Brown Miller Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Brown Miller Wealth Management, LLC held in its portfolio 190 assets valued at $361,945,005 (i.e. $361.95M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($50.20M), APPLE INC ($29.91M), and MICROSOFT CORP ($19.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 190 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Brown Miller Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 269163 | 50198833 | COM |
| APPLE INC | 110025 | 29911494 | COM |
| MICROSOFT CORP | 40960 | 19808805 | COM |
| JPMORGAN CHASE & CO. | 45251 | 14580903 | COM |
| ALPHABET INC | 36076 | 11291889 | CAP STK CL A |
| BROADCOM INC | 23467 | 8121872 | COM |
| SPDR SERIES TRUST | 97094 | 7325538 | STATE STREET SPD |
| CISCO SYS INC | 73243 | 5641872 | COM |
| AMAZON COM INC | 24008 | 5541527 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 187107 | 5529013 | SHS CREATION UNI |
| ABBOTT LABS | 41124 | 5152370 | COM |
| NEXTERA ENERGY INC | 62090 | 4984604 | COM |
| CHUBB LIMITED | 15517 | 4843320 | COM |
| LOWES COS INC | 19048 | 4593710 | COM |
| VANGUARD INDEX FDS | 13118 | 4398167 | TOTAL STK MKT |
| ELI LILLY & CO | 3954 | 4249796 | COM |
| RTX CORPORATION | 22806 | 4182579 | COM |
| DISNEY WALT CO | 35864 | 4080286 | COM |
| STARBUCKS CORP | 48051 | 4046379 | COM |
| LINDE PLC | 9483 | 4043443 | SHS |
| VISA INC | 11409 | 4001081 | COM CL A |
| ABBVIE INC | 16052 | 3667646 | COM |
| ANALOG DEVICES INC | 13461 | 3650669 | COM |
| INTERNATIONAL BUSINESS MACHS | 12206 | 3615487 | COM |
| PROCTER AND GAMBLE CO | 24072 | 3449826 | COM |
| BLACKROCK INC | 3216 | 3442720 | COM |
| UNITEDHEALTH GROUP INC | 10391 | 3430035 | COM |
| VANGUARD INTL EQUITY INDEX F | 61699 | 3316944 | FTSE EMR MKT ETF |
| ISHARES TR | 47317 | 3122950 | CORE S&P MCP ETF |
| ACCENTURE PLC IRELAND | 11558 | 3100919 | SHS CLASS A |
| GENERAL DYNAMICS CORP | 8889 | 2992524 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5719 | 2874655 | CL B NEW |
| STRYKER CORPORATION | 7447 | 2617530 | COM |
| INTERCONTINENTAL EXCHANGE IN | 16048 | 2599127 | COM |
| CHEVRON CORP NEW | 16195 | 2468305 | COM |
| QUALCOMM INC | 14221 | 2432525 | COM |
| PROLOGIS INC. | 19018 | 2427780 | COM |
| MERCK & CO INC | 22736 | 2393191 | COM |
| PHILIP MORRIS INTL INC | 14819 | 2376900 | COM |
| KINDER MORGAN INC DEL | 85832 | 2359521 | COM |
| REALTY INCOME CORP | 39801 | 2243599 | COM |
| INVESCO EXCHANGE TRADED FD T | 31044 | 2235455 | S&P SMLCP MOMENT |
| MASTERCARD INCORPORATED | 3908 | 2230847 | CL A |
| XYLEM INC | 16265 | 2215012 | COM |
| WORLD GOLD TR | 25753 | 2198533 | SPDR GLD MINIS |
| TRACTOR SUPPLY CO | 41865 | 2093645 | COM |
| ALPHABET INC | 6462 | 2027897 | CAP STK CL C |
| INVESCO EXCHANGE TRADED FD T | 19120 | 1958256 | S&P MDCP QUALITY |
| D-WAVE QUANTUM INC | 72421 | 1893809 | COM |
| ISHARES TR | 2740 | 1876501 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 6221 | 1805362 | MID CAP ETF |
| SNOWFLAKE INC | 7576 | 1661871 | COM SHS |
| ARES CAPITAL CORP | 78198 | 1581951 | COM |
| LOCKHEED MARTIN CORP | 3118 | 1508172 | COM |
| BLACKSTONE INC | 9533 | 1469388 | COM |
| J P MORGAN EXCHANGE TRADED F | 24982 | 1451941 | NASDAQ EQT PREM |
