Morton Brown Family Wealth, LLC holds a concentrated book of 416 stocks worth $441.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Schwab US Broad Market ETF at 28% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1909851/holdings"
Use Arkolith to show Morton Brown Family Wealth, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.4 points over this window.
Growth of $10,000 cloning Morton Brown Family Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Morton Brown Family Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $429.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $390.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $131.6B |
| UBS Group AG | 80 / 80 | $115.1B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.1B |
| CWM, LLC | 80 / 80 | $7.0B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $121.9B |
Ranked by how many of Morton Brown Family Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab U.S. Broad Market ETF ETF | $123.4M | 4.26M | 28.0% | ▲+6.1% Added · +244K sh | |
| 2 | Avantis Emerging Markets Equity ETF ETF | $46.4M | 480.5K | 10.5% | ▲+3.3% Added · +15K sh | |
| 3 | Vanguard Ftse Developed Markets ETF ETF | $38.0M | 532.6K | 8.6% | ▲+4.9% Added · +25K sh | |
| 4 | Avantis U.S. Small Cap Value ETF ETF | $30.8M | 246.9K | 7.0% | ▲+6.2% Added · +14K sh | |
| 5 | Avantis International Small Cap Value ETF ETF | $26.3M | 255.2K | 6.0% | ▲+5.7% Added · +14K sh | |
| 6 | Ishares National Muni Bond ETF ETF | $21.8M | 202.8K | 4.9% | ▲+16% Added · +27K sh | |
| 7 | Schwab Intermediate-Term US Treasury ETF ETF | $18.8M | 763.0K | 4.3% | ▲+8.7% Added · +61K sh | |
| 8 | State Street SPDR S&P 500 ETF ETF | $16.6M | 22.2K | 3.8% | ▼−0.2% Reduced · −53 sh | |
| 9 | Vanguard Intermediate-Term Corporate Bond ETF ETF | $14.9M | 180.7K | 3.4% | ▲+11% Added · +18K sh | |
| 10 | Ishares Global REIT ETF ETF | $14.4M | 520.3K | 3.3% | ▲+6.0% Added · +29K sh | |
| 11 | Vanguard Total International Bond ETF ETF | $12.4M | 256.6K | 2.8% | ▲+8.5% Added · +20K sh | |
| 12 | Pimco Intermed Muni Bond ETF | $10.0M | 189.8K | 2.3% | ▲+5.1% Added · +9K sh | |
| 13 | Vanguard Short-Term Corporate Bond ETF ETF | $6.0M | 76.5K | 1.4% | ▲+9.5% Added · +7K sh | |
| 14 | Ishares Short-Term National Muni Bond ETF ETF | $5.9M | 55.5K | 1.3% | ▲+0.8% Added · +444 sh | |
| 15 | Ishares Msci Eafe ETF ETF | $3.5M | 33.2K | 0.8% | ▼−1.4% Reduced · −480 sh | |
| 16 | Schwab International Small-Cap Equity ETF ETF | $3.3M | 68.7K | 0.7% | ▼−0.1% Reduced · −108 sh | |
| 17 | Ishares Core High Dividend ETF ETF | $3.0M | 107.6K | 0.7% | ▲+387% Added · +86K sh | |
| 18 | Ishares Core Msci Eafe ETF ETF | $2.6M | 27.2K | 0.6% | ▼−0.6% Reduced · −166 sh | |
| 19 | Vanguard Small-Cap ETF ETF | $2.5M | 8.1K | 0.6% | ▼~0% Reduced · −4 sh | |
| 20 | Apple Inc Com Stock | $2.4M | 8.4K | 0.6% | ▼−2.0% Reduced · −174 sh | |
| 21 | Invesco QQQ Trust Series I ETF | $2.4M | 3.2K | 0.5% | ▼−2.6% Reduced · −88 sh | |
| 22 | Vanguard Total Stock Market ETF ETF | $1.9M | 5.1K | 0.4% | ▲+3.7% Added · +180 sh | |
