Morton Brown Family Wealth
ALLENTOWN, PAfiles as Morton Brown Family Wealth, LLC
$441m in 416 US stocks at the end of 30 June 2026. The top 10 are 79.7% of the money. It changed about 2.9% of the portfolio this quarter.
Value
$441m
Stocks
416
Top 10 share
79.7%
Turnover
2.9%
What changed this quarter
New
Bought for the first time this quarter.
- ExxonMobil HoldingsXOM<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Vaneck ETF TrustHYD<0.1% of the fund
- CitigroupC<0.1% of the fund
- Robinhood MarketsHOOD<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- KLAKLAC<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- AmphenolAPH<0.1% of the fund
- Analog DevicesADI<0.1% of the fund
- IntelINTC<0.1% of the fund
- TJX CompaniesTJX<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- Quanta ServicesPWR<0.1% of the fund
- EatonETN<0.1% of the fund
- Johnson Controls InternationalJCI<0.1% of the fund
- Williams CompaniesWMB<0.1% of the fund
- American ExpressAXP<0.1% of the fund
- NewmontNEM<0.1% of the fund
- FortinetFTNT<0.1% of the fund
- Cadence Design SystemsCDNS<0.1% of the fund
- Marsh & McLennan CompaniesMRSH<0.1% of the fund
- PrologisPLD<0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHB28.0% of the fund+6%
- American Centy ETF TRAVEM10.5% of the fund+3%
- Vanguard Tax-Managed FDSVEA8.6% of the fund+5%
- American Centy ETF TRAVUV7.0% of the fund+6%
- American Centy ETF TRAVDV6.0% of the fund+6%
- Ishares TRMUB4.9% of the fund+16%
- Schwab Strategic TRSCHR4.3% of the fund+9%
- Vanguard Scottsdale FDSVCIT3.4% of the fund+11%
- Ishares TRREET3.3% of the fund+6%
- Vanguard Charlotte FDSBNDX2.8% of the fund+8%
- Pimco ETF TRMUNI2.3% of the fund+5%
- Vanguard Scottsdale FDSVCSH1.4% of the fund+10%
- Vanguard Index FDSVTI0.4% of the fund+4%
- Vanguard Star FDSVXUS0.3% of the fund+20%
- Vanguard Index FDSVOO0.1% of the fund+611%
- AlphabetGOOGL0.1% of the fund+81%
- Vanguard MUN BD FDSVTEB<0.1% of the fund+40%
- Spdr Index SHS FDSSPDW<0.1% of the fund+6%
- Village Super MarketVLGEA<0.1% of the fund+408%
- Spdr Series TrustHYMB<0.1% of the fund+174%
- Vanguard Index FDSVXF<0.1% of the fund+168%
- CaterpillarCAT<0.1% of the fund+3%
- Ishares TRSUSC<0.1% of the fund+7%
- Ishares TRBGRN<0.1% of the fund+7%
- Advanced Micro DevicesAMD<0.1% of the fund+6%
Cut
Sold some of their stake.
- Ishares TRHDV0.7% of the fund-3%
- AppleAAPL0.6% of the fund-2%
- Invesco QQQ TRQQQ0.5% of the fund-3%
- BroadcomAVGO0.3% of the fund-16%
- McDonald'sMCD0.1% of the fund-3%
- Spdr Series TrustSLYV<0.1% of the fund-3%
- IsharesESGE<0.1% of the fund-7%
- Ishares TRESML<0.1% of the fund-2%
- Schwab Strategic TRSCHG<0.1% of the fund-5%
- Ishares TRIWF<0.1% of the fund-13%
- Crossamerica Partners LPCAPL<0.1% of the fund-39%
- Ishares TRIEI<0.1% of the fund-12%
- Amazon.comAMZN<0.1% of the fund-18%
- WalmartWMT<0.1% of the fund-19%
- Walt DisneyDIS<0.1% of the fund-32%
- Ishares TRIJH<0.1% of the fund-58%
- Vanguard Specialized FundsVIG<0.1% of the fund-3%
