Latest Morton Brown Family Wealth, LLC Stock Portfolio

Morton Brown Family Wealth, LLC Performance:

2025 Q4: 1.73%YTD: 14.93%2024: -21.97%

Performance for 2025 Q4 is 1.73%, and YTD is 14.93%, and 2024 is -21.97%.

About Morton Brown Family Wealth, LLC and 13F Hedge Fund Stock Holdings

Morton Brown Family Wealth, LLC is a hedge fund based in Allentown, PA. On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Morton Brown Family Wealth, LLC reported an equity portfolio of $367.3 Millions as of 31 Dec, 2025.

The top stock holdings of Morton Brown Family Wealth, LLC are FNDA, AEMB, VEA. The fund has invested 27.5% of it's portfolio in SCHWAB U.S. BROAD MARKET ETF and 9.5% of portfolio in AVANTIS EMERGING MARKETS EQUITY ETF.

The fund managers got completely rid off KELLANOVA COM (K), AUTOMATIC DATA PROCESSING INC COM (ADP) and VANGUARD S&P 500 ETF (VB) stocks. They significantly reduced their stock positions in META PLATFORMS INC CL A (META), VANGUARD UTILITIES ETF (VAW) and DISNEY WALT CO COM (DIS). Morton Brown Family Wealth, LLC opened new stock positions in COMERICA INC COM (CMA), BLOCK INC CL A (SQ) and SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC COM (NFLX), AIR PRODS & CHEMS INC COM (APD) and 3M CO COM (MMM).

Morton Brown Family Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Morton Brown Family Wealth, LLC made a return of 1.73% in the last quarter. In trailing 12 months, it's portfolio return was 14.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
comerica inc com	131,525
block inc cl a	65,090
sei enhanced u.s. large cap value factor etf	45,982
sei enhanced u.s. large cap momentum factor etf	44,423
wheaton precious metals corp com	42,072
vaneck gold miners etf	36,366
schwab u.s. small-cap etf	30,445
vaneck junior gold miners etf	22,984

New stocks bought by Morton Brown Family Wealth, LLC

Additions

Ticker	% Inc.
netflix inc com	1,233
air prods & chems inc com	777
3m co com	400
home depot inc com	387
palantir technologies inc cl a	250
microsoft corp com	100
state street technology select sector spdr etf	100
visa inc com cl a	80.00

Additions to existing portfolio by Morton Brown Family Wealth, LLC

Reductions

Ticker	% Reduced
meta platforms inc cl a	-52.53
vanguard utilities etf	-35.42
disney walt co com	-31.87
vanguard small-cap growth etf	-22.45
procter and gamble co com	-20.77
interdigital inc com	-19.05
vanguard mid-cap growth etf	-15.77
vanguard value etf	-15.58

Morton Brown Family Wealth, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
kellanova com	-55,446
taysha gene therapies inc com shs	-850
automatic data processing inc com	-51,363
otis worldwide corp com	-9,143
editas medicine inc com	-226
arista networks inc com shs	-8,743
ge healthcare technologies inc common stock	-4,506
ishares select u.s. reit etf	-3,081

Morton Brown Family Wealth, LLC got rid off the above stocks

Sector Distribution

Morton Brown Family Wealth, LLC has about 95.4% of it's holdings in Others sector.

Sector	%
Others	95.4
Technology	2.1

Market Cap. Distribution

Morton Brown Family Wealth, LLC has about 3.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	95.4
MEGA-CAP	2.4
LARGE-CAP	1.2

Stocks belong to which Index?

About 3.6% of the stocks held by Morton Brown Family Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.5
S&P 500	3.6

Top 5 Winners (%)		%
MU	micron technology inc com	70.6 %
GH	guardant health inc com	63.5 %
WBD	warner bros discovery inc com ser a	47.6 %
CNF	cnfinance hldgs ltd sponsored ads	43.8 %
LLY	eli lilly & co com	38.8 %

Top 5 Winners ($)		$
FNDA	schwab u.s. broad market etf	2.0 M
VEA	vanguard ftse developed markets etf	1.2 M
AEMB	avantis international small cap value etf	1.2 M
AEMB	avantis emerging markets equity etf	0.9 M
AEMB	avantis u.s. small cap value etf	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc com	-86.4 %
XLB	state street technology select sector spdr etf	-41.8 %
	newsmax inc com shs class b	-37.7 %
ALCC	oklo inc com cl a	-33.8 %
MP	mp materials corp com cl a	-24.7 %

Top 5 Losers ($)		$
ACWF	ishares global reit etf	-0.3 M
BNDX	vanguard total international bond etf	-0.2 M
NFLX	netflix inc com	-0.1 M
MSFT	microsoft corp com	-0.1 M
BNDW	vanguard intermediate-term corporate bond etf	-0.1 M

Morton Brown Family Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Morton Brown Family Wealth, LLC

Morton Brown Family Wealth, LLC has 294 stocks in it's portfolio. About 78.1% of the portfolio is in top 10 stocks. ACWF proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Morton Brown Family Wealth, LLC last quarter.

Last Reported on: 28 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	0.65	8,804	2,393,560	added	1.17

AAXJ	ishares national muni bond etf	4.99	171,231	18,340,600	added	11.27

AAXJ	ishares short-term national muni bond etf	1.56	53,804	5,740,860	reduced	-6.77

AAXJ	ishares msci acwi ex u.s. etf	0.05	2,698	181,117	unchanged	0.00

AAXJ	ishares 3-7 year treasury bond etf	0.05	1,470	175,445	unchanged	0.00

AAXJ	ishares 5-10 year investment grade corporate bond etf	0.04	2,486	133,946	unchanged	0.00

AAXJ	ishares morningstar mid-cap etf	0.01	486	40,217	added	0.41

AAXJ	ishares msci eafe growth etf	0.00	51.00	5,810	unchanged	0.00

AAXJ	ishares msci eafe value etf	0.00	36.00	2,571	unchanged	0.00

AAXJ	ishares u.s. aerospace & defense etf	0.00	6.00	1,288	new

AAXJ	ishares u.s. pharmaceuticals etf	0.00	9.00	763	new

AAXJ	ishares msci acwi etf	0.00	4.00	566	unchanged	0.00

AAXJ	ishares morningstar mid-cap growth etf	0.00	5.00	399	unchanged	0.00

ABBV	abbvie inc com	0.01	114	26,048	added	14.00

ABC	cencora inc com	0.00	40.00	13,510	unchanged	0.00

ABNB	airbnb inc com cl a	0.01	150	20,358	unchanged	0.00

ABT	abbott labs com	0.00	103	12,905	added	3.00

ACWF	ishares global reit etf	3.20	471,540	11,764,900	added	8.35

ACWF	ishares core dividend growth etf	0.03	1,790	124,262	unchanged	0.00

ACWV	ishares msci emerging markets min vol factor etf	0.09	5,400	345,816	reduced	-1.12