| 23 | Microsoft Corp Com Stock | $1.7M | 4.5K | 0.4% | ▲+1.7% Added · +77 sh | |
| 24 | Vanguard Ftse Emerging Markets ETF ETF | $1.6M | 26.7K | 0.4% | —Held | |
| 25 | Dimensional US Small Cap Value ETF ETF | $1.4M | 36.5K | 0.3% | ▲+0.8% Added · +284 sh | |
| 26 | Broadcom Inc Com Stock | $1.3M | 3.4K | 0.3% | ▼−16% Reduced · −662 sh | |
| 27 | Ishares Russell 2000 ETF ETF | $1.3M | 4.3K | 0.3% | ▼−0.7% Reduced · −32 sh | |
| 28 | Vanguard Total International Stock ETF ETF | $1.3M | 14.8K | 0.3% | ▲+20% Added · +2K sh | |
| 29 | Vanguard Ftse All-World Ex-US Small-Cap ETF ETF | $1.2M | 8.0K | 0.3% | —Held | |
| 30 | Ishares Esg Aware Msci USA ETF ETF | $1.2M | 7.3K | 0.3% | ▼−0.5% Reduced · −38 sh | |
| 31 | Air Products And Chemicals Inc Com Stock | $877K | 3.0K | 0.2% | —Held | |
| 32 | Nvidia Corporation Com Stock | $712K | 3.6K | 0.2% | ▲+0.3% Added · +12 sh | |
| 33 | Bank Of Amer Corp Com Stock | $674K | 11.8K | 0.2% | ▲+0.2% Added · +19 sh | |
| 34 | Ishares Esg Aware Msci Eafe ETF ETF | $640K | 6.2K | 0.1% | ▲+0.1% Added · +8 sh | |
| 35 | Vanguard S&P 500 ETF ETF | $518K | 754 | 0.1% | ▲+611% Added · +648 sh | |
| 36 | Schwab International Equity ETF ETF | $495K | 17.9K | 0.1% | —Held | |
| 37 | Alphabet Inc Cap STK CL A Stock | $477K | 1.3K | 0.1% | ▲+81% Added · +598 sh | |
| 38 | Avantis Real Estate ETF ETF | $464K | 9.8K | 0.1% | ▲+1.3% Added · +127 sh | |
| 39 | Vanguard Mid-Cap Growth ETF ETF | $453K | 1.5K | 0.1% | —Held | |
| 40 | McDonalds Corp Com Stock | $453K | 1.7K | 0.1% | ▼−3.2% Reduced · −55 sh | |
| 41 | Ishares Core 60/40 Balanced Allocation ETF ETF | $450K | 6.5K | 0.1% | ▲+0.3% Added · +17 sh | |
| 42 | Vanguard Tax-Exempt Bond ETF ETF | $425K | 8.4K | 0.1% | ▲+40% Added · +2K sh | |
| 43 | Ishares Core S&P 500 ETF ETF | $408K | 545 | 0.1% | —Held | |
| 44 | Ishares Msci Emerging Markets Min Vol Factor ETF ETF | $407K | 5.4K | 0.1% | —Held | |
| 45 | State Street SPDR Portfolio Developed World Ex-US ETF ETF | $401K | 8.0K | 0.1% | ▲+6.5% Added · +484 sh | |
| 46 | Village Super MKT Inc CL A New Stock | $390K | 9.2K | 0.1% | ▲+408% Added · +7K sh | |
| 47 | Schwab U.S. Large-Cap ETF ETF | $364K | 12.4K | 0.1% | —Held | |
| 48 | State Street SPDR S&P 600 Small Cap Value ETF ETF | $362K | 3.3K | 0.1% | ▼−2.6% Reduced · −89 sh | |
| 49 | Berkshire Hathaway Inc Del CL B New Stock | $357K | 714 | 0.1% | ▲+1.1% Added · +8 sh | |
| 50 | State Street SPDR Nuveen Ice High Yield Municipal Bond ETF ETF | $342K | 13.4K | 0.1% | ▲+174% Added · +9K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 416 | $441.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 292 | $378.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 294 | $367.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 264 | $348.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 319 | $328.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 324 | $294.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 284 | $286.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 271 | $281.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.