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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
DFEM icon
126
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.77B
$47.6K 0.01%
1,172
+488
+71% +$19.2K
IMCB icon
127
iShares Morningstar Mid-Cap ETF
IMCB
$1.64B
$47.2K 0.01%
489
+1
+0.2% +$91
TLN
128
Talen Energy Corp
TLN
$17.2B
$46.1K 0.01%
120
– –
MDLZ icon
129
Mondelez International
MDLZ
$77.7B
$44.2K 0.01%
764
– –
CECO icon
130
Ceco Environmental
CECO
$4.42B
$43.6K 0.01%
481
– –
EMR icon
131
Emerson Electric
EMR
$82.9B
$42.9K 0.01%
300
– –
META icon
132
Meta Platforms (Facebook)
META
$1.51T
$42.8K 0.01%
76
-19
-20% -$11.6K
WPM icon
133
Wheaton Precious Metals
WPM
$50.6B
$40.2K 0.01%
358
– –
ABBV icon
134
AbbVie
ABBV
$458B
$39.3K 0.01%
156
+42
+37% +$9.04K
VGT icon
135
Vanguard Information Technology ETF
VGT
$139B
$38.2K 0.01%
320
– –
OLED icon
136
Universal Display
OLED
$3.71B
$37.6K 0.01%
434
– –
COST icon
137
Costco
COST
$415B
$36.1K 0.01%
39
-13
-25% -$13K
HYD icon
138
VanEck High Yield Muni ETF
HYD
$4.44B
$35K 0.01%
+680
New +$34.7K
WWD icon
139
Woodward
WWD
$25B
$34K 0.01%
80
– –
OMC icon
140
Omnicom Group
OMC
$22.7B
$33.4K 0.01%
459
– –
SCHE icon
141
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$32.3K 0.01%
891
– –
GDX icon
142
VanEck Gold Miners ETF
GDX
$23B
$32K 0.01%
424
– –
SO icon
143
Southern Company
SO
$110B
$30.1K 0.01%
314
– –
PLTR icon
144
Palantir
PLTR
$295B
$29.2K 0.01%
250
+25
+11% +$3.41K
KO icon
145
Coca-Cola
KO
$354B
$29K 0.01%
357
+272
+320% +$21.5K
TPR icon
146
Tapestry
TPR
$28.8B
$26.9K 0.01%
184
+1
+0.5% +$143
VYMI icon
147
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$26.3K 0.01%
268
– –
PG icon
148
Procter & Gamble
PG
$343B
$26.1K 0.01%
178
+14
+9% +$2.04K
DE icon
149
Deere & Co
DE
$170B
$26K 0.01%
41
+4
+11% +$2.32K
PFE icon
150
Pfizer
PFE
$140B
$26K 0.01%
1,079
-77
-7% -$2.01K
4 5
6
7 8

Similar funds

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
DBG
De Burlo Group Boston, Massachusetts $441M AUM 21.21% 1-Year Est. Return
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
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

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.