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 Advisory (CIK 1843853) reported $201.6M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($82.7M, 41.00%), VB ($37.0M, 18.36%), DEXC ($27.7M, 13.75%), IWB ($9.8M, 4.84%), SPDW ($9.5M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $82.7M | 41.00% | 1.1M | Added |
| 2 | VB | VANGUARD INDEX FDS | $37.0M | 18.36% | 141,352 | Added |
| 3 | DEXC | DIMENSIONAL ETF TRUST | $27.7M | 13.75% | 427,341 | Added |
| 4 | IWB | ISHARES TR | $9.8M | 4.84% | 27,359 | Trimmed |
| 5 | SPDW | SPDR INDEX SHS FDS | $9.5M | 4.70% | 207,722 | Added |
| 6 | VONE | VANGUARD SCOTTSDALE FDS | $6.3M | 3.10% | 21,190 | Added |
| 7 | AVDE | AMERICAN CENTY ETF TR | $2.2M | 1.08% | 25,603 | Hold |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.1M | 1.02% | 4,281 | Trimmed |
| 9 | IWF | ISHARES TR | $1.9M | 0.92% | 4,367 | Hold |
| 10 | IVV | ISHARES TR | $1.5M | 0.74% | 2,274 | Trimmed |
| 11 | SPEM | SPDR INDEX SHS FDS | $1.3M | 0.67% | 28,757 | Trimmed |
| 12 | AAPL | APPLE INC | $1.3M | 0.62% | 4,957 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $1.2M | 0.60% | 3,271 | Trimmed |
| 14 | SPHY | SPDR SERIES TRUST | $999,076 | 0.50% | 42,842 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $967,096 | 0.48% | 15,092 | Added |
| 16 | VYM | VANGUARD WHITEHALL FDS | $932,373 | 0.46% | 6,296 | Trimmed |
| 17 | IWD | ISHARES TR | $843,679 | 0.42% | 3,949 | Trimmed |
| 18 | ABBV | ABBVIE INC | $809,589 | 0.40% | 3,722 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $674,343 | 0.33% | 2,102 | Added |
| 20 | USMV | ISHARES TR | $598,394 | 0.30% | 6,452 | Trimmed |
| 21 | WMT | WALMART INC | $587,832 | 0.29% | 4,730 | Trimmed |
| 22 | SXT | SENSIENT TECHNOLOGIES CORP | $568,689 | 0.28% | 6,579 | Hold |
| 23 | FNDX | SCHWAB STRATEGIC TR | $561,108 | 0.28% | 20,147 | Trimmed |
| 24 | SPSM | SPDR SERIES TRUST | $547,514 | 0.27% | 11,331 | Trimmed |
| 25 | NVDA | NVIDIA CORPORATION | $540,987 | 0.27% | 3,102 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31