0001909851-23-000003.txt : 20230725
0001909851-23-000003.hdr.sgml : 20230725
20230725105108
ACCESSION NUMBER: 0001909851-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230725
DATE AS OF CHANGE: 20230725
EFFECTIVENESS DATE: 20230725
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: 231107146
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
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false
false
false
0001909851
XXXXXXXX
06-30-2023
06-30-2023
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
07-25-2023
0
173
187287880
false
INFORMATION TABLE
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morton2q23.xml
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100
ADAMS DIVERSIFIED EQUITY FD COM
CEF
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194
SH
SOLE
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0
194
ADOBE SYSTEMS INCORPORATED COM
Stock
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1467
3
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SOLE
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3
AIR PRODS & CHEMS INC COM
Stock
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111
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ALPHABET INC CAP STK CL A
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AMAZON COM INC COM
Stock
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234
AMERICAN ELEC PWR CO INC COM
Stock
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680
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AMERICAN WTR WKS CO INC NEW COM
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AMPIO PHARMACEUTICALS INC COM NEW
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Stock
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Stock
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Stock
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Stock
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Stock
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Stock
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ETF
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ETF
922908769
52427
238
SH
SOLE
0
0
238
VANGUARD VALUE ETF
ETF
922908744
36662
258
SH
SOLE
0
0
258
VERIZON COMMUNICATIONS INC COM
Stock
92343V104
13946
375
SH
SOLE
0
0
375
VIKING THERAPEUTICS INC COM
Stock
92686J106
14589
900
SH
SOLE
0
0
900
VISA INC COM CL A
Stock
92826C839
2375
10
SH
SOLE
0
0
10
WALMART INC COM
Stock
931142103
35500
226
SH
SOLE
0
0
225
WARNER BROS DISCOVERY INC COM SER A
Stock
934423104
1129
90
SH
SOLE
0
0
90
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
ETF
97717W760
118920
2000
SH
SOLE
0
0
2000
YUM BRANDS INC COM
Stock
988498101
1108
8
SH
SOLE
0
0
8