Q2 2026 13F · SEC CIK 1840084
Brown Miller Wealth Management, LLC
Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $397.2M
- Reported positions
- 204
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $991.1M
Brown Miller Wealth Management, LLC is a wealth manager that reported 204 positions worth $397.2M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Nvidia Corporation (NVDA, 13.3%), Apple Inc (AAPL, 8.2%), Microsoft Corp (MSFT, 4.1%).
Brown Miller Wealth Management, LLC holdings largest 50 of 204 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Brown Miller Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- VO Vanguard Index Fds+294.6% shares
- SYK Stryker Corporation+21.6% shares
- KMI Kinder Morgan Inc Del+13.7% shares
- ABBV Abbvie Inc+10.1% shares
- GLDM World Gold Tr+7.2% shares
- CVX Chevron Corporation+6.8% shares
- SPLG Spdr Series Trust+6.5% shares
- VWO Vanguard Intl Equity Index F+5.7% shares
Reduced
- XMHQ Invesco Exchange Traded Fd T-21.9% shares
- RTX Rtx Corporation-14.3% shares
- ADI Analog Devices Inc-10.1% shares
- CSCO Cisco Sys Inc-7.9% shares
- NEE Nextera Energy Inc-7.0% shares
Left the top 50
- ACN Accenture PLC Irelandwas 0.7%
- TSCO Tractor Supply Cowas 0.6%
- LMT Lockheed Martin Corpwas 0.5%
- MA Mastercard Incorporatedwas 0.5%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +20.6% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $397.2M | 204 |
| Q1 2026 | $351.9M | 191 |
| Q4 2025 | $361.9M | 193 |
| Q3 2025 | $352.8M | 191 |
| Q2 2025 | $321.9M | 189 |
| Q1 2025 | $289.0M | 180 |
| Q4 2024 | $260.8M | 120 |
| Q3 2024 | $257.3M | 127 |
| Q3 2022 | $141.0M | 112 |
| Q2 2022 | $147.0M | 114 |
| Q1 2022 | $172.9M | 120 |
| Q4 2021 | $174.8M | 118 |
Questions about Brown Miller Wealth Management, LLC's portfolio
What stocks does Brown Miller Wealth Management, LLC own?
Brown Miller Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 204 positions worth $397.2M. The largest are Nvidia Corporation (NVDA) at 13.3%, Apple Inc (AAPL) at 8.2%, Microsoft Corp (MSFT) at 4.1%, Jpmorgan Chase & Co (JPM) at 3.8% and Alphabet Inc (GOOGL) at 3.4%.
What did Brown Miller Wealth Management, LLC buy last quarter?
In Q2 2026, Brown Miller Wealth Management, LLC added Vanguard Index Fds (VO) (+294.6% shares), Stryker Corporation (SYK) (+21.6% shares) and Kinder Morgan Inc Del (KMI) (+13.7% shares), compared with its Q1 2026 filing.
What did Brown Miller Wealth Management, LLC sell last quarter?
In Q2 2026, Brown Miller Wealth Management, LLC cut from its top 50 Accenture PLC Ireland (ACN), cut from its top 50 Tractor Supply Co (TSCO), cut from its top 50 Lockheed Martin Corp (LMT), cut from its top 50 Mastercard Incorporated (MA), Invesco Exchange Traded Fd T (XMHQ) (-21.9% shares), Rtx Corporation (RTX) (-14.3% shares) and Analog Devices Inc (ADI) (-10.1% shares), compared with its Q1 2026 filing.
When is Brown Miller Wealth Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Brown Miller Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Brown Miller Wealth Management, LLC manage?
Brown Miller Wealth Management, LLC reported $991.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $397.2M.