Latest Morton Brown Family Wealth, LLC Stock Portfolio
$441Million | No. of Holdings #416
Morton Brown Family Wealth, LLC Performance
2026 Q2+7.91%
YTD+7.86%
2025+14.98%
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 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Morton Brown Family Wealth, LLC reported an equity portfolio of $441.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Morton Brown Family Wealth, LLC are FNDA, AEMB, VEA. The fund has invested 28% of it's portfolio in SCHWAB U.S. BROAD MARKET ETF and 10.5% of portfolio in AVANTIS EMERGING MARKETS EQUITY ETF. <br><br> The fund managers got completely rid off EXXON MOBIL CORP COM (XOM), AIRBNB INC COM CL A (ABNB) and VERIZON COMMUNICATIONS INC COM (VZ) stocks. They significantly reduced their stock positions in SALESFORCE INC COM (CRM), ISHARES RUSSELL 1000 VALUE ETF (IJR) and DOMINION ENERGY INC COM (D). Morton Brown Family Wealth, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP COM SHS, VANECK HIGH YIELD MUNI ETF (BUZZ) and CITIGROUP INC COM NEW (C). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOGY ETF (VAW), VANGUARD S&P 500 ETF (VB) and PPL CORP COM (PPL).
Morton Brown Family Wealth, LLC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$441Million
as of Jul 21, 2026Morton 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 7.91% in the last quarter. In trailing 12 months, it's portfolio return was 16.82%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| exxonmobil holdings corp com shs | 138,398 |
| space exploration techn corp class a com stk | 49,037 |
| vaneck high yield muni etf | 35,027 |
| citigroup inc com new | 17,635 |
| robinhood mkts inc com cl a | 15,042 |
| marvell technology inc com | 7,447 |
| kla corp com new | 6,034 |
| texas instrs inc com | 4,471 |
New stocks bought by Morton Brown Family Wealth, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard information technology etf | 700 |
| vanguard s&p 500 etf | 611 |
| vanguard growth etf | 500 |
| ppl corp com | 427 |
| village super mkt inc cl a new | 407 |
| ishares core high dividend etf | 387 |
| coca cola co com | 320 |
| thermo fisher scientific inc com | 300 |
Additions to existing portfolio by Morton Brown Family Wealth, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| salesforce inc com | -88.64 |
| ishares russell 1000 value etf | -85.04 |
| dominion energy inc com | -84.62 |
| alphabet inc cap stk cl c | -84.5 |
| spotify technology s a shs | -80.00 |
| northrop grumman corp com | -58.84 |
| ishares core s&p mid-cap etf | -58.34 |
| viatris inc com | -50.00 |
Morton Brown Family Wealth, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| exxon mobil corp com | -195,434 |
| verizon communications inc com | -16,265 |
| oklo inc com cl a | -14,877 |
| reaves util income fd com sh ben int | -6,275 |
| airbnb inc com cl a | -18,942 |
| mp materials corp com cl a | -4,826 |
| sibanye stillwater ltd sponsored adr | -431 |
| chefs whse inc com | -1,902 |
Morton Brown Family Wealth, LLC got rid off the above stocks
Sector Distribution
Morton Brown Family Wealth, LLC has about 96% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 96 |
| Technology | 1.7 |
Market Cap. Distribution
Morton Brown Family Wealth, LLC has about 2.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 96 |
| MEGA-CAP | 2.3 |
Stocks belong to which Index?
About 3.1% of the stocks held by Morton Brown Family Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96 |
| S&P 500 | 3.1 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| FNDA | schwab u.s. broad market etf | 16.0 M |
| AEMB | avantis emerging markets equity etf | 7.5 M |
| VEA | vanguard ftse developed markets etf | 3.7 M |
| AEMB | avantis u.s. small cap value etf | 3.4 M |
| SPY | state street spdr s&p 500 etf | 2.1 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VAW | vanguard information technology etf | -73.1 % |
| VB | vanguard mid-cap etf | -70.6 % |
| AMPS | ishares core high dividend etf | -70.4 % |
| VB | vanguard growth etf | -70.4 % |
| IJR | ishares russell 1000 growth etf | -61.0 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| AMPS | ishares core high dividend etf | -7.0 M |
| IJR | ishares russell 1000 growth etf | -0.5 M |
| FNDA | schwab intermediate-term us treasury etf | -0.2 M |
| VB | vanguard growth etf | -0.2 M |
| VAW | vanguard information technology 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 416 stocks in it's portfolio. About 79.7% of the portfolio is in top 10 stocks. AMPS 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.
