Brown Financial Advisors
Latest statistics and disclosures from Brown Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, DMBS, NVDA, AVDE, AMZN, and represent 17.63% of Brown Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: XTEN, XTWY, SPIB, FOXY, CRWD, XSVN, NVDA, DMBS, KLAC, AGGH.
- Started 25 new stock positions in COHR, XTWY, DKS, ESML, OKTA, HODL, IMAR, CNP, CRWD, JANB.
- Reduced shares in these 10 stocks: XTRE, XFIV, IGIB, BTCO, BBBS, , MSFT, AMZN, PCMM, .
- Sold out of its positions in ARKW, JULT, BABA, XTRE, CTRA, EXE, COO, CNR, HLT, NAUG. ISEP, DDTL, PODD, BTCO, IGIB, QCOM, RJF, ROST, TTWO, ULTA, VRTX, FLEX.
- Brown Financial Advisors was a net buyer of stock by $1.1M.
- Brown Financial Advisors has $286M in assets under management (AUM), dropping by 8.46%.
- Central Index Key (CIK): 0002035548
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Portfolio Holdings for Brown Financial Advisors
Brown Financial Advisors holds 212 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 6.5 | $19M | 211k | 87.88 |
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| Doubleline Etf Trust Mortgage Etf (DMBS) | 3.7 | $11M | +6% | 217k | 49.09 |
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| NVIDIA Corporation (NVDA) | 3.0 | $8.4M | +21% | 42k | 200.09 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.3 | $6.5M | 73k | 89.20 |
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| Amazon (AMZN) | 2.2 | $6.4M | -12% | 27k | 238.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $6.3M | -4% | 18k | 353.33 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 2.1 | $6.1M | +135% | 135k | 45.58 |
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| Apple (AAPL) | 2.0 | $5.8M | 20k | 289.36 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 1.9 | $5.4M | -4% | 106k | 50.39 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 1.7 | $5.0M | 115k | 43.28 |
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| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 1.7 | $4.9M | +47% | 104k | 47.27 |
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| Microsoft Corporation (MSFT) | 1.7 | $4.9M | -15% | 13k | 373.01 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $4.7M | -13% | 49k | 96.49 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.5 | $4.4M | +6% | 98k | 44.99 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.4 | $3.9M | -6% | 13k | 302.97 |
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| Meta Platforms Cl A (META) | 1.3 | $3.8M | 6.8k | 563.29 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.3 | $3.6M | -9% | 72k | 50.49 |
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| Doubleline Etf Trust Asse Ba Secs Etf (DABS) | 1.2 | $3.5M | -4% | 70k | 50.68 |
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| Broadcom (AVGO) | 1.2 | $3.5M | +2% | 9.2k | 377.75 |
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| Procter & Gamble Company (PG) | 1.1 | $3.3M | +2% | 22k | 146.64 |
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| Aim Etf Products Trust Allianzim Us Equ (SEPU) | 1.1 | $3.3M | +4% | 105k | 31.07 |
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| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 1.1 | $3.2M | +4% | 30k | 107.35 |
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| Goldman Sachs (GS) | 1.1 | $3.2M | 3.2k | 1011.37 |
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| Bondbloxx Etf Trust Bloo Twen Us Etf (XTWY) | 1.1 | $3.1M | NEW | 83k | 37.53 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $3.0M | 9.0k | 327.33 |
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| Morgan Stanley Com New (MS) | 1.0 | $2.9M | -7% | 14k | 209.03 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.0 | $2.9M | +11% | 55k | 53.50 |
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| Lam Research Corp Com New (LRCX) | 1.0 | $2.9M | +11% | 6.7k | 433.33 |
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| Palo Alto Networks (PANW) | 1.0 | $2.8M | -8% | 8.2k | 341.02 |
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| Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS) | 1.0 | $2.8M | -25% | 54k | 51.05 |
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| UnitedHealth (UNH) | 0.8 | $2.4M | -16% | 5.8k | 415.63 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.8 | $2.2M | NEW | 67k | 33.46 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.8 | $2.2M | 44k | 50.15 |
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| Chevron Corporation (CVX) | 0.8 | $2.2M | +4% | 13k | 165.76 |
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.8 | $2.2M | 43k | 51.01 |
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| Visa Com Cl A (V) | 0.8 | $2.2M | +2% | 6.3k | 343.09 |
