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Gregory A. Brown

Brown Financial Advisors

Assets Managed
$264.038M
Holdings
209
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-3.36%(2Q avg: -1.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brown Financial Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Brown Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 264.038M in assets, with a quarterly growth rate of -3.36% and a 2-quarter average growth rate of -1.21%. The portfolio is managed by Gregory A. Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1.71%
6.04%
$15.94M
208,257 shares@ $76.54 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 24.65%
3.81%
$10.057M
203,658 shares@ $49.38 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.24%
2.41%
$6.343M
30,457 shares@ $208.27 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -2.13%
2.35%
$6.197M
73,045 shares@ $84.85 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -11.07%
2.31%
$6.073M
34,825 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.48%
2.18%
$5.741M
15,510 shares@ $370.16 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -9.25%
2.04%
$5.377M
18,745 shares@ $286.87 avg price
AAPL
Apple Inc
Recent Activity
Decreased -9.07%
1.97%
$5.177M
20,399 shares@ $253.79 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -2.37%
1.93%
$5.076M
111,193 shares@ $45.66 avg price
XFIV
Bondbloxx Bbg 5 Yr Us Treas
Recent Activity
Increased 30.27%
1.86%
$4.895M
99,566 shares@ $49.17 avg price

1-10 of 209