Institutional Manager · CIK 0001840084
Brown Miller Wealth Management, LLC
MCLEAN, VA · File #028-20464
Latest AUM
$361.9M
Positions
276
Top-10 Concentration
55.9%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025276 pos · $361.9M
- 13F HOLDINGS REPORTQ/E Sep 2025273 pos · $352.8M
- 13F HOLDINGS REPORTQ/E Jun 2025273 pos · $321.9M
- 13F HOLDINGS REPORTQ/E Mar 2025265 pos · $289.0M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024118 pos · $169.0M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024119 pos · $158.2M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024122 pos · $226.8M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024122 pos · $240.8M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024121 pos · $185.3M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024118 pos · $179.1M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024123 pos · $200.1M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024127 pos · $257.3M
- 13F HOLDINGS REPORTQ/E Dec 2024120 pos · $260.8M
- 13F HOLDINGS REPORTQ/E Sep 2024127 pos · $257,239
- 13F HOLDINGS REPORTQ/E Jun 2024122 pos · $240,708
- 13F HOLDINGS REPORTQ/E Mar 2024122 pos · $226,779
- 13F HOLDINGS REPORTQ/E Dec 2023118 pos · $179,031
- 13F HOLDINGS REPORTQ/E Sep 2023121 pos · $185,243
- 13F HOLDINGS REPORTQ/E Jun 2023118 pos · $169,006
- 13F HOLDINGS REPORTQ/E Mar 2023119 pos · $158,133
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 265,246 | $49.5M | 18.03% |
| 2 | APPLE INC | AAPL | 109,476 | $29.8M | 10.85% |
| 3 | MICROSOFT CORP | MSFT | 39,741 | $19.2M | 7.01% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 45,005 | $14.5M | 5.29% |
| 5 | ALPHABET INC | GOOG | 35,880 | $11.2M | 4.09% |
| 6 | BROADCOM INC | AVGO | 20,796 | $7.2M | 2.62% |
| 7 | SPDR SERIES TRUST | 78464A854 | 73,337 | $5.9M | 2.14% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 185,507 | $5.5M | 2.00% |
| 9 | AMAZON COM INC | AMZN | 23,430 | $5.4M | 1.97% |
| 10 | CISCO SYS INC | CSCO | 66,625 | $5.1M | 1.87% |
| 11 | ABBOTT LABS | ABLZF | 40,690 | $5.1M | 1.86% |
| 12 | NEXTERA ENERGY INC | NEE-PW | 62,090 | $5.0M | 1.82% |
| 13 | LOWES COS INC | 548661107 | 18,309 | $4.4M | 1.61% |
| 14 | VANGUARD INDEX FDS | 922908769 | 13,118 | $4.4M | 1.60% |
| 15 | CHUBB LIMITED | CB | 13,600 | $4.2M | 1.55% |
| 16 | RTX CORPORATION | RTX | 22,557 | $4.1M | 1.51% |
| 17 | ELI LILLY & CO | LLY | 3,832 | $4.1M | 1.50% |
| 18 | DISNEY WALT CO | 254687106 | 34,792 | $4.0M | 1.44% |
| 19 | STARBUCKS CORP | SBUX | 46,821 | $3.9M | 1.44% |
| 20 | VISA INC | V | 11,217 | $3.9M | 1.43% |