Brown Miller Wealth Management
Latest statistics and disclosures from Brown Miller Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, JPM, GOOGL, and represent 35.06% of Brown Miller Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LLY, XSMO, UNH, BITB, SPMO, MDLZ, IVW, QXO, FIX, SGI.
- Started 19 new stock positions in INTC, XSMO, CRS, FIX, VST, JBTM, MDLZ, EVR, DASH, CG. NEM, TOL, MP, IVW, MEDP, SGI, BITB, SPMO, GLW.
- Reduced shares in these 10 stocks: AMGN, NVDA, SPSM, NVO, , JNJ, BRO, SPLV, AJG, SFM.
- Sold out of its positions in AMGN, BWIN, BAC, BRO, KO, AJG, GWW, SPLV, MORN, NVO. SPSM, XLP, SFM, TRGP, TDG, UNM, GTES.
- Brown Miller Wealth Management was a net buyer of stock by $3.8M.
- Brown Miller Wealth Management has $353M in assets under management (AUM), dropping by 9.62%.
- Central Index Key (CIK): 0001840084
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Portfolio Holdings for Brown Miller Wealth Management
Brown Miller Wealth Management holds 191 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.7 | $52M | -3% | 277k | 186.58 |
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| Apple (AAPL) | 8.1 | $29M | 112k | 254.63 |
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| Microsoft Corporation (MSFT) | 6.0 | $21M | 41k | 517.95 |
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| JPMorgan Chase & Co. (JPM) | 4.1 | $14M | 45k | 315.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $7.9M | 33k | 243.10 |
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| Broadcom (AVGO) | 2.2 | $7.7M | 23k | 329.85 |
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| Abbott Laboratories (ABT) | 1.6 | $5.5M | -2% | 41k | 133.94 |
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| Amazon (AMZN) | 1.5 | $5.3M | 24k | 219.57 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 1.4 | $5.1M | +5% | 65k | 78.34 |
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| Cisco Systems (CSCO) | 1.4 | $5.0M | 74k | 68.42 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.4 | $5.0M | 169k | 29.62 |
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| Lowe's Companies (LOW) | 1.4 | $4.8M | 19k | 251.48 |
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| Nextera Energy (NEE) | 1.3 | $4.6M | +3% | 61k | 75.49 |
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| Linde SHS (LIN) | 1.3 | $4.5M | 9.4k | 475.00 |
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| Chubb (CB) | 1.2 | $4.4M | 15k | 282.26 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $4.3M | +4% | 13k | 328.17 |
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| Walt Disney Company (DIS) | 1.2 | $4.1M | 36k | 114.50 |
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| Starbucks Corporation (SBUX) | 1.1 | $4.0M | +2% | 48k | 84.60 |
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| Visa Com Cl A (V) | 1.1 | $3.9M | +2% | 11k | 341.38 |
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| Raytheon Technologies Corp (RTX) | 1.1 | $3.9M | 23k | 167.33 |
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| Blackrock (BLK) | 1.1 | $3.7M | 3.2k | 1165.87 |
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| Abbvie (ABBV) | 1.0 | $3.7M | -3% | 16k | 231.54 |
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| Procter & Gamble Company (PG) | 1.0 | $3.6M | +3% | 24k | 153.65 |
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| UnitedHealth (UNH) | 1.0 | $3.5M | +40% | 10k | 345.30 |
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| International Business Machines (IBM) | 1.0 | $3.4M | 12k | 282.15 |
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| Analog Devices (ADI) | 0.9 | $3.3M | 13k | 245.70 |
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| General Dynamics Corporation (GD) | 0.9 | $3.0M | 8.9k | 341.01 |
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| Eli Lilly & Co. (LLY) | 0.9 | $3.0M | +1083% | 4.0k | 763.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.9M | 5.7k | 502.74 |
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| Stryker Corporation (SYK) | 0.8 | $2.7M | 7.4k | 369.80 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $2.7M | 50k | 54.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $2.7M | +4% | 42k | 65.26 |
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| Intercontinental Exchange (ICE) | 0.8 | $2.7M | 16k | 168.48 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.6M | +17% | 11k | 246.61 |
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| Chevron Corporation (CVX) | 0.7 | $2.5M | 16k | 155.29 |
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| Qualcomm (QCOM) | 0.7 | $2.5M | -2% | 15k | 166.36 |
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| Philip Morris International (PM) | 0.7 | $2.4M | 15k | 162.20 |
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| Xylem (XYL) | 0.7 | $2.4M | 16k | 147.50 |
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| Realty Income (O) | 0.7 | $2.3M | +3% | 39k | 60.52 |
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| Tractor Supply Company (TSCO) | 0.7 | $2.3M | 41k | 56.87 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $2.3M | 4.0k | 568.83 |
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| Prologis (PLD) | 0.6 | $2.1M | +6% | 19k | 114.52 |
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| D-wave Quantum (QBTS) | 0.6 | $2.1M | 86k | 24.71 |
