13F Filings History of Brown Financial Advisors

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$273,246,554
Signature - Title
Gregory A. Brown - President/Principal
Location
Milford, OH
Summary
This page shows a list of all the recent 13F filings made by Brown Financial Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brown Financial Advisors reported 152 stock holdings with total value $273,246,554 as of Q4 2025. Top holdings included SPYM, DMBS, NVDA, AMZN, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 152 $273,246,554 +$22,492,518 -$21,322,609 +$1,169,909 SPYM, DMBS, NVDA, AMZN, MSFT 13F-HR 17 Feb 2026, 12:58
Q3 2025 147 $270,685,713 +$37,240,673 -$35,466,881 +$1,773,792 SPLG, DMBS, NVDA, MSFT, AMZN 13F-HR 14 Nov 2025, 15:05
Q2 2025 138 $256,176,533 +$11,064,986 -$14,139,526 -$3,074,540 SPLG, MSFT, NVDA, AMZN, DMBS 13F-HR 15 Aug 2025, 10:47
Q1 2025 130 $242,513,177 +$40,545,477 -$42,615,546 -$2,070,069 SPLG, DMBS, SPYI, AMZN, MSFT 13F-HR 12 May 2025, 13:24
Q4 2024 125 $248,956,656 +$42,841,664 -$35,498,297 +$7,343,367 SPLG, SPYI, XBJL, DMBS, SPDW 13F-HR 04 Feb 2025, 13:59
Q3 2024 125 $242,888,554 +$52,156,502 -$42,881,277 +$9,275,225 SPLG, SPYI, SPDW, XBJL, HELO 13F-HR 15 Nov 2024, 20:05
Q2 2024 219 $223,766,880 $0 $0 $0 SPLG, SPDW, DMBS, IGIB, MSFT 13F-HR 30 Aug 2024, 14:02