Brown Miller Wealth Management, LLC Portfolio Holdings

Brown Miller Wealth Management, LLC

  • $345 Million
  • Q4 2025

Brown Miller Wealth Management, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $345 Million distributed in 276 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $50.2M, Apple Inc. with a value of $29.4M, Microsoft Corp with a value of $20.8M, Jpmorgan Chase & CO with a value of $13.6M, and Alphabet Inc. with a value of $9.97M.

Examining the 13F form we can see an increase of $4.29M in the current position value, from $341M to 345M.

Below you can find more details about Brown Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $345 Million
Technology: $133 Million
ETFs: $54.3 Million
Financial Services: $41.1 Million
Healthcare: $27.4 Million
Consumer Cyclical: $19.9 Million
Industrials: $18.4 Million
Communication Services: $17 Million
Consumer Defensive: $10.8 Million
Other: $23.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$50.2 Million 14.55% of portfolio
269,163
Q4 2025 Reduced 2.94%
$4.3T
$29.4 Million 8.53% of portfolio
110,025
Q4 2025 Reduced 1.95%
$3.78T
$20.8 Million 6.02% of portfolio
40,960
Q4 2025 Added 0.28%
$881B
$13.6 Million 3.94% of portfolio
45,251
Q4 2025 Reduced 0.3%
$1.65T
$9.97 Million 2.89% of portfolio
36,076
Q4 2025 Added 10.69%
$139B
$8.04 Million 2.33% of portfolio
23,467
Q4 2025 Added 0.42%
$319B
$5.7 Million 1.65% of portfolio
73,243
Q4 2025 Reduced 0.33%
$2.39T
$5.63 Million 1.63% of portfolio
24,008
Q4 2025 Reduced 0.04%
$228B
$5.35 Million 1.55% of portfolio
41,124
Q4 2025 Added 0.14%
$168B
$5.32 Million 1.54% of portfolio
62,090
Q4 2025 Added 1.75%
$123B
$4.59 Million 1.33% of portfolio
15,517
Q4 2025 Added 0.5%
$140B
$4.29 Million 1.24% of portfolio
19,048
Q4 2025 Reduced 0.03%
$97.3B
$4.07 Million 1.18% of portfolio
48,051
Q4 2025 Added 0.69%
$971B
$4.04 Million 1.17% of portfolio
3,954
Q3 2025 Added 1,083.83%
$258B
$4.01 Million 1.16% of portfolio
22,806
Q4 2025 Reduced 1.35%
$193B
$3.79 Million 1.1% of portfolio
35,864
Q4 2025 Added 0.74%
$533B
$3.72 Million 1.08% of portfolio
11,409
Q4 2025 Added 0.65%
$266B
$3.63 Million 1.05% of portfolio
12,206
Q4 2025 Reduced 0.16%
$346B
$3.51 Million 1.02% of portfolio
24,072
Q4 2025 Added 1.84%
$300B
$3.33 Million 0.96% of portfolio
10,391
Q4 2025 Added 2.34%
$118B
$3.1 Million 0.9% of portfolio
13,461
Q4 2025 Added 0.3%
$94.5B
$3.06 Million 0.89% of portfolio
8,889
Q4 2025 Added 0.33%
$662B
$2.91 Million 0.84% of portfolio
5,719
Q4 2025 Added 0.86%
$152B
$2.79 Million 0.81% of portfolio
11,558
Q4 2025 Added 9.89%
$136B
$2.68 Million 0.78% of portfolio
7,447
Q4 2025 Added 0.78%
$303B
$2.51 Million 0.73% of portfolio
16,195
Q4 2025 Reduced 1.2%
$84.9B
$2.44 Million 0.71% of portfolio
16,048
Q4 2025 Added 1.47%
$187B
$2.37 Million 0.69% of portfolio
14,221
Q4 2025 Reduced 4.04%
$61.6B
$2.35 Million 0.68% of portfolio
85,832
Q4 2025 Added 182.9%
$114B
$2.35 Million 0.68% of portfolio
19,018
Q4 2025 Added 1.64%
$25.7B
$2.32 Million 0.67% of portfolio
16,265
Q4 2025 Added 1.39%
$6.15B
$2.32 Million 0.67% of portfolio
41,865
Q4 2025 Added 2.24%
$237B
$2.26 Million 0.66% of portfolio
14,819
Q4 2025 Reduced 0.03%
$35.1B
$2.26 Million 0.65% of portfolio
39,801
Q4 2025 Added 3.27%
$235B
$2.11 Million 0.61% of portfolio
22,736
Q4 2025 Reduced 1.14%
$512B
$2.1 Million 0.61% of portfolio
3,908
Q4 2025 Reduced 3.12%
$82.2B
$1.95 Million 0.56% of portfolio
7,576
Q4 2025 Added 14.3%
$1.74T
$1.85 Million 0.53% of portfolio
6,462
Q4 2025 Added 24.32%
$2.6B
$1.71 Million 0.5% of portfolio
72,421
Q4 2025 Reduced 16.05%
$0
$1.58 Million 0.46% of portfolio
78,198
Q4 2025 Reduced 6.27%
$123B
$1.47 Million 0.43% of portfolio
3,118
Q4 2025 Reduced 0.64%
$34.2B
$1.35 Million 0.39% of portfolio
14,633
Q4 2025 Reduced 7.32%
$1.16B
$1.35 Million 0.39% of portfolio
34,369
Q1 2025 Added 96.1%
$98.1B
$1.32 Million 0.38% of portfolio
9,533
Q4 2025 Added 14.59%
$55.6B
$1.14 Million 0.33% of portfolio
9,581
Q4 2025 Reduced 2.6%
$23.2B
$1.01 Million 0.29% of portfolio
24,968
Q4 2025 Reduced 10.2%
$84B
$959,000 0.28% of portfolio
5,314
Q4 2025 Added 119.59%
$172B
$966,000 0.28% of portfolio
23,572
Q4 2025 Added 0.82%
$224B
$934,000 0.27% of portfolio
3,066
Q4 2025 Reduced 0.68%

Summary

  • Portfolio
  • No. of Stocks 276
  • Current Value $345 Million
  • Prior Value $341 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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