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Portfolio (Quarterly) Guide ↗

Morton Brown Family Wealth, LLC

· CIK 0001909851
13F Portfolio $367M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 294 New
Page 14 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 59.0 $2K NEW $28.81 -9.1%
262 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 400.0 $2K NEW $4.09 -21.0%
263 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 16.0 $2K NEW $96.88 +19.4%
264 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 19.0 $2K NEW $80.32 -0.5%
265 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 30.0 $1K NEW $45.90 -3.2%
266 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 6.0 $1K NEW $214.67 +11.3%
267 HWM HOWMET AEROSPACE INC COM Industrials 6.0 $1K NEW $205.00 +35.4%
268 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 2.0 $1K NEW $579.50 -19.8%
269 MDT MEDTRONIC PLC SHS Healthcare 12.0 $1K NEW $96.08 -17.4%
270 PEP PEPSICO INC COM Consumer Defensive 8.0 $1K NEW $143.50 -1.0%
271 CL COLGATE PALMOLIVE CO COM Consumer Defensive 14.0 $1K NEW $79.00 +13.3%
272 STAG STAG INDL INC COM Real Estate 30.0 $1K NEW $36.77 +2.8%
273 ADBE ADOBE INC COM Technology 3.0 $1K NEW $350.00 -44.2%
274 TGT TARGET CORP COM Consumer Defensive 10.0 $978.0 NEW $97.80 +33.7%
275 SHW SHERWIN WILLIAMS CO COM Basic Materials 3.0 $972.0 NEW $324.00 -1.0%
276 LOW LOWES COS INC COM Consumer Cyclical 4.0 $965.0 NEW $241.25 -7.9%
277 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 5.0 $850.0 NEW $170.00 +32.2%
278 IHE ISHARES U.S. PHARMACEUTICALS ETF 9.0 $763.0 NEW $84.78 +8.4%
279 BND VANGUARD TOTAL BOND MARKET ETF 9.0 $667.0 NEW $74.11 -1.0%
280 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 15.0 $575.0 NEW $38.33 +10.1%
Page 14 of 15  ·  294 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 57.9%
Technology 24.9%
Consumer Cyclical 3.5%
Industrials 3.4%
Basic Materials 2.6%
Healthcare 2.0%
Communication Services 1.9%
Energy 1.7%
Utilities 1.1%
Consumer Defensive 0.9%