Brown Miller Wealth Management, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$361.9M
Holdings
193
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (193 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 269,163 | $50.2M | 13.87% | |
| 2 | AAPLAPPLE INC | 110,025 | $29.9M | 8.26% | |
| 3 | MSFTMICROSOFT CORP | 40,960 | $19.8M | 5.47% | |
| 4 | JPMJPMORGAN CHASE & CO. | 45,251 | $14.6M | 4.03% | |
| 5 | GOOGLALPHABET INC | 36,076 | $11.3M | 3.12% | |
| 6 | AVGOBROADCOM INC | 23,467 | $8.1M | 2.24% | |
| 7 | SPYMSPDR SERIES TRUST | 73,337 | $5.9M | 1.63% | |
| 8 | CSCOCISCO SYS INC | 73,243 | $5.6M | 1.56% | |
| 9 | AMZNAMAZON COM INC | 24,008 | $5.5M | 1.53% | |
| 10 | CGXUCAPITAL GROUP INTL FOCUS EQT | 187,107 | $5.5M | 1.53% | |
| 11 | ABTABBOTT LABS | 41,124 | $5.2M | 1.42% | |
| 12 | NEENEXTERA ENERGY INC | 62,090 | $5.0M | 1.38% | |
| 13 | CBCHUBB LIMITED | 15,517 | $4.8M | 1.34% | |
| 14 | LOWLOWES COS INC | 19,048 | $4.6M | 1.27% | |
| 15 | VTIVANGUARD INDEX FDS | 13,118 | $4.4M | 1.22% | |
| 16 | LLYELI LILLY & CO | 3,954 | $4.2M | 1.17% | |
| 17 | RTXRTX CORPORATION | 22,806 | $4.2M | 1.16% | |
| 18 | DISDISNEY WALT CO | 35,864 | $4.1M | 1.13% | |
| 19 | SBUXSTARBUCKS CORP | 48,051 | $4.0M | 1.12% | |
| 20 | LINLINDE PLC | 9,483 | $4.0M | 1.12% | |
| 21 | VVISA INC | 11,409 | $4.0M | 1.11% | |
| 22 | ABBVABBVIE INC | 16,052 | $3.7M | 1.01% | |
| 23 | ADIANALOG DEVICES INC | 13,461 | $3.6M | 1.01% | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 12,206 | $3.6M | 1.00% | |
| 25 | PGPROCTER AND GAMBLE CO | 24,072 | $3.4M | 0.95% | |
| 26 | BLKBLACKROCK INC | 3,216 | $3.4M | 0.95% | |
| 27 | UNHUNITEDHEALTH GROUP INC | 10,391 | $3.4M | 0.95% | |
| 28 | VWOVANGUARD INTL EQUITY INDEX F | 61,699 | $3.3M | 0.92% | |
| 29 | IJHISHARES TR | 47,317 | $3.1M | 0.86% | |
| 30 | ACNACCENTURE PLC IRELAND | 11,558 | $3.1M | 0.86% | |
| 31 | GDGENERAL DYNAMICS CORP | 8,889 | $3.0M | 0.83% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,719 | $2.9M | 0.79% | |
| 33 | SYKSTRYKER CORPORATION | 7,447 | $2.6M | 0.72% | |
| 34 | ICEINTERCONTINENTAL EXCHANGE IN | 16,048 | $2.6M | 0.72% | |
| 35 | CVXCHEVRON CORP NEW | 16,195 | $2.5M | 0.68% | |
| 36 | QCOMQUALCOMM INC | 14,221 | $2.4M | 0.67% | |
| 37 | PLDPROLOGIS INC. | 19,018 | $2.4M | 0.67% | |
| 38 | MRKMERCK & CO INC | 22,736 | $2.4M | 0.66% | |
| 39 | 4I1PHILIP MORRIS INTL INC | 14,819 | $2.4M | 0.66% | |
| 40 | KMIKINDER MORGAN INC DEL | 85,832 | $2.4M | 0.65% | |
| 41 | OREALTY INCOME CORP | 39,801 | $2.2M | 0.62% | |
| 42 | XSMOINVESCO EXCHANGE TRADED FD T | 31,044 | $2.2M | 0.62% | |
| 43 | MAMASTERCARD INCORPORATED | 3,908 | $2.2M | 0.62% | |
| 44 | XYLXYLEM INC | 16,265 | $2.2M | 0.61% | |
| 45 | GLDMWORLD GOLD TR | 25,753 | $2.2M | 0.61% | |
| 46 | TSCOTRACTOR SUPPLY CO | 41,865 | $2.1M | 0.58% | |
| 47 | GOOGALPHABET INC | 6,462 | $2.0M | 0.56% | |
| 48 | XMHQINVESCO EXCHANGE TRADED FD T | 19,120 | $2.0M | 0.54% | |
| 49 | QBTSD-WAVE QUANTUM INC | 72,421 | $1.9M | 0.52% | |
