Brown Financial Advisors
$286M 13F equity value
234 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Brown Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 210,791 | $19M | 6.5% |
| DMBS | DOUBLELINE ETF TRUST | 216,939 | $11M | 3.7% |
| NVDA | NVIDIA CORPORATION | 42,229 | $8M | 3.0% |
| AVDE | AMERICAN CENTY ETF TR | 72,728 | $6M | 2.3% |
| AMZN | AMAZON COM INC | 26,802 | $6M | 2.2% |
| GOOG | ALPHABET INC | 17,808 | $6M | 2.2% |
| XTEN | BONDBLOXX ETF TRUST | 134,490 | $6M | 2.1% |
| AAPL | APPLE INC | 20,104 | $6M | 2.0% |
| SPDW | SPDR INDEX SHS FDS | 106,227 | $5M | 1.9% |
| RECS | COLUMBIA ETF TR I | 114,939 | $5M | 1.7% |
Track Brown Financial Advisors's 13F portfolio: $286M in reported holdings, 234 positions. Top holdings and quarterly changes on SentiSense.
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