- Northrop GrummanNOC<0.1% of the fund-59%
- Vanguard Index FDSVTV<0.1% of the fund-16%
- Meta PlatformsMETA<0.1% of the fund-20%
- Costco WholesaleCOST<0.1% of the fund-25%
- PfizerPFE<0.1% of the fund-7%
- AlphabetGOOG<0.1% of the fund-85%
- NetflixNFLX<0.1% of the fund-45%
- Prudential FinancialPRU<0.1% of the fund-25%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- AirbnbABNB-100%
- Verizon CommunicationsVZ-100%
- OkloOKLO-100%
- Reaves Utility Income FundUTG-100%
- MP MaterialsMP-100%
- Honeywell InternationalHON-100%
- Chefs' WarehouseCHEF-100%
- Sibanye StillwaterSBSW-100%
- Uniti GroupUNIT-100%
- Gossamer BioGOSS-100%
Holdings
- Schwab Strategic TRSCHB
- Share
- 28.0%
- Value
- $123m
- Shares
- 4,261,509
+6%
- American Centy ETF TRAVEM
- Share
- 10.5%
- Value
- $46m
- Shares
- 480,549
+3%
- Vanguard Tax-Managed FDSVEA
- Share
- 8.6%
- Value
- $38m
- Shares
- 532,635
+5%
- American Centy ETF TRAVUV
- Share
- 7.0%
- Value
- $31m
- Shares
- 246,862
+6%
- American Centy ETF TRAVDV
- Share
- 6.0%
- Value
- $26m
- Shares
- 255,151
+6%
- Ishares TRMUB
- Share
- 4.9%
- Value
- $22m
- Shares
- 202,817
+16%
- Schwab Strategic TRSCHR
- Share
- 4.3%
- Value
- $19m
- Shares
- 762,960
+9%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.8%
- Value
- $17m
- Shares
- 22,163
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 3.4%
- Value
- $15m
- Shares
- 180,706
+11%
- Ishares TRREET
- Share
- 3.3%
- Value
- $14m
- Shares
- 520,305
+6%
- Vanguard Charlotte FDSBNDX
- Share
- 2.8%
- Value
- $12m
- Shares
- 256,559
+8%
- Pimco ETF TRMUNI
- Share
- 2.3%
- Value
- $10m
- Shares
- 189,849
+5%
- Vanguard Scottsdale FDSVCSH
- Share
- 1.4%
- Value
- $6m
- Shares
- 76,544
+10%
- Ishares TRSUB
- Share
- 1.3%
- Value
- $6m
- Shares
- 55,545
Held
- Ishares TREFA
- Share
- 0.8%
- Value
- $3m
- Shares
- 33,246
Held
- Schwab Strategic TRSCHC
- Share
- 0.7%
- Value
- $3m
- Shares
- 68,674
Held
- Ishares TRHDV
- Share
- 0.7%
- Value
- $3m
- Shares
- 107,643
-3%
- Ishares TRIEFA
- Share
- 0.6%
- Value
- $3m
- Shares
- 27,242
Held
- Vanguard Index FDSVB
- Share
- 0.6%
- Value
- $2m
- Shares
- 8,099
Held
- Invesco QQQ TRQQQ
- Share
- 0.5%
- Value
- $2m
- Shares
- 3,229
-3%
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $2m
- Shares
- 5,090
+4%
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $2m
- Shares
- 26,659
Held
- Dimensional ETF TrustDFSV
- Share
- 0.3%
- Value
- $1m
- Shares
- 36,492
Held
- Ishares TRIWM
- Share
- 0.3%
- Value
- $1m
- Shares
- 4,314
Held
- Vanguard Star FDSVXUS
- Share
- 0.3%
- Value
- $1m
- Shares
- 14,847
+20%
- Vanguard Intl Equity Index FVSS
- Share
- 0.3%
- Value
- $1m
- Shares
- 7,976
Held
- Ishares TRESGU
- Share
- 0.3%
- Value
- $1m
- Shares
- 7,250
Held
- Ishares TRESGD
- Share
- 0.1%
- Value
- $640,403
- Shares
- 6,229
Held
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $517,855
- Shares
- 754
+611%
- Schwab Strategic TRSCHF
- Share
- 0.1%
- Value
- $495,387
- Shares
- 17,884
