Morton Brown Family Wealth, LLC ETF holdings
Allentown, PA
Reported $425.2M in 123 ETFs in its Form 13F for June 30, 2026.
ETF value
$425.2M
ETFs held
123
Change from prior quarter
+16.7%
With price moves
ETFs as a share of its 13F
96.4%
of $441.1M
Top 10 of 123 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $123.4M | 4,261,509 | +243,641 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $46.4M | 480,549 | +15,240 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $38.0M | 532,635 | +25,118 shares |
| AVUV | Avantis US Small Cap Value ETF | $30.8M | 246,862 | +14,332 shares |
| AVDV | Avantis International Small Cap Value ETF | $26.3M | 255,151 | +13,684 shares |
| MUB | iShares National Muni Bond ETF | $21.8M | 202,817 | +27,462 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $18.8M | 762,960 | +61,254 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $16.6M | 22,163 | −53 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $14.9M | 180,706 | +17,892 shares |
| REET | iShares Global REIT ETF | $14.4M | 520,305 | +29,278 shares |
113 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001909851. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Morton Brown Family Wealth, LLC own?
Morton Brown Family Wealth, LLC reported 123 ETF positions worth $425.2M in its Form 13F for June 30, 2026. The largest was SCHB, at $123.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.