Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Morton Brown Family Wealth, LLC (CIK 1909851) reported $378.4M across 291 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($100.8M, 26.65%), AVEM ($37.5M, 9.91%), VEA ($32.5M, 8.59%), AVUV ($25.7M, 6.79%), AVDV ($24.1M, 6.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | $100.8M | 26.65% | 4.0M | Added |
| 2 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $37.5M | 9.91% | 465,309 | Added |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $32.5M | 8.59% | 507,517 | Added |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $25.7M | 6.79% | 232,530 | Added |
| 5 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $24.1M | 6.37% | 241,467 | Added |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | $18.6M | 4.92% | 175,355 | Added |
| 7 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $17.5M | 4.62% | 701,706 | Added |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | $14.4M | 3.82% | 22,216 | Added |
| 9 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $13.5M | 3.56% | 162,814 | Added |
| 10 | REET | ISHARES GLOBAL REIT ETF | $12.3M | 3.26% | 491,027 | Added |
| 11 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $11.4M | 3.00% | 236,483 | Added |
| 12 | MUNI | PIMCO INTERMED MUNI BOND | $9.4M | 2.49% | 180,642 | Added |
| 13 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $5.9M | 1.55% | 55,101 | Added |
| 14 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $5.5M | 1.46% | 69,894 | Added |
| 15 | EFA | ISHARES MSCI EAFE ETF | $3.3M | 0.87% | 33,726 | Trimmed |
| 16 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $3.2M | 0.85% | 68,782 | Trimmed |
| 17 | HDV | ISHARES CORE HIGH DIVIDEND ETF | $3.0M | 0.79% | 22,103 | Trimmed |
| 18 | IEFA | ISHARES CORE MSCI EAFE ETF | $2.5M | 0.66% | 27,408 | Trimmed |
| 19 | AAPL | APPLE INC COM | $2.2M | 0.58% | 8,584 | Trimmed |
| 20 | VB | VANGUARD SMALL-CAP ETF | $2.1M | 0.56% | 8,103 | Trimmed |
| 21 | QQQ | INVESCO QQQ TRUST SERIES I | $1.9M | 0.51% | 3,317 | Added |
| 22 | MSFT | MICROSOFT CORP COM | $1.6M | 0.44% | 4,453 | Added |
| 23 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $1.6M | 0.42% | 4,910 | Added |
| 24 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $1.4M | 0.38% | 26,659 | Trimmed |
| 25 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $1.3M | 0.34% | 36,208 | Added |
Source: SEC Form 13F filings · as of 2026-03-31