Morton Brown Family Wealth, LLC, managed by Founder and Principal Kathryn Brown, has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists 412 distinct positions held by the firm.
The portfolio includes a mix of individual equities and exchange-traded funds. Among the notable individual stock holdings are Apple Inc., with 8,488 shares; Berkshire Hathaway Inc. Class B, with 723 shares; and International Business Machines Corp., with 303 shares. The firm also holds significant positions in several exchange-traded funds, including the iShares Core S&P 500 ETF, with 545 shares, and the iShares Core MSCI EAFE ETF, with 27,179 shares.
The filing details specific share counts for various companies, including 1,848 shares of 3M Co., 1,342 shares of The Walt Disney Co., and 1,165 shares of Exxon Mobil Holdings Corp. The portfolio also includes positions in Archer Daniels Midland Co., American Express Co., and Caterpillar Inc., among others.
