Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brown Financial Advisors (CIK 2035548) reported $264.0M across 208 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($15.9M, 6.04%), DMBS ($10.1M, 3.81%), AMZN ($6.3M, 2.40%), AVDE ($6.2M, 2.35%), NVDA ($6.1M, 2.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $15.9M | 6.04% | 208,257 | Added |
| 2 | DMBS | DOUBLELINE ETF TRUST | $10.1M | 3.81% | 203,658 | Added |
| 3 | AMZN | AMAZON COM INC | $6.3M | 2.40% | 30,457 | Trimmed |
| 4 | AVDE | AMERICAN CENTY ETF TR | $6.2M | 2.35% | 73,045 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $6.1M | 2.30% | 34,825 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $5.7M | 2.17% | 15,510 | Added |
| 7 | GOOG | ALPHABET INC | $5.4M | 2.04% | 18,745 | Trimmed |
| 8 | AAPL | APPLE INC | $5.2M | 1.96% | 20,399 | Trimmed |
| 9 | SPDW | SPDR INDEX SHS FDS | $5.1M | 1.92% | 111,193 | Trimmed |
| 10 | XFIV | BONDBLOXX ETF TRUST | $4.9M | 1.85% | 99,566 | Added |
| 11 | AVEM | AMERICAN CENTY ETF TR | $4.6M | 1.73% | 56,622 | Trimmed |
| 12 | RECS | COLUMBIA ETF TR I | $4.5M | 1.69% | 114,795 | Trimmed |
| 13 | JMBS | JANUS DETROIT STR TR | $4.1M | 1.57% | 91,583 | Trimmed |
| 14 | JAAA | JANUS DETROIT STR TR | $4.0M | 1.51% | 79,022 | Added |
| 15 | META | META PLATFORMS INC | $3.9M | 1.49% | 6,857 | Trimmed |
| 16 | BBBS | BONDBLOXX ETF TRUST | $3.8M | 1.43% | 73,575 | Added |
| 17 | DABS | DOUBLELINE ETF TRUST | $3.7M | 1.40% | 72,812 | Added |
| 18 | XSVN | BONDBLOXX ETF TRUST | $3.4M | 1.28% | 70,944 | Added |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | $3.3M | 1.24% | 13,797 | Trimmed |
| 20 | PG | PROCTER & GAMBLE CO | $3.1M | 1.19% | 21,732 | Added |
| 21 | XTRE | BONDBLOXX ETF TRUST | $3.0M | 1.14% | 60,912 | Added |
| 22 | SEPU | AIM ETF PRODUCTS TRUST | $2.8M | 1.06% | 100,290 | Trimmed |
| 23 | AVGO | BROADCOM INC | $2.8M | 1.05% | 8,973 | Trimmed |
| 24 | GS | GOLDMAN SACHS GROUP INC | $2.7M | 1.02% | 3,193 | Trimmed |
| 25 | GLDM | WORLD GOLD TR | $2.7M | 1.02% | 28,995 | Added |
Source: SEC Form 13F filings · as of 2026-03-31