Morton Brown Family Wealth, LLC - Q12026 Holdings

Morton Brown Family Wealth, LLC holds 292 stocks with a total portfolio value of $ 378.41M as of Q12026. In Q12026, Morton Brown Family Wealth, LLC added 11 new positions, increased stakes in 60 stocks, reduced 27 holdings, and fully exited 13 positions. The largest holding is Schwab U.S. Broad Market Etf (SCHB), representing 26.65% of the total portfolio.