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| United Rentals (URI) | 0.8 | $2.2M | +4% | 1.9k | 1132.59 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.7 | $2.1M | -8% | 27k | 79.42 |
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| Eaton Corp SHS (ETN) | 0.7 | $2.1M | +5% | 4.9k | 426.12 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.7 | $2.1M | +18% | 16k | 128.08 |
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| Target Corporation (TGT) | 0.7 | $2.1M | -11% | 16k | 130.61 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.7 | $2.0M | 38k | 53.09 |
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| Wal-Mart Stores (WMT) | 0.7 | $2.0M | -3% | 17k | 113.26 |
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| Vaneck Etf Trust Morn Smid Mo Etf (SMOT) | 0.7 | $1.9M | 49k | 38.86 |
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| Coca-Cola Company (KO) | 0.6 | $1.9M | -2% | 23k | 81.27 |
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| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 0.6 | $1.8M | -62% | 38k | 48.68 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.8M | +10% | 7.2k | 253.97 |
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| Amphenol Corp Cl A (APH) | 0.6 | $1.8M | +11% | 10k | 176.32 |
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| Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) | 0.6 | $1.8M | -30% | 37k | 49.88 |
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| Ssga Active Tr State Street Ig (PRIV) | 0.6 | $1.8M | +20% | 72k | 25.18 |
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| Spdr Series Trust St Inter Etf (SPTI) | 0.6 | $1.8M | +6% | 62k | 28.39 |
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| Bank of America Corporation (BAC) | 0.6 | $1.7M | -2% | 31k | 56.98 |
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| Pimco Etf Tr Preferred And Cp (PRFD) | 0.6 | $1.7M | +3% | 33k | 51.35 |
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| Simplify Exchange Traded Fun Curre Strat Etf (FOXY) | 0.6 | $1.7M | NEW | 57k | 29.79 |
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| Medtronic SHS (MDT) | 0.6 | $1.7M | 21k | 78.23 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $1.6M | NEW | 2.1k | 763.14 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $1.6M | +19% | 15k | 107.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.6M | -20% | 3.2k | 500.31 |
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| Quanta Services (PWR) | 0.6 | $1.6M | -9% | 2.2k | 719.97 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.5M | +38% | 1.3k | 1199.43 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.5M | -2% | 14k | 102.19 |
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| Lowe's Companies (LOW) | 0.5 | $1.5M | 6.6k | 220.47 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.5 | $1.4M | +3% | 24k | 59.73 |
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| McDonald's Corporation (MCD) | 0.5 | $1.4M | -6% | 5.2k | 270.31 |
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| Martin Marietta Materials (MLM) | 0.5 | $1.4M | +13% | 2.4k | 576.70 |
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| ConocoPhillips (COP) | 0.5 | $1.3M | +11% | 13k | 103.96 |
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| Southwest Airlines (LUV) | 0.5 | $1.3M | +22% | 26k | 51.42 |
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| Nextera Energy (NEE) | 0.4 | $1.2M | +21% | 14k | 87.77 |
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| Cintas Corporation (CTAS) | 0.4 | $1.2M | +15% | 7.1k | 170.08 |
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| Servicenow (NOW) | 0.4 | $1.2M | +18% | 12k | 99.28 |
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| Dex (DXCM) | 0.4 | $1.2M | +13% | 17k | 67.35 |
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| Abbott Laboratories (ABT) | 0.4 | $1.1M | -24% | 13k | 90.74 |
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| Equinix (EQIX) | 0.4 | $1.1M | 1.1k | 1042.39 |
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| Proshares Tr DJ BRKFLD GLB (TOLZ) | 0.4 | $1.1M | 19k | 59.27 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.4 | $1.1M | -19% | 12k | 91.64 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | +10% | 1.2k | 935.07 |
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| Ecolab (ECL) | 0.4 | $1.1M | -13% | 3.9k | 278.61 |
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| Waste Connections (WCN) | 0.4 | $1.1M | -13% | 6.4k | 166.68 |
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| Extra Space Storage (EXR) | 0.4 | $1.1M | -9% | 7.2k | 145.30 |
