Brown Financial Advisors
Brown Financial Advisors reported 212 stocks worth $286M in its 13F filing for Q2 2026, filed Aug 26, 2026. Its largest holdings are SPYM (6.5%), DMBS (3.7%) and NVDA (3.0%). Compared with Q1 2026, the fund opened new positions in XTWY, SPIB and FOXY, added to SPYM, DMBS and NVDA, trimmed AVDE, AMZN and GOOG and sold out of XTRE, IGIB and BTCO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $18.5M | 6.5% | 211K | +2,534 (+1%) | 8 of 8 | |
| 2 |  DMBS Doubleline ETF Trust | $10.6M | 3.7% | 217K | +13K (+7%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $8.4M | 3.0% | 42K | +7,404 (+21%) | 8 of 8 | |
| 4 |  AVDE American Centy ETF TR | $6.5M | 2.3% | 73K | −317 (−0%) | 7 of 8 | |
| 5 |  AMZN Amazon Com Inc | $6.4M | 2.2% | 27K | −3,655 (−12%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $6.3M | 2.2% | 18K | −937 (−5%) | 8 of 8 | |
| 7 |  XTEN Bondbloxx ETF Trust | $6.1M | 2.1% | 134K | +77K (+136%) | 7 of 8 | |
| 8 |  AAPL Apple Inc | $5.8M | 2.0% | 20K | −295 (−1%) | 8 of 8 | |
| 9 |  SPDW Spdr Developed | $5.4M | 1.9% | 106K | −4,966 (−4%) | 8 of 8 | |
| 10 |  RECS Columbia ETF TR I | $5M | 1.7% | 115K | +144 (+0%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XTRE Bondbloxx ETF Trust | $3M | 61K |
 IGIB Ishares TR | $2.1M | 39K |
 BTCO Invesco Galaxy Bitcoin ETF C | $1.6M | 24K |
 VRTX Vertex Pharmaceuticals I | $956K | 2,141 |
 PODD Insulet Corp | $807K | 3,847 |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 26, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Brown Financial Advisors 13F FAQ
What does Brown Financial Advisors own?
Brown Financial Advisors reported 212 stocks worth $286M in its 13F filing for Q2 2026, filed Aug 26, 2026. Its largest holdings are SPYM (6.5%), DMBS (3.7%) and NVDA (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Brown Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 25 new positions, 81 added to, 102 trimmed and 22 sold out. New positions include XTWY, SPIB and FOXY. It sold all of XTRE, IGIB and BTCO.
When will Brown Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Brown Financial Advisors's portfolio worth?
The Q2 2026 filing reports $286M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.