Brown Financial Advisors
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2035548
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13F Reported Value
ⓘ$286.4M
Holdings
212
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Brown Financial Advisors disclosed 212 positions worth $286.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 25 new positions and exited 22. The portfolio is most concentrated in Other (44.6% of disclosed assets). All figures are sourced directly from Brown Financial Advisors’s Form 13F-HR filing with the SEC under CIK 2035548.
AI Fund Analysis
StableSPDR SERIES TRUST - ST STR
6.5% weight
Held 7 quarters
DOUBLELINE ETF TRUST - MOR
3.7% weight
Held 7 quarters
$NVDA3.0% weight
Held 7 quarters
AMERICAN CENTY ETF TR - IN
2.3% weight
Held 7 quarters
$AMZN2.2% weight
Held 7 quarters
FIRST TR EXCHNG TRADED FD
6 quarters accumulating
SPDR SERIES TRUST - ST STR
5 quarters accumulating
BONDBLOXX ETF TRUST - BLOO
4 quarters accumulating
BONDBLOXX ETF TRUST - BLOO
4 quarters accumulating
AMERICAN CENTY ETF TR - US
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$18.5M210,791 shDOUBLELINE ETF TRUST - MORTGAGE ETF
—Quality
$10.6M216,939 sh- 85.9#5
Quality
$8.4M42,229 sh AMERICAN CENTY ETF TR - INTL EQT ETF
—Quality
$6.5M72,728 sh- 68.7
Quality
$6.4M26,802 sh - 78.2
Quality
$6.3M17,808 sh BONDBLOXX ETF TRUST - BLOOMBERG TEN YR
—Quality
$6.1M134,490 sh- 76.4
Quality
$5.8M20,104 sh SPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$5.4M106,227 shCOLUMBIA ETF TR I - RESH ENHNC COR
—Quality
$5.0M114,939 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $18.5M | 210,791 |
| DOUBLELINE ETF TRUST - MORTGAGE ETF | — | $10.6M | 216,939 |
| NVIDIA CORP$NVDA | 85.9#5 | $8.4M | 42,229 |
| AMERICAN CENTY ETF TR - INTL EQT ETF | — | $6.5M | 72,728 |
| AMAZON COM INC$AMZN | 68.7 | $6.4M | 26,802 |
 Alphabet Inc.$GOOGL | 78.2 | $6.3M | 17,808 |
| BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $6.1M | 134,490 |
 Apple Inc.$AAPL | 76.4 | $5.8M | 20,104 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $5.4M | 106,227 |
| COLUMBIA ETF TR I - RESH ENHNC COR | — | $5.0M | 114,939 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Brown Financial Advisors's 212 positions.
Showing top 10 of 212 holdings.
Sector Allocation
Other
$127.8M
Technology
$46.3M
Financials
$33.9M
Consumer Discretionary
$20.6M
Industrials
$16.7M
Healthcare
$14.0M
Consumer Staples
$7.2M
Energy
$7.1M
Top Holdings — Brown Financial Advisors (Q2 2026)
Top 150 of 212 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $18.5M | 6.5% | +1% | — |
| 2 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | $10.6M | 3.7% | +7% | — |
| 3 | $NVDA | NVIDIA CORP | $8.4M | 3.0% | +21% | 85.9 |
| 4 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $6.5M | 2.3% | -0% | — |
| 5 | $AMZN | AMAZON COM INC | $6.4M | 2.2% | -12% | 68.7 |