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| Cohen & Steers Etf Trust Natural Res Acti (CSNR) | 0.4 | $1.0M | -11% | 31k | 33.40 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $997k | -6% | 501.00 | 1989.44 |
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| Paypal Holdings (PYPL) | 0.3 | $992k | 23k | 43.18 |
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| TJX Companies (TJX) | 0.3 | $992k | 6.5k | 151.50 |
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| Baker Hughes Company Cl A (BKR) | 0.3 | $918k | -7% | 17k | 55.50 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $912k | +18% | 2.3k | 397.68 |
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| Synopsys (SNPS) | 0.3 | $905k | -9% | 2.0k | 446.07 |
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| Boston Scientific Corporation (BSX) | 0.3 | $891k | +59% | 21k | 42.68 |
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| Rockwell Automation (ROK) | 0.3 | $857k | -15% | 1.7k | 495.08 |
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| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.3 | $844k | 17k | 49.81 |
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| Netflix (NFLX) | 0.3 | $817k | -32% | 11k | 71.40 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.3 | $808k | -36% | 32k | 25.50 |
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| Key (KEY) | 0.3 | $773k | 34k | 23.05 |
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| Astrazeneca Ord (AZN) | 0.3 | $730k | 3.9k | 189.62 |
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| Kla Corp Com New (KLAC) | 0.2 | $700k | +843% | 2.3k | 301.71 |
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| Aim Etf Products Trust Allianzim Us Eqt (FEBT) | 0.2 | $653k | 16k | 41.14 |
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| Cisco Systems (CSCO) | 0.2 | $652k | -3% | 5.5k | 117.46 |
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| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.2 | $639k | +7% | 24k | 26.23 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $633k | -3% | 2.1k | 298.07 |
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| Citigroup Com New (C) | 0.2 | $627k | -2% | 4.5k | 139.96 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $615k | +5% | 821.00 | 748.89 |
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| M/I Homes (MHO) | 0.2 | $599k | 3.7k | 160.79 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.2 | $586k | +5% | 11k | 51.81 |
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| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.2 | $578k | +2% | 20k | 29.01 |
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| Edison International (EIX) | 0.2 | $561k | -2% | 7.5k | 74.45 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $554k | +19% | 11k | 51.00 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.2 | $545k | +5% | 4.0k | 134.72 |
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| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 0.2 | $542k | NEW | 27k | 20.17 |
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| EOG Resources (EOG) | 0.2 | $537k | -4% | 4.1k | 129.73 |
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| Allstate Corporation (ALL) | 0.2 | $534k | 2.2k | 237.94 |
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| Altria (MO) | 0.2 | $524k | -2% | 7.3k | 71.95 |
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| Abbvie (ABBV) | 0.2 | $521k | 2.1k | 251.64 |
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| American Electric Power Company (AEP) | 0.2 | $520k | 3.8k | 136.81 |
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| Us Bancorp Com New (USB) | 0.2 | $499k | 8.3k | 60.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $494k | +40% | 1.4k | 357.37 |
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| Kinder Morgan (KMI) | 0.2 | $494k | 16k | 31.97 |
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| Illinois Tool Works (ITW) | 0.2 | $492k | 1.8k | 270.47 |
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| Innovator Etfs Trust Eqty Dul Dirct15 | 0.2 | $491k | NEW | 25k | 19.39 |
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| Tractor Supply Company (TSCO) | 0.2 | $489k | NEW | 16k | 31.61 |
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| Smucker J M Com New (SJM) | 0.2 | $486k | 4.3k | 112.50 |
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| Amgen (AMGN) | 0.2 | $481k | 1.3k | 362.12 |
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| Jefferies Finl Group (JEF) | 0.2 | $481k | 9.6k | 49.98 |
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| Prudential Financial (PRU) | 0.2 | $468k | 4.3k | 107.93 |
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| Home Depot (HD) | 0.2 | $466k | +11% | 1.3k | 352.68 |
