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.
J. M. Brown & Associates Inc. (CIK 2134631) reported $174.7M across 167 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SSO ($7.6M, 4.37%), CWB ($7.5M, 4.30%), RPG ($5.7M, 3.28%), AAPL ($5.7M, 3.27%), VAW ($5.3M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SSO | PROSHARES TR | $7.6M | 4.37% | 113,430 | New |
| 2 | CWB | SPDR SERIES TRUST | $7.5M | 4.30% | 69,628 | New |
| 3 | RPG | INVESCO EXCHANGE TRADED FD T | $5.7M | 3.28% | 89,879 | New |
| 4 | AAPL | APPLE INC | $5.7M | 3.27% | 19,764 | New |
| 5 | VAW | VANGUARD WORLD FD | $5.3M | 3.04% | 23,253 | New |
| 6 | NVDA | NVIDIA CORPORATION | $4.6M | 2.61% | 22,757 | New |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $4.3M | 2.43% | 14,041 | New |
| 8 | SGOV | ISHARES TR | $4.0M | 2.27% | 39,431 | New |
| 9 | VTWO | VANGUARD SCOTTSDALE FDS | $3.8M | 2.16% | 31,138 | New |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $3.4M | 1.94% | 56,716 | New |
| 11 | FLTR | VANECK ETF TRUST | $3.4M | 1.93% | 131,784 | New |
| 12 | VDE | VANGUARD WORLD FD | $3.0M | 1.74% | 20,287 | New |
| 13 | GOOGL | ALPHABET INC | $2.8M | 1.59% | 7,791 | New |
| 14 | SPLG | SPDR SERIES TRUST | $2.5M | 1.41% | 27,994 | New |
| 15 | HYG | ISHARES TR | $2.3M | 1.33% | 29,138 | New |
| 16 | VGT | VANGUARD WORLD FD | $2.1M | 1.19% | 17,432 | New |
| 17 | VBR | VANGUARD INDEX FDS | $2.0M | 1.14% | 8,210 | New |
| 18 | MSFT | MICROSOFT CORP | $2.0M | 1.13% | 5,289 | New |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.0M | 1.12% | 3,901 | New |
| 20 | VOX | VANGUARD WORLD FD | $1.9M | 1.08% | 10,296 | New |
| 21 | VGK | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.07% | 21,050 | New |
| 22 | VBIL | VANGUARD INSTL INDEX FD | $1.8M | 1.04% | 24,122 | New |
| 23 | AVSC | AMERICAN CENTY ETF TR | $1.8M | 1.03% | 24,498 | New |
| 24 | VOOG | VANGUARD ADMIRAL FDS INC | $1.8M | 1.02% | 21,637 | New |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $1.8M | 1.01% | 8,300 | New |
Source: SEC Form 13F filings · as of 2026-06-30