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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 10 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 150.0 $14K 0.00% $95.98 +24.8%
182 BA BOEING CO COM Industrials 66.0 $14K 0.00% +6.0 +10.0% $216.47 -2.0%
183 FDVV FIDELITY HIGH DIVIDEND ETF 236.0 $14K 0.00% $60.29 +4.8%
184 PM PHILIP MORRIS INTL INC COM Consumer Defensive 79.0 $14K 0.00% +12.0 +17.9% $179.95 +7.9%
185 RGLD ROYAL GOLD INC COM Basic Materials 70.0 $14K 0.00% $199.61 +33.3%
186 VBK VANGUARD SMALL-CAP GROWTH ETF 38.0 $14K 0.00% $365.71 -2.6%
187 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 45.0 $13K 0.00% $287.22 -1.9%
188 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 224.0 $13K 0.00% +24.0 +12.0% $57.62 +17.3%
189 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 354.0 $12K 0.00% $34.81 +0.4%
190 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 64.0 $12K 0.00% $190.52 -4.0%
191 CENCORA INC COM 40.0 $11K 0.00% $282.98
192 IVW ISHARES S&P 500 GROWTH ETF 82.0 $11K 0.00% $137.52 +0.8%
193 GOOG ALPHABET INC CAP STK CL C 31.0 $11K 0.00% -169.0 -84.5% $353.32
194 FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF 106.0 $11K 0.00% $102.40 -0.1%
195 V VISA INC COM CL A Financial Services 31.0 $11K 0.00% +13.0 +72.2% $343.10 +11.9%
196 WFC WELLS FARGO & CO COM Financial Services 126.0 $10K 0.00% +26.0 +26.0% $82.64 +3.1%
197 GD GENERAL DYNAMICS CORP COM Industrials 29.0 $10K 0.00% +2.0 +7.4% $354.24 +7.8%
198 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 116.0 $10K 0.00% $87.04 +11.5%
199 NFLX NETFLIX INC. COM Communication Services 137.0 $10K 0.00% -113.0 -45.2% $71.40 +14.1%
200 SOLV SOLVENTUM CORP COM SHS Healthcare 125.0 $10K 0.00% $77.15 +18.6%
Page 10 of 21  ·  416 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%