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 34.75% of Brown Miller Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: KMI, IWD, GOOGL, SPYM, VWO, SPMO, CGXU, AMT, FCG, ETHW.
- Started 14 new stock positions in CNX, CRL, ENSG, TJX, ETHW, FCG, IWD, NDSN, TMO, THC. ROK, CSX, SPGI, FTI.
- Reduced shares in these 10 stocks: NVDA, , BIL, AAPL, CLX, DASH, UPS, QBTS, MP, INTU.
- Sold out of its positions in CLX, CMCSA, DASH, DOW, INTC, INTU, JBTM, MP, TRIP, UPS. VST, WY.
- Brown Miller Wealth Management was a net buyer of stock by $4.2M.
- Brown Miller Wealth Management has $362M in assets under management (AUM), dropping by 2.58%.
- Central Index Key (CIK): 0001840084
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Portfolio Holdings for Brown Miller Wealth Management
Brown Miller Wealth Management holds 193 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.9 | $50M | -2% | 269k | 186.50 |
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| Apple (AAPL) | 8.3 | $30M | 110k | 271.86 |
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| Microsoft Corporation (MSFT) | 5.5 | $20M | 41k | 483.62 |
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| JPMorgan Chase & Co. (JPM) | 4.0 | $15M | 45k | 322.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $11M | +10% | 36k | 313.00 |
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| Broadcom (AVGO) | 2.2 | $8.1M | 24k | 346.05 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.6 | $5.9M | +13% | 73k | 80.22 |
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| Cisco Systems (CSCO) | 1.6 | $5.6M | 73k | 77.03 |
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| Amazon (AMZN) | 1.5 | $5.5M | 24k | 230.82 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.5 | $5.5M | +11% | 187k | 29.55 |
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| Abbott Laboratories (ABT) | 1.4 | $5.2M | 41k | 125.29 |
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| Nextera Energy (NEE) | 1.4 | $5.0M | 62k | 80.28 |
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| Chubb (CB) | 1.3 | $4.8M | 16k | 312.11 |
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| Lowe's Companies (LOW) | 1.3 | $4.6M | 19k | 241.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $4.4M | 13k | 335.28 |
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| Eli Lilly & Co. (LLY) | 1.2 | $4.2M | 4.0k | 1074.68 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $4.2M | 23k | 183.40 |
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| Walt Disney Company (DIS) | 1.1 | $4.1M | 36k | 113.77 |
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| Starbucks Corporation (SBUX) | 1.1 | $4.0M | 48k | 84.18 |
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| Linde SHS (LIN) | 1.1 | $4.0M | 9.5k | 426.38 |
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| Visa Com Cl A (V) | 1.1 | $4.0M | 11k | 350.71 |
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| Abbvie (ABBV) | 1.0 | $3.7M | 16k | 228.49 |
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| Analog Devices (ADI) | 1.0 | $3.7M | 14k | 271.20 |
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| International Business Machines (IBM) | 1.0 | $3.6M | 12k | 296.21 |
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| Procter & Gamble Company (PG) | 1.0 | $3.4M | 24k | 143.31 |
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| Blackrock (BLK) | 1.0 | $3.4M | 3.2k | 1070.35 |
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| UnitedHealth (UNH) | 0.9 | $3.4M | +2% | 10k | 330.12 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $3.3M | +22% | 62k | 53.76 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $3.1M | +13% | 47k | 66.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $3.1M | +9% | 12k | 268.30 |
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| General Dynamics Corporation (GD) | 0.8 | $3.0M | 8.9k | 336.65 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.9M | 5.7k | 502.65 |
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| Stryker Corporation (SYK) | 0.7 | $2.6M | 7.4k | 351.57 |
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| Intercontinental Exchange (ICE) | 0.7 | $2.6M | 16k | 161.96 |
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| Chevron Corporation (CVX) | 0.7 | $2.5M | 16k | 152.41 |
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| Qualcomm (QCOM) | 0.7 | $2.4M | -4% | 14k | 171.05 |
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| Prologis (PLD) | 0.7 | $2.4M | 19k | 127.66 |
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| Merck & Co (MRK) | 0.7 | $2.4M | 23k | 105.26 |
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| Philip Morris International (PM) | 0.7 | $2.4M | 15k | 160.40 |
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| Kinder Morgan (KMI) | 0.7 | $2.4M | +182% | 86k | 27.49 |
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| Realty Income (O) | 0.6 | $2.2M | +3% | 40k | 56.37 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.6 | $2.2M | +23% | 31k | 72.01 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $2.2M | -3% | 3.9k | 570.92 |
