Morton Brown Family Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Allentown, PA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
292
Total value ($000)
$378,412
Net value change ($000)
+11,160 (3.0%)
New positions
11
Sold out positions
13
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 2,697 11.7%
AVEM 2,481 7.1%
AVDV 1,979 8.9%
VEA 1,793 5.8%
REET 584 5.0%
SCHR 543 3.2%
MUNI 509 5.7%
VCIT 477 3.7%
BNDX 423 3.9%
MUB 273 1.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -496 -23.1%
SPY -476 -3.2%
AVGO -259 -16.9%
AAPL -215 -9.0%
CMA -132 -100.0%
ESGU -110 -9.6%
NVDA -81 -11.6%
SCHX -80 -20.2%
BAC -74 -11.4%
QQQ -73 -3.7%
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