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| Merck & Co (MRK) | 0.5 | $1.9M | 23k | 83.93 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $1.9M | +2% | 25k | 76.45 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.9M | 2.8k | 669.41 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.9M | 6.3k | 293.76 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.5 | $1.9M | NEW | 25k | 73.57 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $1.8M | +5% | 17k | 104.96 |
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| Ares Capital Corporation (ARCC) | 0.5 | $1.7M | +2% | 83k | 20.41 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.6M | 3.1k | 499.30 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $1.5M | 49k | 31.09 |
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| Snowflake Com Shs (SNOW) | 0.4 | $1.5M | +2% | 6.6k | 225.55 |
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| Zoetis Cl A (ZTS) | 0.4 | $1.4M | +5% | 9.8k | 146.32 |
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| Arch Cap Group Ord (ACGL) | 0.4 | $1.4M | 16k | 90.73 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.4M | +3% | 8.3k | 170.85 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $1.4M | +29% | 24k | 57.52 |
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| Fastenal Company (FAST) | 0.4 | $1.4M | 28k | 49.04 |
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| German American Ban (GABC) | 0.4 | $1.3M | 34k | 39.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | -12% | 5.2k | 243.55 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.3 | $1.2M | +8% | 13k | 91.75 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.2M | +30% | 21k | 57.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.2M | +6% | 2.5k | 479.61 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.3 | $1.1M | +4% | 16k | 70.24 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.0M | +6% | 5.5k | 186.49 |
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| Verizon Communications (VZ) | 0.3 | $1.0M | 23k | 43.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.0M | -7% | 4.7k | 215.78 |
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| Qxo Com New (QXO) | 0.3 | $963k | +83% | 51k | 19.06 |
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| McDonald's Corporation (MCD) | 0.3 | $938k | 3.1k | 303.92 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.3 | $910k | +4% | 16k | 55.31 |
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| Costco Wholesale Corporation (COST) | 0.3 | $899k | -22% | 971.00 | 925.65 |
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| Johnson & Johnson (JNJ) | 0.3 | $895k | -36% | 4.8k | 185.42 |
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| Kinder Morgan (KMI) | 0.2 | $859k | +7% | 30k | 28.31 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $820k | 19k | 43.92 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $815k | +7% | 8.1k | 100.70 |
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| ResMed (RMD) | 0.2 | $813k | 3.0k | 273.73 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $807k | 24k | 34.17 |
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| Home Depot (HD) | 0.2 | $804k | 2.0k | 405.20 |
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| Pepsi (PEP) | 0.2 | $801k | -29% | 5.7k | 140.44 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.2 | $774k | NEW | 12k | 62.22 |
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| Wal-Mart Stores (WMT) | 0.2 | $768k | +6% | 7.5k | 103.06 |
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| Netflix (NFLX) | 0.2 | $740k | +4% | 617.00 | 1198.92 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $734k | NEW | 6.1k | 121.06 |
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| Gilead Sciences (GILD) | 0.2 | $701k | 6.3k | 111.00 |
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| Altria (MO) | 0.2 | $700k | 11k | 66.06 |
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| Danaher Corporation (DHR) | 0.2 | $668k | -2% | 3.4k | 198.26 |
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| Enterprise Products Partners (EPD) | 0.2 | $653k | 21k | 31.27 |
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| Deere & Company (DE) | 0.2 | $637k | -3% | 1.4k | 457.25 |
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| Southern Company (SO) | 0.2 | $631k | -2% | 6.7k | 94.77 |
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| Wells Fargo & Company (WFC) | 0.2 | $622k | +70% | 7.4k | 83.82 |
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| Broadridge Financial Solutions (BR) | 0.2 | $617k | 2.6k | 238.15 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $614k | 4.0k | 154.23 |
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| Ge Vernova (GEV) | 0.2 | $603k | +8% | 980.00 | 614.95 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $593k | 2.5k | 242.01 |
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| Snap-on Incorporated (SNA) | 0.2 | $588k | 1.7k | 346.53 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $574k | 3.0k | 192.74 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $570k | -6% | 2.2k | 259.60 |
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| Wec Energy Group (WEC) | 0.2 | $568k | 5.0k | 114.59 |
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| Progressive Corporation (PGR) | 0.2 | $567k | 2.3k | 246.95 |
