J. M. Brown & Associates Inc.
Q2 2026 13F Holdings
- Locationtulsa, OK
- Num holdings
167
- Value ($000)
$174,749
- Date Filed 07/23/2026
- Form type13F-HR
- CIK 0002134631
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | $7.64M | 4 % | 113,430 | ||
SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | $7.51M | 4 % | 69,628 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | $5.74M | 3 % | 89,879 | ||
APPLE INC | COM | 037833100 | $5.72M | 3 % | 19,764 | ||
VANGUARD WORLD FD | MATERIALS ETF | 92204A801 | $5.32M | 3 % | 23,253 | ||
NVIDIA CORPORATION | COM | 67066G104 | $4.55M | 3 % | 22,757 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $4.25M | 2 % | 14,041 | ||
ISHARES TR | 0-3 MTH TREASURY | 46436E718 | $3.97M | 2 % | 39,431 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 | $3.78M | 2 % | 31,138 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.39M | 2 % | 56,716 |
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