Brown Miller Wealth Management, LLC
CIK 0001840084 · MCLEAN, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
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
Top Holdings
NVDA
NVIDIA CORPORATION
13.3%
AAPL
APPLE INC
8.2%
MSFT
MICROSOFT CORP
4.1%
JPM
JPMORGAN CHASE & CO
3.8%
GOOGL
ALPHABET INC
3.4%
AVGO
BROADCOM INC
2.3%
CGXU
CAPITAL GROUP INTL FOCUS EQT
2.0%
SPYM
SPDR SERIES TRUST
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.