Morton Brown Family Wealth, LLC

13F filer · CIK 0001909851

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$441MU.S. long equity reported on 13F

Positions305130 new · 8 closed

Net flow last quarter+$63.8KBuys minus sells

Top 10 positions weight6.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026305 positions
SPYSPDR S&P 500 ETF Trust	$16.6M	3.75%	Not reported	-0.2%	Q4 2021
AAPLApple Inc.	$2.43M	0.55%	0.00%	-2.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$2.38M	0.54%	Not reported	-2.7%	Q4 2021
MSFTMicrosoft Corp	$1.69M	0.38%	0.00%	+1.7%	Q4 2021
AVGOBroadcom Inc.	$1.3M	0.29%	0.00%	-16.1%	Q4 2021
APDAir Products & Chemicals, Inc.	$877K	0.20%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$712K	0.16%	0.00%	+0.3%	Q3 2022
BACBank of America Corp	$674K	0.15%	0.00%	+0.2%	Q4 2021
GOOGLAlphabet Inc.	$477K	0.11%	0.00%	+81.3%	Q2 2022
VOTVan Kampen Municipal Opportunity Trust II	$453K	0.10%	Not reported	Not reported	Q3 2022
MCDMcdonalds Corp	$453K	0.10%	0.00%	-3.2%	Q4 2021
VLGEAVillage Super Market Inc	$390K	0.09%	0.22%	+407.7%	Q1 2026
BRK.BBerkshire Hathaway Inc	$357K	0.08%	Not reported	+1.1%	Q4 2021
CATCaterpillar Inc	$318K	0.07%	0.00%	+3.1%	Q3 2022
SCHISterling Chemicals Inc	$276K	0.06%	Not reported	+1.3%	Q4 2024
GLWCorning Inc	$257K	0.06%	0.00%	+0.8%	Q4 2021
AMGNAmgen Inc	$243K	0.06%	0.00%	Not reported	Q4 2021
IDCCInterDigital, Inc.	$241K	0.05%	0.00%	Not reported	Q4 2024
CAPLCrossAmerica Partners LP	$224K	0.05%	0.03%	-38.7%	Q3 2022
AMDAdvanced Micro Devices Inc	$216K	0.05%	0.00%	+6.0%	Q3 2022
QCOMQualcomm Inc	$213K	0.05%	0.00%	-0.2%	Q4 2021
STXSeagate Technology Holdings plc	$204K	0.05%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$203K	0.05%	0.00%	+1.1%	Q4 2021
MARMarriott International Inc	$197K	0.04%	0.00%	+0.6%	Q4 2021
FTGCSynergetics, Inc.	$191K	0.04%	Not reported	Not reported	Q4 2021
GLDSPDR Gold Trust	$182K	0.04%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$181K	0.04%	0.00%	+5.5%	Q4 2021
FITBFifth Third Bancorp	$160K	0.04%	0.00%	+0.4%	Q4 2021
AMZNAmazon Com Inc	$140K	0.03%	0.00%	-17.8%	Q4 2021
XOMExxonMobil Holdings Corp	$138K	0.03%	0.00%	-12.2%	Q2 2022
UNPUnion Pacific Corp	$138K	0.03%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$122K	0.03%	0.00%	-19.0%	Q4 2021
DISWalt Disney Co	$118K	0.03%	0.00%	-32.0%	Q4 2021
JPMJPMorgan Chase & Co	$105K	0.02%	0.00%	+8.5%	Q1 2022
MUMicron Technology Inc	$99.3K	0.02%	0.00%	+6.2%	Q2 2025
PAYXPaychex Inc	$97.3K	0.02%	0.00%	+0.5%	Q4 2021
CSCOCisco Systems, Inc.	$94.5K	0.02%	0.00%	+9.7%	Q4 2021
NEENextera Energy Inc	$92.7K	0.02%	0.00%	+2.0%	Q4 2021
AWKAmerican Water Works Company, Inc.	$92.1K	0.02%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$87.6K	0.02%	0.00%	+7.4%	Q4 2021
IBMInternational Business Machines Corp	$85.2K	0.02%	0.00%	+3.8%	Q4 2021
MMM3m Co	$81K	0.02%	0.00%	Not reported	Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$78.4K	0.02%	Not reported	Not reported	Q1 2023
XYZBlock, Inc.	$76.5K	0.02%	Not reported	+0.7%	Q4 2021
AMPAmeriprise Financial Inc	$73.4K	0.02%	0.00%	+0.6%	Q4 2021
NOCNorthrop Grumman Corp	$72.3K	0.02%	0.00%	-58.8%	Q4 2021
HDHome Depot, Inc.	$69.4K	0.02%	0.00%	+0.5%	Q4 2021
TSLATesla, Inc.	$66K	0.01%	0.00%	+15.4%	Q1 2023
GEGeneral Electric Co	$64.7K	0.01%	0.00%	+1.2%	Q4 2021
GSGoldman Sachs Group Inc	$57.6K	0.01%	0.00%	+5.6%	Q1 2023

