Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2026)

About Brown Miller Wealth Management, LLC

Investment Activity

Brown Miller Wealth Management, LLC has $351.86 million in total holdings as of March 31, 2026.
Brown Miller Wealth Management, LLC owns shares of 191 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 5.16% of the portfolio was purchased this quarter.
About 3.64% of the portfolio was sold this quarter.
This quarter, Brown Miller Wealth Management, LLC has purchased 193 new stocks and bought additional shares in 88 stocks.
Brown Miller Wealth Management, LLC sold shares of 47 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

NVIDIA: $46,237,389
Apple: $28,026,218
Microsoft: $15,760,093
JPMorgan Chase & Co.: $13,388,524
Alphabet: $11,107,641

Largest New Holdings this Quarter

46432F388 - iShares MSCI USA Value Factor ETF: $567,480 Holding
464287234 - iShares MSCI Emerging Markets ETF: $556,201 Holding
260557103 - DOW: $544,632 Holding
670100205 - Novo Nordisk A/S: $533,616 Holding
443201108 - Howmet Aerospace: $426,587 Holding

Largest Purchases this Quarter

Kinder Morgan: 37,894 shares (about $1.27M)
Vanguard FTSE Emerging Markets ETF: 18,518 shares (about $1.00M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 10,704 shares (about $980.93K)
Trane Technologies: 2,183 shares (about $909.75K)
Capital Group International Focus Equity ETF: 29,355 shares (about $865.68K)