| 6 | $GOOGL | Alphabet Inc. | $6.3M | 2.2% | -5% | 78.2 |
| 7 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $6.1M | 2.1% | +136% | — |
| 8 | $AAPL | Apple Inc. | $5.8M | 2.0% | -1% | 76.4 |
| 9 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $5.4M | 1.9% | -4% | — |
| 10 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $5.0M | 1.7% | +0% | — |
| 11 | — | BONDBLOXX ETF TRUST - BLOOMBERG SEVEN | $4.9M | 1.7% | +47% | — |
| 12 |  $MSFT | MICROSOFT CORP | $4.9M | 1.7% | -15% | 79.8 |
| 13 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $4.7M | 1.7% | -13% | — |
| 14 | — | JANUS DETROIT STR TR - HENDERSON MTG | $4.4M | 1.5% | +7% | — |
| 15 |  $IVZ | Invesco Ltd. | $3.9M | 1.4% | -6% | — |
| 16 |  $META | Meta Platforms, Inc. | $3.8M | 1.3% | -0% | 79.6 |
| 17 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $3.6M | 1.3% | -9% | — |
| 18 | — | DOUBLELINE ETF TRUST - ASSE BA SECS ETF | $3.5M | 1.2% | -4% | — |
| 19 |  $AVGO | Broadcom Inc. | $3.5M | 1.2% | +2% | 84.5 |
| 20 |  $PG | PROCTER & GAMBLE Co | $3.3M | 1.1% | +2% | 64.6 |
| 21 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $3.3M | 1.1% | +5% | — |
| 22 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | $3.2M | 1.1% | +4% | — |
| 23 |  $GS | GOLDMAN SACHS GROUP INC | $3.2M | 1.1% | -1% | 73.5 |
| 24 | — | BONDBLOXX ETF TRUST - BLOO TWEN US ETF | $3.1M | 1.1% | NEW | — |
| 25 |  $JPM | JPMORGAN CHASE & CO | $3.0M | 1.0% | +1% | 70.7 |
| 26 |  $MS | MORGAN STANLEY | $2.9M | 1.0% | -7% | 75.8 |
| 27 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $2.9M | 1.0% | +11% | — |
| 28 |  $LRCX | LAM RESEARCH CORP | $2.9M | 1.0% | +11% | 79.4 |
| 29 |  $PANW | Palo Alto Networks Inc | $2.8M | 1.0% | -8% | 65.5 |
| 30 | — | BONDBLOXX ETF TRUST - BBB RATED 1 5 YE | $2.8M | 1.0% | -26% | — |
| 31 |  $UNH | UNITEDHEALTH GROUP INC | $2.4M | 0.8% | -16% | 62.7 |
| 32 | — | SPDR SERIES TRUST - ST INTER BD ETF | $2.2M | 0.8% | NEW | — |
| 33 | $IVZ | Invesco Ltd. | $2.2M | 0.8% | -0% | — |
| 34 |  $CVX | CHEVRON CORP | $2.2M | 0.8% | +4% | 62.8 |
| 35 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | $2.2M | 0.8% | -0% | — |
| 36 |  $V | VISA INC. | $2.2M | 0.8% | +2% | 82.9 |
| 37 |  $URI | UNITED RENTALS, INC. | $2.2M | 0.8% | +4% | 63.9 |
| 38 |  $GLDM | World Gold Trust | $2.1M | 0.7% | -8% | — |
| 39 |  $ETN | Eaton Corp plc | $2.1M | 0.7% | +6% | — |
| 40 | — | AMERICAN CENTY ETF TR - US EQT ETF | $2.1M | 0.7% | +18% | — |
| 41 |  $TGT | TARGET CORP | $2.1M | 0.7% | -12% | 60.7 |
| 42 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $2.0M | 0.7% | +2% | — |
| 43 |  $WMT | Walmart Inc. | $2.0M | 0.7% | -3% | 60.2 |
| 44 | — | VANECK ETF TRUST - MORN SMID MO ETF | $1.9M | 0.7% | +1% | — |
| 45 |  $KO | COCA COLA CO | $1.9M | 0.7% | -2% | 69.5 |
| 46 | — | BONDBLOXX ETF TRUST - BLOOMBERG FVE YR | $1.8M | 0.6% | -62% | — |
| 47 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.6% | +11% | 69 |
