13F Filings History of Morton Brown Family Wealth, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$367,251,855
Signature - Title
Kathryn Brown - Founder and Principal
Location
Allentown, PA
Summary
This page shows a list of all the recent 13F filings made by Morton Brown Family Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Morton Brown Family Wealth, LLC reported 294 stock holdings with total value $367,251,855 as of Q4 2025. Top holdings included SCHB, AVEM, VEA, AVUV, and AVDV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 294 $367,251,855 +$14,905,708 -$2,599,254 +$12,306,454 SCHB, AVEM, VEA, AVUV, AVDV 13F-HR 28 Jan 2026, 12:23
Q3 2025 264 $348,472,991 +$4,317,934 -$6,021,187 -$1,703,253 SCHB, AVEM, VEA, AVDV, AVUV 13F-HR 20 Oct 2025, 17:56
Q2 2025 319 $328,725,693 +$16,902,535 -$5,498,566 +$11,403,969 SCHB, AVEM, VEA, AVUV, AVDV 13F-HR 24 Jul 2025, 11:56
Q1 2025 324 $294,204,400 +$14,915,538 -$3,599,565 +$11,315,973 SCHB, AVEM, VEA, MUB, AVUV 13F-HR 25 Apr 2025, 14:48
Q4 2024 283 $286,928,469 +$74,621,404 -$4,275,044 +$70,346,360 SCHB, AVEM, MUB, VEA, AVUV 13F-HR 31 Jan 2025, 14:28
Q3 2024 271 $281,380,134 +$30,010,074 -$10,795,561 +$19,214,513 SCHB, AVEM, VEA, MUB, AVUV 13F-HR 24 Oct 2024, 14:04
Q2 2024 220 $251,894,545 +$14,832,196 -$11,379,273 +$3,452,923 SCHB, AVEM, VEA, MUB, AVUV 13F-HR 30 Jul 2024, 16:54
Q1 2024 216 $242,276,565 +$19,432,977 -$15,034,903 +$4,398,074 SCHB, AVEM, MUB, VEA, SCHC 13F-HR 23 Apr 2024, 14:36
Q4 2023 286 $228,235,421 +$24,441,010 -$7,539,962 +$16,901,048 SCHB, AVEM, MUB, VEA, SCHC 13F-HR 26 Jan 2024, 18:45
Q3 2023 177 $193,726,440 +$19,869,704 -$6,187,432 +$13,682,272 SCHB, AVEM, VEA, MUB, SLYV 13F-HR 18 Oct 2023, 14:52
Q2 2023 172 $187,287,842 +$19,809,558 -$5,013,079 +$14,796,479 SCHB, VEA, MUB, SLYV, SCHC 13F-HR 25 Jul 2023, 10:51
Q1 2023 292 $167,690,786 +$16,489,024 -$2,304,443 +$14,184,581 SCHB, MUB, VEA, SPY, SCHC 13F-HR 25 Apr 2023, 17:35
Q4 2022 156 $146,666,751 +$16,203,616 -$3,736,724 +$12,466,892 SCHB, MUB, VEA, SPY, SLYV 13F-HR 01 Feb 2023, 18:42
Q3 2022 204 $125,451,000 +$11,412,941 -$6,438,725 +$4,974,216 SCHB, MUB, SPY, SLYV, VEA 13F-HR 31 Oct 2022, 16:37
Q2 2022 263 $129,063,000 +$15,732,012 -$1,592,368 +$14,139,644 SCHB, MUB, VEA, SLYV, SCHR 13F-HR 20 Jul 2022, 18:09
Q1 2022 140 $132,334,000 +$29,007,498 -$4,391,609 +$24,615,889 SCHB, VEA, SLYV, REET, SCHR 13F-HR 19 Apr 2022, 19:11
Q4 2021 224 $130,472,000 $0 $0 $0 SCHB, VEA, REET, SLYV, SCHR 13F-HR 10 Feb 2022, 21:29