Largest Sales this Quarter

Starbucks: 31,310 shares (about $2.81M)
NVIDIA: 4,040 shares (about $704.58K)
Qualcomm: 5,311 shares (about $683.93K)
Cisco Systems: 6,667 shares (about $517.29K)
Procter & Gamble: 2,571 shares (about $371.35K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$46,237,389	$704,575 â–¼	-1.5%	265,123	13.1%	Computer and Technology
AAPL Apple	$28,026,218	$103,038 â–²	0.4%	110,431	8.0%	Computer and Technology
MSFT Microsoft	$15,760,093	$598,185 â–²	3.9%	42,576	4.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$13,388,524	$77,365 â–²	0.6%	45,514	3.8%	Finance
GOOGL Alphabet	$11,107,641	$733,570 â–²	7.1%	38,627	3.2%	Computer and Technology
AVGO Broadcom	$7,368,332	$105,231 â–²	1.4%	23,807	2.1%	Computer and Technology
CGXU Capital Group International Focus Equity ETF	$6,383,462	$865,679 â–²	15.7%	216,462	1.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$6,297,533	$684,341 â–²	12.2%	82,278	1.8%	ETF
NEE NextEra Energy	$5,911,059	$144,150 â–²	2.5%	63,642	1.7%	Utilities
CSCO Cisco Systems	$5,165,650	$517,294 â–¼	-9.1%	66,576	1.5%	Computer and Technology
CB Chubb	$4,999,946	$57,362 â–¼	-1.1%	15,341	1.4%	Finance
AMZN Amazon.com	$4,983,485	$16,662 â–¼	-0.3%	23,928	1.4%	Retail/Wholesale
LINDE PLC	$4,779,006	$77,832 â–²	1.7%	9,640	1.4%	SHS
LOW Lowe's Companies	$4,515,788	$15,122 â–²	0.3%	19,112	1.3%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$4,335,727	$1,000,897 â–²	30.0%	80,217	1.2%	ETF
RTX RTX	$4,273,062	$126,155 â–¼	-2.9%	22,152	1.2%	Aerospace
ABT Abbott Laboratories	$4,254,566	$32,341 â–²	0.8%	41,439	1.2%	Medical
ADI Analog Devices	$4,246,259	$36,268 â–¼	-0.8%	13,347	1.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$4,214,660	$6,416 â–²	0.2%	13,138	1.2%	ETF
KMI Kinder Morgan	$4,148,539	$1,270,588 â–²	44.1%	123,726	1.2%	Energy
ABBV AbbVie	$3,695,491	$204,435 â–²	5.9%	16,992	1.1%	Medical
LLY Eli Lilly and Company	$3,652,062	$15,635 â–²	0.4%	3,971	1.0%	Medical
V Visa	$3,516,946	$68,610 â–²	2.0%	11,636	1.0%	Business Services
DIS Walt Disney	$3,488,375	$31,805 â–²	0.9%	36,194	1.0%	Consumer Discretionary
CVX Chevron	$3,242,715	$108,001 â–¼	-3.2%	15,673	0.9%	Energy
IJH iShares Core S&P Mid-Cap ETF	$3,138,648	$56,657 â–¼	-1.8%	46,478	0.9%	ETF
PG Procter & Gamble	$3,105,586	$371,353 â–¼	-10.7%	21,501	0.9%	Consumer Staples
BLACKROCK INC	$3,093,119		0.0%	3,216	0.9%	COM
GD General Dynamics	$3,072,580	$21,623 â–²	0.7%	8,952	0.9%	Aerospace
IBM International Business Machines	$3,050,405	$91,864 â–²	3.1%	12,585	0.9%	Computer and Technology
UNH UnitedHealth Group	$2,994,526	$182,913 â–²	6.5%	11,067	0.9%	Medical
BRK.B Berkshire Hathaway	$2,743,899	$3,354 â–²	0.1%	5,726	0.8%	Finance
MRK Merck & Co., Inc.	$2,734,913		0.0%	22,736	0.8%	Medical
ICE Intercontinental Exchange	$2,557,339	$33,343 â–²	1.3%	16,260	0.7%	Finance
XSMO Invesco S&P SmallCap Momentum ETF	$2,556,159	$196,207 â–²	8.3%	33,625	0.7%	ETF
PLD Prologis	$2,551,759	$37,936 â–²	1.5%	19,305	0.7%	Finance
O Realty Income	$2,503,721	$68,705 â–²	2.8%	40,924	0.7%	Finance
SYK Stryker	$2,459,245	$12,158 â–²	0.5%	7,484	0.7%	Medical
PM Philip Morris International	$2,449,991	$165 â–¼	0.0%	14,818	0.7%	Consumer Staples
ACN Accenture	$2,447,048	$155,258 â–²	6.8%	12,341	0.7%	Computer and Technology
GOOG Alphabet	$2,432,115	$578,337 â–²	31.2%	8,478	0.7%	Computer and Technology
GLDM SPDR Gold MiniShares Trust	$2,243,932	$143,113 â–¼	-6.0%	24,209	0.6%	Finance
XMHQ Invesco S&P MidCap Quality ETF	$2,205,427	$228,967 â–²	11.6%	21,335	0.6%	ETF
XYL Xylem	$2,017,019	$73,372 â–²	3.8%	16,879	0.6%	Business Services
