Holdings of Morton Brown Family Wealth, LLC
265 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 81 % of the equity sleeve
Sector breakdown
- Funds 3.9 %
- Technology 1.7 %
- Financials 0.4 %
- Industrials 0.3 %
- Consumer discretionary 0.3 %
- Materials 0.2 %
- Health care 0.2 %
- Communication 0.2 %
- Consumer staples 0.1 %
- Energy 0.1 %
- Utilities 0.1 %
- Unattributed 92.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
- DE 0.0 %
- FR 0.0 %
- ZA 0.0 %
- KY 0.0 %
- FI 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 260 | 366.6M $ | 100.00 % |
| 2 | DE | 1 | 8.2K $ | 0.00 % |
| 3 | FR | 1 | 2.4K $ | 0.00 % |
| 4 | ZA | 1 | 431 $ | 0.00 % |
| 5 | KY | 1 | 98 $ | 0.00 % |
| 6 | FI | 1 | 16 $ | 0.00 % |