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 32.55% of Brown Miller Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: KMI, VWO, BIL, TT, CGXU, GOOGL, SPYM, MSFT, GOOG, VLUE.
- Started 12 new stock positions in HWM, EEM, IBKR, PSX, CAH, DOW, ELAN, CLX, EQT, TPR. VLUE, NVO.
- Reduced shares in these 10 stocks: SBUX, IWD, NVDA, QCOM, , CSCO, FCG, , , PG.
- Sold out of its positions in CG, CSGP, DLTR, FCG, HLI, IWD, NRG, SPGI, DWX, XLF. TJX, TMO, UBS, RCL.
- Brown Miller Wealth Management was a net buyer of stock by $5.3M.
- Brown Miller Wealth Management has $352M in assets under management (AUM), dropping by -2.79%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.1 | $46M | 265k | 174.40 |
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| Apple (AAPL) | 8.0 | $28M | 110k | 253.79 |
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| Microsoft Corporation (MSFT) | 4.5 | $16M | +3% | 43k | 370.17 |
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| JPMorgan Chase & Co. (JPM) | 3.8 | $13M | 46k | 294.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $11M | +7% | 39k | 287.56 |
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| Broadcom (AVGO) | 2.1 | $7.4M | 24k | 309.48 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 1.8 | $6.4M | +15% | 217k | 29.49 |
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| Spdr Series Trust State Street Spd (SPYM) | 1.8 | $6.3M | +12% | 82k | 76.54 |
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| Nextera Energy (NEE) | 1.7 | $5.9M | +2% | 64k | 92.88 |
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| Cisco Systems (CSCO) | 1.5 | $5.2M | -9% | 67k | 77.59 |
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| Chubb (CB) | 1.4 | $5.0M | 15k | 325.94 |
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| Amazon (AMZN) | 1.4 | $5.0M | 24k | 208.27 |
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| Linde SHS (LIN) | 1.4 | $4.8M | 9.6k | 495.75 |
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| Lowe's Companies (LOW) | 1.3 | $4.5M | 19k | 236.27 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $4.3M | +30% | 80k | 54.05 |
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| Raytheon Technologies Corp (RTX) | 1.2 | $4.3M | -2% | 22k | 192.90 |
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| Abbott Laboratories (ABT) | 1.2 | $4.3M | 41k | 102.67 |
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| Analog Devices (ADI) | 1.2 | $4.2M | 13k | 318.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.2 | $4.2M | 13k | 320.80 |
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| Kinder Morgan (KMI) | 1.2 | $4.1M | +44% | 124k | 33.53 |
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| Abbvie (ABBV) | 1.1 | $3.7M | +5% | 17k | 217.49 |
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| Eli Lilly & Co. (LLY) | 1.0 | $3.7M | 4.0k | 919.77 |
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| Visa Com Cl A (V) | 1.0 | $3.5M | 12k | 302.24 |
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| Walt Disney Company (DIS) | 1.0 | $3.5M | 36k | 96.38 |
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| Chevron Corporation (CVX) | 0.9 | $3.2M | -3% | 16k | 206.90 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $3.1M | 47k | 67.53 |
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| Procter & Gamble Company (PG) | 0.9 | $3.1M | -10% | 22k | 144.44 |
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| Blackrock (BLK) | 0.9 | $3.1M | 3.2k | 961.70 |
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| General Dynamics Corporation (GD) | 0.9 | $3.1M | 9.0k | 343.23 |
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| International Business Machines (IBM) | 0.9 | $3.1M | +3% | 13k | 242.39 |
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| UnitedHealth (UNH) | 0.9 | $3.0M | +6% | 11k | 270.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.7M | 5.7k | 479.20 |
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| Merck & Co (MRK) | 0.8 | $2.7M | 23k | 120.29 |
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| Intercontinental Exchange (ICE) | 0.7 | $2.6M | 16k | 157.28 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.7 | $2.6M | +8% | 34k | 76.02 |
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| Prologis (PLD) | 0.7 | $2.6M | 19k | 132.18 |
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| Realty Income (O) | 0.7 | $2.5M | +2% | 41k | 61.18 |
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| Stryker Corporation (SYK) | 0.7 | $2.5M | 7.5k | 328.59 |
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| Philip Morris International (PM) | 0.7 | $2.4M | 15k | 165.34 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.4M | +6% | 12k | 198.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.4M | +31% | 8.5k | 286.86 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $2.2M | -5% | 24k | 92.69 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.6 | $2.2M | +11% | 21k | 103.37 |
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| Xylem (XYL) | 0.6 | $2.0M | +3% | 17k | 119.50 |
