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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Brown Miller Wealth Management, LLC

Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001840084-26-000001

Total Value
$361.9M
Positions
276
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA265,246$49.5M13.67%
2APPLE INCAAPL109,476$29.8M8.22%
3MICROSOFT CORPMSFT39,741$19.2M5.31%
4JPMORGAN CHASE & CO.VYLD45,005$14.5M4.01%
5ALPHABET INCGOOG35,880$11.2M3.10%
6BROADCOM INCAVGO20,796$7.2M1.99%
7SPDR SERIES TRUST78464A85473,337$5.9M1.63%
8CAPITAL GROUP INTL FOCUS EQT14019W109185,507$5.5M1.51%
9AMAZON COM INCAMZN23,430$5.4M1.49%
10CISCO SYS INCCSCO66,625$5.1M1.42%
11ABBOTT LABSABLZF40,690$5.1M1.41%
12NEXTERA ENERGY INCNEE-PW62,090$5.0M1.38%
13LOWES COS INC54866110718,309$4.4M1.22%
14VANGUARD INDEX FDS92290876913,118$4.4M1.22%
15CHUBB LIMITEDCB13,600$4.2M1.17%
16RTX CORPORATIONRTX22,557$4.1M1.14%
17ELI LILLY & COLLY3,832$4.1M1.14%
18DISNEY WALT CO25468710634,792$4.0M1.09%
19STARBUCKS CORPSBUX46,821$3.9M1.09%
20VISA INCV11,217$3.9M1.09%
21ABBVIE INCABBV15,981$3.7M1.01%
22INTERNATIONAL BUSINESS MACHSINTR12,145$3.6M0.99%
23LINDE PLCLIN8,361$3.6M0.98%
24PROCTER AND GAMBLE CO74271810924,072$3.4M0.95%
25BLACKROCK INCBLK3,193$3.4M0.94%
26UNITEDHEALTH GROUP INCUNH10,349$3.4M0.94%
27VANGUARD INTL EQUITY INDEX F92204285861,699$3.3M0.92%
28ISHARES TR46428750747,317$3.1M0.86%
29ANALOG DEVICES INCADI11,499$3.1M0.86%
30GENERAL DYNAMICS CORPGD8,889$3.0M0.83%
31ACCENTURE PLC IRELANDACN10,196$2.7M0.76%
32BERKSHIRE HATHAWAY INC DELBRK-A5,366$2.7M0.75%
33INTERCONTINENTAL EXCHANGE IN45866F10416,048$2.6M0.72%
34STRYKER CORPORATIONSYK6,938$2.4M0.67%
35QUALCOMM INCQCOM14,221$2.4M0.67%
36PROLOGIS INC.PLDGP19,018$2.4M0.67%
37MERCK & CO INCMRK22,736$2.4M0.66%
38PHILIP MORRIS INTL INC71817210914,185$2.3M0.63%
39REALTY INCOME CORPO39,801$2.2M0.62%
40INVESCO EXCHANGE TRADED FD TIVZ31,044$2.2M0.62%
41XYLEM INCXYL16,265$2.2M0.61%
42WORLD GOLD TRGLDW25,417$2.2M0.60%
43TRACTOR SUPPLY COTSCO41,865$2.1M0.58%
44CHEVRON CORP NEWCVX13,567$2.1M0.57%
45INVESCO EXCHANGE TRADED FD TIVZ19,120$2.0M0.54%
46KINDER MORGAN INC DELEP-PC71,116$2.0M0.54%
47D-WAVE QUANTUM INCQBTS72,421$1.9M0.52%
48ISHARES TR4642872002,740$1.9M0.52%
49VANGUARD INDEX FDS9229086296,221$1.8M0.50%
50SNOWFLAKE INCSNOW7,576$1.7M0.46%
51ALPHABET INCGOOG5,203$1.6M0.45%
52MASTERCARD INCORPORATEDMA2,813$1.6M0.44%
53BLACKSTONE INCBX9,432$1.5M0.40%
