Brown Miller Wealth Management, LLC
Sector Allocation
- Technology40.5%$160.8M
- Financials14.6%$58.1M
- Other14.6%$57.9M
- Healthcare7.4%$29.4M
- Industrials5.1%$20.4M
- Consumer Discretionary4.5%$17.7M
- Energy3.0%$12.1M
- Consumer Staples3.0%$12.1M
- Utilities2.3%$9.1M
- Materials2.0%$8.1M
AUM History
13fpro.ai/research/fund/brown-miller-wealth-management-llc-1840084
Conviction and streaks
Stable · top 10 = 42.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$53.0MAAPL
$32.5MMSFT
$16.1MJPM
$14.9MGOOGL
$13.4MAVGO
$9.0M- CAPITAL$7.9M
- SPDR$7.7M
CSCO
$7.2MAMZN
$5.6MNEE
$5.2MCB
$5.2M- VANGUARD$5.1M
APH
$4.9MLIN
$4.9M- VANGUARD$4.9M
UNH
$4.9MADI
$4.8MABBV
$4.7MLLY
$4.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/brown-miller-wealth-management-llc-1840084
Brown Miller Wealth Management, LLC 13F holdings — Q2 2026
$397.2M portfolio (+12.9% QoQ) · 204 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio
$53.0M
13.3% of stocks
-0.1%This quarter+4.2%Since filed7+ qtrsHeld$32.5M
8.2% of stocks
+2%This quarter+3.2%Since filed7+ qtrsHeld$16.1M
4.1% of stocks
+1%This quarter+32.8%Since filed7+ qtrsHeld$14.9M
3.8% of stocks
+0.1%This quarter-2.6%Since filed7+ qtrsHeld$13.4M
3.4% of stocks
-3%This quarter-11.2%Since filed7+ qtrsHeld$9.0M
2.3% of stocks
-0.1%This quarter-12.1%Since filed7+ qtrsHeld- 7
CAPITAL GROUP INTL FOCUS EQT - SHS CREATION UNI
$7.9M
2.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - STATE STREET SPD
$7.7M
1.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $7.2M
1.8% of stocks
-8%This quarter+0.5%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$5.6M
1.4% of stocks
-2%This quarter-0.3%Since filed7+ qtrsHeld
All holdings — Brown Miller Wealth Management, LLC (Q2 2026)
204 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NEXTERA ENERGY INC | Utilities | $5.2M | 1.3% | 59K | -7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Chubb Ltd | Financials | $5.2M | 1.3% | 15K | -0.8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $5.1M | 1.3% | 85K | +6% | — | — | 13F |
| 14 | AMPHENOL CORP /DE/ | Technology | $4.9M | 1.2% | 28K | +443% | 6 qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LINDE PLC | Materials | $4.9M | 1.2% | 9,464 | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $4.9M | 1.2% | 13K | — | — | — | 13F |
| 17 | UNITEDHEALTH GROUP INC | Healthcare | $4.9M | 1.2% | 12K | +6% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ANALOG DEVICES INC | Technology | $4.8M | 1.2% | 12K | -10% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AbbVie Inc. | Healthcare | $4.7M | 1.2% | 19K | +10% | 7+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $4.7M | 1.2% | 3,921 | -1% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | KINDER MORGAN, INC. | Energy | $4.5M | 1.1% | 141K | +14% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | LOWES COMPANIES INC | Consumer Discretionary | $4.2M | 1.1% | 19K | +0.5% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | VISA INC. | Financials | $4.1M | 1.0% | 12K | +3% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ABBOTT LABORATORIES | Healthcare | $3.8M | 1.0% | 42K | +0.9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.7M | 0.9% | 13K | +4% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $RTX | RTX Corp | Industrials | $3.6M | 0.9% | 19K | -14% | |||
| 27 | — | ISHARES TR - CORE S&P MCP ETF | — | $3.5M | 0.9% | 46K | -1% | |||
| 28 | $DIS | Walt Disney Co | Communication Services | $3.5M | 0.9% | 36K | +0.1% | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $3.3M | 0.8% | 35K | +5% | |||
| 30 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.3M | 0.8% | 22K | +3% | |||
| 31 | $GD | GENERAL DYNAMICS CORP | Industrials | $3.2M | 0.8% | 8,972 | +0.2% | |||
| 32 | $BLK | BlackRock, Inc. | Financials | $3.1M | 0.8% | 3,234 | +0.6% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $3.0M | 0.7% | 8,362 | -1% | |||
| 34 | $MRK | Merck & Co., Inc. | Healthcare | $2.9M | 0.7% | 23K | — | |||
