Brown Miller Wealth Management

Brown Miller Wealth Management as of March 31, 2026

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