13F Insight
DOSSIER · 13F-HR · Q1 2026

Brown Financial Advisory

Brown Financial Advisory's asset manager based in Greenwich, CT — $202M in tracked AUM across 49 positions as of Q1 2026.

BF
Brown Financial Advisory·Greenwich, CT·Asset Manager
CIK 0001843853 · last filed Mar 31, 2026
Total AUM
$202M
▲ 15.3%
vs prior
Holdings
49
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Financials
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Brown Financial Advisory filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$83M1.1M41.0%
02
VB
VANGUARD INDEX FDS
$37M141K18.4%
03
DEXC
DIMENSIONAL ETF TRUST
$28M427K13.7%
04
IWB
ISHARES TR
$10M27K4.8%
05
SPDW
SPDR INDEX SHS FDS
$9M208K4.7%
06
VONE
VANGUARD SCOTTSDALE FDS
$6M21K3.1%
07
AVDE
AMERICAN CENTY ETF TR
$2M26K1.1%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$2M4K1.0%
09
IWF
ISHARES TR
$2M4K0.9%
10
IVV
ISHARES TR
$1M2K0.7%

Filing history

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