Morton Brown Family Wealth, LLC - Portfolio overview

Morton Brown Family Wealth, LLC has 313 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB U.S. BROAD MARKET ETF, 26.64%
2. AVEM - AVANTIS EMERGING MARKETS EQUITY ETF, 9.90%
3. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 8.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.