| 35 | $SYK | STRYKER CORP | Healthcare | $2.9M | 0.7% | 9,097 | +22% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 0.7% | 5,702 | -0.4% | |||
| 37 | $CVX | CHEVRON CORP | Energy | $2.8M | 0.7% | 17K | +7% | |||
| 38 | $PM | Philip Morris International Inc. | Consumer Staples | $2.7M | 0.7% | 15K | +0.8% | |||
| 39 | $PLD | Prologis, Inc. | Real Estate | $2.6M | 0.7% | 19K | -0.5% | |||
| 40 | $O | REALTY INCOME CORP | Real Estate | $2.6M | 0.7% | 42K | +2% | |||
| 41 | $IVZ | Invesco Ltd. | Financials | $2.6M | 0.7% | 16K | +5% | |||
| 42 | $SNOW | Snowflake Inc. | Technology | $2.5M | 0.6% | 9,799 | +23% | |||
| 43 | $GLDM | World Gold Trust | Financials | $2.1M | 0.5% | 26K | +7% | |||
| 44 | $XYL | Xylem Inc. | Industrials | $2.1M | 0.5% | 17K | +3% | |||
| 45 | $ICE | Intercontinental Exchange, Inc. | Financials | $2.0M | 0.5% | 16K | +1% | |||
| 46 | — | ISHARES TR - CORE S&P500 ETF | — | $2.0M | 0.5% | 2,691 | -2% | |||
| 47 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $2.0M | 0.5% | 25K | +295% | |||
| 48 | $ARCC | ARES CAPITAL CORP | Other | $1.9M | 0.5% | 102K | +28% | |||
| 49 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.5% | 17K | -22% | |||
| 50 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $1.8M | 0.5% | 20K | +30% | |||
| 51 | $QBTS | D-Wave Quantum Inc. | Technology | $1.7M | 0.4% | 72K | — | |||
| 52 | $MA | Mastercard Inc | Financials | $1.7M | 0.4% | 3,344 | -2% | |||
| 53 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.7M | 0.4% | 27K | +4% | |||
| 54 | $TT | Trane Technologies plc | Technology | $1.7M | 0.4% | 3,364 | +0.7% | |||
| 55 | $GABC | GERMAN AMERICAN BANCORP, INC. | Financials | $1.6M | 0.4% | 34K | — | |||
| 56 | $QXO | QXO, Inc. | Consumer Discretionary | $1.6M | 0.4% | 92K | +26% | |||
| 57 | $QCOM | QUALCOMM INC/DE | Technology | $1.5M | 0.4% | 8,298 | -7% | |||
| 58 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.5M | 0.4% | 15K | -12% | |||
| 59 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.5M | 0.4% | 2,921 | -6% | |||
| 60 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $1.5M | 0.4% | 47K | +9% | |||
| 61 | $ACGL | ARCH CAPITAL GROUP LTD. | Financials | $1.5M | 0.4% | 15K | -1% | |||
| 62 | $BX | Blackstone Inc. | Financials | $1.4M | 0.4% | 12K | +6% | |||
| 63 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.4M | 0.3% | 24K | +4% | |||
| 64 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.3M | 0.3% | 15K | +491% | |||
| 65 | $FAST | FASTENAL CO | Industrials | $1.2M | 0.3% | 25K | -0.7% | |||
| 66 | $ETR | ENTERGY CORP /DE/ | Utilities | $1.1M | 0.3% | 9,885 | +83% | |||
| 67 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.1M | 0.3% | 5,122 | -7% | |||
| 68 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.1M | 0.3% | 4,154 | -2% | |||
| 69 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $1.0M | 0.3% | 17K | +8% | |||
| 70 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $1.0M | 0.3% | 17K | +9% | |||
| 71 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI | — | $999K | 0.3% | 24K | — | |||
| 72 | $MCD | MCDONALDS CORP | Consumer Discretionary | $992K | 0.3% | 3,669 | +20% | |||
| 73 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $990K | 0.3% | 23K | +3% | |||
| 74 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $985K | 0.3% | 1,597 | +5% | |||
| 75 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $956K | 0.2% | 5,845 | +1% | |||
| 76 | — | ISHARES TR - 0-3 MNTH TREASRY | — | $954K | 0.2% | 9,478 | +74% | |||
| 77 | $GLW | CORNING INC /NY | Materials | $938K | 0.2% | 3,670 | — | |||
| 78 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $914K | 0.2% | 977 | +2% | |||
| 79 | $DE | DEERE & CO | Industrials | $899K | 0.2% | 1,417 | +2% | |||
| 80 | — | CAPITAL GROUP GROWTH ETF - SHS CREATION UNI | — | $881K | 0.2% | 19K | — | |||
| 81 | $FLEX | FLEX LTD. | Technology | $863K | 0.2% | 5,322 | New | |||
| 82 | — | ISHARES TR - MSCI USA VALUE | — | $853K | 0.2% | 4,271 | +7% | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $833K | 0.2% | 13K | New | |||
