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Portfolio (Quarterly) Guide ↗

Morton Brown Family Wealth, LLC

· CIK 0001909851
13F Portfolio $378M AUM 292 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 47 Added 23 Reduced 13 Exited
Page 12 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF 285.0 $5K 0.00% $19.00 +1.7%
222 CI THE CIGNA GROUP COM Healthcare 20.0 $5K 0.00% $270.35 +3.3%
223 GH GUARDANT HEALTH INC COM Healthcare 58.0 $5K 0.00% $92.36 +42.7%
224 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 124.0 $5K 0.00% $41.42 +7.2%
225 BROS DUTCH BROS INC CL A Consumer Cyclical 100.0 $5K 0.00% $50.66 +39.6%
226 MP MP MATERIALS CORP COM CL A Basic Materials 100.0 $5K 0.00% $48.26 +26.2%
227 DMXF ISHARES ESG ADVANCED MSCI EAFE ETF 60.0 $5K 0.00% $75.45 +12.9%
228 LRCX LAM RESEARCH CORP COM NEW Technology 20.0 $4K 0.00% NEW $213.65 +82.1%
229 ADX ADAMS DIVERSIFIED EQUITY FD COM Financial Services 194.0 $4K 0.00% $21.89 +15.5%
230 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 116.0 $4K 0.00% -143.0 -55.2% $35.44 -10.2%
231 AMAT APPLIED MATLS INC COM Technology 12.0 $4K 0.00% $341.75 +80.6%
232 CAVA CAVA GROUP INC COM Consumer Cyclical 50.0 $4K 0.00% $80.90 +10.2%
233 MA MASTERCARD INCORPORATED CL A Financial Services 8.0 $4K 0.00% $499.62 -2.0%
234 TOST TOAST INC CL A Technology 150.0 $4K 0.00% $26.51 -7.0%
235 MO ALTRIA GROUP INC COM Consumer Defensive 60.0 $4K 0.00% $65.98 +4.8%
236 SNOW SNOWFLAKE INC COM SHS Technology 25.0 $4K 0.00% $150.84 +54.0%
237 PANW PALO ALTO NETWORKS INC COM Technology 22.0 $4K 0.00% $160.32 +79.5%
238 ICLR ICON PLC SHS Healthcare 30.0 $3K 0.00% $110.67 +31.9%
239 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 65.0 $3K 0.00% $46.68 +43.1%
240 LMT LOCKHEED MARTIN CORP COM Industrials 5.0 $3K 0.00% $604.40 -15.5%
Page 12 of 15  ·  292 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 58.4%
Technology 22.1%
Industrials 3.9%
Consumer Cyclical 3.5%
Basic Materials 3.1%
Healthcare 2.3%
Energy 2.1%
Communication Services 2.0%
Consumer Defensive 1.3%
Utilities 1.2%