Brown Miller Wealth Management, LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$361.9M

Holdings

193

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (193 positions)

StockValue
NVDANVIDIA CORPORATION
$50.2M
AAPLAPPLE INC
$29.9M
MSFTMICROSOFT CORP
$19.8M
JPMJPMORGAN CHASE & CO.
$14.6M
GOOGLALPHABET INC
$11.3M
AVGOBROADCOM INC
$8.1M
SPYMSPDR SERIES TRUST
$5.9M
CSCOCISCO SYS INC
$5.6M
AMZNAMAZON COM INC
$5.5M
CGXUCAPITAL GROUP INTL FOCUS EQT
$5.5M
ABTABBOTT LABS
$5.2M
NEENEXTERA ENERGY INC
$5.0M
CBCHUBB LIMITED
$4.8M
LOWLOWES COS INC
$4.6M
VTIVANGUARD INDEX FDS
$4.4M
LLYELI LILLY & CO
$4.2M
RTXRTX CORPORATION
$4.2M
DISDISNEY WALT CO
$4.1M
SBUXSTARBUCKS CORP
$4.0M
LINLINDE PLC
$4.0M
VVISA INC
$4.0M
ABBVABBVIE INC
$3.7M
ADIANALOG DEVICES INC
$3.6M
IBMINTERNATIONAL BUSINESS MACHS
$3.6M
PGPROCTER AND GAMBLE CO
$3.4M
BLKBLACKROCK INC
$3.4M
UNHUNITEDHEALTH GROUP INC
$3.4M
VWOVANGUARD INTL EQUITY INDEX F
$3.3M
IJHISHARES TR
$3.1M
ACNACCENTURE PLC IRELAND
$3.1M
GDGENERAL DYNAMICS CORP
$3.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.9M
SYKSTRYKER CORPORATION
$2.6M
ICEINTERCONTINENTAL EXCHANGE IN
$2.6M
CVXCHEVRON CORP NEW
$2.5M
QCOMQUALCOMM INC
$2.4M
PLDPROLOGIS INC.
$2.4M
MRKMERCK & CO INC
$2.4M
4I1PHILIP MORRIS INTL INC
$2.4M
KMIKINDER MORGAN INC DEL
$2.4M
OREALTY INCOME CORP
$2.2M
XSMOINVESCO EXCHANGE TRADED FD T
$2.2M
MAMASTERCARD INCORPORATED
$2.2M
XYLXYLEM INC
$2.2M
GLDMWORLD GOLD TR
$2.2M
TSCOTRACTOR SUPPLY CO
$2.1M
GOOGALPHABET INC
$2.0M
XMHQINVESCO EXCHANGE TRADED FD T
$2.0M
QBTSD-WAVE QUANTUM INC
$1.9M
IVVISHARES TR
$1.9M
VOVANGUARD INDEX FDS
$1.8M
SNOWSNOWFLAKE INC
$1.7M
ARCCARES CAPITAL CORP
$1.6M
LMTLOCKHEED MARTIN CORP
$1.5M
BXBLACKSTONE INC
$1.5M
JEPQJ P MORGAN EXCHANGE TRADED F
$1.5M
ACGLARCH CAP GROUP LTD
$1.4M
GABCGERMAN AMERN BANCORP INC
$1.3M
KLMNINVESCO EXCH TRADED FD TR II
$1.3M
IWDISHARES TR
$1.2M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.2M
ZTSZOETIS INC
$1.2M
SHLDGLOBAL X FDS
$1.1M
VUGVANGUARD INDEX FDS
$1.1M
VTVVANGUARD INDEX FDS
$1.1M
QXOQXO INC
$1.0M
FASTFASTENAL CO
$1.0M
BACVERIZON COMMUNICATIONS INC
$960K
MCDMCDONALDS CORP
$937K
AMTAMERICAN TOWER CORP NEW
$932K
JNJJOHNSON & JOHNSON
$928K
CGGRCAPITAL GROUP GROWTH ETF
$866K
VIGVANGUARD SPECIALIZED FUNDS
$847K
COSTCOSTCO WHSL CORP NEW
$822K
CGGOCAPITAL GROUP GBL GROWTH EQT
$817K
WMTWALMART INC
$809K
SPYVSPDR SERIES TRUST
$794K
SLVISHARES SILVER TR
$778K
PEPPEPSICO INC
$757K
GILDGILEAD SCIENCES INC
$751K
DHRDANAHER CORPORATION
$749K
BITBBITWISE BITCOIN ETF TR
$724K
RMERESMED INC
$715K
HONHONEYWELL INTL INC
$671K
WFCWELLS FARGO CO NEW
$670K
EPDENTERPRISE PRODS PARTNERS L
$669K
HDHOME DEPOT INC
$654K
DEDEERE & CO
$648K
VHTVANGUARD WORLD FD
$645K
GEVGE VERNOVA INC
$644K
APHAMPHENOL CORP NEW
$642K
DBPINVESCO DB MULTI-SECTOR COMM
$623K
WTMWHITE MTNS INS GROUP LTD
$620K
XLISELECT SECTOR SPDR TR
$617K
MOALTRIA GROUP INC
$611K
AXPAMERICAN EXPRESS CO
$606K
SGOVISHARES TR
$603K
GQ9SPDR GOLD TR
$595K
IVWISHARES TR
$583K
BRBROADRIDGE FINL SOLUTIONS IN
$581K
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