Brown Miller Wealth Management

Brown Miller Wealth Management as of Dec. 31, 2025

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