Brown Financial Advisors
All 13F Filings
- Location
- Milford, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 264,038
- 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 |
|---|---|---|---|---|---|
| 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 | 152.8 K | 57.9% | 0 | 94.85 K | -94.85 K |
| ETFs | 108.7 K | 41.2% | 85.06 K | 0 | 85.06 K |
| Debt | 2.593 K | 1.0% | 594 | 0 | 594 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
264,038
Holdings
209
QoQ value change ($000)
-9,209
(-3.4%)
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.