54J P MORGAN EXCHANGE TRADED F46654Q20324,982$1.5M0.40%
55GERMAN AMERN BANCORP INC37386510434,369$1.3M0.37%
56ARCH CAP GROUP LTDG0450A10513,944$1.3M0.37%
57ARES CAPITAL CORPARCC65,002$1.3M0.36%
58INVESCO EXCH TRADED FD TR IIIVZ10,929$1.3M0.36%
59ISHARES TR4642875985,769$1.2M0.34%
60J P MORGAN EXCHANGE TRADED F46641Q33221,169$1.2M0.33%
61ZOETIS INCZTS9,581$1.2M0.33%
62VANGUARD INDEX FDS9229087362,274$1.1M0.31%
63GLOBAL X FDS37960A52917,122$1.1M0.31%
64VANGUARD INDEX FDS9229087445,535$1.1M0.29%
65LOCKHEED MARTIN CORPLMT2,125$1.0M0.28%
66QXO INCQXO-PB52,489$1.0M0.28%
67VERIZON COMMUNICATIONS INCVZ23,572$960,0740.27%
68MCDONALDS CORPMCD3,066$937,0390.26%
69AMERICAN TOWER CORP NEW03027X1005,314$932,9590.26%
70JOHNSON & JOHNSONJNJ4,487$928,6520.26%
71BROADCOM INCAVGO2,671$924,3070.26%
72VANGUARD SPECIALIZED FUNDS9219088443,858$847,9170.23%
73CAPITAL GROUP GROWTH ETF14020G10118,668$830,1560.23%
74COSTCO WHSL CORP NEW22160K105954$822,4110.23%
75CAPITAL GROUP GBL GROWTH EQT14020X10423,603$817,8440.23%
76WALMART INCWMT7,265$809,4030.22%
77ISHARES SILVER TRSLV12,086$778,5800.22%
78SPDR SERIES TRUST78464A50813,461$764,7310.21%
79PEPSICO INCPEP5,277$757,3690.21%
80NVIDIA CORPORATIONNVDA3,917$730,5260.20%
81BITWISE BITCOIN ETF TRBITB15,235$724,5770.20%
82RESMED INCRSMDF2,970$715,3840.20%
83DANAHER CORPORATION2358511023,122$714,6880.20%
84ENTERPRISE PRODS PARTNERS L29379210720,890$669,7240.19%
85VANGUARD WORLD FD92204A5042,244$645,9350.18%
86AMPHENOL CORP NEW0320951014,752$642,1440.18%
87DEERE & CODE1,369$637,3650.18%
88INVESCO DB MULTI-SECTOR COMMIVZ6,068$623,8510.17%
89WHITE MTNS INS GROUP LTDG9618E107298$620,1570.17%
90ALTRIA GROUP INCMO10,600$611,1960.17%
91AMERICAN EXPRESS COAXP1,640$606,7180.17%
92ISHARES TR46436E7186,008$603,1100.17%
93SPDR GOLD TRGLD1,503$595,6540.16%
94CHUBB LIMITEDCB1,882$587,4100.16%
95GE VERNOVA INCGEV895$584,9990.16%
96BROADRIDGE FINL SOLUTIONS IN11133T1032,608$581,9800.16%
97FASTENAL COFAST14,352$575,9460.16%
98ISHARES TR4642876552,269$558,5290.15%
99SNAP ON INCSNA1,612$555,4950.15%
100ANALOG DEVICES INCADI1,962$532,0940.15%
101HERSHEY COHSY2,915$530,4320.15%
102SELECT SECTOR SPDR TR81369Y7043,372$523,0650.14%
103EMCOR GROUP INCEME845$517,0090.14%
104CISCO SYS INCCSCO6,618$509,7850.14%
105COMFORT SYS USA INC199908104544$507,7210.14%
106PROGRESSIVE CORP7433151032,204$501,8000.14%
107WEC ENERGY GROUP INCWEC4,690$494,6070.14%
