Morton Brown Family Wealth, LLC - Portfolio Stock Holdings
Morton Brown Family Wealth, LLC disclosed 424 stock positions in a recent SEC 13F filing. $440,935,919 of stock holdings were filed, with the largest holdings including SCHB, AVEM, and VEA. This filing represented positions held on June 30, 2026, and was filed on July 21, 2026.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:
June 30, 2026No. of Stocks:
424Est. Stock Holding Value:
$440,935,919Top 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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