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Joshua Wyatt Lancaster

Brown Financial Advisory

Assets Managed
$201.644M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
1.92%(2Q avg: 2.77%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Brown Financial Advisory's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Brown Financial Advisory 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 - Q1, they manage 201.644M in assets, with a quarterly growth rate of 1.92% and a 2-quarter average growth rate of 2.77%. The portfolio is managed by Joshua Wyatt Lancaster, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.26%
41%
$82.665M
1.08M shares@ $76.54 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 13.99%
18.37%
$37.023M
141,352 shares@ $261.92 avg price
DEXC
Dimensional Em Ex Cce Etf
Recent Activity
Increased 15.58%
13.75%
$27.717M
427,341 shares@ $64.87 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -2.49%
4.84%
$9.755M
27,359 shares@ $356.56 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 0.73%
4.71%
$9.483M
207,722 shares@ $45.66 avg price
VONE
Vanguard Russell 1000
Recent Activity
Increased 79.43%
3.11%
$6.254M
21,190 shares@ $295.13 avg price
AVDE
Avantis International Equity
Recent Activity
1.08%
$2.172M
25,603 shares@ $84.85 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1.26%
1.02%
$2.051M
4,281 shares@ $479.21 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
0.93%
$1.862M
4,367 shares@ $426.44 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.65%
0.74%
$1.485M
2,274 shares@ $653.22 avg price

1-10 of 49