Morton Brown Family Wealth, LLC

RIA/Wealth

Morton Brown Family Wealth, LLC is a RIA/Wealth based in Mclean, VA led by Dennis Charles Morton, reporting $399.0M in AUM as of Q3 2025 with 96% ETF concentration, 78% concentrated in top 10 holdings, 28% allocation to SCHB, and minimal technology exposure.

Managing PartnerDennis Charles Morton

Portfolio Value: $348.5M
Positions: 264
Top Holding: SCHB at 28.25%
Last Reported: Q3 2025

Address8280 Greensboro Drive, Suite 220, Mclean, VA, 22102, United States

Top Holdings

Largest long holdings in Morton Brown Family Wealth, LLC's portfolio (78.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Broad Market SCHB	ETF ETF	$98.4M	28.25%	-$124.8K Sold	— 3.8M shares	Q4 2021 Held for 3y 11m
2 Avantis Emerging Markets Equity AVEM	ETF ETF	$34.5M	9.91%	-$178.7K Sold	— 459.7K shares	Q1 2023 Held for 2y 8m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$29.0M	8.34%	+$148.4K Bought	— 484.8K shares	Q4 2021 Held for 3y 11m
4 Avantis International Small Cap Value AVDV	ETF ETF	$21.1M	6.05%	-$76.7K Sold	— 236.9K shares	Q2 2024 Held for 1y 5m
5 Avantis U.S. Small Cap Value AVUV	ETF ETF	$21.1M	6.05%	+$154.7K Bought	— 211.9K shares	Q2 2023 Held for 2y 5m
6 iShares National Muni Bond MUB	ETF ETF	$16.4M	4.70%	-$2.5M Sold	— 153.9K shares	Q4 2021 Held for 3y 11m
7 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$14.7M	4.21%	+$872.2K Bought	— 584.2K shares	Q4 2021 Held for 3y 11m
8 SPDR S&P 500 ETF Trust SPY	ETF ETF	$14.7M	4.21%	-$94.6K Sold	— 22.0K shares	Q4 2021 Held for 3y 11m
9 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$11.2M	3.21%	+$971.1K Bought	— 133.1K shares	Q4 2021 Held for 3y 11m
10 REET iShares Global REIT REET	ETF ETF	$11.1M	3.19%	+$102.3K Bought	— 435.2K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Morton Brown Family Wealth, LLC's latest filing

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Market Value

$348.5M

Prior: $328.7M

Q/Q Change

+6.01%

+$19.7M

Net Flows % of MV

-0.498%

Turnover Ratio

1.48%

New Purchases

9 stocks

$62.3K

Added To

36 stocks

+$4.2M

Sold Out Of

67 stocks

$386.5K

Reduced Holdings

66 stocks

-$5.6M

Increased Positions

Position	Shares Δ	Change
1 Vanguard International High Dividend Yield VYMI	New	0 → 268.0 +$22.7K
2 Palantir Technologies Inc. PLTR	New	0 → 50.0 +$9.1K
3 Interactive Brokers Group, Inc. IBKR	New	0 → 116.0 +$8.0K
4 MP Materials MP	New	0 → 100.0 +$6.7K
5 Dutch Bros BROS	New	0 → 100.0 +$5.2K

Decreased Positions

Position	Shares Δ	Change
1 iShares 7-10 Year Treasury Bond IEF	Sold	440.0 → 0 −$42.1K
2 PepsiCo PEP	Sold	256.0 → 0 −$33.8K
3 JPMorgan Equity Premium Income JEPI	Sold	408.0 → 0 −$23.2K
4 iShares Core U.S. Aggregate Bond AGG	Sold	209.0 → 0 −$20.7K
5 iShares MBS MBB	Sold	205.0 → 0 −$19.2K