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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
ABT icon
201
Abbott
ABT
$180B
$9.35K ﹤0.01%
103
– –
PRU icon
202
Prudential Financial
PRU
$41.7B
$9.17K ﹤0.01%
85
-28
-25% -$2.85K
J icon
203
Jacobs Solutions
J
$15.9B
$9.09K ﹤0.01%
72
– –
UBER icon
204
Uber
UBER
$134B
$8.95K ﹤0.01%
124
+24
+24% +$1.76K
GH icon
205
Guardant Health
GH
$19.5B
$8.7K ﹤0.01%
58
– –
LRCX icon
206
Lam Research
LRCX
$382B
$8.67K ﹤0.01%
20
– –
FCX icon
207
Freeport-McMoran
FCX
$90B
$8.49K ﹤0.01%
135
– –
SIL icon
208
Global X Silver Miners ETF NEW
SIL
$4.08B
$8.29K ﹤0.01%
107
– –
XLF icon
209
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$8.24K ﹤0.01%
154
– –
VCR icon
210
Vanguard Consumer Discretionary ETF
VCR
$5.84B
$7.99K ﹤0.01%
20
– –
TSCO icon
211
Tractor Supply
TSCO
$16.3B
$7.95K ﹤0.01%
251
– –
SHM icon
212
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$7.82K ﹤0.01%
163
– –
STIP icon
213
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$7.76K ﹤0.01%
76
– –
PANW icon
214
Palo Alto Networks
PANW
$264B
$7.5K ﹤0.01%
22
– –
MRVL icon
215
Marvell Technology
MRVL
$174B
$7.45K ﹤0.01%
+25
New +$5.01K
SAP icon
216
SAP
SAP
$187B
$7.4K ﹤0.01%
48
– –
MA icon
217
Mastercard
MA
$477B
$7.19K ﹤0.01%
14
+6
+75% +$2.99K
BROS icon
218
Dutch Bros
BROS
$8.78B
$7.18K ﹤0.01%
100
– –
ISRG icon
219
Intuitive Surgical
ISRG
$121B
$7.16K ﹤0.01%
18
– –
IBIT icon
220
iShares Bitcoin Trust
IBIT
$47.2B
$6.66K ﹤0.01%
200
– –
CI icon
221
Cigna
CI
$76.6B
$6.42K ﹤0.01%
23
+3
+15% +$848
SNOW icon
222
Snowflake
SNOW
$92.9B
$6.36K ﹤0.01%
25
– –
KLAC icon
223
KLA
KLAC
$275B
$6.03K ﹤0.01%
+20
New +$3.97K
FRPT icon
224
Freshpet
FRPT
$2.83B
$5.91K ﹤0.01%
100
– –
UBSI icon
225
United Bankshares
UBSI
$6.55B
$5.68K ﹤0.01%
124
– –
7 8
9
10 11

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.