Brown Miller Wealth Management, LLC

CIK 0001840084 · MCLEAN, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

Brown Miller Wealth Management, LLC reported 204 positions worth $397.2M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: NVDA (13.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$397.2M
2026 Q2
Positions
204
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.1%
Est. Net Flow (Q)
2026 Q2
10 / 204 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$53.0M13.34%264,758
2AAPLAPPLE INCSH$32.5M8.18%112,243
3MSFTMICROSOFT CORPSH$16.1M4.06%43,213
4JPMJPMORGAN CHASE & COSH$14.9M3.75%45,560
5GOOGLALPHABET INCSH$13.4M3.38%37,562
6AVGOBROADCOM INCSH$9.0M2.26%23,790
7CGXUCAPITAL GROUP INTL FOCUS EQTSH$7.9M1.98%227,088
8SPYMSPDR SERIES TRUSTSH$7.7M1.94%87,619
9CSCOCISCO SYS INCSH$7.2M1.81%61,321
10AMZNAMAZON COM INCSH$5.6M1.41%23,555

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Brown Miller Wealth Management, LLC hold as of Q2 2026?

Brown Miller Wealth Management, LLC reported 204 positions worth $397.2M in its Q2 2026 13F filing. Largest positions: NVDA (13.3%), AAPL (8.2%), MSFT (4.1%), JPM (3.8%) and GOOGL (3.4%).

What did Brown Miller Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Brown Miller Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.