALUE ETFETF | Added | 246,862 | US$30.8M | 6.98% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETFETF | Added | 255,151 | US$26.29M | 5.96% |
| MUBISHARES NATIONAL MUNI BOND ETFETF | Added | 202,817 | US$21.83M | 4.95% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETFETF | Added | 762,960 | US$18.81M | 4.27% |
| SPYSTATE STREET SPDR S&P 500 ETFETF | Cut | 22,163 | US$16.55M | 3.75% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFETF | Added | 180,706 | US$14.94M | 3.39% |
| ISHARES GLOBAL REIT ETFETF | Added | 520,305 | US$14.37M | 3.26% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.