| ARCH CAP GROUP LTD | 14633 | 1403597 | ORD |
| GERMAN AMERN BANCORP INC | 34369 | 1346577 | COM |
| INVESCO EXCH TRADED FD TR II | 10929 | 1304102 | S&P 500 MOMNTM |
| ISHARES TR | 5769 | 1213451 | RUS 1000 VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 21169 | 1211690 | EQUITY PREMIUM |
| ZOETIS INC | 9581 | 1205438 | CL A |
| GLOBAL X FDS | 17243 | 1117194 | DEFENSE TECH ETF |
| VANGUARD INDEX FDS | 2274 | 1109394 | GROWTH ETF |
| VANGUARD INDEX FDS | 5535 | 1057130 | VALUE ETF |
| QXO INC | 52489 | 1012513 | COM NEW |
| FASTENAL CO | 24968 | 1001966 | COM |
| VERIZON COMMUNICATIONS INC | 23572 | 960074 | COM |
| MCDONALDS CORP | 3066 | 937039 | COM |
| AMERICAN TOWER CORP NEW | 5314 | 932959 | COM |
| JOHNSON & JOHNSON | 4487 | 928652 | COM |
| CAPITAL GROUP GROWTH ETF | 19499 | 867111 | SHS CREATION UNI |
| VANGUARD SPECIALIZED FUNDS | 3858 | 847917 | DIV APP ETF |
| COSTCO WHSL CORP NEW | 954 | 822411 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 23603 | 817844 | SHS CREATION UNI |
| WALMART INC | 7265 | 809403 | COM |
| ISHARES SILVER TR | 12086 | 778580 | ISHARES |
| PEPSICO INC | 5277 | 757369 | COM |
| GILEAD SCIENCES INC | 6129 | 752263 | COM |
| DANAHER CORPORATION | 3276 | 749942 | COM |
| BITWISE BITCOIN ETF TR | 15235 | 724577 | SHS BEN INT |
| RESMED INC | 2970 | 715384 | COM |
| HONEYWELL INTL INC | 3447 | 672476 | COM |
| WELLS FARGO CO NEW | 7198 | 670827 | COM |
| ENTERPRISE PRODS PARTNERS L | 20890 | 669724 | COM |
| HOME DEPOT INC | 1906 | 655886 | COM |
| DEERE & CO | 1393 | 648539 | COM |
| VANGUARD WORLD FD | 2244 | 645935 | HEALTH CAR ETF |
| GE VERNOVA INC | 988 | 645781 | COM |
| AMPHENOL CORP NEW | 4752 | 642144 | CL A |
| INVESCO DB MULTI-SECTOR COMM | 6068 | 623851 | PRECIOUS METAL |
| WHITE MTNS INS GROUP LTD | 298 | 620157 | COM |
| SELECT SECTOR SPDR TR | 3981 | 617533 | STATE STREET IND |
| ALTRIA GROUP INC | 10600 | 611196 | COM |
| AMERICAN EXPRESS CO | 1640 | 606718 | COM |
| ISHARES TR | 6008 | 603110 | 0-3 MNTH TREASRY |
| SPDR GOLD TR | 1503 | 595654 | GOLD SHS |
| ISHARES TR | 4736 | 583748 | S&P 500 GRWT ETF |
| BROADRIDGE FINL SOLUTIONS IN | 2608 | 581980 | COM |
| ISHARES TR | 2269 | 558529 | RUSSELL 2000 ETF |
| SOUTHERN CO | 6381 | 556423 | COM |
| SNAP ON INC | 1612 | 555495 | COM |
| HERSHEY CO | 2915 | 530432 | COM |
| PROGRESSIVE CORP | 2281 | 519334 | COM |
| SELECT SECTOR SPDR TR | 9458 | 518014 | STATE STREET FIN |
| EMCOR GROUP INC | 845 | 517009 | COM |
| COMFORT SYS USA INC | 544 | 507721 | COM |
| ENTERGY CORP NEW | 5439 | 502727 | COM |
| WEC ENERGY GROUP INC | 4690 | 494607 | COM |
| ISHARES TR | 7134 | 489392 | EUROPE ETF |
| NORTHERN TR CORP | 3573 | 488036 | COM |
| FIDELITY COVINGTON TRUST | 8600 | 487534 | HIGH DIVID ETF |
| UNITED BANKSHARES INC WEST V | 12650 | 485750 | COM |
| MARATHON PETE CORP | 2976 | 483987 | COM |
| EXXON MOBIL CORP | 4011 | 482624 | COM |
| FIRST TR EXCHANGE-TRADED FD | 20600 | 482246 | NAT GAS ETF |
| WILLIAMS COS INC | 7977 | 479472 | COM |
| ISHARES INC | 7446 | 477289 | MSCI EURZONE ETF |
| SPDR INDEX SHS FDS | 10850 | 476698 | S&P INTL ETF |
| PALANTIR TECHNOLOGIES INC | 2620 | 465705 | CL A |
| VANGUARD INDEX FDS | 1800 | 464310 | SMALL CP ETF |
| ISHARES TR | 1842 | 461071 | MSCI USA MMENTM |
