account_balance
Investment manager · 13F filer · SEC CIK 1843853
Brown Financial Advisory
Reported value$240Mas of Sep 30, 2026
Positions47 1 new, 3 sold out
Top 10 weight91.2%SPYM alone is 44%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
44.3%Added +3%
VBVanguard Index FDS
17.7%
DEXCDimensional ETF Trust
14.2%
IWBiShares Tr
4.4%−7%
SPDWSPDR Index SHS FDS
4.3%
VONEVanguard Scottsdale FDS
3.0%
AVDE
IWF0.8%
BRK-BIVV0.7%
SPEM
AAPLSPYMSPDR Series Trust
44.3%Added +3%
VBVanguard Index FDS
17.7%
DEXCDimensional ETF Trust
14.2%
IWB4.4%
SPDW4.3%
VONE3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 44.3% Added +3%
VB Vanguard Index FDS 17.7% Held
DEXC Dimensional ETF Trust 14.2% Held
IWB iShares Tr 4.4% Trimmed −7%
SPDW SPDR Index SHS FDS 4.3% Held
VONE Vanguard Scottsdale FDS 3.0% Held
AVDE American Centy ETF Tr 0.9% Trimmed −9%
IWF iShares Tr 0.8% Trimmed −2%
BRK-B Berkshire Hathaway Inc 0.8% HeldIVV iShares Tr 0.7% Held
SPEM SPDR Index SHS FDS 0.6% Held
AAPL Apple Inc. 0.5% Trimmed −12%What changed
Biggest moves since Jun 30, 2026
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