Brown Wealth Management, LLC Portfolio Holdings

Brown Wealth Management, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $356 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $35.1B, Vanguard Growth ETF with a value of $33.1B, Ishares Core S&P 500 ETF with a value of $31.8B, Vanguard Bd Index Fd Inc Inter with a value of $18.3B, and Ishares National Muni Bond ETF with a value of $14.6B.

Examining the 13F form we can see an increase of $34.1B in the current position value, from $322B to 356B.

Brown Wealth Management, LLC is based out at Naperville, IL

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