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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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