Brown Financial Advisory
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$201.6M
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q4 2025: Increased +3.0% (1.03M → 1.06M shares)
41.0%
02
$VB
VANGUARD INDEX FDS
Q4 2025: Increased +3.8% (119.4k → 124.0k shares)
18.4%
03
$DEXC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +2.7% (360.0k → 369.7k shares)
13.7%
04
$IWB
ISHARES TR
Q4 2025: Sold 4.0% (29.2k → 28.1k shares)
4.8%
05
$SPDW
SPDR INDEX SHS FDS
Q4 2025: Sold 6.3% (220.2k → 206.2k shares)
4.7%
06
$VONE
VANGUARD SCOTTSDALE FDS
Q3 2025: Sold 1.5% (12.0k → 11.8k shares)
3.1%
07
$AVDE
AMERICAN CENTY ETF TR
Q1 2025: Sold 8.8% (28.1k → 25.6k shares)
1.1%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q2 2025: Increased +4.0% (4.2k → 4.3k shares)
1.0%
09
$IWF
ISHARES TR
Q4 2025: Sold 9.6% (4.8k → 4.4k shares)
0.9%
10
$IVV
ISHARES TR
Q4 2024: New position (2.4k shares)
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:57 UTC.