Brown Financial Advisory - Portfolio overview

Brown Financial Advisory has 59 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 28.71%
2. SPLG - SPDR SERIES TRUST, 27.91%
3. VB - VANGUARD INDEX FDS, 12.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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