SEC Form 13F

Brown Financial Advisory 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$239,416,197
Positions49

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$101,235,5441,151,975
VANGUARD INDEX FDSVBSMALL CP ETF$44,810,434147,831
DIMENSIONAL ETF TRUSTDEXCEMERGING MRKTETS$35,492,426429,629
ISHARES TRIWBRUS 1000 ETF$11,123,86327,165
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$10,383,465206,062
VANGUARD SCOTTSDALE FDSVONEVNG RUS1000IDX$7,171,38021,172
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$2,283,78825,603
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$2,069,1134,135
ISHARES TRIWFRUS 1000 GRW ETF$2,056,67516,563
ISHARES TRIVVCORE S&P500 ETF$1,674,5192,236

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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