| 48 |  $APH | AMPHENOL CORP /DE/ | $1.8M | 0.6% | +12% | 79.3 |
| 49 | — | BONDBLOXX ETF TRUST - PRIVA CR CLO ETF | $1.8M | 0.6% | -31% | — |
| 50 | — | SSGA ACTIVE TR - STATE STREET IG | $1.8M | 0.6% | +21% | — |
| 51 | — | SPDR SERIES TRUST - ST INTER ETF | $1.8M | 0.6% | +7% | — |
| 52 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.6% | -3% | 67.6 |
| 53 | — | PIMCO ETF TR - PREFERRED AND CP | $1.7M | 0.6% | +4% | — |
| 54 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF | $1.7M | 0.6% | NEW | — |
| 55 |  $MDT | Medtronic plc | $1.7M | 0.6% | -1% | 68.7 |
| 56 |  $CRWD | CrowdStrike Holdings, Inc. | $1.6M | 0.6% | NEW | 67.7 |
| 57 | — | ISHARES TR - NATIONAL MUN ETF | $1.6M | 0.6% | +20% | — |
| 58 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.6M | 0.6% | -20% | 73.8 |
| 59 |  $PWR | QUANTA SERVICES, INC. | $1.6M | 0.6% | -10% | 72.1 |
| 60 |  $LLY | ELI LILLY & Co | $1.5M | 0.5% | +39% | 87.5 |
| 61 |  $SBUX | STARBUCKS CORP | $1.5M | 0.5% | -3% | 58.2 |
| 62 |  $LOW | LOWES COMPANIES INC | $1.5M | 0.5% | +0% | 60.8 |
| 63 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $1.4M | 0.5% | +4% | — |
| 64 |  $MCD | MCDONALDS CORP | $1.4M | 0.5% | -6% | 69 |
| 65 |  $MLM | MARTIN MARIETTA MATERIALS INC | $1.4M | 0.5% | +14% | 62.9 |
| 66 |  $COP | CONOCOPHILLIPS | $1.3M | 0.5% | +11% | 70.2 |
| 67 |  $LUV | SOUTHWEST AIRLINES CO | $1.3M | 0.5% | +23% | 55.9 |
| 68 |  $NEE | NEXTERA ENERGY INC | $1.2M | 0.4% | +21% | 64.6 |
| 69 |  $CTAS | CINTAS CORP | $1.2M | 0.4% | +15% | 68.7 |
| 70 |  $NOW | ServiceNow, Inc. | $1.2M | 0.4% | +18% | 72.9 |
| 71 |  $DXCM | DEXCOM INC | $1.2M | 0.4% | +14% | 76 |
| 72 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.4% | -25% | 65.5 |
| 73 |  $EQIX | EQUINIX INC | $1.1M | 0.4% | +0% | 59 |
| 74 | — | PROSHARES TR - DJ BRKFLD GLB | $1.1M | 0.4% | +1% | — |
| 75 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $1.1M | 0.4% | -20% | — |
| 76 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.4% | +10% | 66.2 |
| 77 |  $ECL | ECOLAB INC. | $1.1M | 0.4% | -14% | 63.3 |
| 78 |  $WCN | Waste Connections, Inc. | $1.1M | 0.4% | -13% | 68.2 |
| 79 |  $EXR | Extra Space Storage Inc. | $1.1M | 0.4% | -10% | 64.3 |
| 80 | — | COHEN & STEERS ETF TRUST - NATURAL RES ACTI | $1.0M | 0.4% | -11% | — |
| 81 |  $ASML | ASML HOLDING NV | $996,709 | 0.3% | -6% | — |
| 82 |  $PYPL | PayPal Holdings, Inc. | $991,801 | 0.3% | -0% | 64.1 |
| 83 |  $TJX | TJX COMPANIES INC /DE/ | $991,568 | 0.3% | +1% | 68.7 |
| 84 |  $BKR | Baker Hughes Co | $918,026 | 0.3% | -7% | 60.7 |
| 85 |  $ISRG | INTUITIVE SURGICAL INC | $911,880 | 0.3% | +18% | 79.9 |
| 86 |  $SNPS | SYNOPSYS INC | $905,076 | 0.3% | -9% | 67.9 |
| 87 |  $BSX | BOSTON SCIENTIFIC CORP | $891,201 | 0.3% | +59% | 77.5 |
| 88 |  $ROK | ROCKWELL AUTOMATION, INC | $856,488 | 0.3% | -15% | 63.6 |
