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Portfolio (Quarterly) Guide ↗

Morton Brown Family Wealth, LLC

· CIK 0001909851
13F Portfolio $441M AUM 416 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 135 New 97 Added 34 Reduced 11 Exited
Page 3 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC COM Technology 86.0 $99K 0.02% +5.0 +6.2% $1154.29 -18.7%
42 PAYX PAYCHEX INC COM Industrials 990.0 $97K 0.02% +5.0 +0.5% $98.33 +27.0%
43 CSCO CISCO SYS INC COM Technology 805.0 $95K 0.02% +71.0 +9.7% $117.41 -4.3%
44 NEE NEXTERA ENERGY INC COM Utilities 1,056.0 $93K 0.02% +21.0 +2.0% $87.77 -4.0%
45 LLY ELI LILLY & CO COM Healthcare 73.0 $88K 0.02% +5.0 +7.3% $1199.42 -0.8%
46 IBM INTERNATIONAL BUSINESS MACHS COM Technology 303.0 $85K 0.02% +11.0 +3.8% $281.21 -18.3%
47 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 2,052.0 $82K 0.02% +277.0 +15.6% $40.13 +11.2%
48 BLOCK INC CL A 1,007.0 $77K 0.02% +7.0 +0.7% $76.00
49 VUG VANGUARD GROWTH ETF 858.0 $74K 0.02% +715.0 +500.0% $86.14 +1.5%
50 AMP AMERIPRISE FINL INC COM Financial Services 160.0 $73K 0.02% +1.0 +0.6% $458.76 +22.1%
51 HD HOME DEPOT INC COM Consumer Cyclical 197.0 $69K 0.02% +1.0 +0.5% $352.11 -4.9%
52 TSLA TESLA INC COM Consumer Cyclical 157.0 $66K 0.01% +21.0 +15.4% $420.60 -17.8%
53 GE GE AEROSPACE COM NEW Industrials 173.0 $65K 0.01% +2.0 +1.2% $373.73 -5.2%
54 GS GOLDMAN SACHS GROUP INC COM Financial Services 57.0 $58K 0.01% +3.0 +5.6% $1010.79 +2.9%
55 TFC TRUIST FINL CORP COM Financial Services 1,104.0 $55K 0.01% +677.0 +158.6% $49.80 +1.7%
56 GEV GE VERNOVA INC COM Utilities 45.0 $53K 0.01% +3.0 +7.1% $1174.87 -18.9%
57 GILD GILEAD SCIENCES INC COM Healthcare 414.0 $52K 0.01% +25.0 +6.4% $126.47 +17.1%
58 PPL PPL CORP COM Utilities 1,381.0 $50K 0.01% +1K +427.1% $36.36 -3.7%
59 PSX PHILLIPS 66 COM Energy 289.0 $49K 0.01% +7.0 +2.5% $169.05 +43.3%
60 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 1,172.0 $48K 0.01% +488.0 +71.3% $40.64 -1.1%
Page 3 of 5  ·  97 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.7%
Technology 22.5%
Industrials 3.6%
Consumer Cyclical 3.0%
Basic Materials 2.8%
Healthcare 2.3%
Communication Services 2.0%
Consumer Defensive 2.0%
Utilities 1.2%
Energy 0.9%