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| Xylem (XYL) | 0.6 | $2.2M | 16k | 136.18 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $2.2M | +5% | 26k | 85.37 |
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| Tractor Supply Company (TSCO) | 0.6 | $2.1M | +2% | 42k | 50.01 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.0M | +24% | 6.5k | 313.80 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $2.0M | +13% | 19k | 102.42 |
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| D-wave Quantum (QBTS) | 0.5 | $1.9M | -16% | 72k | 26.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.9M | 2.7k | 684.85 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.8M | 6.2k | 290.20 |
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| Snowflake Com Shs (SNOW) | 0.5 | $1.7M | +14% | 7.6k | 219.36 |
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| Ares Capital Corporation (ARCC) | 0.4 | $1.6M | -6% | 78k | 20.23 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.5M | 3.1k | 483.76 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.5M | +14% | 9.5k | 154.14 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $1.5M | +3% | 25k | 58.12 |
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| Arch Cap Group Ord (ACGL) | 0.4 | $1.4M | -7% | 15k | 95.92 |
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| German American Ban (GABC) | 0.4 | $1.3M | 34k | 39.18 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $1.3M | +80% | 11k | 119.32 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $1.2M | NEW | 5.8k | 210.34 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.2M | 21k | 57.24 |
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| Zoetis Cl A (ZTS) | 0.3 | $1.2M | -2% | 9.6k | 125.82 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.3 | $1.1M | +11% | 17k | 64.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.1M | -7% | 2.3k | 487.86 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.1M | 5.5k | 190.99 |
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| Qxo Com New (QXO) | 0.3 | $1.0M | +3% | 53k | 19.29 |
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| Fastenal Company (FAST) | 0.3 | $1.0M | -10% | 25k | 40.13 |
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| Verizon Communications (VZ) | 0.3 | $960k | 24k | 40.73 |
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| McDonald's Corporation (MCD) | 0.3 | $937k | 3.1k | 305.62 |
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| American Tower Reit (AMT) | 0.3 | $933k | +119% | 5.3k | 175.57 |
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| Johnson & Johnson (JNJ) | 0.3 | $929k | -7% | 4.5k | 206.97 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $867k | +4% | 20k | 44.47 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $848k | -17% | 3.9k | 219.78 |
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| Costco Wholesale Corporation (COST) | 0.2 | $822k | 954.00 | 862.07 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $818k | 24k | 34.65 |
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| Wal-Mart Stores (WMT) | 0.2 | $809k | -2% | 7.3k | 111.41 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $795k | -14% | 14k | 56.79 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $779k | 12k | 64.42 |
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| Pepsi (PEP) | 0.2 | $757k | -7% | 5.3k | 143.52 |
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| Gilead Sciences (GILD) | 0.2 | $752k | -2% | 6.1k | 122.74 |
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| Danaher Corporation (DHR) | 0.2 | $750k | -2% | 3.3k | 228.92 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.2 | $725k | +22% | 15k | 47.56 |
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| ResMed (RMD) | 0.2 | $715k | 3.0k | 240.87 |
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| Honeywell International (HON) | 0.2 | $673k | +90% | 3.4k | 195.09 |
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| Wells Fargo & Company (WFC) | 0.2 | $671k | -3% | 7.2k | 93.19 |
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| Enterprise Products Partners (EPD) | 0.2 | $670k | 21k | 32.06 |
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| Home Depot (HD) | 0.2 | $656k | -3% | 1.9k | 344.10 |
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| Deere & Company (DE) | 0.2 | $649k | 1.4k | 465.58 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $646k | +2% | 2.2k | 287.85 |
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| Ge Vernova (GEV) | 0.2 | $646k | 988.00 | 653.63 |
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| Amphenol Corp Cl A (APH) | 0.2 | $642k | +4% | 4.8k | 135.13 |
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| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.2 | $624k | 6.1k | 102.81 |
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| White Mountains Insurance Gp (WTM) | 0.2 | $620k | 298.00 | 2081.06 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $618k | 4.0k | 155.12 |
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| Altria (MO) | 0.2 | $611k | 11k | 57.66 |