Q1 2026Reported Apr 21, 2026182 positions
SPYSPDR S&P 500 ETF Trust	$14.4M	3.82%	Not reported	+1.5%	Q4 2021
AAPLApple Inc.	$2.18M	0.58%	0.00%	-2.5%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.91M	0.51%	Not reported	+2.6%	Q4 2021
MSFTMicrosoft Corp	$1.65M	0.44%	0.00%	+0.5%	Q4 2021
AVGOBroadcom Inc.	$1.27M	0.34%	0.00%	-7.1%	Q4 2021
APDAir Products & Chemicals, Inc.	$869K	0.23%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$619K	0.16%	0.00%	-5.5%	Q3 2022
BACBank of America Corp	$576K	0.15%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$537K	0.14%	0.00%	+0.1%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$381K	0.10%	Not reported	Not reported	Q3 2022
CAPLCrossAmerica Partners LP	$339K	0.09%	0.04%	Not reported	Q3 2022
BRK.BBerkshire Hathaway Inc	$338K	0.09%	Not reported	Not reported	Q4 2021
SCHISterling Chemicals Inc	$273K	0.07%	Not reported	+0.9%	Q4 2024
IDCCInterDigital, Inc.	$257K	0.07%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$236K	0.06%	0.00%	Not reported	Q4 2021
NOCNorthrop Grumman Corp	$236K	0.06%	0.00%	Not reported	Q4 2021
GLDSPDR Gold Trust	$212K	0.06%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$212K	0.06%	0.00%	+2.5%	Q2 2022
CATCaterpillar Inc	$205K	0.05%	0.00%	Not reported	Q3 2022
RTXRTX Corp	$204K	0.05%	0.00%	-0.4%	Q4 2021
FTGCSynergetics, Inc.	$203K	0.05%	Not reported	Not reported	Q4 2021
XOMExxonMobil Holdings Corp	$195K	0.05%	0.00%	+0.2%	Q2 2022
DISWalt Disney Co	$173K	0.05%	0.00%	+12.5%	Q4 2021
MARMarriott International Inc	$173K	0.05%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$165K	0.04%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$165K	0.04%	0.00%	+0.1%	Q4 2021
QCOMQualcomm Inc	$149K	0.04%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$149K	0.04%	0.00%	Not reported	Q4 2021
GLWCorning Inc	$136K	0.04%	0.00%	Not reported	Q4 2021
FITBFifth Third Bancorp	$131K	0.03%	0.00%	Not reported	Q4 2021
UNPUnion Pacific Corp	$123K	0.03%	0.00%	+0.2%	Q4 2021
NEENextera Energy Inc	$96.1K	0.03%	0.00%	Not reported	Q4 2021
AWKAmerican Water Works Company, Inc.	$95.3K	0.03%	0.00%	Not reported	Q4 2021
PAYXPaychex Inc	$90.7K	0.02%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$87.1K	0.02%	0.00%	+102.7%	Q1 2022
STXSeagate Technology Holdings plc	$82.7K	0.02%	0.00%	Not reported	Q4 2021
VLGEAVillage Super Market Inc	$76.9K	0.02%	0.04%	New	Q1 2026
MMM3m Co	$72.6K	0.02%	0.00%	Not reported	Q4 2021
AMDAdvanced Micro Devices Inc	$71.2K	0.02%	0.00%	Not reported	Q3 2022
IBMInternational Business Machines Corp	$70.8K	0.02%	0.00%	Not reported	Q4 2021
AMPAmeriprise Financial Inc	$70.7K	0.02%	0.00%	Not reported	Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$69.5K	0.02%	Not reported	Not reported	Q1 2023
HDHome Depot, Inc.	$64.5K	0.02%	0.00%	+0.5%	Q4 2021
LLYELI LILLY & Co	$62.5K	0.02%	0.00%	Not reported	Q4 2021
XYZBlock, Inc.	$60.2K	0.02%	Not reported	Not reported	Q4 2021
GOOGAlphabet Inc.	$57.4K	0.02%	Not reported	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$56.9K	0.02%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$54.4K	0.01%	Not reported	+26.7%	Q4 2021
GILDGilead Sciences, Inc.	$54.2K	0.01%	0.00%	+0.5%	Q2 2022
PSXPhillips 66	$51.4K	0.01%	0.00%	Not reported	Q4 2021