| FIDELITY NATIONAL FINANCIAL | 8387 | 457846 | COM SHS |
| TRANE TECHNOLOGIES PLC | 1157 | 450472 | SHS |
| BITWISE ETHEREUM ETF | 21069 | 448138 | SHS |
| ROYAL CARIBBEAN GROUP | 1604 | 447259 | COM |
| COLGATE PALMOLIVE CO | 5629 | 444803 | COM |
| CARPENTER TECHNOLOGY CORP | 1411 | 444260 | COM |
| US BANCORP DEL | 8300 | 442888 | COM NEW |
| BWX TECHNOLOGIES INC | 2516 | 434865 | COM |
| SOMNIGROUP INTERNATIONAL INC | 4820 | 430285 | COM |
| NEWMONT CORP | 4268 | 426191 | COM |
| STATE STR CORP | 3175 | 409607 | COM |
| PAYCHEX INC | 3507 | 393416 | COM |
| J P MORGAN EXCHANGE TRADED F | 7719 | 390499 | ULTRA SHRT ETF |
| MEDPACE HLDGS INC | 685 | 384730 | COM |
| AMERICAN WTR WKS CO INC NEW | 2930 | 382365 | COM |
| SELECT SECTOR SPDR TR | 2644 | 380657 | STATE STREET TEC |
| VANGUARD STAR FDS | 5039 | 380142 | VG TL INTL STK F |
| TECHNIPFMC PLC | 8044 | 358441 | COM |
| CNX RES CORP | 9739 | 358103 | COM |
| ORACLE CORP | 1830 | 356724 | COM |
| TENET HEALTHCARE CORP | 1787 | 355113 | COM NEW |
| ENSIGN GROUP INC | 2036 | 354671 | COM |
| CVS HEALTH CORP | 4342 | 344559 | COM |
| NRG ENERGY INC | 2148 | 342105 | COM NEW |
| DOMINION ENERGY INC | 5794 | 339443 | COM |
| VANGUARD TAX-MANAGED FDS | 5396 | 337083 | VAN FTSE DEV MKT |
| AUTOMATIC DATA PROCESSING IN | 1303 | 335228 | COM |
| KEYSIGHT TECHNOLOGIES INC | 1618 | 328761 | COM |
| NETFLIX INC | 3480 | 326285 | COM |
| CORNING INC | 3668 | 321195 | COM |
| SEMPRA | 3564 | 314666 | COM |
| HOULIHAN LOKEY INC | 1761 | 306734 | CL A |
| SCIENCE APPLICATIONS INTL CO | 2983 | 300269 | COM |
| COSTAR GROUP INC | 4444 | 298815 | COM |
| VANGUARD INDEX FDS | 471 | 295138 | S&P 500 ETF SHS |
| SYSCO CORP | 3998 | 294613 | COM |
| OREILLY AUTOMOTIVE INC | 3195 | 291416 | COM |
| COPART INC | 7310 | 286187 | COM |
| EVERCORE INC | 827 | 281408 | CLASS A |
| AIR PRODS & CHEMS INC | 1134 | 280120 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 6284 | 274234 | SHS CREATION UNI |
| CHOICE HOTELS INTL INC | 2868 | 273206 | COM |
| GE AEROSPACE | 858 | 264184 | COM NEW |
| ENBRIDGE INC | 5409 | 258699 | COM |
| EMERSON ELEC CO | 1932 | 256398 | COM |
| DOLLAR TREE INC | 2083 | 256230 | COM |
| MONDELEZ INTL INC | 4757 | 256074 | CL A |
| VANGUARD WHITEHALL FDS | 2781 | 250290 | INTL HIGH ETF |
| C H ROBINSON WORLDWIDE INC | 1535 | 246767 | COM NEW |
| DIAGEO PLC | 2848 | 245706 | SPON ADR NEW |
| UNION PAC CORP | 1060 | 245274 | COM |
| UBS GROUP AG | 5176 | 239715 | SHS |
| CHARLES RIV LABS INTL INC | 1194 | 238179 | COM |
| PNC FINL SVCS GROUP INC | 1141 | 238169 | COM |
| PRICE T ROWE GROUP INC | 2227 | 228000 | COM |
| AFLAC INC | 2060 | 227156 | COM |
| PAYCOM SOFTWARE INC | 1406 | 224076 | COM |
| ROCKWELL AUTOMATION INC | 565 | 219825 | COM |
| CONOCOPHILLIPS | 2287 | 214086 | COM |
| TJX COS INC NEW | 1386 | 212960 | COM |
| ONEOK INC NEW | 2822 | 207417 | COM |
| VANGUARD INDEX FDS | 743 | 207278 | MCAP GR IDXVIP |
| CSX CORP | 5695 | 206443 | COM |
| THERMO FISHER SCIENTIFIC INC | 356 | 206392 | COM |
| S&P GLOBAL INC | 393 | 205235 | COM |
| TOLL BROTHERS INC | 1500 | 202830 | COM |
| CARLYLE GROUP INC | 3400 | 200976 | COM |
| NORDSON CORP | 834 | 200491 | COM |
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