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Morton Brown Family Wealth, LLC
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $449,608,092
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB U.S. BROAD MARKET ETF · ETF · 808524102 · shares: $127,557,473
- AVANTIS EMERGING MARKETS EQUITY ETF · ETF · 025072604 · shares: $46,061,856
- VANGUARD FTSE DEVELOPED MARKETS ETF · ETF · 921943858 · shares: $38,623,581
- AVANTIS U.S. SMALL CAP VALUE ETF · ETF · 025072877 · shares: $29,556,840
- AVANTIS INTERNATIONAL SMALL CAP VALUE ETF · ETF · 025072802 · shares: $28,723,887
- ISHARES NATIONAL MUNI BOND ETF · ETF · 464288414 · shares: $20,947,659
- SCHWAB INTERMEDIATE-TERM US TREASURY ETF · ETF · 808524854 · shares: $18,523,275
- STATE STREET SPDR S&P 500 ETF · ETF · 78462F103 · shares: $16,827,049
- VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF · ETF · 92206C870 · shares: $15,268,579
- ISHARES GLOBAL REIT ETF · ETF · 46434V647 · shares: $13,909,497
Reported holdings
412 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | — | 5 shares | $351 |
| SILVERCORP METALS INC COM | Stock | 82835P103 | — | 28 shares | $299 |
| OPENDOOR TECHNOLOGIES INC COM | Stock | 683712103 | — | 100 shares | $237 |
| 8X8 INC NEW COM | Stock | 282914100 | — | 100 shares | $225 |
| FEDEX FGHT HLDG CO INC COMMON STOCK | Stock | 314352105 | — | 2 shares | $219 |
| VIATRIS INC COM | Stock | 92556V106 | — | 12 shares | $213 |
| VERSANT MEDIA GROUP INC COM CL A | Stock | 925283103 | — | 3 shares | $95 |
| AMENTUM HOLDINGS INC COM | Stock | 023939101 | — | 4 shares | $72 |
| HIGH TIDE INC COM NEW | Stock | 42981E401 | — | 20 shares | $55 |
| CNFINANCE HLDGS LTD SPONSORED ADS | ADR | 18979T204 | — | 25 shares | $49 |
| UNITI GROUP LLC COM SHS | REIT | 912932100 | — | 4 shares | $34 |
| NOKIA CORP SPONSORED ADR | ADR | 654902204 | — | 2 shares | $20 |