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MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $441M
1-Year Est. Return 20.82%
This Fund
S&P 500
This Quarter Est. Return
+10.97%
1 Year Est. Return
+20.82%
3 Year Est. Return
+49.98%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$441M
AUM Growth
+$62.7M
Cap. Flow
+$22.8M
Cap. Flow %
5.17%
Top 10 Hldgs %
79.65%
Holding
424
New
132
Increased
100
Reduced
42
Closed
8

Top Buys

Rank Stock Value
1
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.82M
2
MUB icon
iShares National Muni Bond ETF
MUB
+$2.94M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.75M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.71M
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.51M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$265K
2
CAPL icon
CrossAmerica Partners
CAPL
+$137K
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$128K
4
NOC icon
Northrop Grumman
NOC
+$117K
5
HDV
iShares Core High Dividend ETF
HDV
+$78.1K

Sector Composition

Rank Sector Weight
1 Technology 1.8%
2 Financials 0.38%
3 Industrials 0.28%
4 Consumer Discretionary 0.23%
5 Materials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.82T
$1.3M 0.3%
3,444
-662
-16% -$265K
IWM icon
27
iShares Russell 2000 ETF
IWM
$80.9B
$1.3M 0.29%
4,314
-32
-0.7% -$8.99K
VXUS icon
28
Vanguard Total International Stock ETF
VXUS
$153B
$1.27M 0.29%
14,847
+2,462
+20% +$206K
VSS icon
29
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$1.23M 0.28%
7,976
– –
ESGU icon
30
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$1.19M 0.27%
7,250
-38
-0.5% -$6.01K
APD icon
31
Air Products & Chemicals
APD
$66.3B
$877K 0.2%
2,993
– –
NVDA icon
32
NVIDIA
NVDA
$5.01T
$712K 0.16%
3,559
+12
+0.3% +$2.47K
BAC icon
33
Bank of America
BAC
$435B
$674K 0.15%
11,837
+19
+0.2% +$1.01K
ESGD icon
34
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$640K 0.15%
6,229
+8
+0.1% +$813
VOO icon
35
Vanguard S&P 500 ETF
VOO
$968B
$518K 0.12%
754
+648
+611% +$432K
SCHF icon
36
Schwab International Equity ETF
SCHF
$65.6B
$495K 0.11%
17,884
– –
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.91T
$477K 0.11%
1,334
+598
+81% +$215K
AVRE icon
38
Avantis Real Estate ETF
AVRE
$884M
$464K 0.11%
9,803
+127
+1% +$5.99K
VOT icon
39
Vanguard Mid-Cap Growth ETF
VOT
$19B
$453K 0.1%
1,480
– –
MCD icon
40
McDonald's
MCD
$188B
$453K 0.1%
1,674
-55
-3% -$15.8K
AOR icon
41
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.63B
$450K 0.1%
6,481
+17
+0.3% +$1.16K
VTEB icon
42
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$425K 0.1%
8,397
+2,384
+40% +$120K
IVV icon
43
iShares Core S&P 500 ETF
IVV
$876B
$408K 0.09%
545
– –
EEMV icon
44
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$407K 0.09%
5,400
– –
SPDW icon
45
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$401K 0.09%
7,956
+484
+6% +$24K
VLGEA icon
46
Village Super Market
VLGEA
$631M
$390K 0.09%
9,245
+7,424
+408% +$319K
SCHX icon
47
Schwab US Large- Cap ETF
SCHX
$70.9B
$364K 0.08%
12,369
– –
SLYV icon
48
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$362K 0.08%
3,318
-89
-3% -$9.17K
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.07T
$357K 0.08%
714
+8
+1% +$3.85K
HYMB icon
50
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.07B
$342K 0.08%
13,445
+8,543
+174% +$215K
1
2
3 4 5

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Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
DBG
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DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
BOA
Birnam Oak Advisors New York $441M AUM 37.12% 1-Year Est. Return
CPW
Cove Private Wealth Oyster Bay Cove, New York $440M AUM 27.56% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
SCP
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PLU
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Morton Brown Family Wealth's Q2 2026 Portfolio in Review

As of Q2 2026, Morton Brown Family Wealth held 424 positions worth $441M, up 17% from $378M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Morton Brown Family Wealth deployed $22.8M of net new capital in Q2 2026, opening 132 new positions and adding to 100 existing holdings. Its largest new stake was SpaceX: 287 shares worth $49K.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, down from 1.8% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Broadcom, an estimated $265K trimmed.

  • Morton Brown Family Wealth's largest Q2 2026 buy was SpaceX: 287 shares worth $49K.
  • Morton Brown Family Wealth added most to Schwab US Broad Market ETF in Q2 2026, an estimated $6.82M increase.
  • Morton Brown Family Wealth's biggest Q2 2026 reduction was Broadcom, cutting an estimated $265K.
  • Morton Brown Family Wealth fully exited Airbnb in Q2 2026, selling an estimated $18.9K.
  • Morton Brown Family Wealth's ten largest holdings make up 80% of its $441M portfolio in Q2 2026.
  • Morton Brown Family Wealth opened 132 new positions and closed 8 in Q2 2026.
  • Morton Brown Family Wealth's portfolio value rose 17% quarter-over-quarter to $441M.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.