account_balance
Investment manager · 13F filer · SEC CIK 2035548
Brown Financial Advisors
Reported value$286Mas of Jun 30, 2026
Positions212 25 new, 22 sold out
Top 10 weight27.6%SPYM alone is 6%
FiledAug 2657 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
6.5%
DMBSDoubleline ETF Trust
3.7%Added +7%
NVDANVIDIA Corp
3.0%Added +21%
AVDEAmerican Centy ETF Tr
2.3%
AMZNAmazon.com Inc
2.2%Trimmed −12%
GOOGAlphabet Inc.
2.2%Trimmed −5%
XTENBondbloxx ETF Trust
2.1%Added +136%
AAPLApple Inc.
2.0%
SPDWSPDR Index SHS FDS
1.9%Trimmed −4%
RECSColumbia ETF Tr I
1.7%
XSVNBondbloxx ETF Trust
1.7%Added +47%
MSFTMicrosoft Corp
1.7%Trimmed −15%
SPYMSPDR Series Trust
6.5%
DMBSDoubleline ETF Trust
3.7%+7%
NVDANVIDIA Corp
3.0%+21%
AVDEAmerican Centy ETF Tr
2.3%
AMZNAmazon.com Inc
2.2%−12%
GOOGAlphabet Inc.
2.2%
XTENBondbloxx ETF Trust
2.1%
AAPLApple Inc.
2.0%
SPDWSPDR Index SHS FDS
1.9%
RECS1.7%
XSVN1.7%
MSFT1.7%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 6.5% Held
DMBS Doubleline ETF Trust 3.7% Added +7%
NVDA NVIDIA Corp 3.0% Added +21%AVDE American Centy ETF Tr 2.3% Held
AMZN Amazon.com Inc 2.2% Trimmed −12%GOOG Alphabet Inc. 2.2% Trimmed −5%XTEN Bondbloxx ETF Trust 2.1% Added +136%
AAPL Apple Inc. 2.0% HeldSPDW SPDR Index SHS FDS 1.9% Trimmed −4%
RECS Columbia ETF Tr I 1.7% Held
XSVN Bondbloxx ETF Trust 1.7% Added +47%
MSFT Microsoft Corp 1.7% Trimmed −15%What changed
Biggest moves since Mar 31, 2026
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