Morton Brown Family Wealth, LLC — 13F holdings

Morton Brown Family Wealth, LLC reported 412 holdings worth $450M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

  1. SCHB Schwab Strategic Tr — $128M (28.4%)
  2. AVEM AMERICAN CENTY ETF TR — $46.1M (10.2%)
  3. VEA VANGUARD TAX-MANAGED FDS — $38.6M (8.6%)
  4. AVUV AMERICAN CENTY ETF TR — $29.6M (6.6%)
  5. AVDV AMERICAN CENTY ETF TR — $28.7M (6.4%)
  6. MUB ISHARES TR — $20.9M (4.7%)
  7. SCHR SCHWAB STRATEGIC TR — $18.5M (4.1%)
  8. SPY SPDR S&P 500 ETF TR — $16.8M (3.7%)
  9. VCIT VANGUARD SCOTTSDALE FDS — $15.3M (3.4%)
  10. REET ISHARES TR — $13.9M (3.1%)