Morton Brown Family Wealth, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Morton Brown Family Wealth, LLC with $348.5M in long positions as of Q3 2025, 96% allocated to ETF, and 78% concentrated in top 10 positions.
- Portfolio Value
- $348.5M
- Top 10 Concentration
- 78%
- Top Sector
- ETF (96%)
- US Exposure
- 100%
- Countries
- 3
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
64 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
No market cap data available
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Persistence Rate
- 76.52%
- Persistent Holdings Weight
- 99.09%
- Persistent Positions
- 202
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.002%
- Avg. Position Weight
- 0.38%
- Largest Position
Schwab U.S. Broad Market ETFSCHB - 28.25%- Largest Ownership Stake
CrossAmerica Partners LP Common units representing limited partner interestsCAPL - 0.03%- Avg. Ownership Stake
- 0.001%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2021)
- Avg. New Position
- 0.15%
- Avg. Ownership Stake
- 0.002%
- Largest Position
- Schwab U.S. Broad Market ETFSCHB - 28.25% (Q3 2025)
- Largest Ownership Stake
- CrossAmerica Partners LP Common units representing limited partner interestsCAPL - 0.05% (Q4 2023)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 1.5%
- Value Traded
- $5.17M
- Positions Added
- 9
- Positions Exited
- 67
Historical (Since Q4 2021)
- Avg. Turnover Ratio
- 8.3%
- Avg. Positions Added
- 47
- Avg. Positions Exited
- 44
- Highest Turnover
- 50.0%Q4 2021
- Lowest Turnover
- 1.5%Q3 2025