Brown Financial Advisors Portfolio Holdings

Brown Financial Advisors

  • $256 Billion
  • Q2 2025

Brown Financial Advisors has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $256 Billion distributed in 138 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 $14.5B, Microsoft Corp with a value of $7.13B, Nvidia Corp with a value of $6.77B, Amazon Com Inc with a value of $6.7B, and Doubleline ETF Trust with a value of $6.27B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $243B to 256B.

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 $256 Billion
ETFs: $74.6 Billion
Technology: $31.5 Billion
Financial Services: $17.9 Billion
Healthcare: $16.1 Billion
Consumer Cyclical: $13.1 Billion
Communication Services: $12.5 Billion
Industrials: $11.3 Billion
Consumer Defensive: $11 Billion
Other: $12.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$7.13 Billion 2.78% of portfolio
14,330
Q2 2025 Reduced 6.09%
$443B
$6.77 Billion 2.64% of portfolio
42,879
Q2 2025 Reduced 10.95%
$2.32T
$6.7 Billion 2.62% of portfolio
30,543
Q2 2025 Reduced 1.21%
-
$6.08 Billion 2.37% of portfolio
-
Q2 2025 Reduced 1.76%
$1.69T
$5.08 Billion 1.98% of portfolio
6,883
Q2 2025 Added 1.07%
$3.76T
$4.64 Billion 1.81% of portfolio
22,630
Q2 2025 Added 2.05%
$1.47T
$4.57 Billion 1.78% of portfolio
25,740
Q2 2025 Reduced 1.74%
-
$3.57 Billion 1.39% of portfolio
-
Q2 2025 Reduced 2.08%
$146B
$3.12 Billion 1.22% of portfolio
11,334
Q2 2025 Added 10.02%
$374B
$2.91 Billion 1.14% of portfolio
18,273
Q2 2025 Reduced 10.82%
$266B
$2.84 Billion 1.11% of portfolio
4,015
Q2 2025 Reduced 9.16%
$900B
$2.8 Billion 1.09% of portfolio
9,662
Q2 2025 Reduced 2.62%
-
$2.55 Billion 1.0% of portfolio
-
Q2 2025 Reduced 1.76%
$555B
$2.53 Billion 0.99% of portfolio
7,130
Q2 2025 Reduced 2.07%
-
$2.47 Billion 0.96% of portfolio
-
Q2 2025 Reduced 3.05%
$265B
$2.4 Billion 0.94% of portfolio
17,062
Q2 2025 Reduced 6.43%
$281B
$2.25 Billion 0.88% of portfolio
22,980
Q2 2025 Reduced 6.45%
-
$2.17 Billion 0.85% of portfolio
-
Q2 2025 Reduced 3.34%
$644B
$2.16 Billion 0.84% of portfolio
4,437
Q2 2025 Added 10.13%
$125B
$1.96 Billion 0.77% of portfolio
22,497
Q2 2025 Added 3.66%
$330B
$1.98 Billion 0.77% of portfolio
6,338
Q2 2025 Added 11.19%
$234B
$1.9 Billion 0.74% of portfolio
13,936
Q2 2025 Added 1.4%
$529B
$1.88 Billion 0.73% of portfolio
1,401
Q2 2025 Reduced 1.48%
$65B
$1.8 Billion 0.7% of portfolio
2,386
Q2 2025 Reduced 9.38%
$290B
$1.77 Billion 0.69% of portfolio
25,088
Q2 2025 Reduced 0.17%
$225B
$1.76 Billion 0.69% of portfolio
6,034
Q2 2025 Added 4.87%
$169B
$1.77 Billion 0.69% of portfolio
7,960
Q2 2025 Added 10.13%
$19.7B
$1.72 Billion 0.67% of portfolio
11,654
Q2 2025 Added 2.41%
$58.7B
$1.73 Billion 0.67% of portfolio
8,446
Q2 2025 Added 1.33%
$466B
$1.68 Billion 0.65% of portfolio
10,979
Q2 2025 Added 4.44%
$94.5B
$1.65 Billion 0.64% of portfolio
18,032
Q2 2025 Added 8.16%
$146B
$1.56 Billion 0.61% of portfolio
4,371
Q2 2025 Reduced 0.46%
$70.6B
$1.56 Billion 0.61% of portfolio
15,783
Q2 2025 Reduced 16.28%
$406B
$1.57 Billion 0.61% of portfolio
33,182
Q2 2025 Reduced 5.79%
$41.4B
$1.55 Billion 0.6% of portfolio
15,710
Q2 2025 Reduced 6.25%
$8.27B
$1.49 Billion 0.58% of portfolio
27,352
Q2 2025 Reduced 7.54%
$54.7B
$1.5 Billion 0.58% of portfolio
3,955
Q2 2025 Reduced 14.43%
$141B
$1.41 Billion 0.55% of portfolio
20,256
Q2 2025 Added 2.22%
$188B
$1.38 Billion 0.54% of portfolio
1,347
Q2 2025 Reduced 14.53%
$182B
$1.37 Billion 0.54% of portfolio
1,743
Q2 2025 Reduced 20.01%
-
$1.36 Billion 0.53% of portfolio
-
Q2 2025 Reduced 3.5%
$77.4B
$1.33 Billion 0.52% of portfolio
17,847
Q2 2025 Reduced 9.18%
$77.7B
$1.32 Billion 0.51% of portfolio
4,885
Q2 2025 Added 5.35%
$29.4B
$1.3 Billion 0.51% of portfolio
14,893
Q2 2025 Reduced 7.77%
$428B
$1.29 Billion 0.5% of portfolio
1,301
Q2 2025 Reduced 7.8%
$45.3B
$1.27 Billion 0.5% of portfolio
6,792
Q2 2025 Added 19.98%
$147B
$1.26 Billion 0.49% of portfolio
11,713
Q2 2025 Reduced 1.93%
$65.1B
$1.26 Billion 0.49% of portfolio
2,466
Q2 2025 Added 18.79%
$118B
$1.23 Billion 0.48% of portfolio
13,752
Q2 2025 Reduced 17.8%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $256 Billion
  • Prior Value $243 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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