Brown Financial Advisory Portfolio Holdings
Brown Financial Advisory
- $162 Million
- Q2 2025
Brown Financial Advisory has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Million distributed in 55 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 $74.9M, Vanguard Small Cap ETF with a value of $27.8M, Ishares Tr Russell 1000 ETF with a value of $9.99M, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.04M, and Dimensional ETF Tr Dimensional with a value of $3.9M.
Examining the 13F form we can see an increase of $18M in the current position value, from $144M to 162M.
Below you can find more details about Brown Financial Advisory portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
ETFs: $153 Million
Technology: $3.37 Million
Financial Services: $2.76 Million
Consumer Cyclical: $943,000
Healthcare: $934,000
Basic Materials: $648,000
Consumer Defensive: $464,000
Utilities: $371,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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