Morton Brown Family Wealth, LLC: 13F holdings

CIK 19098512026Q2

Positions416
Reported value$441.1m
Filed2026-07-21

Change since last quarter

Positions416 (+124 vs prior quarter)
Reported value$441.1m (+16.6%)

Top 10 holdings

SecuritySharesValueWeight
SCHB SCHWAB U.S. BROAD MARKET ETF4,261,509$123.4m28.0%
AVEM AVANTIS EMERGING MARKETS EQUITY ETF480,549$46.4m10.5%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF532,635$38.0m8.6%
AVUV AVANTIS U.S. SMALL CAP VALUE ETF246,862$30.8m7.0%
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF255,151$26.3m6.0%
MUB ISHARES NATIONAL MUNI BOND ETF202,817$21.8m4.9%
SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF762,960$18.8m4.3%
SPY STATE STREET SPDR S&P 500 ETF22,163$16.6m3.8%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF180,706$14.9m3.4%
REET ISHARES GLOBAL REIT ETF520,305$14.4m3.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1909851")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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