108ENTERGY CORP NEWENO5,299$489,7870.14%
109ISHARES TR4642878617,134$489,3920.14%
110ISHARES TR4642873093,970$489,3420.14%
111NORTHERN TR CORPNTRSO3,573$488,0360.13%
112FIDELITY COVINGTON TRUST3160928408,600$487,5340.13%
113UNITED BANKSHARES INC WEST VUNTCW12,650$485,7500.13%
114MARATHON PETE CORPMARA2,976$483,9870.13%
115FIRST TR EXCHANGE-TRADED FD33733E80720,600$482,2460.13%
116LOCKHEED MARTIN CORPLMT993$480,3730.13%
117WILLIAMS COS INC9694571007,977$479,4720.13%
118ISHARES INC4642866087,446$477,2890.13%
119SPDR INDEX SHS FDS78463X77210,850$476,6980.13%
120EXXON MOBIL CORPXOM3,883$467,2200.13%
121PALANTIR TECHNOLOGIES INCPLTR2,620$465,7050.13%
122VANGUARD INDEX FDS9229087511,800$464,3100.13%
123ISHARES TR46432F3961,842$461,0710.13%
124FIDELITY NATIONAL FINANCIALFNF8,387$457,8460.13%
125TRANE TECHNOLOGIES PLCTT1,157$450,4720.12%
126BITWISE ETHEREUM ETFETHW21,069$448,1380.12%
127LINDE PLCLIN1,049$447,2830.12%
128ROYAL CARIBBEAN GROUPV7780T1031,604$447,2590.12%
129SOUTHERN COSOMN5,107$445,3300.12%
130WELLS FARGO CO NEW9497461014,773$444,7980.12%
131CARPENTER TECHNOLOGY CORPCRS1,411$444,2600.12%
132BWX TECHNOLOGIES INCBWXT2,516$434,8650.12%
133SOMNIGROUP INTERNATIONAL INCSGI4,820$430,2850.12%
134SPDR SERIES TRUST78468R6634,678$427,4760.12%
135NEWMONT CORPNEMCL4,268$426,1910.12%
136FASTENAL COFAST10,616$426,0200.12%
137GILEAD SCIENCES INCGILD3,457$424,3120.12%
138SELECT SECTOR SPDR TR81369Y6057,729$423,3170.12%
139MASTERCARD INCORPORATEDMA735$419,6250.12%
140STATE STR CORPSTT-PG3,175$409,6070.11%
141KINDER MORGAN INC DELEP-PC14,716$404,5430.11%
142CHEVRON CORP NEWCVX2,628$400,5330.11%
143J P MORGAN EXCHANGE TRADED F46641Q8377,719$390,4990.11%
144HOME DEPOT INCHD1,132$389,5210.11%
145MEDPACE HLDGS INCMEDP685$384,7300.11%
146AMERICAN WTR WKS CO INC NEW0304201032,930$382,3650.11%
147SELECT SECTOR SPDR TR81369Y8032,644$380,6570.11%
148VANGUARD STAR FDS9219097685,039$380,1420.11%
149PAYCHEX INCPAYX3,387$379,9540.10%
150US BANCORP DELUSB-PS7,108$379,2830.10%
151ACCENTURE PLC IRELANDACN1,362$365,4250.10%
152HONEYWELL INTL INC4385161061,840$358,9660.10%
153TECHNIPFMC PLCFTI8,044$358,4410.10%
154CNX RES CORPCNX9,739$358,1030.10%
155TENET HEALTHCARE CORPTHC1,787$355,1130.10%
156ENSIGN GROUP INCENSG2,036$354,6710.10%
157ORACLE CORPORCL-PD1,809$352,6310.10%
158NRG ENERGY INCNRG2,148$342,1050.09%
159DOMINION ENERGY INCD5,794$339,4430.09%
160VANGUARD TAX-MANAGED FDS9219438585,396$337,0830.09%