| 50 | IVVISHARES TR | 2,740 | $1.9M | 0.52% | |
| 51 | VOVANGUARD INDEX FDS | 6,221 | $1.8M | 0.50% | |
| 52 | SNOWSNOWFLAKE INC | 7,576 | $1.7M | 0.46% | |
| 53 | ARCCARES CAPITAL CORP | 78,198 | $1.6M | 0.44% | |
| 54 | LMTLOCKHEED MARTIN CORP | 3,118 | $1.5M | 0.42% | |
| 55 | BXBLACKSTONE INC | 9,533 | $1.5M | 0.41% | |
| 56 | JEPQJ P MORGAN EXCHANGE TRADED F | 24,982 | $1.5M | 0.40% | |
| 57 | ACGLARCH CAP GROUP LTD | 14,633 | $1.4M | 0.39% | |
| 58 | GABCGERMAN AMERN BANCORP INC | 34,369 | $1.3M | 0.37% | |
| 59 | KLMNINVESCO EXCH TRADED FD TR II | 10,929 | $1.3M | 0.36% | |
| 60 | IWDISHARES TR | 5,769 | $1.2M | 0.34% | |
| 61 | JEPIJ P MORGAN EXCHANGE TRADED F | 21,169 | $1.2M | 0.33% | |
| 62 | ZTSZOETIS INC | 9,581 | $1.2M | 0.33% | |
| 63 | SHLDGLOBAL X FDS | 17,243 | $1.1M | 0.31% | |
| 64 | VUGVANGUARD INDEX FDS | 2,274 | $1.1M | 0.31% | |
| 65 | VTVVANGUARD INDEX FDS | 5,535 | $1.1M | 0.29% | |
| 66 | QXOQXO INC | 52,489 | $1.0M | 0.28% | |
| 67 | FASTFASTENAL CO | 24,968 | $1.0M | 0.28% | |
| 68 | BACVERIZON COMMUNICATIONS INC | 23,572 | $960K | 0.27% | |
| 69 | MCDMCDONALDS CORP | 3,066 | $937K | 0.26% | |
| 70 | AMTAMERICAN TOWER CORP NEW | 5,314 | $932K | 0.26% | |
| 71 | JNJJOHNSON & JOHNSON | 4,487 | $928K | 0.26% | |
| 72 | CGGRCAPITAL GROUP GROWTH ETF | 19,499 | $866K | 0.24% | |
| 73 | VIGVANGUARD SPECIALIZED FUNDS | 3,858 | $847K | 0.23% | |
| 74 | COSTCOSTCO WHSL CORP NEW | 954 | $822K | 0.23% | |
| 75 | CGGOCAPITAL GROUP GBL GROWTH EQT | 23,603 | $817K | 0.23% | |
| 76 | WMTWALMART INC | 7,265 | $809K | 0.22% | |
| 77 | SPYVSPDR SERIES TRUST | 13,995 | $794K | 0.22% | |
| 78 | SLVISHARES SILVER TR | 12,086 | $778K | 0.21% | |
| 79 | PEPPEPSICO INC | 5,277 | $757K | 0.21% | |
| 80 | GILDGILEAD SCIENCES INC | 6,129 | $751K | 0.21% | |
| 81 | DHRDANAHER CORPORATION | 3,276 | $749K | 0.21% | |
| 82 | BITBBITWISE BITCOIN ETF TR | 15,235 | $724K | 0.20% | |
| 83 | RMERESMED INC | 2,970 | $715K | 0.20% | |
| 84 | HONHONEYWELL INTL INC | 3,447 | $671K | 0.19% | |
| 85 | WFCWELLS FARGO CO NEW | 7,198 | $670K | 0.19% | |
| 86 | EPDENTERPRISE PRODS PARTNERS L | 20,890 | $669K | 0.18% | |
| 87 | HDHOME DEPOT INC | 1,906 | $654K | 0.18% | |
| 88 | DEDEERE & CO | 1,393 | $648K | 0.18% | |
| 89 | VHTVANGUARD WORLD FD | 2,244 | $645K | 0.18% | |
| 90 | GEVGE VERNOVA INC | 988 | $644K | 0.18% | |
| 91 | APHAMPHENOL CORP NEW | 4,752 | $642K | 0.18% | |
| 92 | DBPINVESCO DB MULTI-SECTOR COMM | 6,068 | $623K | 0.17% | |
| 93 | WTMWHITE MTNS INS GROUP LTD | 298 | $620K | 0.17% | |
| 94 | XLISELECT SECTOR SPDR TR | 3,981 | $617K | 0.17% | |
| 95 | MOALTRIA GROUP INC | 10,600 | $611K | 0.17% | |
| 96 | AXPAMERICAN EXPRESS CO | 1,640 | $606K | 0.17% | |
| 97 | SGOVISHARES TR | 6,008 | $603K | 0.17% | |
| 98 | GQ9SPDR GOLD TR | 1,503 | $595K | 0.16% | |
| 99 | IVWISHARES TR | 4,736 | $583K | 0.16% | |
| 100 | BRBROADRIDGE FINL SOLUTIONS IN | 2,608 | $581K | 0.16% |
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