2026 Q1 Portfolio Activity
In 2026 Q1, Morton Brown Family Wealth, LLC maintained a portfolio of 305 distinct positions. The most significant new addition was FIFTH THIRD BANCORP COM, now representing 0.03% of the total fund value. They heavily accumulated shares in PIMCO INTERMED MUNI BOND, increasing the position by 6.2%.
Position History
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Total Positions
305
Quarter
2026 Q1
Top Holding
SCHB (26.7%)
Top 10 Concentration
78.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 305
Morton Brown Family Wealth, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHB
SCHWAB U.S. BRO...
|
ETF | 26.65% | 27.48% |
#1
Prev: #1
|
6.5 |
—
|
170,427 | 4.4% |
P
S
|
4,017,868 | $100,848,498 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVEM
AVANTIS EMERGIN...
|
ETF | 9.91% | 9.53% |
#2
Prev: #2
|
6.0 |
—
|
10,704 | 2.4% |
P
S
|
465,309 | $37,494,580 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 8.59% | 8.37% |
#3
Prev: #3
|
4.9 |
—
|
15,609 | 3.2% |
P
S
|
507,517 | $32,521,706 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVUV
AVANTIS U.S. SM...
|
ETF | 6.79% | 6.26% |
#4
Prev: #4
|
3.7 |
—
|
7,081 | 3.1% |
P
S
|
232,530 | $25,687,610 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVDV
AVANTIS INTERNA...
|
ETF | 6.37% | 6.03% |
#5
Prev: #5
|
3.5 |
—
|
5,928 | 2.5% |
P
S
|
241,467 | $24,112,945 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MUB
ISHARES NATIONA...
|
ETF | 4.92% | 4.99% |
#6
Prev: #6
|
2.5 |
—
|
4,124 | 2.4% |
P
S
|
175,355 | $18,613,984 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHR
SCHWAB INTERMED...
|
ETF | 4.62% | 4.61% |
#7
Prev: #7
|
2.3 |
—
|
26,372 | 3.9% |
P
S
|
701,706 | $17,479,500 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STREET SP...
|
ETF | 3.82% | 4.06% |
#8
Prev: #8
|
2.0 |
—
|
331 | 1.5% |
P
S
|
22,216 | $14,447,865 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCIT
VANGUARD INTERM...
|
ETF | 3.56% | 3.54% |
#9
Prev: #9
|
1.9 |
—
|
7,640 | 4.9% |
P
S
|
162,814 | $13,472,829 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
REET
ISHARES GLOBAL ...
|
ETF | 3.26% | 3.20% |
#10
Prev: #10
|
1.8 |
—
|
19,487 | 4.1% |
P
S
|
491,027 | $12,349,333 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BNDX
VANGUARD TOTAL ...
|
ETF | 3.00% | 2.98% |
#11
Prev: #11
|
1.7 |
—
|
10,084 | 4.5% |
P
S
|
236,483 | $11,363,029 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MUNI
PIMCO INTERMED ...
|
ETF | 2.49% | 2.43% |
#12
Prev: #12
|
3.0 |
—
|
10,466 | 6.2% |
P
S
|
180,642 | $9,427,703 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SUB
ISHARES SHORT-T...
|
ETF | 1.55% | 1.56% |
#13
Prev: #13
|
1.1 |
—
|
1,297 | 2.4% |
P
S
|
55,101 | $5,868,304 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCSH
VANGUARD SHORT-...
|
ETF | 1.46% | 1.47% |
#14
Prev: #14
|
1.1 |
—
|
2,115 | 3.1% |
P
S
|
69,894 | $5,540,516 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EFA
ISHARES MSCI EA...
|
ETF | 0.87% | 0.88% |
#15
Prev: #15
|
0.8 |
—
|
-101 | -0.3% |
P
S
|
33,726 | $3,275,806 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHC
SCHWAB INTERNAT...
|
ETF | 0.85% | 0.87% |
#16
Prev: #16
|
0.8 |
—
|
-1,064 | -1.5% |
P
S
|
68,782 | $3,214,871 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HDV
ISHARES CORE HI...
|
ETF | 0.79% | 0.75% |
#17
Prev: #17
|
0.8 |
—
|
-619 | -2.7% |
P
S
|
22,103 | $2,999,861 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IEFA
ISHARES CORE MS...
|
ETF | 0.66% | 0.67% |
#18
Prev: #18
|
0.8 |
—
|
-35 | -0.1% |
P
S
|
27,408 | $2,481,246 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC COM
|
Technology | 0.58% | 0.65% |
#19
Prev: #19
|
0.7 |
—
|
-220 | -2.5% |
P
S
|
8,584 | $2,178,534 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VB
VANGUARD SMALL-...
