Morton Brown Family Wealth, LLC - Portfolio Stock Holdings
Morton Brown Family Wealth, LLC disclosed 442 stock positions in a recent SEC 13F filing. $449,607,554 of stock holdings were filed, with the largest holdings including SCHB, AVEM, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $483,479,204 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
442Est. Stock Holding Value:
$449,607,554Top Stock Holdings By Sector
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Portfolio Stock Holdings - Morton Brown Family Wealth, LLC
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% of Portfolio
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