Long-term investor
Brown Financial Advisors @brownfinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002035548).
Record
- Tracked since 2025-06-30 (441 days), 242 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months n/a · 1 year +12.2% · all +12.2%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 6.5% · long · since 2025-06-30
- DMBS · 3.7% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- AVDE · 2.3% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- GOOG · 2.2% · long · since 2025-06-30
- XTEN · 2.1% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- SPDW · 1.9% · long · since 2025-06-30
- RECS · 1.7% · long · since 2025-06-30
- XSVN · 1.7% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30