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| American Express Company (AXP) | 0.2 | $607k | 1.6k | 369.95 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $603k | -25% | 6.0k | 100.38 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $596k | 1.5k | 396.31 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $584k | +9% | 4.7k | 123.26 |
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| Broadridge Financial Solutions (BR) | 0.2 | $582k | 2.6k | 223.15 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $559k | -7% | 2.3k | 246.16 |
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| Southern Company (SO) | 0.2 | $556k | -4% | 6.4k | 87.20 |
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| Snap-on Incorporated (SNA) | 0.2 | $556k | -4% | 1.6k | 344.60 |
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| Hershey Company (HSY) | 0.1 | $530k | 2.9k | 181.97 |
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| Progressive Corporation (PGR) | 0.1 | $519k | 2.3k | 227.71 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $518k | 9.5k | 54.77 |
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| Emcor (EME) | 0.1 | $517k | +2% | 845.00 | 611.85 |
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| Comfort Systems USA (FIX) | 0.1 | $508k | +3% | 544.00 | 933.31 |
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| Entergy Corporation (ETR) | 0.1 | $503k | -5% | 5.4k | 92.43 |
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| Wec Energy Group (WEC) | 0.1 | $495k | -5% | 4.7k | 105.46 |
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| Ishares Tr Europe Etf (IEV) | 0.1 | $489k | 7.1k | 68.60 |
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| Northern Trust Corporation (NTRS) | 0.1 | $488k | -4% | 3.6k | 136.59 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $488k | 8.6k | 56.69 |
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| United Bankshares (UBSI) | 0.1 | $486k | 13k | 38.40 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $484k | 3.0k | 162.63 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $483k | -3% | 4.0k | 120.34 |
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| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.1 | $482k | NEW | 21k | 23.41 |
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| Williams Companies (WMB) | 0.1 | $480k | 8.0k | 60.11 |
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $477k | 7.4k | 64.10 |
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| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.1 | $477k | 11k | 43.94 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $466k | +3% | 2.6k | 177.75 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $464k | 1.8k | 257.95 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $461k | 1.8k | 250.31 |
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| Fidelity National Financial Com Shs (FNF) | 0.1 | $458k | -5% | 8.4k | 54.59 |
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| Trane Technologies SHS (TT) | 0.1 | $451k | +2% | 1.2k | 389.34 |
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| Bitwise Ethereum Etf SHS (ETHW) | 0.1 | $448k | NEW | 21k | 21.27 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $447k | 1.6k | 278.84 |
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| Colgate-Palmolive Company (CL) | 0.1 | $445k | -4% | 5.6k | 79.02 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $444k | +2% | 1.4k | 314.85 |
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| Us Bancorp Del Com New (USB) | 0.1 | $443k | -4% | 8.3k | 53.36 |
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| Bwx Technologies (BWXT) | 0.1 | $435k | 2.5k | 172.84 |
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| Tempur-Pedic International (SGI) | 0.1 | $430k | +2% | 4.8k | 89.27 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $428k | -64% | 4.7k | 91.38 |
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| Newmont Mining Corporation (NEM) | 0.1 | $426k | +2% | 4.3k | 99.86 |
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| State Street Corporation (STT) | 0.1 | $410k | -2% | 3.2k | 129.01 |
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| Paychex (PAYX) | 0.1 | $393k | -8% | 3.5k | 112.18 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $391k | -27% | 7.7k | 50.59 |
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| Medpace Hldgs (MEDP) | 0.1 | $385k | 685.00 | 561.65 |
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| American Water Works (AWK) | 0.1 | $382k | -4% | 2.9k | 130.50 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $381k | +100% | 2.6k | 143.97 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $380k | 5.0k | 75.44 |
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| Technipfmc (FTI) | 0.1 | $358k | NEW | 8.0k | 44.56 |
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| Cnx Resources Corporation (CNX) | 0.1 | $358k | NEW | 9.7k | 36.77 |
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| Oracle Corporation (ORCL) | 0.1 | $357k | 1.8k | 194.90 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $355k | NEW | 1.8k | 198.72 |
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| Ensign (ENSG) | 0.1 | $355k | NEW | 2.0k | 174.20 |
