Brown Financial Advisors
All 13F Filings
- Location
- Milford, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 286,373
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/26/2026 | 212 | 286,373 | 13F-HR | Brown Financial Advisors |
| Q1 2026 | 5/15/2026 | 209 | 264,038 | 13F-HR | Brown Financial Advisors |
| Q4 2025 | 2/17/2026 | 152 | 273,247 | 13F-HR | Brown Financial Advisors |
| Q3 2025 | 11/14/2025 | 147 | 270,686 | 13F-HR | Brown Financial Advisors |
| Q2 2025 | 8/15/2025 | 138 | 256,177 | 13F-HR | Brown Financial Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 166 K | 58.0% | 13.17 K | 0 | 13.17 K |
| ETFs | 120.4 K | 42.0% | 11.76 K | 0 | 11.76 K |
| Debt | 0 | 0.0% | 0 | 2.593 K | -2.593 K |
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Fund Snapshot
Q2 2026
Latest filed
8/26/2026
Total value ($000)
286,373
Holdings
212
QoQ value change ($000)
22,335
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.