|
ETF | 0.56% | 0.57% |
#20
1
Prev: #21
|
0.7 |
—
|
-63 | -0.8% |
P
S
|
8,103 | $2,122,338 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 0.51% | 0.54% |
#21
1
Prev: #22
|
0.7 |
—
|
83 | 2.6% |
P
S
|
3,317 | $1,914,222 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.44% | 0.58% |
#22
2
Prev: #20
|
0.7 |
—
|
20 | 0.5% |
P
S
|
4,453 | $1,648,322 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.42% | 0.45% |
#23
Prev: #23
|
0.7 |
—
|
22 | 0.5% |
P
S
|
4,910 | $1,575,200 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 0.38% | 0.40% |
#24
1
Prev: #25
|
0.7 |
—
|
-727 | -2.7% |
P
S
|
26,659 | $1,440,901 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 0.34% | 0.42% |
#25
1
Prev: #24
|
0.6 |
—
|
-315 | -7.1% |
P
S
|
4,106 | $1,270,848 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DFSV
DIMENSIONAL US ...
|
ETF | 0.34% | 0.32% |
#26
Prev: #26
|
0.6 |
—
|
13 | 0.0% |
P
S
|
36,208 | $1,268,728 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VSS
VANGUARD FTSE A...
|
ETF | 0.31% | 0.31% |
#27
Prev: #27
|
0.6 |
—
|
-2 | -0.0% |
P
S
|
7,976 | $1,162,821 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWM
ISHARES RUSSELL...
|
ETF | 0.28% | 0.29% |
#28
1
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
4,346 | $1,077,808 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ESGU
ISHARES ESG AWA...
|
ETF | 0.27% | 0.31% |
#29
1
Prev: #28
|
0.6 |
—
|
-374 | -4.9% |
P
S
|
7,288 | $1,030,669 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VXUS
VANGUARD TOTAL ...
|
ETF | 0.25% | 0.26% |
#30
Prev: #30
|
0.6 |
—
|
-145 | -1.2% |
P
S
|
12,385 | $954,987 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
APD
AIR PRODUCTS AN...
|
Basic Materials | 0.23% | 0.20% |
#31
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
2,993 | $869,437 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.16% | 0.19% |
#32
Prev: #32
|
0.6 |
—
|
-207 | -5.5% |
P
S
|
3,547 | $618,522 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ESGD
ISHARES ESG AWA...
|
ETF | 0.16% | 0.17% |
#33
1
Prev: #34
|
0.6 |
—
|
-381 | -5.8% |
P
S
|
6,221 | $594,852 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.15% | 0.18% |
#34
1
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
11,818 | $576,128 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 0.14% | 0.14% |
#35
Prev: #35
|
0.6 |
—
|
2 | 0.1% |
P
S
|
1,729 | $537,211 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHF
SCHWAB INTERNAT...
|
ETF | 0.12% | 0.12% |
#36
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
17,884 | $442,629 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVRE
AVANTIS REAL ES...
|
ETF | 0.11% | 0.12% |
#37
Prev: #37
|
0.5 |
—
|
-80 | -0.8% |
P
S
|
9,676 | $425,946 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AOR
ISHARES CORE 60...
|
ETF | 0.11% | 0.11% |
#38
Prev: #38
|
0.5 |
—
|
8 | 0.1% |
P
S
|
6,464 | $415,958 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOT
VANGUARD MID-CA...
|
ETF | 0.10% | 0.11% |
#39
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
1,480 | $380,878 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 0.09% | 0.11% |
#40
1
Prev: #41
|
0.5 |
—
|
-21 | -3.7% |
P
S
|
545 | $355,999 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EEMV
ISHARES MSCI EM...
|
ETF | 0.09% | 0.09% |
#41
2
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
5,400 | $349,542 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPDW
STATE STREET SP...
|
ETF | 0.09% | 0.09% |
#42
3
Prev: #45
|
0.5 |
—
|
212 | 2.9% |
P
S
|
7,472 | $341,089 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CAPL
CROSSAMERICA PA...
|
Energy | 0.09% | 0.09% |
#43
1
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
16,313 | $338,984 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.09% | 0.10% |
#44
2
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
706 | $338,315 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SLYV
STATE STREET SP...
|
ETF | 0.09% | 0.09% |
#45
2
Prev: #47
|
0.5 |
—
|
-45 | -1.3% |
P
S
|
3,407 | $322,234 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHX
SCHWAB U.S. LAR...
|
ETF | 0.08% | 0.11% |
#46
6
Prev: #40
|
0.5 |
—
|
-2,374 | -16.1% |
P
S
|
12,369 | $317,141 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTEB
VANGUARD TAX-EX...
|
ETF | 0.08% | 0.04% |
#47
31
Prev: #78
|
3.0 |
—
|
3,242 | 117.0% |
P
S
|
6,013 | $299,989 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWF
ISHARES RUSSELL...
|
ETF | 0.08% | 0.09% |
#48
2
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
678 | $288,905 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ESGE
ISHARES ESG AWA...
|
ETF | 0.07% | 0.08% |
#49
Prev: #49
|
0.5 |
—
|
-371 | -5.8% |
P
S
|
6,045 | $274,866 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHI
SCHWAB 5-10 YEA...
|
ETF | 0.07% | 0.07% |
#50
1
Prev: #51
|
0.5 |
—
|
101 | 0.8% |
P
S
|
12,035 | $272,961 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 305 holdings