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| CVS Caremark Corporation (CVS) | 0.1 | $345k | 4.3k | 79.36 |
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| Nrg Energy Com New (NRG) | 0.1 | $342k | +2% | 2.1k | 159.27 |
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| Dominion Resources (D) | 0.1 | $339k | +2% | 5.8k | 58.59 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $337k | +20% | 5.4k | 62.47 |
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| Automatic Data Processing (ADP) | 0.1 | $335k | 1.3k | 257.27 |
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| Keysight Technologies (KEYS) | 0.1 | $329k | +11% | 1.6k | 203.19 |
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| Netflix (NFLX) | 0.1 | $326k | +464% | 3.5k | 93.76 |
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| Corning Incorporated (GLW) | 0.1 | $321k | 3.7k | 87.57 |
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| Sempra Energy (SRE) | 0.1 | $315k | 3.6k | 88.29 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $307k | +2% | 1.8k | 174.18 |
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| Science App Int'l (SAIC) | 0.1 | $300k | 3.0k | 100.66 |
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| CoStar (CSGP) | 0.1 | $299k | 4.4k | 67.24 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $295k | +16% | 471.00 | 626.62 |
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| SYSCO Corporation (SYY) | 0.1 | $295k | 4.0k | 73.69 |
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| O'reilly Automotive (ORLY) | 0.1 | $291k | 3.2k | 91.21 |
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| Copart (CPRT) | 0.1 | $286k | +3% | 7.3k | 39.15 |
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| Evercore Class A (EVR) | 0.1 | $281k | +2% | 827.00 | 340.28 |
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| Air Products & Chemicals (APD) | 0.1 | $280k | -6% | 1.1k | 247.02 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $274k | -15% | 6.3k | 43.64 |
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| Choice Hotels International (CHH) | 0.1 | $273k | 2.9k | 95.26 |
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| Ge Aerospace Com New (GE) | 0.1 | $264k | -5% | 858.00 | 308.03 |
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| Enbridge (ENB) | 0.1 | $259k | 5.4k | 47.83 |
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| Emerson Electric (EMR) | 0.1 | $256k | 1.9k | 132.71 |
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| Dollar Tree (DLTR) | 0.1 | $256k | -10% | 2.1k | 123.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $256k | -45% | 4.8k | 53.83 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $250k | 2.8k | 90.00 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $247k | -48% | 1.5k | 160.76 |
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| Diageo Spon Adr New (DEO) | 0.1 | $246k | -48% | 2.8k | 86.27 |
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| Union Pacific Corporation (UNP) | 0.1 | $245k | +9% | 1.1k | 231.32 |
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| Ubs Group SHS (UBS) | 0.1 | $240k | 5.2k | 46.31 |
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| Charles River Laboratories (CRL) | 0.1 | $238k | NEW | 1.2k | 199.48 |
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| PNC Financial Services (PNC) | 0.1 | $238k | 1.1k | 208.73 |
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| T. Rowe Price (TROW) | 0.1 | $228k | -29% | 2.2k | 102.38 |
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| AFLAC Incorporated (AFL) | 0.1 | $227k | 2.1k | 110.27 |
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| Paycom Software (PAYC) | 0.1 | $224k | +15% | 1.4k | 159.37 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $220k | 5.1k | 43.25 |
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| Rockwell Automation (ROK) | 0.1 | $220k | NEW | 565.00 | 389.07 |
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| ConocoPhillips (COP) | 0.1 | $214k | 2.3k | 93.61 |
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| TJX Companies (TJX) | 0.1 | $213k | NEW | 1.4k | 153.65 |
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| Oneok (OKE) | 0.1 | $207k | 2.8k | 73.50 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $207k | -4% | 743.00 | 278.97 |
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| CSX Corporation (CSX) | 0.1 | $207k | NEW | 5.7k | 36.25 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $206k | NEW | 356.00 | 579.46 |
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| S&p Global (SPGI) | 0.1 | $205k | NEW | 393.00 | 522.59 |
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| Toll Brothers (TOL) | 0.1 | $203k | 1.5k | 135.22 |
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| Carlyle Group (CG) | 0.1 | $201k | 3.4k | 59.11 |
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| Nordson Corporation (NDSN) | 0.1 | $201k | NEW | 834.00 | 240.40 |
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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 Q4 filed Jan. 23, 2026
- 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