Morton Brown Family Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Allentown, PA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
416
Total value ($000)
$441,075
Net value change ($000)
+62,663 (16.6%)
New positions
135
Sold out positions
11
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 22,565 22.4%
AVEM 8,873 23.7%
VEA 5,428 16.7%
AVUV 5,111 19.9%
MUB 3,213 17.3%
AVDV 2,180 9.0%
SPY 2,103 14.6%
REET 2,022 16.4%
VCIT 1,462 10.9%
SCHR 1,335 7.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -195 -100.0%
NOC -164 -69.5%
CAPL -115 -33.9%
IJH -106 -52.5%
MCD -84 -15.6%
DIS -55 -31.8%
HDV -49 -1.6%
GOOGL -46 -80.7%
WMT -43 -26.1%
GLD -30 -14.2%
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