Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SSOProshares Tr | $7.6M | 4.4% | |
| CWBSpdr Series Trust | $7.5M | 4.3% | |
| RPGInvesco Exchange Traded Fd T | $5.7M | 3.3% | |
| AAPLApple Inc | $5.7M | 3.3% | |
| VAWVanguard World Fd | $5.3M | 3.0% | |
| NVDANvidia Corporation | $4.6M | 2.6% | |
| QQQMInvesco Exch Traded Fd Tr II | $4.3M | 2.4% | |
| SGOVIshares Tr | $4.0M | 2.3% | |
| VTWOVanguard Scottsdale Fds | $3.8M | 2.2% | |
| VWOVanguard Intl Equity Index F | $3.4M | 1.9% | |
| FLTRVaneck Etf Trust | $3.4M | 1.9% | |
| VDEVanguard World Fd | $3.0M | 1.7% | |
| GOOGLAlphabet Inc | $2.8M | 1.6% | |
| SPYMSpdr Series Trust | $2.5M | 1.4% | |
| HYGIshares Tr | $2.3M | 1.3% | |
| VGTVanguard World Fd | $2.1M | 1.2% | |
| VBRVanguard Index Fds | $2.0M | 1.1% | |
| MSFTMicrosoft Corp | $2.0M | 1.1% | |
| BRK/BBerkshire Hathaway Inc Del | $2.0M | 1.1% | |
| VOXVanguard World Fd | $1.9M | 1.1% | |
| VGKVanguard Intl Equity Index F | $1.9M | 1.1% | |
| VBILVanguard Instl Index Fd | $1.8M | 1.0% | |
| AVSCAmerican Centy Etf Tr | $1.8M | 1.0% | |
| VOOGVanguard Admiral Fds Inc | $1.8M | 1.0% | |
| RSPInvesco Exchange Traded Fd T | $1.8M | 1.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: J. M. Brown & Associates Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2134631&type=13F-HR&dateb=&owner=include&count=40CIK 2134631
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2134631/000213463126000001/Filed July 23, 2026 · accession 0002134631-26-000001