Q4 2025Reported Jan 28, 2026179 positions
SPYSPDR S&P 500 ETF Trust	$14.9M	4.06%	Not reported	-0.6%	Q4 2021
AAPLApple Inc.	$2.39M	0.65%	0.00%	+1.2%	Q4 2021
MSFTMicrosoft Corp	$2.14M	0.58%	0.00%	+100.7%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.99M	0.54%	Not reported	+1.4%	Q4 2021
AVGOBroadcom Inc.	$1.53M	0.42%	0.00%	-5.1%	Q4 2021
APDAir Products & Chemicals, Inc.	$739K	0.20%	0.00%	+777.7%	Q4 2021
NVDANvidia Corp	$700K	0.19%	0.00%	+1.4%	Q3 2022
BACBank of America Corp	$650K	0.18%	0.00%	-1.6%	Q4 2021
MCDMcdonalds Corp	$528K	0.14%	0.00%	+79.5%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$413K	0.11%	Not reported	-15.8%	Q3 2022
BRK.BBerkshire Hathaway Inc	$355K	0.10%	Not reported	+0.4%	Q4 2021
CAPLCrossAmerica Partners LP	$336K	0.09%	0.04%	+63.2%	Q3 2022
SCHISterling Chemicals Inc	$274K	0.07%	Not reported	+12.8%	Q4 2024
IDCCInterDigital, Inc.	$271K	0.07%	0.00%	-19.1%	Q4 2024
GOOGLAlphabet Inc.	$225K	0.06%	0.00%	+55.4%	Q2 2022
AMGNAmgen Inc	$220K	0.06%	0.00%	+0.2%	Q4 2021
QCOMQualcomm Inc	$198K	0.05%	0.00%	Not reported	Q4 2021
NOCNorthrop Grumman Corp	$197K	0.05%	0.00%	+2.1%	Q4 2021
GLDSPDR Gold Trust	$195K	0.05%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$195K	0.05%	0.00%	-4.0%	Q4 2021
DISWalt Disney Co	$182K	0.05%	0.00%	-31.9%	Q4 2021
CATCaterpillar Inc	$166K	0.05%	0.00%	Not reported	Q3 2022
AMZNAmazon Com Inc	$165K	0.04%	0.00%	+22.3%	Q4 2021
MARMarriott International Inc	$164K	0.04%	0.00%	-6.0%	Q4 2021
FTGCSynergetics, Inc.	$164K	0.04%	Not reported	-4.3%	Q4 2021
WMTWalmart Inc.	$148K	0.04%	0.00%	+3.7%	Q4 2021
JNJJohnson & Johnson	$140K	0.04%	0.00%	+2.6%	Q4 2021
XOMExxonMobil Holdings Corp	$138K	0.04%	0.00%	+0.3%	Q2 2022
CMAComerica Inc	$132K	0.04%	0.00%	Not reported	Q4 2021
UNPUnion Pacific Corp	$117K	0.03%	0.00%	+0.2%	Q4 2021
PAYXPaychex Inc	$110K	0.03%	0.00%	Not reported	Q4 2021
AWKAmerican Water Works Company, Inc.	$91.4K	0.02%	0.00%	Not reported	Q4 2021
GLWCorning Inc	$87.6K	0.02%	0.00%	Not reported	Q4 2021
IBMInternational Business Machines Corp	$86.5K	0.02%	0.00%	Not reported	Q4 2021
NEENextera Energy Inc	$83.1K	0.02%	0.00%	+1.9%	Q4 2021
MMM3m Co	$80.1K	0.02%	0.00%	+400.0%	Q4 2021
AMPAmeriprise Financial Inc	$78K	0.02%	0.00%	Not reported	Q4 2021
AMDAdvanced Micro Devices Inc	$75K	0.02%	0.00%	Not reported	Q3 2022
LLYELI LILLY & Co	$73.1K	0.02%	0.00%	+7.9%	Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$72.1K	0.02%	Not reported	Not reported	Q1 2023
HDHome Depot, Inc.	$67.3K	0.02%	0.00%	+387.5%	Q4 2021
XYZBlock, Inc.	$65.1K	0.02%	Not reported	Not reported	Q4 2021
GOOGAlphabet Inc.	$62.8K	0.02%	Not reported	Not reported	Q4 2021
TSLATesla, Inc.	$61.2K	0.02%	0.00%	Not reported	Q1 2023
STXSeagate Technology Holdings plc	$58.1K	0.02%	0.00%	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$56.5K	0.02%	0.00%	+4.3%	Q4 2021
GEGeneral Electric Co	$52.7K	0.01%	0.00%	-5.0%	Q4 2021
OLEDUniversal Display Corp \pa\	$50.7K	0.01%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$49.5K	0.01%	Not reported	-52.5%	Q4 2021
GILDGilead Sciences, Inc.	$47.4K	0.01%	0.00%	+0.8%	Q2 2022

