Brown Financial Advisors Portfolio Holdings

Brown Financial Advisors

  • $271 Billion
  • Q3 2025

Brown Financial Advisors has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $15.8B, Doubleline ETF Trust with a value of $8.14B, Nvidia Corp with a value of $7.97B, Microsoft Corp with a value of $7.48B, and Amazon Com Inc with a value of $6.75B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $256B to 271B.

Brown Financial Advisors is based out at Milford, OH

Below you can find more details about Brown Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $271 Billion
ETFs: $73.2 Billion
Technology: $33.9 Billion
Financial Services: $19.6 Billion
Healthcare: $14.8 Billion
Communication Services: $13.8 Billion
Consumer Cyclical: $13.3 Billion
Industrials: $11.1 Billion
Consumer Defensive: $10.9 Billion
Other: $14.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.8 Billion 5.83% of portfolio
201,420
Q3 2025 Added 1.0%
Doubleline ETF Trust
-
$8.14 Billion 3.01% of portfolio
-
Q3 2025 Added 28.18%
$465B
$7.97 Billion 2.95% of portfolio
42,736
Q3 2025 Reduced 0.33%
$3.78T
$7.48 Billion 2.76% of portfolio
14,442
Q3 2025 Added 0.78%
$2.39T
$6.75 Billion 2.49% of portfolio
30,734
Q3 2025 Added 0.63%
-
$6.32 Billion 2.34% of portfolio
-
Q3 2025 Added 0.02%
$1.74T
$6.07 Billion 2.24% of portfolio
24,926
Q3 2025 Reduced 3.16%
$0
$5.89 Billion 2.18% of portfolio
74,677
Q3 2025 Added 4.77%
$4.3T
$5.74 Billion 2.12% of portfolio
22,545
Q3 2025 Reduced 0.38%
$1.37T
$5.13 Billion 1.89% of portfolio
6,979
Q3 2025 Added 1.39%
$0
$4.91 Billion 1.81% of portfolio
114,666
Q3 2025 Reduced 2.68%
$0
$4.72 Billion 1.74% of portfolio
117,003
Q3 2025 Added 1.43%
$0
$4.42 Billion 1.63% of portfolio
58,820
Q3 2025 Added 1.31%
$0
$4.38 Billion 1.62% of portfolio
95,955
Q3 2025 Added 5.38%
$0
$4.32 Billion 1.6% of portfolio
115,446
Q3 2025 Reduced 0.35%
-
$3.77 Billion 1.39% of portfolio
-
Q3 2025 Added 5.15%
J P Morgan Exchange Traded F
-
$3.63 Billion 1.34% of portfolio
-
Q3 2025 Reduced 0.88%
$0
$3.6 Billion 1.33% of portfolio
71,587
Q3 2025 Reduced 10.44%
-
$3.59 Billion 1.33% of portfolio
-
Q3 2025 New
$0
$3.46 Billion 1.28% of portfolio
14,010
Q3 2025 New
$0
$3.44 Billion 1.27% of portfolio
67,662
Q3 2025 Added 4.71%
$265B
$3.11 Billion 1.15% of portfolio
3,902
Q3 2025 Reduced 2.81%
Doubleline ETF Trust
-
$3.11 Billion 1.15% of portfolio
-
Q3 2025 Added 3.43%
$881B
$3.02 Billion 1.12% of portfolio
9,590
Q3 2025 Reduced 0.75%
Innovator Etfs Trust
-
$2.97 Billion 1.1% of portfolio
-
Q3 2025 Added 0.79%
Aim ETF Products Trust
-
$2.92 Billion 1.08% of portfolio
-
Q3 2025 New
Bondbloxx ETF Trust
-
$2.89 Billion 1.07% of portfolio
-
Q3 2025 Added 4.6%
$0
$2.87 Billion 1.06% of portfolio
28,149
Q3 2025 New
$346B
$2.77 Billion 1.02% of portfolio
18,049
Q3 2025 Reduced 1.23%
$270B
$2.69 Billion 0.99% of portfolio
16,907
Q3 2025 Reduced 0.91%
$0
$2.61 Billion 0.96% of portfolio
48,471
Q3 2025 New
-
$2.6 Billion 0.96% of portfolio
-
Q3 2025 Added 4.84%
$303B
$2.5 Billion 0.92% of portfolio
16,084
Q3 2025 Added 0.28%
$533B
$2.44 Billion 0.9% of portfolio
7,160
Q3 2025 Added 0.42%
$279B
$2.39 Billion 0.88% of portfolio
23,230
Q3 2025 Added 1.09%
Bondbloxx ETF Trust
-
$2.3 Billion 0.85% of portfolio
-
Q3 2025 Added 4.67%
$662B
$2.27 Billion 0.84% of portfolio
4,511
Q3 2025 Added 1.67%
$300B
$2.26 Billion 0.83% of portfolio
6,534
Q3 2025 Added 3.09%
$55.9B
$2.23 Billion 0.82% of portfolio
2,335
Q3 2025 Reduced 2.14%
$0
$2.15 Billion 0.79% of portfolio
39,709
Q3 2025 Added 88.24%
$128B
$2.14 Billion 0.79% of portfolio
22,462
Q3 2025 Reduced 0.16%
$11.9B
$2.11 Billion 0.78% of portfolio
27,651
Q3 2025 Reduced 2.23%
-
$2.1 Billion 0.78% of portfolio
-
Q3 2025 Added 53.0%
$0
$2.07 Billion 0.77% of portfolio
80,120
Q3 2025 Reduced 13.17%
$522B
$2.02 Billion 0.74% of portfolio
10,870
Q3 2025 Reduced 0.99%
Bondbloxx ETF Trust
-
$1.99 Billion 0.74% of portfolio
-
Q3 2025 Added 4.8%
$140B
$1.99 Billion 0.74% of portfolio
7,938
Q3 2025 Reduced 0.28%
$79.6B
$1.94 Billion 0.72% of portfolio
15,676
Q3 2025 Reduced 0.68%
$228B
$1.88 Billion 0.7% of portfolio
14,073
Q3 2025 Added 0.98%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $271 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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