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| Humana (HUM) | 0.2 | $466k | -36% | 1.2k | 397.22 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $465k | 8.8k | 52.85 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $465k | 2.4k | 189.69 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $460k | -2% | 3.4k | 136.70 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $459k | +2% | 4.3k | 107.49 |
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| International Business Machines (IBM) | 0.2 | $454k | 1.6k | 281.21 |
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| Kraft Heinz (KHC) | 0.2 | $452k | 19k | 23.62 |
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| Wells Fargo & Company (WFC) | 0.2 | $437k | 5.3k | 82.64 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $426k | +18% | 3.6k | 117.09 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $422k | +17% | 573.00 | 736.40 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $418k | -3% | 7.9k | 52.65 |
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| Huntington Ingalls Inds (HII) | 0.1 | $410k | +11% | 1.5k | 279.89 |
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| Spdr Series Trust St Str P400mid (SPMD) | 0.1 | $408k | +18% | 6.0k | 67.56 |
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| Pinnacle Finl Partners (PNFP) | 0.1 | $405k | +2% | 4.0k | 100.88 |
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| Amplify Etf Tr Block Techn Etf (BLOK) | 0.1 | $383k | +9% | 6.1k | 62.63 |
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| Tidal Trust Iii Vist Arti In Etf (AIS) | 0.1 | $364k | NEW | 4.3k | 85.31 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $358k | -3% | 750.00 | 477.57 |
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| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.1 | $342k | 2.0k | 173.12 |
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| Rbc Cad (RY) | 0.1 | $340k | -2% | 1.6k | 206.97 |
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| Ubs Group SHS (UBS) | 0.1 | $339k | 6.8k | 49.56 |
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| Cibc Cad (CM) | 0.1 | $337k | -2% | 2.9k | 115.00 |
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| Etf Ser Solutions Aptus Jan Buffer (JANB) | 0.1 | $327k | NEW | 12k | 27.23 |
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| Innovator Etfs Trust Innovator Gw 100 (NJUN) | 0.1 | $326k | NEW | 9.9k | 32.86 |
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| Iron Mountain (IRM) | 0.1 | $326k | +3% | 2.6k | 126.31 |
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| Hldgs (UAL) | 0.1 | $319k | -9% | 2.3k | 135.99 |
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| Canadian Natl Ry (CNI) | 0.1 | $319k | 2.7k | 119.24 |
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| Orix Corp Sponsored Adr (IX) | 0.1 | $314k | 8.2k | 38.04 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $310k | 18k | 17.63 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $308k | 3.2k | 95.09 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $307k | -4% | 9.5k | 32.16 |
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| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $306k | +4% | 22k | 14.25 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $305k | 9.7k | 31.38 |
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| Barclays Adr (BCS) | 0.1 | $304k | 11k | 26.86 |
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| Linde SHS (LIN) | 0.1 | $303k | -2% | 583.00 | 518.94 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $301k | 52k | 5.83 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $301k | 15k | 19.89 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 0.1 | $300k | -23% | 3.0k | 98.68 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.1 | $299k | -13% | 1.8k | 165.38 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $299k | -5% | 9.5k | 31.40 |
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| First Tr Exchng Traded Fd Vi Skyb Cry Ind Etf (CRPT) | 0.1 | $297k | +17% | 26k | 11.36 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $297k | 3.0k | 100.07 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $297k | 13k | 23.58 |
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| Innovator Etfs Trust Innovator Intl D (IMAR) | 0.1 | $296k | NEW | 9.7k | 30.45 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.1 | $293k | -12% | 2.1k | 142.39 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $289k | 30k | 9.58 |
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| Suncor Energy (SU) | 0.1 | $288k | -4% | 5.4k | 53.68 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $287k | 2.0k | 145.78 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $285k | 1.8k | 156.72 |