Q3 2025Reported Oct 21, 2025157 positions
SPYSPDR S&P 500 ETF Trust	$14.7M	4.21%	Not reported	-0.6%	Q4 2021
AAPLApple Inc.	$2.22M	0.64%	0.00%	-4.4%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.92M	0.55%	Not reported	+4.0%	Q4 2021
AVGOBroadcom Inc.	$1.54M	0.44%	0.00%	-13.6%	Q4 2021
MSFTMicrosoft Corp	$1.14M	0.33%	0.00%	-11.5%	Q4 2021
NVDANvidia Corp	$691K	0.20%	0.00%	-5.7%	Q3 2022
BACBank of America Corp	$619K	0.18%	0.00%	-3.8%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$516K	0.15%	Not reported	Not reported	Q3 2022
IDCCInterDigital, Inc.	$362K	0.10%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$353K	0.10%	Not reported	-22.2%	Q4 2021
MCDMcdonalds Corp	$292K	0.08%	0.00%	+0.2%	Q4 2021
DISWalt Disney Co	$268K	0.08%	0.00%	Not reported	Q4 2021
SCHISterling Chemicals Inc	$244K	0.07%	Not reported	+5.6%	Q4 2024
CAPLCrossAmerica Partners LP	$210K	0.06%	0.03%	-50.3%	Q3 2022
NOCNorthrop Grumman Corp	$206K	0.06%	0.00%	Not reported	Q4 2021
QCOMQualcomm Inc	$192K	0.06%	0.00%	Not reported	Q4 2021
FTGCSynergetics, Inc.	$191K	0.05%	Not reported	Not reported	Q4 2021
AMGNAmgen Inc	$189K	0.05%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$185K	0.05%	0.00%	-4.4%	Q4 2021
GLDSPDR Gold Trust	$175K	0.05%	0.00%	Not reported	Q4 2021
MARMarriott International Inc	$147K	0.04%	0.00%	Not reported	Q4 2021
CATCaterpillar Inc	$138K	0.04%	0.00%	-6.8%	Q3 2022
WMTWalmart Inc.	$132K	0.04%	0.00%	-12.4%	Q4 2021
XOMExxonMobil Holdings Corp	$129K	0.04%	0.00%	-6.1%	Q2 2022
AMZNAmazon Com Inc	$128K	0.04%	0.00%	-7.2%	Q4 2021
PAYXPaychex Inc	$125K	0.04%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$122K	0.04%	0.00%	-67.5%	Q4 2021
UNPUnion Pacific Corp	$120K	0.03%	0.00%	-4.0%	Q4 2021
METAMeta Platforms, Inc.	$116K	0.03%	Not reported	-21.4%	Q4 2021
GOOGLAlphabet Inc.	$112K	0.03%	0.00%	-20.8%	Q2 2022
AWKAmerican Water Works Company, Inc.	$97.4K	0.03%	0.00%	Not reported	Q4 2021
APDAir Products & Chemicals, Inc.	$93K	0.03%	0.00%	Not reported	Q4 2021
IBMInternational Business Machines Corp	$82.4K	0.02%	0.00%	Not reported	Q4 2021
GLWCorning Inc	$82K	0.02%	0.00%	Not reported	Q4 2021
AMPAmeriprise Financial Inc	$78.1K	0.02%	0.00%	Not reported	Q4 2021
NEENextera Energy Inc	$76.7K	0.02%	0.00%	Not reported	Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$69.6K	0.02%	Not reported	Not reported	Q1 2023
OLEDUniversal Display Corp \pa\	$62.3K	0.02%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$60.5K	0.02%	0.00%	Not reported	Q1 2023
AMDAdvanced Micro Devices Inc	$56.6K	0.02%	0.00%	-13.8%	Q3 2022
GEGeneral Electric Co	$54.1K	0.02%	0.00%	Not reported	Q4 2021
ADPAutomatic Data Processing Inc	$51.4K	0.01%	0.00%	Not reported	Q4 2021
TLNTalen Energy Corp	$51K	0.01%	0.00%	Not reported	Q1 2025
STXSeagate Technology Holdings plc	$49.8K	0.01%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$48.7K	0.01%	Not reported	Not reported	Q4 2021
CSCOCisco Systems, Inc.	$48.1K	0.01%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$48.1K	0.01%	0.00%	-18.2%	Q4 2021
MDLZMondelez International, Inc.	$47.5K	0.01%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$42.9K	0.01%	0.00%	-16.6%	Q1 2022
GILDGilead Sciences, Inc.	$42.6K	0.01%	0.00%	+0.8%	Q2 2022

Premium opens every quarter this fund has filed