Loading portfolio…

Morton Brown Family Wealth, LLC | Tormere

Morton Brown Family Wealth, LLC

Est. AUM

$378.4M

13F long equity, this entity only

Positions

292

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB U.S. BROAD MARKET ETF	ETF	$100.8M	4017868	26.65%	SOLE
2	AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$37.5M	465309	9.91%	SOLE
3	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$32.5M	507517	8.59%	SOLE
4	AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$25.7M	232530	6.79%	SOLE
5	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	ETF	$24.1M	241467	6.37%	SOLE
6	ISHARES NATIONAL MUNI BOND ETF	ETF	$18.6M	175355	4.92%	SOLE
7	SCHWAB INTERMEDIATE-TERM US TREASURY ETF	ETF	$17.5M	701706	4.62%	SOLE
8	STATE STREET SPDR S&P 500 ETF	ETF	$14.4M	22216	3.82%	SOLE
9	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$13.5M	162814	3.56%	SOLE
10	ISHARES GLOBAL REIT ETF	ETF	$12.3M	491027	3.26%	SOLE
11	VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$11.4M	236483	3.00%	SOLE
12	PIMCO INTERMED MUNI BOND	ETF	$9.4M	180642	2.49%	SOLE
13	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	$5.9M	55101	1.55%	SOLE
14	VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$5.5M	69894	1.46%	SOLE
15	ISHARES MSCI EAFE ETF	ETF	$3.3M	33726	0.87%	SOLE
16	SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	ETF	$3.2M	68782	0.85%	SOLE
17	ISHARES CORE HIGH DIVIDEND ETF	ETF	$3.0M	22103	0.79%	SOLE
18	ISHARES CORE MSCI EAFE ETF	ETF	$2.5M	27408	0.66%	SOLE
19	APPLE INC COM	Stock	$2.2M	8584	0.58%	SOLE
20	VANGUARD SMALL-CAP ETF	ETF	$2.1M	8103	0.56%	SOLE
21	INVESCO QQQ TRUST SERIES I	ETF	$1.9M	3317	0.51%	SOLE
22	MICROSOFT CORP COM	Stock	$1.6M	4453	0.44%	SOLE
23	VANGUARD TOTAL STOCK MARKET ETF	ETF	$1.6M	4910	0.42%	SOLE
24	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$1.4M	26659	0.38%	SOLE
25	BROADCOM INC COM	Stock	$1.3M	4106	0.34%	SOLE
26	DIMENSIONAL US SMALL CAP VALUE ETF	ETF	$1.3M	36208	0.34%	SOLE
27	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	ETF	$1.2M	7976	0.31%	SOLE
28	ISHARES RUSSELL 2000 ETF	ETF	$1.1M	4346	0.28%	SOLE
29	ISHARES ESG AWARE MSCI USA ETF	ETF	$1.0M	7288	0.27%	SOLE
30	VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$955K	12385	0.25%	SOLE
31	AIR PRODUCTS AND CHEMICALS INC COM	Stock	$869K	2993	0.23%	SOLE
32	NVIDIA CORPORATION COM	Stock	$619K	3547	0.16%	SOLE
33	ISHARES ESG AWARE MSCI EAFE ETF	ETF	$595K	6221	0.16%	SOLE
34	BANK OF AMER CORP COM	Stock	$576K	11818	0.15%	SOLE
35	MCDONALDS CORP COM	Stock	$537K	1729	0.14%	SOLE
36	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$443K	17884	0.12%	SOLE
37	AVANTIS REAL ESTATE ETF	ETF	$426K	9676	0.11%	SOLE
38	ISHARES CORE 60/40 BALANCED ALLOCATION ETF	ETF	$416K	6464	0.11%	SOLE
39	VANGUARD MID-CAP GROWTH ETF	ETF	$381K	1480	0.10%	SOLE
40	ISHARES CORE S&P 500 ETF	ETF	$356K	545	0.09%	SOLE
41	ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	ETF	$350K	5400	0.09%	SOLE
42	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	ETF	$341K	7472	0.09%	SOLE
43	CROSSAMERICA PARTNERS LP UT LTD PTN INT	Stock	$339K	16313	0.09%	SOLE
44	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$338K	706	0.09%	SOLE
45	STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	ETF	$322K	3407	0.09%	SOLE
46	SCHWAB U.S. LARGE-CAP ETF	ETF	$317K	12369	0.08%	SOLE
47	VANGUARD TAX-EXEMPT BOND ETF	ETF	$300K	6013	0.08%	SOLE
48	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$289K	678	0.08%	SOLE
49	ISHARES ESG AWARE MSCI EM ETF	ETF	$275K	6045	0.07%	SOLE
50	ISHARES S&P SMALL-CAP 600 VALUE ETF	ETF	$273K	2304	0.07%	SOLE

1–50 of 292

1 / 6

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.