Brown Financial Advisory: 13F holdings
CIK 18438532026Q2
| Positions | 49 |
|---|
| Reported value | $239.4m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 49 (+0 vs prior quarter) |
|---|
| Reported value | $239.4m (+18.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 1,151,975 | $101.2m | 42.3% |
| VB VANGUARD INDEX FDS | 147,831 | $44.8m | 18.7% |
| DIMENSIONAL ETF TRUST | 429,629 | $35.5m | 14.8% |
| IWB ISHARES TR | 27,165 | $11.1m | 4.6% |
| EWU SPDR INDEX SHS FDS | 206,062 | $10.4m | 4.3% |
| VONE VANGUARD SCOTTSDALE FDS | 21,172 | $7.2m | 3.0% |
| AVDE AMERICAN CENTY ETF TR | 25,603 | $2.3m | 1.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 4,135 | $2.1m | 0.9% |
| IWF ISHARES TR | 16,563 | $2.1m | 0.9% |
| IVV ISHARES TR | 2,236 | $1.7m | 0.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843853")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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