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Melanie Hancock Brown

Daybright Advisory Services, Inc.

Assets Managed
$361.336M
Holdings
133
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
-3.6%(2Q avg: -1.8%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Daybright Advisory Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 133 positions.

Assets under management

The assets under management (AUM) of Daybright Advisory Services, Inc. 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 361.336M in assets, with a quarterly growth rate of -3.6% and a 2-quarter average growth rate of -1.8%. The portfolio is managed by Melanie Hancock Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.15%
14.73%
$53.217M
81,470 shares@ $653.22 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.49%
9.77%
$35.277M
202,277 shares@ $174.41 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 5.58%
9.69%
$34.997M
352,543 shares@ $99.28 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Increased 1.22%
4.33%
$15.64M
312,053 shares@ $50.13 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.61%
3.92%
$14.138M
55,709 shares@ $253.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.37%
2.95%
$10.655M
37,054 shares@ $287.57 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -1.43%
2.7%
$9.735M
65,731 shares@ $148.1 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 15.19%
2.3%
$8.282M
13,860 shares@ $597.56 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 5.9%
2.01%
$7.254M
23,438 shares@ $309.52 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -23.51%
1.97%
$7.084M
139,978 shares@ $50.62 avg price

1-10 of 133