Held
- American Centy ETF TRAVRE
- Share
- 0.1%
- Value
- $464,456
- Shares
- 9,803
Held
- Vanguard Index FDSVOT
- Share
- 0.1%
- Value
- $453,324
- Shares
- 1,480
Held
- Ishares TRAOR
- Share
- 0.1%
- Value
- $450,430
- Shares
- 6,481
Held
- Vanguard MUN BD FDSVTEB
- Share
- <0.1%
- Value
- $424,720
- Shares
- 8,397
+40%
- Ishares TRIVV
- Share
- <0.1%
- Value
- $408,145
- Shares
- 545
Held
- IsharesEEMV
- Share
- <0.1%
- Value
- $406,512
- Shares
- 5,400
Held
- Spdr Index SHS FDSSPDW
- Share
- <0.1%
- Value
- $400,907
- Shares
- 7,956
+6%
- Schwab Strategic TRSCHX
- Share
- <0.1%
- Value
- $364,020
- Shares
- 12,369
Held
- Spdr Series TrustSLYV
- Share
- <0.1%
- Value
- $362,027
- Shares
- 3,318
-3%
- Spdr Series TrustHYMB
- Share
- <0.1%
- Value
- $342,041
- Shares
- 13,445
+174%
- Vanguard Index FDSVXF
- Share
- <0.1%
- Value
- $330,041
- Shares
- 1,340
+168%
- Ishares TRIJS
- Share
- <0.1%
- Value
- $314,911
- Shares
- 2,304
Held
- IsharesESGE
- Share
- <0.1%
- Value
- $308,999
- Shares
- 5,650
-7%
- Ishares TRESML
- Share
- <0.1%
- Value
- $303,924
- Shares
- 5,434
-2%
- Schwab Strategic TRSCHG
- Share
- <0.1%
- Value
- $296,134
- Shares
- 8,751
-5%
- Vanguard Index FDSVNQ
- Share
- <0.1%
- Value
- $294,376
- Shares
- 3,053
Held
- Ishares TRIWF
- Share
- <0.1%
- Value
- $292,736
- Shares
- 2,358
-13%
- Vanguard Admiral FDSIVOG
- Share
- <0.1%
- Value
- $283,237
- Shares
- 1,936
Held
- Schwab Strategic TRSCHI
- Share
- <0.1%
- Value
- $275,865
- Shares
- 12,185
Held
- Ishares TRSUSC
- Share
- <0.1%
- Value
- $247,257
- Shares
- 10,680
+7%
- Ishares TRBGRN
- Share
- <0.1%
- Value
- $246,952
- Shares
- 5,202
+7%
- Crossamerica Partners LPCAPL
- Share
- <0.1%
- Value
- $224,110
- Shares
- 9,996
-39%
- Spdr Series TrustSPHY
- Share
- <0.1%
- Value
- $209,504
- Shares
- 8,938
Held
- Ishares TRACWX
- Share
- <0.1%
- Value
- $205,345
- Shares
- 2,698
Held
- First TR Exchange Trad FD VIFTGC
- Share
- <0.1%
- Value
- $190,946
- Shares
- 7,059
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $181,611
- Shares
- 493
Held
- Vanguard Admiral FDSVIOG
- Share
- <0.1%
- Value
- $176,586
- Shares
- 1,151
Held
- Ishares TRSUSB
- Share
- <0.1%
- Value
- $163,709
- Shares
- 6,551
+6%
- Wisdomtree TRDLS
- Share
- <0.1%
- Value
- $152,498
- Shares
- 1,820
Held
- Ishares TRIEI
- Share
- <0.1%
- Value
- $152,450
- Shares
- 1,298
-12%
- Vanguard Scottsdale FDSVGIT
- Share
- <0.1%
- Value
- $151,284
- Shares
- 2,565
Held
- Ishares TRDGRO
- Share
- <0.1%
- Value
- $135,664
- Shares
- 1,790
Held
- Ishares TRIGIB
- Share
- <0.1%
- Value
- $132,181
- Shares
- 2,486
Held
- Ishares TRIYW
- Share
- <0.1%
- Value
- $114,008
- Shares
- 452
Held
- Schwab Strategic TRSCHM
- Share
- <0.1%
- Value
- $106,186
- Shares
- 2,880
Held
- Ishares TRIJH
- Share
- <0.1%
- Value
- $95,925
- Shares
- 1,244
-58%
- Ishares TRIJR
- Share
- <0.1%
- Value
- $94,325
- Shares
- 636
Held
- Ishares TRIUSG
- Share
- <0.1%
- Value
- $88,590
- Shares
- 471
