Brown Financial Advisors Portfolio Holdings

Brown Financial Advisors

  • $256 Billion
  • Q2 2025

Brown Financial Advisors has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 138 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 $14.5B, Microsoft Corp with a value of $7.13B, Nvidia Corp with a value of $6.77B, Amazon Com Inc with a value of $6.7B, and Doubleline ETF Trust with a value of $6.27B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $243B to 256B.

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 $256 Billion
ETFs: $74.6 Billion
Technology: $31.5 Billion
Financial Services: $17.9 Billion
Healthcare: $16.1 Billion
Consumer Cyclical: $13.1 Billion
Communication Services: $12.5 Billion
Industrials: $11.3 Billion
Consumer Defensive: $11 Billion
Other: $12.6 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.27B
$1.49 Billion 0.58% of portfolio
27,352
Q2 2025 Reduced 7.54%
$9.6B
$502 Million 0.2% of portfolio
8,969
Q2 2025 Reduced 2.7%
$2.15B
$342 Million 0.13% of portfolio
29,908
Q2 2025 Added 4.69%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $256 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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