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| Innovator Etfs Trust Innovator Deepw (LOUP) | 0.1 | $285k | -6% | 2.9k | 98.56 |
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| Fluor Corporation (FLR) | 0.1 | $282k | +2% | 5.4k | 52.39 |
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| Innovator Etfs Trust Gradient Tactic (IGTR) | 0.1 | $282k | +2% | 8.3k | 33.97 |
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| Clean Harbors (CLH) | 0.1 | $282k | -2% | 943.00 | 298.75 |
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| Companhia De Saneamento Basi Sponsored Adr (SBS) | 0.1 | $281k | +391% | 49k | 5.78 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $280k | 32k | 8.78 |
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| Okta Cl A (OKTA) | 0.1 | $280k | NEW | 2.0k | 136.45 |
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| Shell Spon Ads (SHEL) | 0.1 | $277k | -2% | 3.6k | 77.54 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $276k | 2.6k | 104.96 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $274k | 2.6k | 106.25 |
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| Deutsche Bk Namen Akt (DB) | 0.1 | $273k | 8.1k | 33.76 |
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| Amcor Com New (AMCR) | 0.1 | $273k | +3% | 6.3k | 43.35 |
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| Glacier Ban (GBCI) | 0.1 | $268k | -4% | 5.2k | 51.58 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $267k | 3.2k | 82.87 |
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| Embraer Sponsored Ads (EMBJ) | 0.1 | $267k | +2% | 4.2k | 63.80 |
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| Jd.com Spon Ads Cl A (JD) | 0.1 | $263k | 10k | 25.48 |
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| Bwx Technologies (BWXT) | 0.1 | $262k | 1.3k | 194.65 |
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| Cubesmart (CUBE) | 0.1 | $259k | +5% | 6.5k | 39.77 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $259k | 1.3k | 201.61 |
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| Unilever Spon Adr New (UL) | 0.1 | $259k | +6% | 4.3k | 60.12 |
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| Dover Corporation (DOV) | 0.1 | $251k | +2% | 1.1k | 224.28 |
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| CRH Ord (CRH) | 0.1 | $249k | 2.3k | 107.00 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $248k | 19k | 13.23 |
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| American Airls (AAL) | 0.1 | $247k | NEW | 14k | 18.07 |
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| Prudential Adr (PUK) | 0.1 | $247k | 9.2k | 26.81 |
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| Textron (TXT) | 0.1 | $245k | +3% | 2.7k | 91.73 |
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| Acuity Brands (AYI) | 0.1 | $235k | NEW | 625.00 | 376.66 |
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| Coherent Corp (COHR) | 0.1 | $228k | NEW | 577.00 | 394.47 |
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| Casella Waste Sys Cl A (CWST) | 0.1 | $227k | NEW | 2.3k | 96.97 |
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| AGCO Corporation (AGCO) | 0.1 | $227k | 1.9k | 119.70 |
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| Microchip Technology (MCHP) | 0.1 | $222k | -22% | 2.4k | 91.20 |
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| Astera Labs (ALAB) | 0.1 | $217k | NEW | 450.00 | 483.02 |
|
| Expedia Group Com New (EXPE) | 0.1 | $208k | NEW | 814.00 | 255.88 |
|
| East West Ban (EWBC) | 0.1 | $207k | NEW | 1.6k | 129.09 |
|
| Affiliated Managers (AMG) | 0.1 | $206k | -33% | 608.00 | 338.40 |
|
| Associated Banc- (ASB) | 0.1 | $205k | NEW | 6.7k | 30.77 |
|
| Dick's Sporting Goods (DKS) | 0.1 | $201k | NEW | 888.00 | 226.81 |
|
| CenterPoint Energy (CNP) | 0.1 | $200k | NEW | 4.5k | 44.04 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $200k | NEW | 3.6k | 55.93 |
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.1 | $175k | NEW | 18k | 9.86 |
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $173k | NEW | 10k | 16.61 |
|
Past Filings by Brown Financial Advisors
SEC 13F filings are viewable for Brown Financial Advisors going back to 2024
- Brown Financial Advisors 2026 Q2 filed Aug. 26, 2026
- Brown Financial Advisors 2026 Q1 filed May 15, 2026
- Brown Financial Advisors 2025 Q4 filed Feb. 17, 2026
- Brown Financial Advisors 2025 Q3 filed Nov. 14, 2025
- Brown Financial Advisors 2025 Q2 filed Aug. 15, 2025
- Brown Financial Advisors 2025 Q1 filed May 12, 2025
- Brown Financial Advisors 2024 Q4 filed Feb. 4, 2025
- Brown Financial Advisors 2024 Q3 filed Nov. 18, 2024
- Brown Financial Advisors 2024 Q2 filed Aug. 30, 2024