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| Tractor Supply Company (TSCO) | 0.6 | $2.0M | +3% | 43k | 45.30 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $1.9M | 3.1k | 604.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.8M | 2.7k | 653.16 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.8M | 6.2k | 287.19 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.5 | $1.7M | +39% | 15k | 112.11 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.7M | -12% | 3.4k | 499.66 |
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| Starbucks Corporation (SBUX) | 0.4 | $1.5M | -65% | 17k | 89.59 |
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| Arch Cap Group Ord (ACGL) | 0.4 | $1.5M | +4% | 15k | 95.99 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $1.5M | +5% | 26k | 55.52 |
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| Ares Capital Corporation (ARCC) | 0.4 | $1.4M | +2% | 80k | 18.02 |
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| German American Ban (GABC) | 0.4 | $1.4M | 34k | 41.79 |
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| Spdr Series Trust State Street Spd (BIL) | 0.4 | $1.4M | +228% | 15k | 91.64 |
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| Qxo Com New (QXO) | 0.4 | $1.4M | +38% | 73k | 19.42 |
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| Trane Technologies SHS (TT) | 0.4 | $1.4M | +188% | 3.3k | 416.73 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.3M | +20% | 12k | 114.98 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $1.3M | +9% | 23k | 56.68 |
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| Zoetis Cl A (ZTS) | 0.4 | $1.3M | +12% | 11k | 118.21 |
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| Snowflake Com Shs (SNOW) | 0.3 | $1.2M | +5% | 8.0k | 150.82 |
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| Fastenal Company (FAST) | 0.3 | $1.2M | 25k | 46.40 |
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| Qualcomm (QCOM) | 0.3 | $1.1M | -37% | 8.9k | 128.78 |
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| Verizon Communications (VZ) | 0.3 | $1.1M | -4% | 23k | 50.20 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.3 | $1.1M | -7% | 16k | 70.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.1M | +12% | 2.5k | 436.79 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.1M | 5.5k | 196.20 |
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| D-wave Quantum (QBTS) | 0.3 | $1.0M | 72k | 14.43 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.0M | -5% | 4.2k | 244.45 |
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| American Tower Reit (AMT) | 0.3 | $995k | +8% | 5.8k | 172.57 |
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| McDonald's Corporation (MCD) | 0.3 | $953k | 3.1k | 310.74 |
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| Costco Wholesale Corporation (COST) | 0.3 | $950k | 954.00 | 996.11 |
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| Ge Vernova (GEV) | 0.3 | $904k | +4% | 1.0k | 872.99 |
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| Wal-Mart Stores (WMT) | 0.3 | $903k | 7.3k | 124.28 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $876k | +10% | 16k | 56.58 |
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| Gilead Sciences (GILD) | 0.2 | $844k | 6.1k | 139.37 |
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| Comfort Systems USA (FIX) | 0.2 | $811k | +8% | 588.00 | 1379.04 |
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| Enterprise Products Partners (EPD) | 0.2 | $791k | 21k | 37.84 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $788k | 24k | 33.37 |
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| Deere & Company (DE) | 0.2 | $785k | 1.4k | 563.29 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $750k | -4% | 19k | 40.19 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $727k | 3.0k | 244.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $721k | -13% | 3.4k | 215.05 |
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| Honeywell International (HON) | 0.2 | $718k | -7% | 3.2k | 226.03 |
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| Altria (MO) | 0.2 | $700k | 11k | 65.99 |
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| Pepsi (PEP) | 0.2 | $699k | -14% | 4.5k | 155.29 |
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| Emcor (EME) | 0.2 | $674k | +8% | 913.00 | 738.38 |
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| Invesco Db Multi-sector Comm Precious Metal (DBP) | 0.2 | $668k | 6.1k | 110.04 |
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| ResMed (RMD) | 0.2 | $667k | 3.0k | 224.48 |
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| White Mountains Insurance Gp (WTM) | 0.2 | $656k | 298.00 | 2200.17 |
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| Amphenol Corp Cl A (APH) | 0.2 | $649k | +8% | 5.1k | 126.35 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $647k | 1.5k | 430.29 |
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| Home Depot (HD) | 0.2 | $645k | +2% | 2.0k | 328.89 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $644k | 4.0k | 161.73 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $623k | -8% | 3.7k | 169.66 |
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| Danaher Corporation (DHR) | 0.2 | $621k | 3.3k | 189.60 |
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| Southern Company (SO) | 0.2 | $614k | 6.4k | 96.52 |
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| Hershey Company (HSY) | 0.2 | $607k | 2.9k | 207.87 |
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| Entergy Corporation (ETR) | 0.2 | $607k | 5.4k | 112.36 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $604k | +12% | 5.3k | 113.11 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.2 | $601k | +7% | 16k | 36.81 |
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| Carpenter Technology Corporation (CRS) | 0.2 | $600k | +7% | 1.5k | 394.17 |
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| Technipfmc (FTI) | 0.2 | $598k | +7% | 8.6k | 69.13 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $598k | -2% | 2.2k | 272.33 |
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| Williams Companies (WMB) | 0.2 | $588k | 8.1k | 72.78 |
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| Snap-on Incorporated (SNA) | 0.2 | $580k | 1.6k | 363.22 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $568k | NEW | 4.0k | 142.19 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $563k | 2.3k | 248.03 |
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| Wells Fargo & Company (WFC) | 0.2 | $558k | -2% | 7.0k | 79.61 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $556k | NEW | 9.8k | 56.79 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $549k | -9% | 5.5k | 100.67 |
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| Dow (DOW) | 0.2 | $545k | NEW | 13k | 41.65 |
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| Ishares Msci Eurzone Etf (EZU) | 0.2 | $542k | +16% | 8.6k | 62.64 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $534k | NEW | 15k | 36.75 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $530k | -35% | 7.8k | 68.14 |
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| United Bankshares (UBSI) | 0.2 | $529k | 13k | 41.42 |
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| Wec Energy Group (WEC) | 0.1 | $524k | -3% | 4.5k | 115.77 |
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| Bwx Technologies (BWXT) | 0.1 | $515k | 2.5k | 204.49 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $509k | +85% | 8.8k | 57.64 |
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| Corning Incorporated (GLW) | 0.1 | $499k | 3.7k | 135.96 |
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| Newmont Mining Corporation (NEM) | 0.1 | $497k | +7% | 4.6k | 108.24 |
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| American Express Company (AXP) | 0.1 | $496k | 1.6k | 302.48 |
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| Ishares Tr Europe Etf (IEV) | 0.1 | $485k | 7.1k | 67.94 |
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| Colgate-Palmolive Company (CL) | 0.1 | $480k | 5.6k | 85.23 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $472k | 1.8k | 261.92 |
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| Diageo Spon Adr New (DEO) | 0.1 | $471k | +122% | 6.3k | 74.45 |
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| Progressive Corporation (PGR) | 0.1 | $458k | 2.3k | 198.23 |
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| Ensign (ENSG) | 0.1 | $443k | +8% | 2.2k | 201.50 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $442k | 1.8k | 239.99 |
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| Broadridge Financial Solutions (BR) | 0.1 | $432k | +2% | 2.7k | 162.47 |
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| Us Bancorp Com New (USB) | 0.1 | $431k | 8.3k | 52.01 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $430k | -9% | 7.8k | 55.24 |
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| Howmet Aerospace (HWM) | 0.1 | $427k | NEW | 1.9k | 230.46 |
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| Tapestry (TPR) | 0.1 | $422k | NEW | 3.0k | 141.12 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $411k | +7% | 2.8k | 146.28 |
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| Cnx Resources Corporation (CNX) | 0.1 | $405k | +7% | 11k | 38.55 |
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| State Street Corporation (STT) | 0.1 | $399k | 3.2k | 125.72 |
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| American Water Works (AWK) | 0.1 | $399k | 2.9k | 136.09 |
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| Northern Trust Corporation (NTRS) | 0.1 | $393k | -21% | 2.8k | 139.57 |
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| Fidelity Natl Finl Com Shs (FNF) | 0.1 | $389k | 8.4k | 46.38 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $389k | 5.0k | 77.11 |
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| Tempur-Pedic International (SGI) | 0.1 | $384k | +7% | 5.2k | 73.92 |
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| Cardinal Health (CAH) | 0.1 | $383k | NEW | 1.8k | 210.80 |