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Schwab Strategic TRSCHB | 28.0% | $123m | 4,261,509 | +6% |
| American Centy ETF TRAVEM | 10.5% | $46m | 480,549 | +3% |
| Vanguard Tax-Managed FDSVEA | 8.6% | $38m | 532,635 | +5% |
| American Centy ETF TRAVUV | 7.0% | $31m | 246,862 | +6% |
| American Centy ETF TRAVDV | 6.0% | $26m | 255,151 | +6% |
| Ishares TRMUB | 4.9% | $22m | 202,817 | +16% |
| Schwab Strategic TRSCHR | 4.3% | $19m | 762,960 | +9% |
| State STR Spdr S&P 500 ETF TSPY | 3.8% | $17m | 22,163 | Held |
| Vanguard Scottsdale FDSVCIT | 3.4% | $15m | 180,706 | +11% |
| Ishares TRREET | 3.3% | $14m | 520,305 | +6% |
| Vanguard Charlotte FDSBNDX | 2.8% | $12m | 256,559 | +8% |
| Pimco ETF TRMUNI | 2.3% | $10m | 189,849 | +5% |
| Vanguard Scottsdale FDSVCSH | 1.4% | $6m | 76,544 | +10% |
| Ishares TRSUB | 1.3% | $6m | 55,545 | Held |
| Ishares TREFA | 0.8% | $3m | 33,246 | Held |
| Schwab Strategic TRSCHC | 0.7% | $3m | 68,674 | Held |
| Ishares TRHDV | 0.7% | $3m | 107,643 | -3% |
| Ishares TRIEFA | 0.6% | $3m | 27,242 | Held |
| Vanguard Index FDSVB | 0.6% | $2m | 8,099 | Held |
| AppleAAPL | 0.6% | $2m | 8,410 | -2% |
| Invesco QQQ TRQQQ | 0.5% | $2m | 3,229 | -3% |
| Vanguard Index FDSVTI | 0.4% | $2m | 5,090 | +4% |
| MicrosoftMSFT | 0.4% | $2m | 4,530 | Held |
| Vanguard Intl Equity Index FVWO | 0.4% | $2m | 26,659 | Held |
| Dimensional ETF TrustDFSV | 0.3% | $1m | 36,492 | Held |
| BroadcomAVGO | 0.3% | $1m | 3,444 | -16% |
| Ishares TRIWM | 0.3% | $1m | 4,314 | Held |
| Vanguard Star FDSVXUS | 0.3% | $1m | 14,847 | +20% |
| Vanguard Intl Equity Index FVSS | 0.3% | $1m | 7,976 | Held |
| Ishares TRESGU | 0.3% | $1m | 7,250 | Held |
| Air Products & ChemicalsAPD | 0.2% | $877,488 | 2,993 | Held |
| NvidiaNVDA | 0.2% | $712,049 | 3,559 | Held |
| Bank of AmericaBAC | 0.2% | $674,472 | 11,837 | Held |
| Ishares TRESGD | 0.1% | $640,403 | 6,229 | Held |
| Vanguard Index FDSVOO | 0.1% | $517,855 | 754 | +611% |
| Schwab Strategic TRSCHF | 0.1% | $495,387 | 17,884 | Held |
| AlphabetGOOGL | 0.1% | $476,794 | 1,334 | +81% |
| American Centy ETF TRAVRE | 0.1% | $464,456 | 9,803 | Held |
| Vanguard Index FDSVOT | 0.1% | $453,324 | 1,480 | Held |
| McDonald'sMCD | 0.1% | $452,523 | 1,674 | -3% |
| Ishares TRAOR | 0.1% | $450,430 | 6,481 | Held |
| Vanguard MUN BD FDSVTEB | <0.1% | $424,720 | 8,397 | +40% |
| Ishares TRIVV | <0.1% | $408,145 | 545 | Held |
| IsharesEEMV | <0.1% | $406,512 | 5,400 | Held |
| Spdr Index SHS FDSSPDW | <0.1% | $400,907 | 7,956 | +6% |
| Village Super MarketVLGEA | <0.1% | $389,954 | 9,245 | +408% |
| Schwab Strategic TRSCHX | <0.1% | $364,020 | 12,369 | Held |
| Spdr Series TrustSLYV | <0.1% | $362,027 | 3,318 | -3% |
| Berkshire HathawayBRK-B | <0.1% | $357,278 | 714 | Held |
| Spdr Series TrustHYMB | <0.1% | $342,041 | 13,445 | +174% |
| Vanguard Index FDSVXF | <0.1% | $330,041 | 1,340 | +168% |
| CaterpillarCAT | <0.1% | $318,405 | 299 | +3% |
| Ishares TRIJS | <0.1% | $314,911 | 2,304 | Held |
