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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 9 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMAT APPLIED MATLS INC COM Technology 27.0 $20K 0.00% +15.0 +125.0% $723.00 -33.6%
162 UNH UNITEDHEALTH GROUP INC COM Healthcare 46.0 $19K 0.00% +6.0 +15.0% $415.63 -3.5%
163 MRK MERCK & CO INC COM Healthcare 148.0 $19K 0.00% +29.0 +24.4% $128.50 +19.2%
164 STT STATE STR CORP COM Financial Services 112.0 $19K 0.00% +5.0 +4.7% $169.40 +14.3%
165 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 194.0 $19K 0.00% $97.60 +1.6%
166 COP CONOCOPHILLIPS COM Energy 178.0 $19K 0.00% $103.96 +25.6%
167 AZN ASTRAZENECA PLC ORD Healthcare 97.0 $18K 0.00% $189.62 -12.3%
168 C CITIGROUP INC COM NEW Financial Services 126.0 $18K 0.00% NEW $139.96 -4.6%
169 VKTX VIKING THERAPEUTICS INC COM Healthcare 450.0 $18K 0.00% $39.01 -11.9%
170 SBUX STARBUCKS CORP COM Consumer Cyclical 171.0 $17K 0.00% +6.0 +3.6% $102.27 +6.1%
171 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 164.0 $17K 0.00% $101.72 +6.6%
172 UPS UNITED PARCEL SVCS INC CL B Industrials 151.0 $16K 0.00% +7.0 +4.9% $107.50 -1.7%
173 IWN ISHARES RUSSELL 2000 VALUE ETF 70.0 $15K 0.00% $221.20 +1.4%
174 OPTT OCEAN PWR TECHNOLOGIES INC COM NEW Industrials 58,285.0 $15K 0.00% $0.26 -30.8%
175 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 82.0 $15K 0.00% $184.45 -2.2%
176 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 150.0 $15K 0.00% NEW $100.28 +8.2%
177 IBB ISHARES BIOTECHNOLOGY ETF 79.0 $15K 0.00% $190.33 +13.1%
178 USXF ISHARES ESG ADVANCED MSCI USA ETF 216.0 $15K 0.00% $69.45 -2.0%
179 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 181.0 $15K 0.00% $82.84 -1.2%
180 NRG NRG ENERGY INC COM NEW Utilities 100.0 $15K 0.00% $146.06 -20.5%
Page 9 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%