161AUTOMATIC DATA PROCESSING INADP1,303$335,2280.09%
162KEYSIGHT TECHNOLOGIES INCKEYS1,618$328,7610.09%
163CVS HEALTH CORPCVS4,054$321,7030.09%
164CORNING INCGLW3,668$321,1950.09%
165HONEYWELL INTL INC4385161061,575$307,2670.08%
166HOULIHAN LOKEY INCHLI1,761$306,7340.08%
167COLGATE PALMOLIVE COCL3,869$305,7280.08%
168GILEAD SCIENCES INCGILD2,479$304,2620.08%
169SCIENCE APPLICATIONS INTL CO8086251072,983$300,2690.08%
170NETFLIX INCNFLX3,200$300,0320.08%
171MICROSOFT CORPMSFT617$298,3940.08%
172SEMPRASREA3,372$297,7140.08%
173VANGUARD INDEX FDS922908363471$295,1380.08%
174SYSCO CORPSYY3,998$294,6130.08%
175OREILLY AUTOMOTIVE INC67103H1073,195$291,4160.08%
176COSTAR GROUP INCCSGP4,329$291,0820.08%
177MICROSOFT CORPMSFT602$290,9590.08%
178EVERCORE INCEVR827$281,4080.08%
179CAPITAL GROUP DIVIDEND VALUE14020W1066,284$274,2340.08%
180CHOICE HOTELS INTL INC1699051062,868$273,2060.08%
181ARES CAPITAL CORPARCC13,196$266,9550.07%
182ENBRIDGE INCENNPF5,409$258,6990.07%
183EMERSON ELEC COEMR1,932$256,3980.07%
184VANGUARD WHITEHALL FDS9219467942,781$250,2900.07%
185AIR PRODS & CHEMS INCAIIR1,013$250,2310.07%
186DOLLAR TREE INCDLTR2,027$249,3410.07%
187C H ROBINSON WORLDWIDE INCCHRW1,535$246,7670.07%
188DIAGEO PLCDGEAF2,848$245,7060.07%
189HOME DEPOT INCHD713$245,3750.07%
190UBS GROUP AGUBS5,176$239,7150.07%
191CHARLES RIV LABS INTL INC1598641071,194$238,1790.07%
192PRICE T ROWE GROUP INCTROW2,227$228,0000.06%
193AFLAC INCAFL2,060$227,1560.06%
194WELLS FARGO CO NEW9497461012,425$226,0290.06%
195PNC FINL SVCS GROUP INC6934751051,082$225,8540.06%
196PAYCOM SOFTWARE INCPAYC1,406$224,0760.06%
197UNION PAC CORPUNP966$223,5300.06%
198SPDR SERIES TRUST78468R7885,084$219,8830.06%
199ROCKWELL AUTOMATION INCROK565$219,8250.06%
200CONOCOPHILLIPSCOP2,287$214,0860.06%
201TJX COS INC NEW8725401091,386$212,9600.06%
202ONEOK INC NEWOKE2,822$207,4170.06%
203VANGUARD INDEX FDS922908538743$207,2780.06%
204MASTERCARD INCORPORATEDMA360$205,2360.06%
205ALPHABET INCGOOG652$204,6720.06%
206TOLL BROTHERS INCTOL1,500$202,8300.06%
207CARLYLE GROUP INCCGABL3,400$200,9760.06%
208NORDSON CORPNDSN834$200,4910.06%
209CSX CORPCSX5,521$200,1350.06%
210MONDELEZ INTL INC6092071053,653$196,6410.05%
211ALPHABET INCGOOG607$190,4770.05%
212THERMO FISHER SCIENTIFIC INCTMO328$190,1670.05%
213COPART INCCPRT4,800$187,9200.05%
214S&P GLOBAL INCSPGI354$184,8540.05%
215STRYKER CORPORATIONSYK509$178,9500.05%
