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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 14 of 15  ·  292 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 6.0 $1K $218.83 +9.2%
262 PEP PEPSICO INC COM Consumer Defensive 8.0 $1K $155.25 -8.5%
263 RXRX RECURSION PHARMACEUTICALS INC CL A Healthcare 400.0 $1K $3.07 +5.2%
264 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 30.0 $1K $40.47 +9.8%
265 CL COLGATE PALMOLIVE CO COM Consumer Defensive 14.0 $1K $85.21 +5.0%
266 STAG STAG INDUSTRIAL INC COM Real Estate 30.0 $1K $36.07 +4.8%
267 MDT MEDTRONIC PLC SHS Healthcare 12.0 $1K $86.67 -8.5%
268 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 2.0 $983.0 $491.50 -5.5%
269 SHW SHERWIN WILLIAMS CO COM Basic Materials 3.0 $962.0 $320.67 +0.0%
270 LOW LOWES COS INC COM Consumer Cyclical 4.0 $945.0 $236.25 -5.9%
271 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 5.0 $945.0 $189.00 +18.9%
272 IHE ISHARES U.S. PHARMACEUTICALS ETF 9.0 $780.0 $86.67 +6.0%
273 ADBE ADOBE INC COM Technology 3.0 $729.0 $243.00 -19.7%
274 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 15.0 $591.0 $39.40 +7.2%
275 ACWI ISHARES MSCI ACWI ETF 4.0 $553.0 $138.25 +14.1%
276 OPEN OPENDOOR TECHNOLOGIES INC COM Real Estate 100.0 $468.0 NEW $4.68 -4.5%
277 SBSW SIBANYE STILLWATER LTD SPONSORED ADR Basic Materials 35.0 $431.0 $12.31 -21.5%
278 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 5.0 $394.0 $78.80 +23.1%
279 VOE VANGUARD MID-CAP VALUE ETF 2.0 $369.0 $184.50 +6.2%
280 BND VANGUARD TOTAL BOND MARKET ETF 5.0 $368.0 -4.0 -44.4% $73.60 -0.4%
Page 14 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%