Morton Brown Family Wealth, LLC - Q42025 Holdings

Morton Brown Family Wealth, LLC holds 294 stocks with a total portfolio value of $ 367.25M as of Q42025. In Q42025, Morton Brown Family Wealth, LLC added 45 new positions, increased stakes in 70 stocks, reduced 36 holdings, and fully exited 15 positions. The largest holding is Schwab U.S. Broad Market Etf (SCHB), representing 27.48% of the total portfolio.