Morton Brown Family Wealth, LLC
All 13F Filings
- Location
- Allentown, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 441,075
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 416 | 441,075 | 13F-HR | Morton Brown Family Wealth, LLC |
| Q1 2026 | 4/20/2026 | 292 | 378,412 | 13F-HR | Morton Brown Family Wealth, LLC |
| Q4 2025 | 1/28/2026 | 294 | 367,252 | 13F-HR | Morton Brown Family Wealth, LLC |
| Q3 2025 | 10/21/2025 | 264 | 348,473 | 13F-HR | Morton Brown Family Wealth, LLC |
| Q2 2025 | 7/24/2025 | 319 | 328,726 | 13F-HR | Morton Brown Family Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.84 K | 3.6% | 1.772 K | 0 | 1.772 K |
| ETFs | 425.2 K | 96.4% | 60.89 K | 0 | 60.89 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
441,075
Holdings
416
QoQ value change ($000)
62,663
(16.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.