Morton Brown Family Wealth
Morton Brown Family Wealth reported 412 stocks worth $450M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are SCHB (28.4%), AVEM (10.2%) and VEA (8.6%). Compared with Q2 2026, the fund opened new positions in JMUB, SCMB and IAGG, added to SCHB, AVEM and VEA, trimmed SPY, MUNI and VCSH and sold out of ISRG, FPEI and LMT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHB Schwab US Broad Market ETF | $128M | 28.4% | 4.4M | +91K (+2%) | 8 of 8 | |
| 2 |  AVEM American Centy ETF TR | $46.1M | 10.2% | 490K | +9,367 (+2%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $38.6M | 8.6% | 547K | +14K (+3%) | 8 of 8 | |
| 4 |  AVUV American Centy ETF TR | $29.6M | 6.6% | 251K | +4,109 (+2%) | 8 of 8 | |
| 5 |  AVDV Avantis International Small Cap Value ETF | $28.7M | 6.4% | 263K | +7,455 (+3%) | 8 of 8 | |
| 6 |  MUB Ishares TR | $20.9M | 4.7% | 207K | +4,380 (+2%) | 8 of 8 | |
| 7 |  SCHR Schwab Strategic TR | $18.5M | 4.1% | 782K | +19K (+2%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $16.8M | 3.7% | 22K | −99 (−0%) | 8 of 8 | |
| 9 |  VCIT Vanguard Scottsdale Fds | $15.3M | 3.4% | 195K | +14K (+8%) | 8 of 8 | |
| 10 |  REET Ishares TR | $13.9M | 3.1% | 540K | +19K (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $1.4M | 36K |
OCEAN PWR TECHNOLOGIES INC C | $15K | 58K |
 ISRG Intuitive Surgical Inc | $7K | 18 |
 FPEI First Trust Institutional Preferred Securities & Income ETF | $5K | 285 |
 LMT Lockheed Martin Corp | $3K | 5 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Morton Brown Family Wealth 13F FAQ
What does Morton Brown Family Wealth own?
Morton Brown Family Wealth reported 412 stocks worth $450M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are SCHB (28.4%), AVEM (10.2%) and VEA (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Morton Brown Family Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 30 new positions, 81 added to, 52 trimmed and 34 sold out. New positions include JMUB, SCMB and IAGG. It sold all of ISRG, FPEI and LMT.
When will Morton Brown Family Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Morton Brown Family Wealth's portfolio worth?
The Q3 2026 filing reports $450M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.