StockDriftsStockDriftsTop 50 J. M. Brown & Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SSO | PROSHARES TR | 4.37% | 113.4K | $7.6M | new | $58.22(+22.98%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 4.3% | 69.6K | $7.5M | new | $98.43(+5.45%) | 2026-06-30 | |
| RPG | INVESCO EXCHANGE TRADED FD T | 3.28% | 89.9K | $5.7M | new | $54.25(+7.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.27% | 19.8K | $5.7M | new | $267.99(+14.43%) | 2026-06-30 | |
| VAW | VANGUARD WORLD FD | 3.04% | 23.3K | $5.3M | new | $224.48(+6.60%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.61% | 22.8K | $4.6M | new | $182.63(+20.71%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.43% | 14.0K | $4.3M | new | $266.42(+11.35%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.27% | 39.4K | $4.0M | new | $100.67(-0.16%) | 2026-06-30 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 2.16% | 31.1K | $3.8M | new | $109.09(+11.57%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.94% | 56.7K | $3.4M | new | $56.05(+7.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
J. M. Brown & Associates Inc. reports $174.75M in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are SSO (4.4%), CWB (4.3%) and RPG (3.3%). The top 20 holdings account for 43.33% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from J. M. Brown & Associates Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2134631). View J. M. Brown & Associates Inc.’s 13F filings on SEC