Brown Financial Advisory
$240M 13F equity value
50 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Brown Financial Advisory covers the quarter ended September 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 | 1,183,801 | $106M | 44.3% |
| VB | VANGUARD INDEX FDS | 149,466 | $43M | 17.7% |
| DEXC | DIMENSIONAL ETF TRUST | 428,815 | $34M | 14.2% |
| IWB | ISHARES TR | 25,337 | $11M | 4.4% |
| SPDW | SPDR INDEX SHS FDS | 206,932 | $10M | 4.3% |
| VONE | VANGUARD SCOTTSDALE FDS | 21,135 | $7M | 3.0% |
| AVDE | AMERICAN CENTY ETF TR | 23,358 | $2M | 0.9% |
| IWF | ISHARES TR | 16,218 | $2M | 0.8% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 4,070 | $2M | 0.8% |
| IVV | ISHARES TR | 2,213 | $2M | 0.7% |
Track Brown Financial Advisory's 13F portfolio: $240M in reported holdings, 50 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}