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| Amphenol Corp Cl A (APH) | 0.2 | $562k | +10% | 4.5k | 123.74 |
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| American Express Company (AXP) | 0.2 | $547k | 1.6k | 332.16 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $544k | NEW | 8.7k | 62.47 |
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| Hershey Company (HSY) | 0.2 | $540k | 2.9k | 187.04 |
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| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.2 | $540k | 6.1k | 88.93 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $538k | +9% | 11k | 50.73 |
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| Entergy Corporation (ETR) | 0.2 | $537k | 5.8k | 93.19 |
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| Fidelity National Financial Com Shs (FNF) | 0.2 | $537k | 8.9k | 60.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $534k | 1.5k | 355.47 |
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| Emcor (EME) | 0.2 | $534k | +10% | 822.00 | 649.59 |
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| Diageo Spon Adr New (DEO) | 0.2 | $530k | 5.6k | 95.43 |
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| Oracle Corporation (ORCL) | 0.1 | $523k | -8% | 1.9k | 281.24 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $522k | NEW | 4.3k | 120.72 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $512k | 12k | 42.37 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $510k | 9.5k | 53.87 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $509k | +9% | 1.6k | 323.66 |
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| Williams Companies (WMB) | 0.1 | $505k | 8.0k | 63.35 |
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| Northern Trust Corporation (NTRS) | 0.1 | $503k | 3.7k | 134.60 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $499k | 298.00 | 1673.96 |
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| Paychex (PAYX) | 0.1 | $486k | 3.8k | 126.76 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $479k | 8.6k | 55.71 |
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| Trane Technologies SHS (TT) | 0.1 | $478k | +10% | 1.1k | 422.09 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $472k | 1.8k | 256.45 |
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| Colgate-Palmolive Company (CL) | 0.1 | $469k | 5.9k | 79.94 |
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| Ishares Tr Europe Etf (IEV) | 0.1 | $467k | 7.1k | 65.48 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $466k | 4.1k | 112.75 |
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| United Bankshares (UBSI) | 0.1 | $466k | 13k | 37.21 |
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| American Tower Reit (AMT) | 0.1 | $465k | -41% | 2.4k | 192.31 |
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| Bwx Technologies (BWXT) | 0.1 | $464k | 2.5k | 184.37 |
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| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $463k | 11k | 42.70 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $462k | -41% | 2.5k | 182.42 |
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $461k | 7.4k | 61.94 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $458k | +8% | 1.8k | 254.28 |
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| Comfort Systems USA (FIX) | 0.1 | $434k | NEW | 526.00 | 825.18 |
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| American Water Works (AWK) | 0.1 | $428k | 3.1k | 139.19 |
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| Us Bancorp Del Com New (USB) | 0.1 | $418k | 8.7k | 48.33 |
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| Clorox Company (CLX) | 0.1 | $398k | 3.2k | 123.30 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $397k | 3.0k | 132.40 |
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| Tempur-Pedic International (SGI) | 0.1 | $397k | NEW | 4.7k | 84.33 |
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| Automatic Data Processing (ADP) | 0.1 | $384k | 1.3k | 293.55 |
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| Doordash Cl A (DASH) | 0.1 | $382k | NEW | 1.4k | 271.99 |
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| Honeywell International (HON) | 0.1 | $381k | 1.8k | 210.50 |
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| United Parcel Service CL B (UPS) | 0.1 | $380k | 4.6k | 83.53 |
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| CoStar (CSGP) | 0.1 | $375k | 4.4k | 84.37 |
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| State Street Corporation (STT) | 0.1 | $374k | 3.2k | 115.17 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $373k | 1.3k | 281.86 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $370k | 5.0k | 73.46 |
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| Mp Materials Corp Com Cl A (MP) | 0.1 | $358k | NEW | 5.3k | 67.07 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $353k | +10% | 1.7k | 205.29 |
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| Newmont Mining Corporation (NEM) | 0.1 | $350k | NEW | 4.2k | 84.31 |
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| Medpace Hldgs (MEDP) | 0.1 | $346k | NEW | 673.00 | 514.16 |
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| Dominion Resources (D) | 0.1 | $345k | -5% | 5.6k | 61.17 |
