Back to Brown Financial Advisors

Brown Financial Advisors

Q2 2026 13F filing

Updated 15 days ago

212 disclosed positions worth $286.4M

Portfolio value
$286.4M
Total holdings
212
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-26

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

Value
$18.5M
Shares
210.8K
% Port
6.47%
?
2.N/A

DOUBLELINE ETF TRUST

Value
$10.6M
Shares
216.9K
% Port
3.72%
N

NVIDIA CORPORATION

Value
$8.4M
Shares
42.2K
% Port
2.95%
?
4.N/A

AMERICAN CENTY ETF TR

Value
$6.5M
Shares
72.7K
% Port
2.27%
A

AMAZON COM INC

Value
$6.4M
Shares
26.8K
% Port
2.23%
G

ALPHABET INC

Value
$6.3M
Shares
17.8K
% Port
2.20%
?
7.N/A

BONDBLOXX ETF TRUST

Value
$6.1M
Shares
134.5K
% Port
2.14%
A

APPLE INC

Value
$5.8M
Shares
20.1K
% Port
2.03%
S

SPDR INDEX SHS FDS

Value
$5.4M
Shares
106.2K
% Port
1.87%
?
10.N/A

COLUMBIA ETF TR I

Value
$5M
Shares
114.9K
% Port
1.74%
?
11.N/A

BONDBLOXX ETF TRUST

Value
$4.9M
Shares
104.4K
% Port
1.72%
M
12.MSFT

MICROSOFT CORP

Value
$4.9M
Shares
13.2K
% Port
1.72%
?
13.N/A

AMERICAN CENTY ETF TR

Value
$4.7M
Shares
49.1K
% Port
1.66%
J
14.JCTC

JANUS DETROIT STR TR

Value
$4.4M
Shares
97.6K
% Port
1.53%
E
15.ETHA

INVESCO EXCH TRADED FD TR II

Value
$3.9M
Shares
12.9K
% Port
1.37%
M
16.META

META PLATFORMS INC

Value
$3.8M
Shares
6.8K
% Port
1.34%
N
17.NOC

JANUS DETROIT STR TR

Value
$3.6M
Shares
71.6K
% Port
1.26%
?
18.N/A

DOUBLELINE ETF TRUST

Value
$3.5M
Shares
69.8K
% Port
1.24%
A
19.AVGO

BROADCOM INC

Value
$3.5M
Shares
9.2K
% Port
1.21%
P
20.PG

PROCTER & GAMBLE CO

Value
$3.3M
Shares
22.3K
% Port
1.14%
?
21.N/A

AIM ETF PRODUCTS TRUST

Value
$3.3M
Shares
104.9K
% Port
1.14%
?
22.N/A

ISHARES U S ETF TR

Value
$3.2M
Shares
30.2K
% Port
1.13%
G

GOLDMAN SACHS GROUP INC

Value
$3.2M
Shares
3.2K
% Port
1.12%
?
24.N/A

BONDBLOXX ETF TRUST

Value
$3.1M
Shares
83.2K
% Port
1.09%
J

JPMORGAN CHASE & CO

Value
$3M
Shares
9.0K
% Port
1.03%
M

MORGAN STANLEY

Value
$2.9M
Shares
14.0K
% Port
1.02%
S

SELECT SECTOR SPDR TR

Value
$2.9M
Shares
54.7K
% Port
1.02%
L
28.LRCX

LAM RESEARCH CORP

Value
$2.9M
Shares
6.7K
% Port
1.02%
P
29.PANW

PALO ALTO NETWORKS INC

Value
$2.8M
Shares
8.2K
% Port
0.98%
?
30.N/A

BONDBLOXX ETF TRUST

Value
$2.8M
Shares
54.4K
% Port
0.97%
U
31.UNH

UNITEDHEALTH GROUP INC

Value
$2.4M
Shares
5.8K
% Port
0.84%
S

SPDR SERIES TRUST

Value
$2.2M
Shares
67.1K
% Port
0.78%
I
33.IVZ

INVESCO ACTIVELY MANAGED EXC

Value
$2.2M
Shares
44.1K
% Port
0.77%
C
34.CVX

CHEVRON CORPORATION

Value
$2.2M
Shares
13.3K
% Port
0.77%
F
35.FINS

ANGEL OAK FUNDS TRUST

Value
$2.2M
Shares
43.2K
% Port
0.77%
V
36.V

VISA INC

Value
$2.2M
Shares
6.3K
% Port
0.76%
U
37.URI

UNITED RENTALS INC

Value
$2.2M
Shares
1.9K
% Port
0.76%
G
38.GLD

WORLD GOLD TR

Value
$2.1M
Shares
26.6K
% Port
0.74%
E
39.ETN

EATON CORP PLC

Value
$2.1M
Shares
4.9K
% Port
0.74%
?
40.N/A

AMERICAN CENTY ETF TR

Value
$2.1M
Shares
16.3K
% Port
0.73%
T
41.TGT

TARGET CORP

Value
$2.1M
Shares
16.0K
% Port
0.73%
T
42.TMO

NEOS ETF TRUST

Value
$2M
Shares
38.4K
% Port
0.71%
W
43.WMT

WALMART INC

Value
$2M
Shares
17.4K
% Port
0.69%
?
44.N/A

VANECK ETF TRUST

Value
$1.9M
Shares
48.9K
% Port
0.66%
K
45.KO

COCA COLA CO

Value
$1.9M
Shares
22.8K
% Port
0.65%
?
46.N/A

BONDBLOXX ETF TRUST

Value
$1.8M
Shares
37.7K
% Port
0.64%
J
47.JNJ

JOHNSON & JOHNSON

Value
$1.8M
Shares
7.2K
% Port
0.64%
A
48.APH

AMPHENOL CORP

Value
$1.8M
Shares
10.4K
% Port
0.64%
?
49.N/A

BONDBLOXX ETF TRUST

Value
$1.8M
Shares
36.5K
% Port
0.64%
?
50.N/A

SSGA ACTIVE TR

Value
$1.8M
Shares
71.8K
% Port
0.63%