216LOWES COS INC548661107739$178,3180.05%
217BERKSHIRE HATHAWAY INC DELBRK-A353$177,4350.05%
218GE AEROSPACE369604301557$171,4670.05%
219APPLE INCAAPL549$149,2510.04%
220COLGATE PALMOLIVE COCL1,760$139,0750.04%
221AMAZON COM INCAMZN578$133,4140.04%
222ELI LILLY & COLLY122$131,1110.04%
223DISNEY WALT CO2546871061,072$121,9610.03%
224STARBUCKS CORPSBUX1,230$103,5410.03%
225PHILIP MORRIS INTL INC718172109634$101,6940.03%
226SELECT SECTOR SPDR TR81369Y6051,729$94,6970.03%
227SELECT SECTOR SPDR TR81369Y704609$94,4680.03%
228ISHARES TR464287309766$94,4060.03%
229SOUTHERN COSOMN1,080$94,1760.03%
230GE AEROSPACE369604301301$92,7170.03%
231COPART INCCPRT2,239$87,6570.02%
232JPMORGAN CHASE & CO.VYLD246$79,2660.02%
233VISA INCV192$67,3360.02%
234ARCH CAP GROUP LTDG0450A105689$66,0890.02%
235US BANCORP DELUSB-PS1,192$63,6050.02%
236ALPHABET INCGOOG196$61,3480.02%
237GE VERNOVA INCGEV93$60,7820.02%
238ABBOTT LABSABLZF434$54,3760.02%
239MONDELEZ INTL INC609207105894$48,1290.01%
240CAPITAL GROUP INTL FOCUS EQT14019W1091,600$47,2800.01%
241RTX CORPORATIONRTX249$45,6670.01%
242CAPITAL GROUP GROWTH ETF14020G101831$36,9550.01%
243DANAHER CORPORATION235851102154$35,2540.01%
244LINDE PLCLIN73$31,1260.01%
245SPDR SERIES TRUST78464A508534$30,3280.01%
246AIR PRODS & CHEMS INCAIIR121$29,8890.01%
247WORLD GOLD TRGLDW336$28,6840.01%
248NETFLIX INCNFLX280$26,2530.01%
249BLACKROCK INCBLK23$24,6180.01%
250GILEAD SCIENCES INCGILD193$23,6890.01%
251CVS HEALTH CORPCVS288$22,8560.01%
252UNION PAC CORPUNP94$21,7440.01%
253HOME DEPOT INCHD61$20,9900.01%
254S&P GLOBAL INCSPGI39$20,3810.01%
255INTERNATIONAL BUSINESS MACHSINTR61$18,0690.00%
256PROGRESSIVE CORP74331510377$17,5340.00%
257SEMPRASREA192$16,9520.00%
258SOUTHERN COSOMN194$16,9170.00%
259THERMO FISHER SCIENTIFIC INCTMO28$16,2250.00%
260ABBVIE INCABBV71$16,2230.00%
261BLACKSTONE INCBX101$15,5680.00%
262EXXON MOBIL CORPXOM128$15,4040.00%
263UNITEDHEALTH GROUP INCUNH42$13,8650.00%
264PAYCHEX INCPAYX120$13,4620.00%
265ENTERGY CORP NEWENO140$12,9400.00%
266PNC FINL SVCS GROUP INC69347510559$12,3150.00%
267MONDELEZ INTL INC609207105210$11,3040.00%
268DEERE & CODE24$11,1740.00%
269CHUBB LIMITEDCB35$10,9240.00%
270COPART INCCPRT271$10,6100.00%
271GLOBAL X FDS37960A529121$7,8400.00%
272COSTAR GROUP INCCSGP115$7,7330.00%
273DOLLAR TREE INCDLTR56$6,8890.00%
274CSX CORPCSX174$6,3080.00%
275HONEYWELL INTL INC43851610632$6,2430.00%
276ORACLE CORPORCL-PD21$4,0930.00%