Brown Financial Advisors: 13F holdings
CIK 20355482026Q2
| Positions | 212 |
|---|
| Reported value | $286.4m |
|---|
| Filed | 2026-08-26 |
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Change since last quarter
| Positions | 212 (+3 vs prior quarter) |
|---|
| Reported value | $286.4m (+8.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 210,791 | $18.5m | 6.5% |
| DMBS DOUBLELINE ETF TRUST | 216,939 | $10.6m | 3.7% |
| NVDA NVIDIA CORPORATION | 42,229 | $8.4m | 3.0% |
| AVDE AMERICAN CENTY ETF TR | 72,728 | $6.5m | 2.3% |
| AMZN AMAZON COM INC | 26,802 | $6.4m | 2.2% |
| GOOG ALPHABET INC | 17,808 | $6.3m | 2.2% |
| XTEN BONDBLOXX ETF TRUST | 134,490 | $6.1m | 2.1% |
| AAPL APPLE INC | 20,104 | $5.8m | 2.0% |
| EWU SPDR INDEX SHS FDS | 106,227 | $5.4m | 1.9% |
| RECS COLUMBIA ETF TR I | 114,939 | $5.0m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2035548")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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