§ 13F · FUND PROFILE
Brown Financial Advisors.
AUM · $271M (13F)Positions · 147Turnover · n/a · Q2Filed · Aug 26, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 211K | $19M | 6.5% | +1% |
| 2 | DMBS | DOUBLELINE ETF TRUST | 217K | $11M | 3.7% | +7% |
| 3 | NVDA | NVIDIA CORPORATION | 42K | $8M | 3.0% | +21% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 73K | $6M | 2.3% | ±0% |
| 5 | AMZN | AMAZON COM INC | 27K | $6M | 2.2% | −12% |
| 6 | GOOG | ALPHABET INC | 18K | $6M | 2.2% | −5% |
| 7 | XTEN | BONDBLOXX ETF TRUST | 134K | $6M | 2.1% | +136% |
| 8 | AAPL | APPLE INC | 20K | $6M | 2.0% | −1% |
| 9 | SPDW | SPDR INDEX SHS FDS | 106K | $5M | 1.9% | −4% |
| 10 | RECS | COLUMBIA ETF TR I | 115K | $5M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROWN SIGNAL
AC read
Brown Financial Advisors is a Other fund managing $271 million in assets. The fund runs a portfolio of 147 positions.
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