Founder and Principal

0001909851-23-000002.txt : 20230426 0001909851-23-000002.hdr.sgml : 20230426 20230425173524 ACCESSION NUMBER: 0001909851-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230426 DATE AS OF CHANGE: 20230425 EFFECTIVENESS DATE: 20230426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Morton Brown Family Wealth, LLC CENTRAL INDEX KEY: 0001909851 IRS NUMBER: 824566852 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21768 FILM NUMBER: 23846030 BUSINESS ADDRESS: STREET 1: 600 W HAMILTON ST STREET 2: STE 300 CITY: ALLENTOWN STATE: PA ZIP: 18101 BUSINESS PHONE: 6107095072 MAIL ADDRESS: STREET 1: 600 W HAMILTON ST STREET 2: STE 300 CITY: ALLENTOWN STATE: PA ZIP: 18101 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001909851 XXXXXXXX 03-31-2023 03-31-2023 Morton Brown Family Wealth, LLC

600 W HAMILTON ST STE 300 ALLENTOWN PA 18101

13F HOLDINGS REPORT 028-21768 000292278 801-112510 N Kathryn Brown Founder and Principal 610.709.5072 Kathryn Brown Allentown PA 04-25-2023 0 294 167690824 false INFORMATION TABLE 2 morton1q23.xml 3M CO COM Stock 88579Y101 10511 100 SH SOLE 0 0 100 8X8 INC NEW COM Stock 282914100 417 100 SH SOLE 0 0 100 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1429 5 SH SOLE 0 0 5 ADAMS DIVERSIFIED EQUITY FD COM CEF 006212104 3017 194 SH SOLE 0 0 194 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 1156 3 SH SOLE 0 0 3 AIR PRODS & CHEMS INC COM Stock 009158106 31880 111 SH SOLE 0 0 111 AKAMAI TECHNOLOGIES INC COM Stock 00971T101 940 12 SH SOLE 0 0 12 ALBANY INTL CORP CL A Stock 012348108 2055 23 SH SOLE 0 0 23 ALBEMARLE CORP COM Stock 012653101 2210 10 SH SOLE 0 0 10 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 1022 10 SH SOLE 0 0 10 ALPHABET INC CAP STK CL A Stock 02079K305 16597 160 SH SOLE 0 0 160 ALPHABET INC CAP STK CL C Stock 02079K107 22880 220 SH SOLE 0 0 220 AMAZON COM INC COM 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