Morton Brown Family Wealth, LLC - Q32026 Holdings

Morton Brown Family Wealth, LLC holds 412 stocks with a total portfolio value of $ 449.61M as of Q32026. In Q32026, Morton Brown Family Wealth, LLC added 412 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Schwab U.S. Broad Market Etf (SCHB), representing 28.37% of the total portfolio.