§ 13F · FUND PROFILE
Brown Financial Advisory.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $181.2T (13F)Positions · 55Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$451.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 1.06M | $84.7T | 42.8% | +3% |
| 2 | VB | VANGUARD INDEX FDS | 124K | $32.0T | 16.2% | +4% |
| 3 | DEXC | DIMENSIONAL ETF TRUST | 370K | $22.4T | 11.3% | +3% |
| 4 | IWB | ISHARES TR | 28K | $10.5T | 5.3% | −4% |
| 5 | SPDW | SPDR INDEX SHS FDS | 206K | $9.2T | 4.6% | −6% |
| 6 | VONE | VANGUARD SCOTTSDALE FDS | 12K | $3.6T | 1.8% | ±0% |
| 7 | DFAR | DIMENSIONAL ETF TRUST | 120K | $2.7T | 1.4% | −18% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 4K | $2.2T | 1.1% | ±0% |
| 9 | AVDE | AMERICAN CENTY ETF TR | 26K | $2.1T | 1.1% | ±0% |
| 10 | IWF | ISHARES TR | 4K | $2.1T | 1.0% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROWN SIGNAL
AC read
Brown Financial Advisory is a Other fund managing $181212.8 trillion in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed