BROWN WEALTH MANAGEMENT, LLC
BROWN WEALTH MANAGEMENT, LLC reported 134 positions worth $447.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: IVV (17.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $78.6M | 17.58% | 104,951 | — | — | |
| ▸ 2 | VEA | SH | $31.8M | 7.10% | 445,636 | — | — | |
| ▸ 3 | BIV | SH | $29.8M | 6.66% | 388,428 | — | — | |
| ▸ 4 | VTV | SH | $23.0M | 5.14% | 105,387 | — | — | |
| ▸ 5 | VUG | SH | $22.1M | 4.95% | 256,846 | — | — | |
| ▸ 6 | MUB | SH | $20.8M | 4.66% | 193,485 | — | — | |
| ▸ 7 | SUB | SH | $17.9M | 4.00% | 168,105 | — | — | |
| ▸ 8 | VWO | SH | $11.5M | 2.56% | 191,994 | — | — | |
| ▸ 9 | IDEV | SH | $11.4M | 2.56% | 128,558 | — | — | |
| ▸ 10 | PSTP | SH | $10.1M | 2.27% | 275,784 | — | — |
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Frequently Asked Questions
What stocks does BROWN WEALTH MANAGEMENT, LLC hold as of Q2 2026?
BROWN WEALTH MANAGEMENT, LLC reported 134 positions worth $447.2M in its Q2 2026 13F filing. Largest positions: IVV (17.6%), VEA (7.1%), BIV (6.7%), VTV (5.1%) and VUG (4.9%).
What did BROWN WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BROWN 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.