Morton Brown Family Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Allentown, PA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
294
Total value ($000)
$367,252
Net value change ($000)
+18,779 (5.4%)
New positions
46
Sold out positions
16
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHB 2,472 2.5%
SCHR 2,256 15.4%
MUB 1,953 11.9%
AVUV 1,896 9.0%
VCIT 1,800 16.1%
VEA 1,681 5.8%
BNDX 1,442 15.2%
AVDV 1,039 4.9%
MSFT 1,000 87.4%
VCSH 752 16.2%
Top Reduces (Value $000, Stocks/ETFs)
SUB -422 -6.8%
MUNI -372 -4.0%
SCHC -225 -6.6%
VOT -103 -20.0%
IDCC -91 -25.1%
DIS -86 -32.1%
HDV -79 -2.8%
META -66 -56.9%
KEL -55 -100.0%
ADP -51 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type