Brown Financial Advisors
Brown Financial Advisors reported 212 positions worth $286.4M as of June 30, 2026 (13F filed August 26, 2026). Largest holding: SPYM (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $18.5M | 6.47% | 210,791 | — | — | |
| ▸ 2 | DMBS | SH | $10.6M | 3.72% | 216,939 | — | — | |
| ▸ 3 | NVDA | SH | $8.4M | 2.95% | 42,229 | — | — | |
| ▸ 4 | AVDE | SH | $6.5M | 2.27% | 72,728 | — | — | |
| ▸ 5 | AMZN | SH | $6.4M | 2.23% | 26,802 | — | — | |
| ▸ 6 | GOOG | SH | $6.3M | 2.20% | 17,808 | — | — | |
| ▸ 7 | XTEN | SH | $6.1M | 2.14% | 134,490 | — | — | |
| ▸ 8 | AAPL | SH | $5.8M | 2.03% | 20,104 | — | — | |
| ▸ 9 | SPDW | SH | $5.4M | 1.87% | 106,227 | — | — | |
| ▸ 10 | RECS | SH | $5.0M | 1.74% | 114,939 | — | — |
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Frequently Asked Questions
What stocks does Brown Financial Advisors hold as of Q2 2026?
Brown Financial Advisors reported 212 positions worth $286.4M in its Q2 2026 13F filing. Largest positions: SPYM (6.5%), DMBS (3.7%), NVDA (3.0%), AVDE (2.3%) and AMZN (2.2%).
What did Brown Financial Advisors buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Brown Financial Advisors sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.