DOSSIER · 13F-HR · Q2 2026

J. M. Brown & Associates Inc.

$175M in tracked AUM across 167 positions as of Q2 2026.

JM
CIK 0002134631 · last filed Jun 30, 2026
Total AUM
$175M
as of Q2 2026
Holdings
167
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

J. M. Brown & Associates Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SSO
PROSHARES TR
$8M113K4.4%
02
CWB
SPDR SERIES TRUST
$8M70K4.3%
03
RPG
INVESCO EXCHANGE TRADED FD T
$6M90K3.3%
04
AAPL
APPLE INC
$6M20K3.3%
05
VAW
VANGUARD WORLD FD
$5M23K3.0%
06
NVDA
NVIDIA CORPORATION
$5M23K2.6%
07
QQQM
INVESCO EXCH TRADED FD TR II
$4M14K2.4%
08
SGOV
ISHARES TR
$4M39K2.3%
09
VTWO
VANGUARD SCOTTSDALE FDS
$4M31K2.2%
10
VWO
VANGUARD INTL EQUITY INDEX F
$3M57K1.9%

Filing history

2026Q2Jun 30
$175M
167 positionsView →