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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.99B
$431 Million 0.16% of portfolio
12,433
Q3 2025 New

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
Track This Portfolio

Track Brown Financial Advisors Portfolio

Follow Brown Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Brown Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email