account_balance
Investment manager · 13F filer · SEC CIK 2134631
J. M. Brown & Associates Inc.
Reported value$175Mas of Sep 30, 2026
Positions137 30 new, 60 sold out
Top 10 weight42.6%VBIL alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VBILVanguard Instl Index Fd
14.6%Added +1298%
SSOProshares Tr
4.4%Trimmed −3%
SPYMSPDR Series Trust
4.3%Added +202%
QQQMInvesco Exch Traded Fd Tr II
4.1%Added +68%
AAPLApple Inc.
3.7%
NVDANVIDIA Corp
2.7%Trimmed −8%
HYGiShares Tr
2.6%Added +103%
FLOTiShares Tr
2.3%Added +516%
SGOViShares Tr
2.2%Trimmed −5%
GCOWPacer FDS Tr
1.6%
FLTRVaneck ETF Trust
1.5%
DBMFIm Global Partner Funds
1.4%
VBILVanguard Instl Index Fd
14.6%Added +1298%
SSOProshares Tr
4.4%Trimmed −3%
SPYMSPDR Series Trust
4.3%Added +202%
QQQMInvesco Exch Traded Fd Tr II
4.1%Added +68%
AAPLApple Inc.
3.7%
NVDANVIDIA Corp
2.7%
HYGiShares Tr
2.6%
FLOTiShares Tr
2.3%
SGOV2.2%
GCOW
FLTR
DBMF
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
VBIL Vanguard Instl Index Fd 14.6% Added +1298%
SSO Proshares Tr 4.4% Trimmed −3%
SPYM SPDR Series Trust 4.3% Added +202%
QQQM Invesco Exch Traded Fd Tr II 4.1% Added +68%
AAPL Apple Inc. 3.7% HeldNVDA NVIDIA Corp 2.7% Trimmed −8%HYG iShares Tr 2.6% Added +103%
FLOT iShares Tr 2.3% Added +516%
SGOV iShares Tr 2.2% Trimmed −5%
GCOW Pacer FDS Tr 1.6% Added +351%
FLTR Vaneck ETF Trust 1.5% Trimmed −24%
DBMF Im Global Partner Funds 1.4% Added +99%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.