Brown Financial Advisors Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$273.2M

Holdings

152

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (152 positions)

StockValue
DCREDOUBLELINE ETF TRUST
$576K
EIXEDISON INTL
$532K
AZNASTRAZENECA PLC
$525K
HIIHUNTINGTON INGALLS INDS INC
$515K
USBUS BANCORP DEL
$514K
ITWILLINOIS TOOL WKS INC
$509K
XOMEXXON MOBIL CORP
$493K
UPSUNITED PARCEL SERVICE INC
$492K
AMGNAMGEN INC
$487K
CSCOCISCO SYS INC
$486K
ABBVABBVIE INC
$479K
PRUPRUDENTIAL FINL INC
$478K
ROKROCKWELL AUTOMATION INC
$478K
WFCWELLS FARGO CO NEW
$477K
EOGEOG RES INC
$475K
ALSALLSTATE CORP
$471K
RTXRTX CORPORATION
$470K
DDTLINNOVATOR ETFS TRUST
$468K
KMIKINDER MORGAN INC DEL
$465K
ASMLASML HOLDING N V
$465K
AEPAMERICAN ELEC PWR CO INC
$452K
FLEXFLEX LTD
$451K
TXNTEXAS INSTRS INC
$447K
MOALTRIA GROUP INC
$446K
AREALEXANDRIA REAL ESTATE EQ IN
$444K
QCOMQUALCOMM INC
$442K
NAUGINNOVATOR ETFS TRUST
$438K
MHOM/I HOMES INC
$435K
SJMSMUCKER J M CO
$433K
KHCKRAFT HEINZ CO
$431K
IBMINTERNATIONAL BUSINESS MACHS
$430K
KLACKLA CORP
$428K
LYBLYONDELLBASELL INDUSTRIES N
$424K
HDHOME DEPOT INC
$422K
BBUSJ P MORGAN EXCHANGE TRADED F
$322K
JULTAIM ETF PRODUCTS TRUST
$317K
ARKTARK ETF TR
$316K
BLOKAMPLIFY ETF TR
$313K
JMSTJ P MORGAN EXCHANGE TRADED F
$312K
ISEPINNOVATOR ETFS TRUST
$306K
CRPTFIRST TR EXCHNG TRADED FD VI
$301K
DSIISHARES TR
$296K
SLBSLB LIMITED
$292K
GOOGLALPHABET INC
$291K
NDQINVESCO QQQ TR
$268K
PFEPFIZER INC
$258K
LOUPINNOVATOR ETFS TRUST
$243K
BOXXEA SERIES TRUST
$242K
CHATTIDAL TRUST II
$241K
SPMDSPDR SERIES TRUST
$237K
IVVISHARES TR
$236K
QTUMETF SER SOLUTIONS
$234K
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