Morton Brown Family Wealth, LLC
Long book
$378.4M
Q1 2026
Positions
292
Top-10 weight
78%
concentration
Last quarter
+10.4%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsMorton Brown Family Wealth, LLC is a wealth-management firm allocating client money, running a $378.4M US long book across 292 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: SCHWAB US BROAD MARKET ETF, AVANTIS EMERGING MARKETS EQ, VANGUARD FTSE DEVELOPED ETF, AVANTIS US SMALL CAP VALUE, AVANTIS INTL S/C VALUE ETF.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.7%
Q2 2024
+6.4%
Q3 2024
-1.3%
Q4 2024
-1.1%
Q1 2025
+8.6%
Q2 2025
+7.0%
Q3 2025
+2.9%
Q4 2025
+0.3%
Q1 2026
+10.4%
Sector allocation
Technology 49%
Financials 12%
Consumer discretionary 10%
Industrials 7%
Materials 7%
Healthcare 5%
Services media 4%
Utilities 2%
Long book by quarter
What does Morton Brown own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 8.6K | $2.2M | 0.6% | -2.5% |
| MSFT MICROSOFT CORP | Technology | 4.5K | $1.6M | 0.4% | +0.5% |
| AVGO BROADCOM INC | Technology | 4.1K | $1.3M | 0.3% | -7.1% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 3.0K | $869K | 0.2% | Held |
| NVDA NVIDIA CORP | Technology | 3.5K | $619K | 0.2% | -5.5% |
| BAC BANK OF AMERICA CORP | Financials | 11.8K | $576K | 0.2% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.7K | $537K | 0.1% | +0.1% |
| CAPL CROSSAMERICA PARTNERS LP | Consumer discretionary | 16.3K | $339K | 0.1% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 706 | $338K | 0.1% | Held |
| IDCC INTERDIGITAL INC | Financials | 850 | $257K | 0.1% | Held |
| AMGN AMGEN INC | Healthcare | 671 | $236K | 0.1% | Held |
| NOC NORTHROP GRUMMAN CORP | Technology | 345 | $236K | 0.1% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 736 | $212K | 0.1% | +2.5% |
| CAT CATERPILLAR INC | Industrials | 290 | $205K | 0.1% | Held |
| RTX RTX CORP | Industrials | 1.1K | $204K | 0.1% | -0.4% |
| XOM EXXON MOBIL CORP | Energy | 1.2K | $195K | 0.1% | +0.2% |
| DIS WALT DISNEY CO/THE | Services media | 1.8K | $173K | 0.0% | +12.5% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 529 | $173K | 0.0% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 676 | $165K | 0.0% | Held |
| WMT WALMART INC | Consumer discretionary | 1.3K | $165K | 0.0% | +0.1% |
| QCOM QUALCOMM INC | Technology | 1.2K | $149K | 0.0% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 714 | $149K | 0.0% | Held |
| GLW CORNING INC | Industrials | 1.0K | $136K | 0.0% | Held |
| FITB FIFTH THIRD BANCORP | Financials | 2.8K | $131K | 0.0% | New |
| UNP UNION PACIFIC CORP | Industrials | 508 | $123K | 0.0% | +0.2% |
| NEE NEXTERA ENERGY INC | Utilities | 1.0K | $96K | 0.0% | Held |
| AWK AMERICAN WATER WORKS CO INC | Utilities | 700 | $95K | 0.0% | Held |
| PAYX PAYCHEX INC | Services media | 985 | $91K | 0.0% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 296 | $87K | 0.0% | +102.7% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 211 | $83K | 0.0% | Held |
| VLGEA VILLAGE SUPER MARKET-CLASS A | Consumer discretionary | 1.8K | $77K | 0.0% | New |
| MMM 3M CO | Healthcare | 500 | $73K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 292 | $378.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 28, 2026 | 294 | $367.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 264 | $348.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 319 | $328.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 324 | $294.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 284 | $286.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 24, 2024 | 271 | $281.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 30, 2024 | 221 | $253.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 216 | $242.3M | canonical | SEC ↗ |