StockDriftsStockDriftsTop 50 Brown Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.47% | 210.8K | $18.5M | +1.22%(+2.53K) | $65.23(+37.55%) | 2026-06-30 | |
| DMBS | DOUBLELINE ETF TRUST | 3.72% | 216.9K | $10.6M | +6.52%(+13.28K) | $49.06(-3.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.95% | 42.2K | $8.4M | +21.26%(+7.40K) | $125.15(+74.42%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.27% | 72.7K | $6.5M | -0.43%(-317) | $64.61(+43.85%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.23% | 26.8K | $6.4M | -12.00%(-3.65K) | $190.49(+34.80%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.2% | 17.8K | $6.3M | -5.00%(-937) | $168.56(+99.01%) | 2026-06-30 | |
| XTEN | BONDBLOXX ETF TRUST | 2.14% | 134.5K | $6.1M | +135.68%(+77.43K) | $45.98(-5.49%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.03% | 20.1K | $5.8M | -1.45%(-295) | $199.38(+66.65%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.87% | 106.2K | $5.4M | -4.47%(-4.97K) | $35.52(+45.16%) | 2026-06-30 | |
| RECS | COLUMBIA ETF TR I | 1.74% | 114.9K | $5.0M | +0.13%(+144) | $33.99(+32.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.81% |
Brown Financial Advisors reports $286.37M in US-listed equity holdings across 212 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (6.5%), DMBS (3.7%) and NVDA (3.0%). The top 20 holdings account for 41.8% of reported assets. Its disclosed equity book has returned +25.35% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brown Financial Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2035548). View Brown Financial Advisors’s 13F filings on SEC