| 89 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $843,483 | 0.3% | +1% | — |
| 90 |  $NFLX | NETFLIX INC | $816,602 | 0.3% | -32% | 78.8 |
| 91 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $807,549 | 0.3% | -36% | — |
| 92 |  $KEY | KEYCORP /NEW/ | $773,143 | 0.3% | -0% | 70.8 |
| 93 |  $AZN | ASTRAZENECA PLC | $730,037 | 0.3% | -0% | — |
| 94 |  $KLAC | KLA CORP | $699,967 | 0.2% | +843% | 78.6 |
| 95 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $653,096 | 0.2% | -1% | — |
| 96 |  $CSCO | CISCO SYSTEMS, INC. | $651,786 | 0.2% | -4% | 70.3 |
| 97 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $638,701 | 0.2% | +7% | — |
| 98 |  $TXN | TEXAS INSTRUMENTS INC | $633,399 | 0.2% | -4% | 73.4 |
| 99 |  $C | CITIGROUP INC | $626,881 | 0.2% | -2% | 65 |
| 100 | — | ISHARES TR - CORE S&P500 ETF | $614,839 | 0.2% | +6% | — |
| 101 |  $MHO | M/I HOMES, INC. | $598,782 | 0.2% | -1% | 47.9 |
| 102 | — | DOUBLELINE ETF TRUST - COMMERCIAL REAL | $586,382 | 0.2% | +6% | — |
| 103 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $577,908 | 0.2% | +3% | — |
| 104 |  $EIX | EDISON INTERNATIONAL | $560,981 | 0.2% | -2% | 61.2 |
| 105 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $553,503 | 0.2% | +19% | — |
| 106 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $545,077 | 0.2% | +6% | — |
| 107 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $541,706 | 0.2% | NEW | — |
| 108 |  $EOG | EOG RESOURCES INC | $536,823 | 0.2% | -4% | 71.9 |
| 109 |  $ALL | ALLSTATE CORP | $533,699 | 0.2% | -2% | 78.5 |
| 110 |  $MO | ALTRIA GROUP, INC. | $524,012 | 0.2% | -2% | 67.4 |
| 111 |  $ABBV | AbbVie Inc. | $520,895 | 0.2% | -0% | 72.6 |
| 112 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $520,015 | 0.2% | -2% | 66.8 |
| 113 |  $USB | US BANCORP \DE\ | $498,904 | 0.2% | -1% | 65.3 |
| 114 |  $GOOG | Alphabet Inc. | $494,243 | 0.2% | +41% | 78.2 |
| 115 |  $KMI | KINDER MORGAN, INC. | $494,032 | 0.2% | -2% | 71.3 |
| 116 |  $ITW | ILLINOIS TOOL WORKS INC | $492,255 | 0.2% | +1% | 63.6 |
| 117 | — | INNOVATOR ETFS TRUST - EQTY DUL DIRCT15 | $491,362 | 0.2% | NEW | — |
| 118 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $489,323 | 0.2% | NEW | 55.2 |
| 119 |  $SJM | J M SMUCKER Co | $485,663 | 0.2% | -0% | 59.1 |
| 120 |  $AMGN | AMGEN INC | $480,895 | 0.2% | -0% | 79.2 |
| 121 |  $JEF | Jefferies Financial Group Inc. | $480,858 | 0.2% | -1% | 57.5 |
| 122 |  $PFH | PRUDENTIAL FINANCIAL INC | $467,769 | 0.2% | -1% | 58.7 |
| 123 |  $HD | HOME DEPOT, INC. | $465,890 | 0.2% | +12% | 60.3 |
| 124 |  $HUM | HUMANA INC | $465,542 | 0.2% | -36% | 58.9 |
| 125 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $464,921 | 0.2% | +2% | 43 |
| 126 |  $RTX | RTX Corp | $464,554 | 0.2% | -0% | 73.2 |
| 127 |  $XOM.R34088 | EXXON MOBIL CORP | $460,268 | 0.2% | -3% | 57.9 |
| 128 |  $UPS | UNITED PARCEL SERVICE INC | $459,202 | 0.2% | +3% | 58.6 |