| IsharesESGE | <0.1% | $308,999 | 5,650 | -7% |
| Ishares TRESML | <0.1% | $303,924 | 5,434 | -2% |
| Schwab Strategic TRSCHG | <0.1% | $296,134 | 8,751 | -5% |
| Vanguard Index FDSVNQ | <0.1% | $294,376 | 3,053 | Held |
| Ishares TRIWF | <0.1% | $292,736 | 2,358 | -13% |
| Vanguard Admiral FDSIVOG | <0.1% | $283,237 | 1,936 | Held |
| Schwab Strategic TRSCHI | <0.1% | $275,865 | 12,185 | Held |
| CorningGLW | <0.1% | $257,473 | 1,008 | Held |
| Ishares TRSUSC | <0.1% | $247,257 | 10,680 | +7% |
| Ishares TRBGRN | <0.1% | $246,952 | 5,202 | +7% |
| AmgenAMGN | <0.1% | $242,983 | 671 | Held |
| InterDigitalIDCC | <0.1% | $240,661 | 850 | Held |
| Crossamerica Partners LPCAPL | <0.1% | $224,110 | 9,996 | -39% |
| Advanced Micro DevicesAMD | <0.1% | $215,518 | 371 | +6% |
| QualcommQCOM | <0.1% | $213,248 | 1,154 | Held |
| Spdr Series TrustSPHY | <0.1% | $209,504 | 8,938 | Held |
| Ishares TRACWX | <0.1% | $205,345 | 2,698 | Held |
| Seagate Technology HoldingsSTX | <0.1% | $203,615 | 211 | Held |
| RTXRTX | <0.1% | $203,387 | 1,072 | Held |
| Marriott InternationalMAR | <0.1% | $197,154 | 532 | Held |
| First TR Exchange Trad FD VIFTGC | <0.1% | $190,946 | 7,059 | Held |
| Spdr Gold TRGLD | <0.1% | $181,611 | 493 | Held |
| Johnson & JohnsonJNJ | <0.1% | $181,081 | 713 | +5% |
| Vanguard Admiral FDSVIOG | <0.1% | $176,586 | 1,151 | Held |
| Ishares TRSUSB | <0.1% | $163,709 | 6,551 | +6% |
| Fifth Third BancorpFITB | <0.1% | $159,809 | 2,835 | Held |
| Wisdomtree TRDLS | <0.1% | $152,498 | 1,820 | Held |
| Ishares TRIEI | <0.1% | $152,450 | 1,298 | -12% |
| Vanguard Scottsdale FDSVGIT | <0.1% | $151,284 | 2,565 | Held |
| Amazon.comAMZN | <0.1% | $139,906 | 587 | -18% |
| ExxonMobil HoldingsXOM | <0.1% | $138,398 | 1,012 | New |
| Union PacificUNP | <0.1% | $138,209 | 508 | Held |
| Ishares TRDGRO | <0.1% | $135,664 | 1,790 | Held |
| Ishares TRIGIB | <0.1% | $132,181 | 2,486 | Held |
| WalmartWMT | <0.1% | $121,659 | 1,074 | -19% |
| Walt DisneyDIS | <0.1% | $117,652 | 1,222 | -32% |
| Ishares TRIYW | <0.1% | $114,008 | 452 | Held |
| Schwab Strategic TRSCHM | <0.1% | $106,186 | 2,880 | Held |
| JPMorgan ChaseJPM | <0.1% | $104,945 | 321 | +8% |
| Micron TechnologyMU | <0.1% | $99,269 | 86 | +6% |
| PaychexPAYX | <0.1% | $97,347 | 990 | Held |
| Ishares TRIJH | <0.1% | $95,925 | 1,244 | -58% |
| Cisco SystemsCSCO | <0.1% | $94,519 | 805 | +10% |
| Ishares TRIJR | <0.1% | $94,325 | 636 | Held |
| NextEra EnergyNEE | <0.1% | $92,685 | 1,056 | +2% |
| American Water Works CompanyAWK | <0.1% | $92,106 | 700 | Held |
| Ishares TRIUSG | <0.1% | $88,590 | 471 | Held |
Showing the largest 100 of 416.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 34.2% since 30 June 2025.
Where the money is
Technology1.8%
Financial services0.4%
Industrials0.3%
Retail & consumer0.2%
Materials0.2%
Health care0.2%
Media & telecom0.2%
Everyday goods0.2%
Utilities0.1%
Energy0.1%
Real estate0.0%
Other96.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.