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

Brown Financial Advisory

$202M in tracked AUM across 49 positions as of Q1 2026.

BF
CIK 0001843853 · last filed Mar 31, 2026
Total AUM
$202M
as of Q1 2026
Holdings
49
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$202M▲ 1.9%
49 positionsView →2025Q4Dec 31
$198M▲ 3.6%
56 positionsView →2025Q3Sep 30
$191M▲ 5.4%
55 positionsView →2025Q2Jun 30
$181M▲ 63.1%
55 positionsLocked2025Q1Mar 31
$111M▼ 21.1%
24 positionsLocked2024Q4Dec 31
$141M▼ 0.4%
35 positionsLocked2024Q3Sep 30
$141M▲ 8.7%
36 positionsLocked2024Q2Jun 30
$130M▲ 1.1%
32 positionsLocked2024Q1Mar 31
$129M▲ 4.8%
32 positionsLocked2023Q4Dec 31
$123M▲ 8.8%
32 positionsLocked2023Q3Sep 30
$113M▼ 7.9%
29 positionsLocked2023Q2Jun 30
$123M▲ 18.0%
30 positionsLocked
Showing 12 of 22