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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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