Brown Financial Advisors

CIK: 0002035548SEC EDGAR →

Portfolio Value

$273.2M

Holdings

152

As of

Q4 2025

New Positions

25

Closed Positions

20

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR SERIES TRUST

204,769$16.4M
6.01%
2

DOUBLELINE ETF TRUST

163,395$8.1M
2.97%
3

NVIDIA CORPORATION

39,163$7.3M
2.67%
4

AMAZON COM INC

30,841$7.1M
2.60%
5

MICROSOFT CORP

14,431$7.0M
2.55%
6

ALPHABET INC

20,657$6.5M
2.37%
7

NEOS ETF TRUST

120,573$6.3M
2.32%
8

AMERICAN CENTY ETF TR

74,636$6.1M
2.25%
9

APPLE INC

22,436$6.1M
2.23%
10

SPDR INDEX SHS FDS

113,902$5.1M
1.85%

Quarterly Changes

Top Buys

BTCONEW
$1.9M
LLYNEW
$1.1M
TJXNEW
$1.1M
ISRGNEW
$1.1M
CIT↑ Increased
$1.1M

Top Sells

HELO↓ Decreased
$2.0M
UBERCLOSED
$1.1M
ZBHCLOSED
$1.1M
JHXCLOSED
$727K
NVDA↓ Decreased
$671K

New Positions (25)

$1.9M · 22K shares
$1.1M · 1K shares
$1.1M · 7K shares
$1.1M · 2K shares
$612K · 30K shares
$601K · 10K shares
$599K · 5K shares
$532K · 9K shares
$525K · 6K shares
$515K · 2K shares
$509K · 2K shares
$492K · 5K shares
$486K · 6K shares
$475K · 5K shares
$465K · 435 shares
$451K · 7K shares
$444K · 9K shares
$442K · 3K shares
$435K · 3K shares
$431K · 18K shares
$428K · 353 shares
$424K · 10K shares
$291K · 931 shares
$242K · 2K shares
$237K · 4K shares

Closed Positions (20)

$1.1M · 11K shares
$1.1M · 11K shares
$727K · 38K shares
$559K · 2K shares
$545K · 2K shares
$527K · 3K shares
$527K · 865 shares
$446K · 2K shares
$442K · 9K shares
$433K · 9K shares
$431K · 12K shares
$427K · 15K shares
$426K · 3K shares
$424K · 4K shares
$421K · 884 shares
$408K · 2K shares
$402K · 8K shares
$393K · 2K shares
$372K · 2K shares
$230K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services63$142.7M52.2%
Technology18$36.9M13.5%
Unknown14$17.3M6.3%
Healthcare13$15.0M5.5%
Consumer Cyclical7$14.2M5.2%
Communication Services4$13.2M4.8%
Industrials10$9.8M3.6%
Consumer Defensive7$9.4M3.4%
Energy7$6.6M2.4%
Basic Materials3$3.3M1.2%
Real Estate3$2.7M1.0%
Utilities3$2.1M0.8%