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| O'reilly Automotive (ORLY) | 0.1 | $345k | 3.2k | 107.81 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $338k | NEW | 1.4k | 245.55 |
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| Nrg Energy Com New (NRG) | 0.1 | $338k | +10% | 2.1k | 161.96 |
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| SYSCO Corporation (SYY) | 0.1 | $329k | -9% | 4.0k | 82.34 |
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| Air Products & Chemicals (APD) | 0.1 | $329k | 1.2k | 270.93 |
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| CVS Caremark Corporation (CVS) | 0.1 | $327k | 4.3k | 75.39 |
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| T. Rowe Price (TROW) | 0.1 | $322k | 3.1k | 102.64 |
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| Sempra Energy (SRE) | 0.1 | $318k | 3.6k | 89.33 |
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| Intuit (INTU) | 0.1 | $317k | +11% | 464.00 | 682.94 |
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| Copart (CPRT) | 0.1 | $317k | +38% | 7.0k | 44.97 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $313k | -2% | 7.5k | 42.03 |
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| Choice Hotels International (CHH) | 0.1 | $306k | 2.9k | 106.62 |
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| Vistra Energy (VST) | 0.1 | $305k | NEW | 1.6k | 195.93 |
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| Corning Incorporated (GLW) | 0.1 | $301k | NEW | 3.7k | 82.04 |
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| Dow (DOW) | 0.1 | $301k | +2% | 13k | 22.93 |
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| Science App Int'l (SAIC) | 0.1 | $296k | 3.0k | 99.37 |
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| Ge Aerospace Com New (GE) | 0.1 | $274k | +4% | 911.00 | 300.82 |
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| Enbridge (ENB) | 0.1 | $273k | 5.4k | 50.46 |
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| Evercore Class A (EVR) | 0.1 | $272k | NEW | 807.00 | 337.32 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $269k | 4.5k | 59.92 |
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| Keysight Technologies (KEYS) | 0.1 | $255k | +3% | 1.5k | 174.92 |
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| Paycom Software (PAYC) | 0.1 | $254k | 1.2k | 208.16 |
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| Emerson Electric (EMR) | 0.1 | $253k | -14% | 1.9k | 131.17 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $248k | 404.00 | 612.60 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $236k | 2.8k | 84.68 |
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| AFLAC Incorporated (AFL) | 0.1 | $230k | 2.1k | 111.70 |
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| PNC Financial Services (PNC) | 0.1 | $229k | 1.1k | 200.93 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $228k | 778.00 | 293.62 |
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| Union Pacific Corporation (UNP) | 0.1 | $228k | 964.00 | 236.42 |
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| Intel Corporation (INTC) | 0.1 | $226k | NEW | 6.7k | 33.55 |
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| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.1 | $224k | 5.1k | 44.00 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $223k | 9.0k | 24.79 |
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| Dollar Tree (DLTR) | 0.1 | $219k | 2.3k | 94.38 |
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| ConocoPhillips (COP) | 0.1 | $218k | 2.3k | 94.59 |
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| Ubs Group SHS (UBS) | 0.1 | $212k | -13% | 5.2k | 41.00 |
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| Carlyle Group (CG) | 0.1 | $212k | NEW | 3.4k | 62.70 |
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| Toll Brothers (TOL) | 0.1 | $207k | NEW | 1.5k | 138.14 |
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| Oneok (OKE) | 0.1 | $206k | 2.8k | 72.97 |
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| John Bean Technologies Corporation (JBTM) | 0.1 | $202k | NEW | 1.4k | 140.45 |
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| Tripadvisor (TRIP) | 0.1 | $198k | 12k | 16.26 |
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Past Filings by Brown Miller Wealth Management
SEC 13F filings are viewable for Brown Miller Wealth Management going back to 2020
- Brown Miller Wealth Management 2025 Q3 filed Oct. 21, 2025
- Brown Miller Wealth Management 2025 Q2 filed July 22, 2025
- Brown Miller Wealth Management 2025 Q1 filed April 17, 2025
- Brown Miller Wealth Management 2024 Q3 restated filed Feb. 11, 2025
- Brown Miller Wealth Management 2024 Q2 restated filed Feb. 11, 2025
- Brown Miller Wealth Management 2024 Q1 restated filed Feb. 11, 2025
- Brown Miller Wealth Management 2023 Q4 restated filed Feb. 11, 2025
- Brown Miller Wealth Management 2023 Q3 restated filed Feb. 11, 2025
- Brown Miller Wealth Management 2023 Q2 restated filed Feb. 11, 2025
- Brown Miller Wealth Management 2023 Q1 restated filed Feb. 11, 2025
- Brown Miller Wealth Management 2022 Q4 restated filed Feb. 11, 2025
- Brown Miller Wealth Management 2024 Q4 filed Feb. 10, 2025
- Brown Miller Wealth Management 2024 Q3 filed Oct. 10, 2024
- Brown Miller Wealth Management 2024 Q2 filed July 12, 2024
- Brown Miller Wealth Management 2024 Q1 filed April 17, 2024
- Brown Miller Wealth Management 2023 Q4 filed Jan. 18, 2024