Morton Brown Family Wealth, LLC

Q3 2026 13F-HR Holdings

Location
Allentown, PA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
412
Total value ($000)
$449,608
Net value change ($000)
+8,533 (1.9%)
New positions
30
Sold out positions
34
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 4,144 3.4%
VTEB 3,444 810.4%
AVDV 2,431 9.2%
JMUB 1,596 NEW
VEA 674 1.8%
SCHI 477 172.8%
SCMB 394 NEW
AAPL 394 16.2%
IEI 368 242.1%
IAGG 359 NEW
Top Reduces (Value $000, Stocks/ETFs)
MUNI -1,430 -14.3%
DFSV -1,416 -100.0%
AVUV -1,242 -4.0%
MUB -879 -4.0%
MSFT -478 -28.3%
REET -462 -3.2%
VCSH -443 -7.3%
AVEM -306 -0.7%
SCHR -292 -1.6%
BNDX -181 -1.5%
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