Sign In
test

Kathryn Brown

Morton Brown Family Wealth, Llc

Assets Managed
$441.075M
Holdings
416
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
16.56%(2Q avg: 9.8%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Morton Brown Family Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 416 positions.

Assets under management

The assets under management (AUM) of Morton Brown Family Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 441.075M in assets, with a quarterly growth rate of 16.56% and a 2-quarter average growth rate of 9.8%. The portfolio is managed by Kathryn Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 6.07%
27.99%
$123.413M
4.262M shares@ $28.96 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 3.28%
10.52%
$46.368M
480,549 shares@ $96.49 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.95%
8.61%
$37.95M
532,635 shares@ $71.26 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 6.17%
6.99%
$30.799M
246,862 shares@ $124.77 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 5.67%
5.97%
$26.293M
255,151 shares@ $103.05 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 15.67%
4.95%
$21.827M
202,817 shares@ $107.62 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 8.73%
4.27%
$18.815M
762,960 shares@ $24.66 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.23%
3.76%
$16.551M
22,163 shares@ $746.78 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 10.99%
3.39%
$14.935M
180,706 shares@ $82.66 avg price
REET
Ishares Global Reit Etf
Recent Activity
Increased 5.97%
3.26%
$14.371M
520,305 shares@ $27.63 avg price

1-10 of 416