Institutional Fund
Morton Brown Family Wealth, LLC
Allentown, PACIK 19098515 filings on record
Portfolio Value
$378.41M
Q1 2026
Holdings
292
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+3.0%
from $367.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr26.7%
- American Centy ETF Tr9.9%
- Vanguard Tax-Managed Fds8.6%
- American Centy ETF Tr6.8%
- American Centy ETF Tr6.4%
- Ishares Tr4.9%
- Other36.8%
Portfolio Holdings
292 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 4.02M | $100.85M | 26.7% | +170.4K | Added |
| 2 | American Centy ETF Tr | 465.3K | $37.49M | 9.9% | +10.7K | Added |
| 3 | Vanguard Tax-Managed Fds | 507.5K | $32.52M | 8.6% | +15.6K | Added |
| 4 | American Centy ETF Tr | 232.5K | $25.69M | 6.8% | +7.1K | Added |
| 5 | American Centy ETF Tr | 241.5K | $24.11M | 6.4% | +5.9K | Added |
| 6 | Ishares Tr | 175.4K | $18.61M | 4.9% | +4.1K | Added |
| 7 | Schwab Strategic Tr | 701.7K | $17.48M | 4.6% | +26.4K | Added |
| 8 | Spdr S&P 500 ETF Tr | 22.2K | $14.45M | 3.8% | +331 | Added |
| 9 | Vanguard Scottsdale Fds | 162.8K | $13.47M | 3.6% | +7.6K | Added |
| 10 | Ishares Tr | 491.0K | $12.35M | 3.3% | +19.5K | Added |
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