Brown Financial Advisors Portfolio Holdings

Brown Financial Advisors

  • $271 Billion
  • Q3 2025

Brown Financial Advisors has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 147 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 $15.8B, Doubleline ETF Trust with a value of $8.14B, Nvidia Corp with a value of $7.97B, Microsoft Corp with a value of $7.48B, and Amazon Com Inc with a value of $6.75B.

Examining the 13F form we can see an increase of $14.5B in the current position value, from $256B to 271B.

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 $271 Billion
ETFs: $73.2 Billion
Technology: $33.9 Billion
Financial Services: $19.6 Billion
Healthcare: $14.8 Billion
Communication Services: $13.8 Billion
Consumer Cyclical: $13.3 Billion
Industrials: $11.1 Billion
Consumer Defensive: $10.9 Billion
Other: $14.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$1.91 Billion 0.7% of portfolio
5,093
Q3 2025 Added 16.52%
-
$1.88 Billion 0.69% of portfolio
-
Q3 2025 Reduced 19.32%
$224B
$1.83 Billion 0.68% of portfolio
6,021
Q3 2025 Reduced 0.22%
$61.4B
$1.79 Billion 0.66% of portfolio
8,771
Q3 2025 Added 3.85%
Lam Research Corp
-
$1.77 Billion 0.66% of portfolio
-
Q3 2025 Reduced 0.34%
$49.1B
$1.74 Billion 0.64% of portfolio
1,449
Q3 2025 Added 3.43%
Pimco ETF Tr
-
$1.72 Billion 0.64% of portfolio
-
Q3 2025 Added 3.21%
-
$1.72 Billion 0.64% of portfolio
-
Q3 2025 Reduced 34.78%
$0
$1.71 Billion 0.63% of portfolio
59,166
Q3 2025 Added 3.9%
$413B
$1.7 Billion 0.63% of portfolio
32,872
Q3 2025 Reduced 0.93%
$306B
$1.68 Billion 0.62% of portfolio
25,323
Q3 2025 Added 0.94%
$61.4B
$1.66 Billion 0.61% of portfolio
4,005
Q3 2025 Added 1.26%
$168B
$1.53 Billion 0.57% of portfolio
20,266
Q3 2025 Added 0.05%
$17.8B
$1.51 Billion 0.56% of portfolio
10,682
Q3 2025 Reduced 8.34%
$37.2B
$1.49 Billion 0.55% of portfolio
2,358
Q3 2025 New
$0
$1.45 Billion 0.54% of portfolio
24,280
Q3 2025 Added 56.03%
$97.3B
$1.39 Billion 0.51% of portfolio
16,462
Q3 2025 Reduced 8.71%
$73.7B
$1.36 Billion 0.5% of portfolio
4,951
Q3 2025 Added 1.35%
$113B
$1.31 Billion 0.48% of portfolio
13,846
Q3 2025 Added 0.68%
$48.8B
$1.29 Billion 0.48% of portfolio
26,548
Q3 2025 Reduced 1.25%
$169B
$1.29 Billion 0.48% of portfolio
1,406
Q3 2025 Added 4.38%
$404B
$1.24 Billion 0.46% of portfolio
1,343
Q3 2025 Added 3.23%
$0
$1.23 Billion 0.46% of portfolio
13,452
Q3 2025 Added 1.52%
$71.6B
$1.22 Billion 0.45% of portfolio
18,254
Q3 2025 Added 2.28%
$43.4B
$1.22 Billion 0.45% of portfolio
6,953
Q3 2025 Added 2.37%
$59.7B
$1.2 Billion 0.44% of portfolio
2,438
Q3 2025 Reduced 1.14%
Ssga Active Tr
-
$1.2 Billion 0.44% of portfolio
-
Q3 2025 New
$147B
$1.17 Billion 0.43% of portfolio
11,963
Q3 2025 Added 2.13%
$71.5B
$1.15 Billion 0.43% of portfolio
1,471
Q3 2025 Added 0.41%
$181B
$1.11 Billion 0.41% of portfolio
11,312
Q3 2025 Added 1.3%
$18.9B
$1.08 Billion 0.4% of portfolio
10,919
Q3 2025 Added 0.56%
Cohen & Steers ETF Trust
-
$1.05 Billion 0.39% of portfolio
-
Q3 2025 Reduced 1.38%
$22.4B
$1.04 Billion 0.39% of portfolio
15,506
Q3 2025 Added 4.12%
$23.1B
$1.03 Billion 0.38% of portfolio
3,335
Q3 2025 Added 1.21%
$19.5B
$1.04 Billion 0.38% of portfolio
32,500
Q3 2025 Added 1.45%
$0
$1 Billion 0.37% of portfolio
18,568
Q3 2025 Added 7.67%
$111B
$912 Million 0.34% of portfolio
2,329
Q3 2025 Added 3.37%
-
$891 Million 0.33% of portfolio
-
Q3 2025 Added 5.61%
$0
$899 Million 0.33% of portfolio
8,274
Q3 2025 Added 56.85%
James Hardie Inds PLC
-
$727 Million 0.27% of portfolio
-
Q3 2025 New
$0
$741 Million 0.27% of portfolio
6,960
Q3 2025 Added 93.28%
Aim ETF Products Trust
-
$649 Million 0.24% of portfolio
-
Q3 2025 Added 13.55%
$0
$659 Million 0.24% of portfolio
24,462
Q3 2025 Added 11.86%
$0
$608 Million 0.22% of portfolio
20,720
Q3 2025 Reduced 0.47%
Doubleline ETF Trust
-
$592 Million 0.22% of portfolio
-
Q3 2025 Added 2.04%
$593B
$559 Million 0.21% of portfolio
1,989
Q3 2025 Reduced 28.68%
$55.4B
$545 Million 0.2% of portfolio
1,785
Q3 2025 Reduced 12.11%
$414B
$528 Million 0.2% of portfolio
2,280
Q3 2025 Added 1.51%
$258B
$520 Million 0.19% of portfolio
3,110
Q3 2025 Reduced 11.17%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $271 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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