Brown Financial Advisory
Brown Financial Advisory reported 49 positions worth $239.4M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SPYM (42.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $101.2M | 42.28% | 1,151,975 | — | — | |
| ▸ 2 | VB | SH | $44.8M | 18.72% | 147,831 | — | — | |
| ▸ 3 | DEXC | SH | $35.5M | 14.82% | 429,629 | — | — | |
| ▸ 4 | IWB | SH | $11.1M | 4.65% | 27,165 | — | — | |
| ▸ 5 | SPDW | SH | $10.4M | 4.34% | 206,062 | — | — | |
| ▸ 6 | VONE | SH | $7.2M | 3.00% | 21,172 | — | — | |
| ▸ 7 | AVDE | SH | $2.3M | 0.95% | 25,603 | — | — | |
| ▸ 8 | BRK-B | SH | $2.1M | 0.86% | 4,135 | — | — | |
| ▸ 9 | IWF | SH | $2.1M | 0.86% | 16,563 | — | — | |
| ▸ 10 | IVV | SH | $1.7M | 0.70% | 2,236 | — | — |
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Frequently Asked Questions
What stocks does Brown Financial Advisory hold as of Q2 2026?
Brown Financial Advisory reported 49 positions worth $239.4M in its Q2 2026 13F filing. Largest positions: SPYM (42.3%), VB (18.7%), DEXC (14.8%), IWB (4.6%) and SPDW (4.3%).
What did Brown Financial Advisory buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Brown Financial Advisory sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.