$441.08MTotal Value
427Positions
21 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Agilent Technologies Inc Com Morton Brown Family Wealth, LLC's holding in Agilent Technologies Inc Com over time | 0% | 5.00 | $664 0% | Newnew position | |
 Apple Inc Com Apple Inc ComAAPL Morton Brown Family Wealth, LLC's holding in Apple Inc Com over time | 0.55% | 8,410 | $2.43M 0.55% | 2.03%decreased 2.03 percentreduced | |
 AAXJ Ishares National Muni Bond EtfIshares National Muni Bond EtfAAXJ | 4.95% | 202,817 | $21.83M 4.95% | 15.66%increased 15.66 percentadded | |
AAXJ Ishares Short-Term National Muni Bond EtfIshares Short-Term National Muni Bond EtfAAXJ | 1.34% | 55,545 | $5.91M 1.34% | 0.81%increased 0.81 percentadded | |
AAXJ Ishares Msci Acwi Ex U.S. EtfIshares Msci Acwi Ex U.S. EtfAAXJ | 0.05% | 2,698 | $205.3K 0.05% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares 3-7 Year Treasury Bond EtfIshares 3-7 Year Treasury Bond EtfAAXJ | 0.04% | 1,298 | $152.4K 0.04% | 11.7%decreased 11.7 percentreduced | |
AAXJ Ishares 5-10 Year Investment Grade Corporate Bond EtfIshares 5-10 Year Investment Grade Corporate Bond EtfAAXJ | 0.03% | 2,486 | $132.2K 0.03% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares Morningstar Mid-Cap EtfIshares Morningstar Mid-Cap EtfAAXJ | 0.01% | 489 | $47.2K 0.01% | 0.2%increased 0.2 percentadded | |
AAXJ Ishares U.S. Aerospace & Defense EtfIshares U.S. Aerospace & Defense EtfAAXJ | 0% | 6.00 | $1.5K 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares U.S. Pharmaceuticals EtfIshares U.S. Pharmaceuticals EtfAAXJ | 0% | 9.00 | $891 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares Msci Acwi EtfIshares Msci Acwi EtfAAXJ | 0% | 4.00 | $628 0% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares Morningstar Mid-Cap Growth EtfIshares Morningstar Mid-Cap Growth EtfAAXJ | 0% | 5.00 | $492 0% | 0%unchanged 0 percentunchanged | |
 Abbvie Inc Com Abbvie Inc ComABBV Morton Brown Family Wealth, LLC's holding in Abbvie Inc Com over time | 0.01% | 156 | $39.3K 0.01% | 36.84%increased 36.84 percentadded | |
 Cencora Inc Com Morton Brown Family Wealth, LLC's holding in Cencora Inc Com over time | 0% | 40.00 | $11.3K 0% | 0%unchanged 0 percentunchanged | |
 Airbnb Inc Com Cl A Morton Brown Family Wealth, LLC's holding in Airbnb Inc Com Cl A over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Abbott Laboratories Com Morton Brown Family Wealth, LLC's holding in Abbott Laboratories Com over time | 0% | 103 | $9.3K 0% | 0%unchanged 0 percentunchanged | |
 Arch Cap Group Ltd Ord Morton Brown Family Wealth, LLC's holding in Arch Cap Group Ltd Ord over time | 0% | 6.00 | $582 0% | Newnew position | |
 ACWF Ishares Global Reit EtfIshares Global Reit EtfACWF | 3.26% | 520,305 | $14.37M 3.26% | 5.96%increased 5.96 percentadded | |
ACWF Ishares Core Dividend Growth EtfIshares Core Dividend Growth EtfACWF | 0.03% | 1,790 | $135.7K 0.03% | 0%unchanged 0 percentunchanged | |
 ACWV Ishares Msci Emerging Markets Min Vol Factor EtfIshares Msci Emerging Markets Min Vol Factor EtfACWV | 0.09% | 5,400 | $406.5K 0.09% | 0%unchanged 0 percentunchanged | |