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| Dominion Resources (D) | 0.1 | $376k | +5% | 6.1k | 61.82 |
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| Elanco Animal Health (ELAN) | 0.1 | $376k | NEW | 16k | 23.93 |
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| Air Products & Chemicals (APD) | 0.1 | $370k | +13% | 1.3k | 288.69 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $365k | +8% | 1.9k | 188.71 |
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| Bitwise Ethereum Etf SHS (ETHW) | 0.1 | $360k | +13% | 24k | 15.00 |
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| Medpace Hldgs (MEDP) | 0.1 | $356k | +8% | 741.00 | 480.19 |
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| Netflix (NFLX) | 0.1 | $354k | +5% | 3.7k | 96.15 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $351k | 2.6k | 132.90 |
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| Sempra Energy (SRE) | 0.1 | $346k | 3.6k | 97.17 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $346k | -11% | 6.8k | 50.61 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $346k | 5.4k | 64.08 |
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| Clorox Company (CLX) | 0.1 | $334k | NEW | 3.2k | 103.63 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $334k | NEW | 5.0k | 67.07 |
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| Paychex (PAYX) | 0.1 | $327k | 3.6k | 92.12 |
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| EQT Corporation (EQT) | 0.1 | $323k | NEW | 5.1k | 63.64 |
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| ConocoPhillips (COP) | 0.1 | $302k | 2.3k | 132.00 |
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| Choice Hotels International (CHH) | 0.1 | $296k | 2.9k | 103.21 |
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| O'reilly Automotive (ORLY) | 0.1 | $295k | 3.2k | 92.31 |
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| Enbridge (ENB) | 0.1 | $293k | 5.4k | 54.14 |
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| CVS Caremark Corporation (CVS) | 0.1 | $288k | -7% | 4.0k | 71.82 |
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| SYSCO Corporation (SYY) | 0.1 | $285k | 4.0k | 71.33 |
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| T. Rowe Price (TROW) | 0.1 | $285k | +42% | 3.2k | 90.14 |
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| Science App Int'l (SAIC) | 0.1 | $283k | 3.0k | 94.92 |
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| Oracle Corporation (ORCL) | 0.1 | $270k | 1.8k | 147.11 |
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| Oneok (OKE) | 0.1 | $269k | +5% | 3.0k | 90.39 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $267k | 6.3k | 42.54 |
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| Evercore Class A (EVR) | 0.1 | $267k | +8% | 894.00 | 298.56 |
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| Copart (CPRT) | 0.1 | $266k | +9% | 8.0k | 33.20 |
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| Automatic Data Processing (ADP) | 0.1 | $265k | 1.3k | 203.21 |
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| Keysight Technologies (KEYS) | 0.1 | $260k | -43% | 922.00 | 282.37 |
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| Union Pacific Corporation (UNP) | 0.1 | $258k | 1.1k | 242.62 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.1 | $255k | 1.5k | 166.07 |
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| Emerson Electric (EMR) | 0.1 | $253k | 1.9k | 131.01 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $243k | -7% | 2.6k | 94.24 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $242k | -14% | 405.00 | 597.19 |
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| Paycom Software (PAYC) | 0.1 | $238k | +39% | 2.0k | 121.55 |
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| PNC Financial Services (PNC) | 0.1 | $232k | -2% | 1.1k | 208.09 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $232k | +21% | 903.00 | 257.22 |
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| CSX Corporation (CSX) | 0.1 | $227k | -3% | 5.5k | 41.05 |
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| Ge Aerospace Com New (GE) | 0.1 | $226k | -6% | 798.00 | 283.77 |
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| AFLAC Incorporated (AFL) | 0.1 | $226k | 2.1k | 109.71 |
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| Charles River Laboratories (CRL) | 0.1 | $221k | +7% | 1.3k | 172.50 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $215k | -7% | 4.7k | 45.52 |
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| Nordson Corporation (NDSN) | 0.1 | $210k | -5% | 790.00 | 266.02 |
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| Phillips 66 (PSX) | 0.1 | $207k | NEW | 1.1k | 182.12 |
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| Toll Brothers (TOL) | 0.1 | $205k | 1.5k | 136.47 |
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| Rockwell Automation (ROK) | 0.1 | $203k | 565.00 | 358.88 |
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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 2026 Q1 filed April 23, 2026
- 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