Brown Miller Wealth Management, LLC
CIK: 0001840084SEC EDGAR →
Portfolio Value
$361.9M
Holdings
193
As of
Q4 2025
New Positions
193
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 269,163 | $50.2M | 13.87% |
| 2 | APPLE INC | 110,025 | $29.9M | 8.26% |
| 3 | MICROSOFT CORP | 40,960 | $19.8M | 5.47% |
| 4 | JPMORGAN CHASE & CO. | 45,251 | $14.6M | 4.03% |
| 5 | ALPHABET INC | 36,076 | $11.3M | 3.12% |
| 6 | BROADCOM INC | 23,467 | $8.1M | 2.24% |
| 7 | SPDR SERIES TRUST | 73,337 | $5.9M | 1.63% |
| 8 | CISCO SYS INC | 73,243 | $5.6M | 1.56% |
| 9 | AMAZON COM INC | 24,008 | $5.5M | 1.53% |
| 10 | CAPITAL GROUP INTL FOCUS EQT | 187,107 | $5.5M | 1.53% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (193)
$50.2M · 269K shares
$29.9M · 110K shares
$19.8M · 41K shares
$14.6M · 45K shares
$11.3M · 36K shares
$8.1M · 23K shares
$5.9M · 73K shares
$5.6M · 73K shares
$5.5M · 24K shares
$5.5M · 187K shares
$5.2M · 41K shares
$5.0M · 62K shares
$4.8M · 16K shares
$4.6M · 19K shares
$4.4M · 13K shares
$4.2M · 4K shares
$4.2M · 23K shares
$4.1M · 36K shares
$4.0M · 48K shares
$4.0M · 9K shares
$4.0M · 11K shares
$3.7M · 16K shares
$3.6M · 13K shares
$3.6M · 12K shares
$3.4M · 24K shares
$3.4M · 3K shares
$3.4M · 10K shares
$3.3M · 62K shares
$3.1M · 47K shares
$3.1M · 12K shares
$3.0M · 9K shares
$2.9M · 6K shares
$2.6M · 7K shares
$2.6M · 16K shares
$2.5M · 16K shares
$2.4M · 14K shares
$2.4M · 19K shares
$2.4M · 23K shares
$2.4M · 15K shares
$2.4M · 86K shares
$2.2M · 40K shares
$2.2M · 31K shares
$2.2M · 4K shares
$2.2M · 16K shares
$2.2M · 26K shares
$2.1M · 42K shares
$2.0M · 6K shares
$2.0M · 19K shares
$1.9M · 72K shares
$1.9M · 3K shares
$1.8M · 6K shares
$1.7M · 8K shares
$1.6M · 78K shares
$1.5M · 3K shares
$1.5M · 10K shares
$1.5M · 25K shares
$1.4M · 15K shares
$1.3M · 34K shares
$1.3M · 11K shares
$1.2M · 6K shares
$1.2M · 21K shares
$1.2M · 10K shares
$1.1M · 17K shares
$1.1M · 2K shares
$1.1M · 6K shares
$1.0M · 52K shares
$1.0M · 25K shares
$960K · 24K shares
$937K · 3K shares
$932K · 5K shares
$928K · 4K shares
$866K · 19K shares
$847K · 4K shares
$822K · 954 shares
$817K · 24K shares
$809K · 7K shares
$794K · 14K shares
$778K · 12K shares
$757K · 5K shares
$751K · 6K shares
$749K · 3K shares
$724K · 15K shares
$715K · 3K shares
$671K · 3K shares
$670K · 7K shares
$669K · 21K shares
$654K · 2K shares
$648K · 1K shares
$645K · 2K shares
$644K · 988 shares
$642K · 5K shares
$623K · 6K shares
$620K · 298 shares
$617K · 4K shares
$611K · 11K shares
$606K · 2K shares
$603K · 6K shares
$595K · 2K shares
$583K · 5K shares
$581K · 3K shares
$558K · 2K shares
$555K · 6K shares
$555K · 2K shares
$530K · 3K shares
$518K · 2K shares
$517K · 845 shares
$517K · 9K shares
$507K · 544 shares
$501K · 5K shares
$494K · 5K shares
$489K · 7K shares
$488K · 4K shares
$487K · 9K shares
$485K · 13K shares
$483K · 3K shares
$482K · 21K shares
$482K · 4K shares
$479K · 8K shares
$477K · 7K shares
$476K · 11K shares
$465K · 3K shares
$464K · 2K shares
$461K · 2K shares
$457K · 8K shares
$450K · 1K shares
$448K · 21K shares
$447K · 2K shares
$444K · 6K shares
$444K · 1K shares
$442K · 8K shares
$434K · 3K shares
$430K · 5K shares
$427K · 5K shares
$426K · 4K shares
$409K · 3K shares
$392K · 4K shares
$390K · 8K shares
$384K · 685 shares
$382K · 3K shares
$380K · 3K shares
$380K · 5K shares
$358K · 8K shares
$358K · 10K shares
$356K · 2K shares
$355K · 2K shares
$354K · 2K shares
$343K · 4K shares
$342K · 2K shares
$339K · 6K shares
$337K · 5K shares
$335K · 1K shares
$328K · 2K shares
$326K · 3K shares
$321K · 4K shares
$313K · 4K shares
$306K · 2K shares
$300K · 3K shares
$298K · 4K shares
$295K · 471 shares
$294K · 4K shares
$291K · 3K shares
$284K · 7K shares
$281K · 827 shares
$279K · 1K shares
$274K · 6K shares
$273K · 3K shares
$263K · 858 shares
$258K · 5K shares
$256K · 2K shares
$255K · 2K shares
$255K · 5K shares
$250K · 3K shares
$246K · 2K shares
$245K · 3K shares
$244K · 1K shares
$239K · 5K shares
$238K · 1K shares
$237K · 1K shares
$228K · 2K shares
$227K · 2K shares
$224K · 1K shares
$219K · 5K shares
$219K · 565 shares
$214K · 2K shares
$212K · 1K shares
$207K · 743 shares
$207K · 3K shares
$206K · 6K shares
$206K · 356 shares
$204K · 393 shares
$202K · 2K shares
$200K · 834 shares
$200K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 24 | $138.0M | 38.1% |
| Financial Services | 70 | $95.7M | 26.4% |
| Healthcare | 16 | $27.0M | 7.5% |
| Industrials | 24 | $19.8M | 5.5% |
| Consumer Cyclical | 11 | $19.3M | 5.3% |
| Communication Services | 4 | $17.7M | 4.9% |
| Unknown | 8 | $9.0M | 2.5% |
| Consumer Defensive | 11 | $8.5M | 2.3% |
| Energy | 11 | $8.3M | 2.3% |
| Utilities | 7 | $7.8M | 2.2% |
| Real Estate | 4 | $5.9M | 1.6% |
| Basic Materials | 3 | $4.7M | 1.3% |