| 84 | $WMT | Walmart Inc. | Consumer Staples | $823K | 0.2% | 7,265 | — | |||
| 85 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $814K | 0.2% | 3,440 | +3% | |||
| 86 | $EME | EMCOR Group, Inc. | Industrials | $802K | 0.2% | 966 | +6% | |||
| 87 | $GEV | GE Vernova Inc. | Industrials | $793K | 0.2% | 675 | -35% | |||
| 88 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $792K | 0.2% | 1,096 | New | |||
| 89 | — | SELECT SECTOR SPDR TR - STATE STREET IND | — | $784K | 0.2% | 4,231 | +6% | |||
| 90 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $769K | 0.2% | 21K | +0.1% | |||
| 91 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $763K | 0.2% | 11K | — | |||
| 92 | $MPC | Marathon Petroleum Corp | Energy | $761K | 0.2% | 2,976 | — | |||
| 93 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $758K | 0.2% | 5,996 | -1% | |||
| 94 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $733K | 0.2% | 370 | -37% | |||
| 95 | $NVO | NOVO NORDISK A S | Healthcare | $717K | 0.2% | 15K | +3% | |||
| 96 | — | ISHARES TR - MSCI EMG MKT ETF | — | $711K | 0.2% | 10K | +6% | |||
| 97 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $692K | 0.2% | 1,963 | +0.1% | |||
| 98 | — | ISHARES TR - RUSSELL 2000 ETF | — | $681K | 0.2% | 2,266 | -0.1% | |||
| 99 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $656K | 0.2% | 2,194 | — | |||
| 100 | $SNA | Snap-on Inc | Industrials | $643K | 0.2% | 1,597 | — | |||
| 101 | — | ISHARES INC - MSCI EURZONE ETF | — | $641K | 0.2% | 9,217 | +7% | |||
| 102 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $634K | 0.2% | 4,397 | New | |||
| 103 | $DHR | DANAHER CORP /DE/ | Healthcare | $623K | 0.2% | 3,270 | -0.1% | |||
| 104 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $622K | 0.2% | 6,610 | New | |||
| 105 | $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | Financials | $619K | 0.2% | 298 | — | |||
| 106 | $PEP | PEPSICO INC | Consumer Staples | $610K | 0.1% | 4,502 | — | |||
| 107 | $WELL | WELLTOWER INC. | Real Estate | $609K | 0.1% | 2,682 | New | |||
| 108 | $SO | SOUTHERN CO | Utilities | $609K | 0.1% | 6,358 | — | |||
| 109 | $FTI | TechnipFMC plc | Energy | $602K | 0.1% | 9,086 | +5% | |||
| 110 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $602K | 0.1% | 8,093 | +0.1% | |||
| 111 | $DBP | Invesco DB Precious Metals Fund | Financials | $597K | 0.1% | 6,461 | +6% | |||
| 112 | $UBSI | UNITED BANKSHARES INC/WV | Financials | $591K | 0.1% | 13K | +0.9% | |||
| 113 | $GLD | SPDR GOLD TRUST | Financials | $587K | 0.1% | 1,594 | +6% | |||
| 114 | $RMD | RESMED INC | Healthcare | $579K | 0.1% | 2,970 | — | |||
| 115 | $SNDK | Sandisk Corp | Technology | $555K | 0.1% | 244 | New | |||
| 116 | $AXP | AMERICAN EXPRESS CO | Financials | $555K | 0.1% | 1,640 | — | |||
| 117 | — | ISHARES TR - EUROPE ETF | — | $553K | 0.1% | 7,591 | +6% | |||
| 118 | $EIX | EDISON INTERNATIONAL | Utilities | $553K | 0.1% | 7,425 | New | |||
| 119 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $546K | 0.1% | 1,800 | — | |||
| 120 | $HWM | Howmet Aerospace Inc. | Materials | $538K | 0.1% | 2,001 | +8% | |||
| 121 | $STT | STATE STREET CORP | Financials | $536K | 0.1% | 3,175 | — | |||
| 122 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $531K | 0.1% | 3,884 | +6% | |||
| 123 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $529K | 0.1% | 4,528 | — | |||
| 124 | $WT | WisdomTree, Inc. | Financials | $528K | 0.1% | 9,759 | New | |||
| 125 | $HSY | HERSHEY CO | Consumer Staples | $523K | 0.1% | 2,983 | +2% | |||
| 126 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $517K | 0.1% | 2,365 | +2% | |||
| 127 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $516K | 0.1% | 5,629 | — | |||
| 128 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | Healthcare | $511K | 0.1% | 6,269 | New | |||
| 129 | $PWR | QUANTA SERVICES, INC. | Industrials | $510K | 0.1% | 708 | New | |||
| 130 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $506K | 0.1% | 8,751 | -1.0% | |||
| 131 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | — | $504K | 0.1% | 2,644 | — | |||