| 129 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $454,154 | 0.2% | +0% | 70 |
| 130 |  $KHC | Kraft Heinz Co | $451,780 | 0.2% | -0% | 47 |
| 131 |  $WFC | WELLS FARGO & COMPANY/MN | $436,587 | 0.1% | +2% | 61.8 |
| 132 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $426,325 | 0.1% | +18% | — |
| 133 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $421,957 | 0.1% | +18% | — |
| 134 |  $LYB | LyondellBasell Industries N.V. | $417,462 | 0.1% | -3% | — |
| 135 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $409,759 | 0.1% | +12% | 52.2 |
| 136 | — | SPDR SERIES TRUST - ST STR P400MID | $407,995 | 0.1% | +19% | — |
| 137 |  $PNFP | Pinnacle Financial Partners, Inc. | $405,437 | 0.1% | +3% | 54.5 |
| 138 | — | AMPLIFY ETF TR - BLOCK TECHN ETF | $383,421 | 0.1% | +9% | — |
| 139 | — | TIDAL TRUST III - VIST ARTI IN ETF | $364,103 | 0.1% | NEW | — |
| 140 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $358,178 | 0.1% | -3% | — |
| 141 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $342,258 | 0.1% | -2% | — |
| 142 |  $RY | ROYAL BANK OF CANADA | $339,638 | 0.1% | -2% | 74.8 |
| 143 |  $UBS | UBS Group AG | $339,189 | 0.1% | -2% | — |
| 144 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $337,410 | 0.1% | -3% | 76.4 |
| 145 | — | ETF SER SOLUTIONS - APTUS JAN BUFFER | $326,842 | 0.1% | NEW | — |
| 146 | — | INNOVATOR ETFS TRUST - INNOVATOR GW 100 | $325,971 | 0.1% | NEW | — |
| 147 |  $IRM | IRON MOUNTAIN INC | $325,880 | 0.1% | +4% | 62.9 |
| 148 |  $UAL | United Airlines Holdings, Inc. | $319,305 | 0.1% | -10% | 60.8 |
| 149 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $318,609 | 0.1% | -2% | — |
| 150 |  $IX | ORIX CORP | $313,754 | 0.1% | -1% | 63 |
New Positions (25)
BONDBLOXX ETF TRUST - BLOO TWEN US ETF$3.1M
SPDR SERIES TRUST - ST INTER BD ETF$2.2M
SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF$1.7M
$CRWD CrowdStrike Holdings, Inc.$1.6M SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF$541,706
INNOVATOR ETFS TRUST - EQTY DUL DIRCT15$491,362
$TSCO TRACTOR SUPPLY CO /DE/$489,323 TIDAL TRUST III - VIST ARTI IN ETF$364,103
ETF SER SOLUTIONS - APTUS JAN BUFFER$326,842
INNOVATOR ETFS TRUST - INNOVATOR GW 100$325,971
INNOVATOR ETFS TRUST - INNOVATOR INTL D$295,743
$OKTA Okta, Inc.$279,586
$AAL American Airlines Group Inc.$246,999
$AYI ACUITY INC. (DE)$235,413
$COHR COHERENT CORP.$227,609Exited Positions (22)
BONDBLOXX ETF TRUST
ISHARES TR
$BTCO Invesco Galaxy Bitcoin ETF
$VRTX VERTEX PHARMACEUTICALS INC / MA
$PODD INSULET CORP
$FLEX FLEX LTD. INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
$QCOM QUALCOMM INC/DE
$RJF RAYMOND JAMES FINANCIAL INC INNOVATOR ETFS TRUST
AIM ETF PRODUCTS TRUST
$COO COOPER COMPANIES, INC. ARK ETF TR
$CNR Core Natural Resources, Inc.Browse Top Institutional Investors
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