1y return+19.7%S&P 500 +20.9%
3y return+45.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $130 against $157 in the S&P 500.2
Morton Brown Family Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHBSchwab U.s. Broad Market Etf | $123.4M | 28.0% | +6.1% |
| AVEMAvantis Emerging Markets Equity Etf | $46.4M | 10.5% | +3.3% |
| VEAVanguard Ftse Developed Markets Etf | $38.0M | 8.6% | +4.9% |
| AVUVAvantis U.s. Small Cap Value Etf | $30.8M | 7.0% | +6.2% |
| AVDVAvantis International Small Cap Value Etf | $26.3M | 6.0% | +5.7% |
| MUBIshares National Muni Bond Etf | $21.8M | 4.9% | +15.7% |
| SCHRSchwab Intermediate-term Us Treasury Etf | $18.8M | 4.3% | +8.7% |
| SPYState Street Spdr S&p 500 Etf | $16.6M | 3.8% | |
| VCITVanguard Intermediate-term Corporate Bond Etf | $14.9M | 3.4% | +11.0% |
| REETIshares Global Reit Etf | $14.4M | 3.3% | +6.0% |
| BNDXVanguard Total International Bond Etf | $12.4M | 2.8% | +8.5% |
| MUNIPimco Intermed Muni Bond | $10.0M | 2.3% | +5.1% |
| VCSHVanguard Short-term Corporate Bond Etf | $6.0M | 1.4% | +9.5% |
| SUBIshares Short-term National Muni Bond Etf | $5.9M | 1.3% | |
| EFAIshares Msci Eafe Etf | $3.5M | 0.8% | −1.4% |
| SCHCSchwab International Small-cap Equity Etf | $3.3M | 0.7% | |
| HDVIshares Core High Dividend Etf | $3.0M | 0.7% | −2.6% |
| IEFAIshares Core Msci Eafe Etf | $2.6M | 0.6% | |
| VBVanguard Small-cap Etf | $2.5M | 0.6% | |
| AAPLApple Inc Com | $2.4M | 0.6% | −2.0% |
| QQQInvesco Qqq Trust Series I | $2.4M | 0.5% | −2.7% |
| VTIVanguard Total Stock Market Etf | $1.9M | 0.4% | +3.7% |
| MSFTMicrosoft Corp Com | $1.7M | 0.4% | +1.7% |
| VWOVanguard Ftse Emerging Markets Etf | $1.6M | 0.4% | |
| Dimensional Us Small Cap Value EtfCUSIP 25434V815 | $1.4M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation Com | September 30, 2022 | +1548.3% | $712K |
| GOOGLAlphabet Inc Cap Stk Cl A | December 31, 2022 | +305.0% | $477K |
| AVGOBroadcom Inc Com | December 31, 2023 | +238.4% | $1.3M |
| QQQInvesco Qqq Trust Series I | December 31, 2021 | +85.1% | $2.4M |
| AVEMAvantis Emerging Markets Equity Etf | March 31, 2023 | +82.4% | $46.4M |
| VOTVanguard Mid-cap Growth Etf | September 30, 2022 | +79.6% | $453K |
| BACBank Of Amer Corp Com | December 31, 2023 | +69.2% | $674K |
| VTIVanguard Total Stock Market Etf | June 30, 2023 | +68.0% | $1.9M |
| AAPLApple Inc Com | December 31, 2021 | +63.0% | $2.4M |
| AVUVAvantis U.s. Small Cap Value Etf | June 30, 2023 | +60.8% | $30.8M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $195K
- ABNBAirbnb Inc Com Cl A was $19K
- VZVerizon Communications Inc Com was $16K
- OKLOOklo Inc Com Cl A was $15K
- UTGReaves Util Income Fd Com Sh Ben Int was $6,275
- MPMp Materials Corp Com Cl A was $4,826
- Honeywell Intl Inc ComCUSIP 438516106 was $2,260
- CHEFChefs Whse Inc Com was $1,902
- SBSWSibanye Stillwater Ltd Sponsored Adr was $431
- Uniti Group LLC Com ShsCUSIP 91325V108 was $38
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −0.1% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +4.4% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Morton Brown Family Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1909851&type=13F-HR&dateb=&owner=include&count=40CIK 1909851
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1909851/000190985126000003/Filed July 21, 2026 · accession 0001909851-26-000003