Brown Miller Wealth Management, LLC
CIK: 0001840084Latest portfolio: $361.9M · Q4 2025
Holdings
193
Total Value
$361.9M
New Positions
193
Closed Positions
0
Top Holdings
View All 193 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 269,163 | $50.2M | 13.87% | NEW | |
| 2 | AAPLAPPLE INC | 110,025 | $29.9M | 8.26% | NEW | |
| 3 | MSFTMICROSOFT CORP | 40,960 | $19.8M | 5.47% | NEW | |
| 4 | JPMJPMORGAN CHASE & CO. | 45,251 | $14.6M | 4.03% | NEW | |
| 5 | GOOGLALPHABET INC | 36,076 | $11.3M | 3.12% | NEW | |
| 6 | AVGOBROADCOM INC | 23,467 | $8.1M | 2.24% | NEW | |
| 7 | SPYMSPDR SERIES TRUST | 73,337 | $5.9M | 1.63% | NEW | |
| 8 | CSCOCISCO SYS INC | 73,243 | $5.6M | 1.56% | NEW | |
| 9 | AMZNAMAZON COM INC | 24,008 | $5.5M | 1.53% | NEW | |
| 10 | CGXUCAPITAL GROUP INTL FOCUS EQT | 187,107 | $5.5M | 1.53% | NEW | |
| 11 | ABTABBOTT LABS | 41,124 | $5.2M | 1.42% | NEW | |
| 12 | NEENEXTERA ENERGY INC | 62,090 | $5.0M | 1.38% | NEW | |
| 13 | CBCHUBB LIMITED | 15,517 | $4.8M | 1.34% | NEW | |
| 14 | LOWLOWES COS INC | 19,048 | $4.6M | 1.27% | NEW | |
| 15 | VTIVANGUARD INDEX FDS | 13,118 | $4.4M | 1.22% | NEW | |
| 16 | LLYELI LILLY & CO | 3,954 | $4.2M | 1.17% | NEW | |
| 17 | RTXRTX CORPORATION | 22,806 | $4.2M | 1.16% | NEW | |
| 18 | DISDISNEY WALT CO | 35,864 | $4.1M | 1.13% | NEW | |
| 19 | SBUXSTARBUCKS CORP | 48,051 | $4.0M | 1.12% | NEW | |
| 20 | LINLINDE PLC | 9,483 | $4.0M | 1.12% | NEW | |
| 21 | VVISA INC | 11,409 | $4.0M | 1.11% | NEW | |
| 22 | ABBVABBVIE INC | 16,052 | $3.7M | 1.01% | NEW | |
| 23 | ADIANALOG DEVICES INC | 13,461 | $3.6M | 1.01% | NEW | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 12,206 | $3.6M | 1.00% | NEW | |
| 25 | PGPROCTER AND GAMBLE CO | 24,072 | $3.4M | 0.95% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.4580588355284843e+226T)
Technology0.0% ($5.019829911198078e+77T)
Industrials0.0% ($4.1812992221515076e+68T)
Healthcare0.0% ($5.151424936673429e+45T)
Consumer Cyclical0.0% ($5.541459340452093e+27T)
Energy0.0% ($2.467235866948348e+25T)
Consumer Defensive0.0% ($3.449822809757611e+24T)
Unknown0.0% ($287423761304715616.0T)
Utilities0.0% ($4984644555501.5T)
Communication Services0.0% ($1129140.8T)
Real Estate0.0% ($24272.2T)
Basic Materials0.0% ($4.0T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 23, 2026 | $361.9M | 276 |
| Q3 2025 | Oct 21, 2025 | $352.8B | 0 |
| Q2 2025 | Jul 22, 2025 | $321.9B | 273 |
| Q1 2025 | Apr 17, 2025 | $289.0B | 265 |
| Q4 2024 | Feb 10, 2025 | $260.8B | 120 |
| Q3 2024 | Oct 10, 2024 | $257.2M | 127 |
| Q2 2024 | Jul 12, 2024 | $240.7M | 122 |
| Q1 2024 | Apr 17, 2024 | $226.8M | 122 |
| Q4 2023 | Jan 18, 2024 | $200.1M | 123 |
| Q3 2023 | Oct 17, 2023 | $179.0M | 118 |
| Q2 2023 | Jul 18, 2023 | $185.2M | 121 |
| Q1 2023 | Apr 10, 2023 | $169.0M | 118 |
| Q4 2022 | Jan 12, 2023 | $158.1M | 119 |
| Q3 2022 | Oct 11, 2022 | $141.0M | 112 |
| Q2 2022 | Jul 18, 2022 | $147.0M | 114 |
| Q1 2022 | Apr 14, 2022 | $172.9M | 120 |
| Q4 2021 | Jan 25, 2022 | $174.8M | 118 |
| Q3 2021 | Oct 20, 2021 | $159.3M | 122 |
| Q2 2021 | Jul 26, 2021 | $156.5M | 118 |
| Q1 2021 | Apr 21, 2021 | $141.5M | 115 |
| Q4 2020 | Jan 26, 2021 | $131.4M | 105 |
Fund Information
Brown Miller Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $361.9M across 193 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 13.9% of the portfolio. Compared to the previous quarter, the fund opened 193 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.