| 132 | $USB | US BANCORP \DE\ | Financials | $500K | 0.1% | 8,274 | -0.2% | |||
| 133 | $TRGP | Targa Resources Corp. | Energy | $494K | 0.1% | 1,843 | New | |||
| 134 | $BWXT | BWX Technologies, Inc. | Industrials | $490K | 0.1% | 2,516 | — | |||
| 135 | $NTRS | NORTHERN TRUST CORP | Financials | $489K | 0.1% | 2,812 | — | |||
| 136 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $473K | 0.1% | 1,995 | +10% | |||
| 137 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $469K | 0.1% | 7,786 | — | |||
| 138 | $IBKR | Interactive Brokers Group, Inc. | Financials | $468K | 0.1% | 5,375 | +8% | |||
| 139 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $467K | 0.1% | 3,193 | +7% | |||
| 140 | $SLV | iShares Silver Trust | Financials | $444K | 0.1% | 8,308 | +7% | |||
| 141 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $431K | 0.1% | 5,039 | — | |||
| 142 | $KLAC | KLA CORP | Technology | $428K | 0.1% | 1,418 | New | |||
| 143 | $CLX | CLOROX CO /DE/ | Consumer Staples | $410K | 0.1% | 4,300 | +33% | |||
| 144 | $LITE | Lumentum Holdings Inc. | Technology | $409K | 0.1% | 477 | New | |||
| 145 | $ELAN | Elanco Animal Health Inc | Healthcare | $408K | 0.1% | 17K | +6% | |||
| 146 | $CSX | CSX CORP | Industrials | $405K | 0.1% | 8,521 | +54% | |||
| 147 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $397K | 0.1% | 2,322 | New | |||
| 148 | $FNF | Fidelity National Financial, Inc. | Financials | $396K | 0.1% | 8,387 | — | |||
| 149 | $AWK | American Water Works Company, Inc. | Utilities | $386K | 0.1% | 2,930 | — | |||
| 150 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $384K | 0.1% | 5,396 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 26 new, 84 added to, 43 trimmed, 15 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
$FLEXFLEX LTD.$863K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$792K
first bought this quarter
- FIRST TR EXCHANGE-TRADED ALP - COM SHS$634K
first bought this quarter
$SWKSTANLEY BLACK & DECKER, INC.$622K
first bought this quarter
$WELLWELLTOWER INC.$609K
first bought this quarter
$SNDKSandisk Corp$555K
first bought this quarter
+20 more in the Excel export
Added to (84)
now $4.9M · held 6 qtrs, 6 adds in a row
- VANGUARD INDEX FDS - MID CAP ETF+295%
now $2.0M
- VANGUARD INDEX FDS - GROWTH ETF+491%
now $1.3M
$KMIKINDER MORGAN, INC.+14%
now $4.5M · held 7+ qtrs, 6 adds in a row
now $32.5M · held 7+ qtrs
$ETRENTERGY CORP /DE/+83%
now $1.1M · held 6 qtrs
+78 more in the Excel export
Trimmed (43)
$ACNAccenture plc-84%
now $247K · held 7+ qtrs
now $7.2M · held 7+ qtrs, 2 trims in a row
$RTXRTX Corp-14%
now $3.6M · held 7+ qtrs, 3 trims in a row
now $4.8M · held 7+ qtrs
$FIXCOMFORT SYSTEMS USA INC-37%
now $733K · held 4 qtrs
$GEVGE Vernova Inc.-35%
now $793K · held 6 qtrs
+37 more in the Excel export
Holdings by quarter
Every 13F Brown Miller Wealth Management, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow Brown Miller Wealth Management?
Q2 2026 13F filed with the SEC on Jul 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Brown Miller Wealth Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.8%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 15% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Brown Miller Wealth Management, LLC disclosed 204 positions worth $397.2M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 13.3% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 26 new positions and exited 15 — including a new stake in $FLEX and a full exit from $ZTS. The portfolio is most concentrated in Technology (40.5% of disclosed assets). All figures are sourced directly from Brown Miller Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1840084.
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AI-Powered Hedge Fund Analysis: Brown Miller Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Brown Miller Wealth Management, LLC (SEC CIK: 1840084), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Brown Miller Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.