SEC Form 13F

Morton Brown Family Wealth, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$441,075,373
Positions416

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB U.S. BROAD MARKET ETFSCHBETF$123,413,2934,261,509
AVANTIS EMERGING MARKETS EQUITY ETFAVEMETF$46,368,137480,549
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$37,950,272532,635
AVANTIS U.S. SMALL CAP VALUE ETFAVUVETF$30,798,560246,862
AVANTIS INTERNATIONAL SMALL CAP VALUE ETFAVDVETF$26,293,299255,151
ISHARES NATIONAL MUNI BOND ETFMUBETF$21,827,151202,817
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSCHRETF$18,814,583762,960
STATE STREET SPDR S&P 500 ETFSPYETF$16,550,77122,163
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFVCITETF$14,935,368180,706
ISHARES GLOBAL REIT ETFREETETF$14,370,830520,305

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page