Institutions / Brown Financial Advisors
Brown Financial Advisors
CIK 2035548 · Institution · as of Dec 31, 2025
Portfolio value
$273.25M
Positions
152
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 152 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $16.43M | 6.0% |
| Doubleline ETF Trust | $8.11M | 3.0% |
| NVIDIA Corp | $7.30M | 2.7% |
| Amazon.com Inc | $7.12M | 2.6% |
| Microsoft Corp | $6.98M | 2.6% |
| Alphabet Inc. | $6.48M | 2.4% |
| Neos ETF Trust | $6.33M | 2.3% |
| American Centy ETF Tr | $6.14M | 2.2% |
| Apple Inc. | $6.10M | 2.2% |
| SPDR Index Shs Fds | $5.06M | 1.9% |
| Meta Platforms Inc | $4.89M | 1.8% |
| Columbia ETF Tr I | $4.73M | 1.7% |
| American Centy ETF Tr | $4.49M | 1.6% |
| Innovator Etfs Trust | $4.33M | 1.6% |
| Janus Detroit Str Tr | $4.32M | 1.6% |
| Invesco Actively Managed Exc | $3.95M | 1.4% |
| Angel Oak Funds Trust | $3.94M | 1.4% |
| Bondbloxx ETF Trust | $3.78M | 1.4% |
| Invesco Exch Traded Fd Tr II | $3.51M | 1.3% |
| Janus Detroit Str Tr | $3.43M | 1.3% |
| Broadcom Inc. | $3.34M | 1.2% |
| The Goldman Sachs Group, Inc. | $3.13M | 1.1% |
| Doubleline ETF Trust | $3.12M | 1.1% |
| JPMorgan Chase & Co | $3.04M | 1.1% |
| Innovator Etfs Trust | $3.00M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.