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Kimberlee Marie Brown

Jnba Financial Advisors

Assets Managed
$1.321B
Holdings
830
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
10.01%(2Q avg: 7.45%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Jnba Financial Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 830 positions.

Assets under management

The assets under management (AUM) of Jnba Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.321B in assets, with a quarterly growth rate of 10.01% and a 2-quarter average growth rate of 7.45%. The portfolio is managed by Kimberlee Marie Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.98%
13.17%
$173.854M
232,149 shares@ $748.9 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -3.05%
9.28%
$122.47M
2.43M shares@ $50.39 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 9.06%
7.05%
$93.02M
924,007 shares@ $100.68 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 8.72%
5.2%
$68.676M
769,910 shares@ $89.21 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.07%
4.64%
$61.235M
794,124 shares@ $77.11 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -4.15%
4.18%
$55.121M
815,885 shares@ $67.56 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 494.98%
3.8%
$50.096M
581,566 shares@ $86.15 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 0.25%
3.13%
$41.263M
796,899 shares@ $51.78 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.57%
2.89%
$38.142M
535,325 shares@ $71.26 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -5.34%
2.67%
$35.235M
338,932 shares@ $103.97 avg price

1-10 of 830