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Holders — by stockHoldings — by fund

Brown Financial Advisors

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002035548

$286.4M

disclosed book value

212

positions

6.5%

largest position share

Positions, as of 2026-06-30

top 100 of 212 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYMSPDR SERIES TRUST210,791$18.5M6.5%
2DMBSDOUBLELINE ETF TRUST216,939$10.6M3.7%
3NVDANVIDIA CORPORATION42,229$8.4M3%
4AVDEAMERICAN CENTY ETF TR72,728$6.5M2.3%
5AMZNAMAZON COM INC26,802$6.4M2.2%
6GOOGALPHABET INC17,808$6.3M2.2%
7XTENBONDBLOXX ETF TRUST134,490$6.1M2.1%
8AAPLAPPLE INC20,104$5.8M2%
9SPDWSPDR INDEX SHS FDS106,227$5.4M1.9%
10RECSCOLUMBIA ETF TR I114,939$5.0M1.7%
11XSVNBONDBLOXX ETF TRUST104,423$4.9M1.7%
12MSFTMICROSOFT CORP13,169$4.9M1.7%
13AVEMAMERICAN CENTY ETF TR49,149$4.7M1.7%
14JMBSJANUS DETROIT STR TR97,579$4.4M1.5%
15QQQMINVESCO EXCH TRADED FD TR II12,924$3.9M1.4%
16METAMETA PLATFORMS INC6,828$3.8M1.3%
17JAAAJANUS DETROIT STR TR71,638$3.6M1.3%
18DABSDOUBLELINE ETF TRUST69,785$3.5M1.2%
19AVGOBROADCOM INC9,168$3.5M1.2%
20PGPROCTER & GAMBLE CO22,274$3.3M1.1%
21SEPUAIM ETF PRODUCTS TRUST104,861$3.3M1.1%
22IETCISHARES U S ETF TR30,232$3.2M1.1%
23GSGOLDMAN SACHS GROUP INC3,159$3.2M1.1%
24XTWYBONDBLOXX ETF TRUST83,222$3.1M1.1%
25JPMJPMORGAN CHASE & CO9,025$3.0M1%
26MSMORGAN STANLEY14,022$2.9M1%
27XLFSELECT SECTOR SPDR TR54,737$2.9M1%
28LRCXLAM RESEARCH CORP6,727$2.9M1%
29PANWPALO ALTO NETWORKS INC8,231$2.8M1%
30BBBSBONDBLOXX ETF TRUST54,449$2.8M1%
31UNHUNITEDHEALTH GROUP INC5,774$2.4M0.8%
32SPIBSPDR SERIES TRUST67,060$2.2M0.8%
33GSYINVESCO ACTIVELY MANAGED EXC44,105$2.2M0.8%
34CVXCHEVRON CORPORATION13,306$2.2M0.8%
35UYLDANGEL OAK FUNDS TRUST43,230$2.2M0.8%
36VVISA INC6,325$2.2M0.8%
37URIUNITED RENTALS INC1,909$2.2M0.8%
38GLDMWORLD GOLD TR26,599$2.1M0.7%
39EATON CORP PLC4,945$2.1M0.7%
40AVUSAMERICAN CENTY ETF TR16,348$2.1M0.7%
41TGTTARGET CORP15,981$2.1M0.7%
42SPYINEOS ETF TRUST38,420$2.0M0.7%
43WMTWALMART INC17,383$2.0M0.7%
44SMOTVANECK ETF TRUST48,946$1.9M0.7%
45KOCOCA COLA CO22,836$1.9M0.6%
46XFIVBONDBLOXX ETF TRUST37,670$1.8M0.6%
47JNJJOHNSON & JOHNSON7,216$1.8M0.6%
48APHAMPHENOL CORP10,386$1.8M0.6%
49PCMMBONDBLOXX ETF TRUST36,544$1.8M0.6%
50PRIVSSGA ACTIVE TR71,776$1.8M0.6%
51SPTISPDR SERIES TRUST61,792$1.8M0.6%
52BACBANK OF AMER CORP30,490$1.7M0.6%
53PRFDPIMCO ETF TR33,171$1.7M0.6%
54FOXYSIMPLIFY EXCHANGE TRADED FUN56,984$1.7M0.6%
55MEDTRONIC PLC21,200$1.7M0.6%
56CRWDCROWDSTRIKE HLDGS INC2,128$1.6M0.6%
57MUBISHARES TR14,919$1.6M0.6%
58BRK/BBERKSHIRE HATHAWAY INC DEL3,170$1.6M0.6%
59PWRQUANTA SVCS INC2,193$1.6M0.6%
60LLYELI LILLY & CO1,255$1.5M0.5%
61SBUXSTARBUCKS CORP14,396$1.5M0.5%
62LOWLOWES COS INC6,580$1.5M0.5%
63FTSMFIRST TR EXCHANGE-TRADED FD23,620$1.4M0.5%
64MCDMCDONALDS CORP5,214$1.4M0.5%
65MLMMARTIN MARIETTA MATLS INC2,383$1.4M0.5%
66COPCONOCOPHILLIPS12,950$1.3M0.5%
67LUVSOUTHWEST AIRLS CO25,990$1.3M0.5%
68NEENEXTERA ENERGY INC13,945$1.2M0.4%
69CTASCINTAS CORP7,144$1.2M0.4%
70NOWSERVICENOW INC11,937$1.2M0.4%
71DXCMDEXCOM INC17,222$1.2M0.4%
72ABTABBOTT LABORATORIES12,572$1.1M0.4%
73EQIXEQUINIX INC1,086$1.1M0.4%
74TOLZPROSHARES TR18,977$1.1M0.4%
75BILSPDR SERIES TRUST12,100$1.1M0.4%
76COSTCOSTCO WHOLESALE CORPORATION1,177$1.1M0.4%
77ECLECOLAB INC3,879$1.1M0.4%
78WCNWASTE CONNECTIONS INC6,386$1.1M0.4%
79EXREXTRA SPACE STORAGE INC7,246$1.1M0.4%
80CSNRCOHEN & STEERS ETF TRUST31,239$1.0M0.4%
81ASML HLDG NV501$996,7090.3%
82PYPLPAYPAL HLDGS INC22,969$991,8010.3%
83TJXTJX COS INC NEW6,545$991,5680.3%
84BKRBAKER HUGHES COMPANY16,541$918,0260.3%
85ISRGINTUITIVE SURGICAL INC2,293$911,8800.3%
86SNPSSYNOPSYS INC2,029$905,0760.3%
87BSXBOSTON SCIENTIFIC CORP20,881$891,2010.3%
88ROKROCKWELL AUTOMATION INC1,730$856,4880.3%
89CSHINEOS ETF TRUST16,934$843,4830.3%
90NFLXNETFLIX INC.11,437$816,6020.3%
91SPABSPDR SERIES TRUST31,669$807,5490.3%
92KEYKEYCORP33,542$773,1430.3%
93ASTRAZENECA PLC3,850$730,0370.3%
94KLACKLA CORP2,320$699,9670.2%
95FEBTAIM ETF PRODUCTS TRUST15,875$653,0960.2%
96CSCOCISCO SYS INC5,549$651,7860.2%
97SPTLSPDR SERIES TRUST24,350$638,7010.2%
98TXNTEXAS INSTRS INC2,125$633,3990.2%
99CCITIGROUP INC4,479$626,8810.2%
100IVVISHARES TR821$614,8390.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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