TSCO Tractor Supply	$1,953,707	$57,214 â–²	3.0%	43,128	0.6%	Retail/Wholesale
LMT Lockheed Martin	$1,879,159	$5,440 â–¼	-0.3%	3,109	0.5%	Aerospace
IVV iShares Core S&P 500 ETF	$1,787,703	$1,959 â–¼	-0.1%	2,737	0.5%	ETF
VO Vanguard Mid-Cap ETF	$1,786,589		0.0%	6,221	0.5%	ETF
SPMO Invesco S&P 500 Momentum ETF	$1,704,014	$478,725 â–²	39.1%	15,199	0.5%	ETF
MA Mastercard	$1,699,757	$252,815 â–¼	-12.9%	3,402	0.5%	Business Services
SBUX Starbucks	$1,499,812	$2,805,036 â–¼	-65.2%	16,741	0.4%	Retail/Wholesale
ACGL Arch Capital Group	$1,469,511	$64,889 â–²	4.6%	15,309	0.4%	Finance
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,465,272	$78,283 â–²	5.6%	26,392	0.4%	ETF
ARCC Ares Capital	$1,447,660	$38,527 â–²	2.7%	80,336	0.4%	Finance
GABC German American Bancorp	$1,436,281		0.0%	34,369	0.4%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,409,622	$980,925 â–²	228.8%	15,382	0.4%	ETF
QXO INC	$1,408,921	$389,585 â–²	38.2%	72,550	0.4%	COM NEW
TT Trane Technologies	$1,391,926	$909,753 â–²	188.7%	3,340	0.4%	Construction
BX Blackstone	$1,320,792	$224,578 â–²	20.5%	11,486	0.4%	Finance
JEPI JPMorgan Equity Premium Income ETF	$1,316,535	$116,650 â–²	9.7%	23,227	0.4%	ETF
ZTS Zoetis	$1,271,781	$139,247 â–²	12.3%	10,759	0.4%	Medical
SNOW Snowflake	$1,200,678	$58,066 â–²	5.1%	7,961	0.3%	Computer and Technology
FAST Fastenal	$1,158,515		0.0%	24,968	0.3%	Retail/Wholesale
QCOM Qualcomm	$1,147,398	$683,932 â–¼	-37.3%	8,910	0.3%	Computer and Technology
VZ Verizon Communications	$1,135,020	$48,292 â–¼	-4.1%	22,610	0.3%	Computer and Technology
GLOBAL X FDS	$1,133,909	$87,556 â–¼	-7.2%	16,007	0.3%	DEFENSE TECH ETF
VUG Vanguard Growth ETF	$1,113,378	$120,117 â–²	12.1%	2,549	0.3%	ETF
VTV Vanguard Value ETF	$1,085,967		0.0%	5,535	0.3%	ETF
QBTS D-Wave Quantum	$1,045,035		0.0%	72,421	0.3%	Computer and Technology
JNJ Johnson & Johnson	$1,037,216	$59,647 â–¼	-5.4%	4,243	0.3%	Medical
AMT American Tower	$995,184	$78,172 â–²	8.5%	5,767	0.3%	Finance
MCD McDonald's	$953,350	$621 â–²	0.1%	3,068	0.3%	Retail/Wholesale
COST Costco Wholesale	$950,292		0.0%	954	0.3%	Retail/Wholesale
GE VERNOVA INC	$903,540	$41,030 â–²	4.8%	1,035	0.3%	COM
WALMART INC	$902,916		0.0%	7,265	0.3%	COM
SPYV SPDR Portfolio S&P 500 Value ETF	$875,992	$84,188 â–²	10.6%	15,483	0.2%	ETF
GILD Gilead Sciences	$844,292	$9,895 â–¼	-1.2%	6,058	0.2%	Medical
FIX Comfort Systems USA	$810,875	$60,678 â–²	8.1%	588	0.2%	Construction
EPD Enterprise Products Partners	$790,994	$530 â–²	0.1%	20,904	0.2%	Energy
CGGO Capital Group Global Growth Equity ETF	$787,632		0.0%	23,603	0.2%	ETF
DE Deere & Company	$784,677		0.0%	1,393	0.2%	Industrials
CGGR Capital Group Growth ETF	$750,258	$33,397 â–¼	-4.3%	18,668	0.2%	ETF
MPC Marathon Petroleum	$726,680		0.0%	2,976	0.2%	Energy
VIG Vanguard Dividend Appreciation ETF	$721,051	$108,598 â–¼	-13.1%	3,353	0.2%	ETF
HON Honeywell International	$718,097	$61,028 â–¼	-7.8%	3,177	0.2%	Multi-Sector Conglomerates
MO Altria Group	$699,494		0.0%	10,600	0.2%	Consumer Staples
PEP PepsiCo	$699,130	$120,352 â–¼	-14.7%	4,502	0.2%	Consumer Staples
EME EMCOR Group	$674,143	$50,210 â–²	8.0%	913	0.2%	Construction
DBP Invesco DB Precious Metals Fund	$667,723		0.0%	6,068	0.2%	Finance
RMD ResMed	$666,706		0.0%	2,970	0.2%	Medical
WTM White Mountains Insurance Group	$655,650		0.0%	298	0.2%	Finance
APH Amphenol	$648,670	$48,265 â–²	8.0%	5,134	0.2%	Computer and Technology
GLD SPDR Gold Shares	$646,726		0.0%	1,503	0.2%	Finance
HD Home Depot	$645,423	$18,422 â–²	2.9%	1,962	0.2%	Retail/Wholesale
XLI Industrial Select Sector SPDR Fund	$643,848		0.0%	3,981	0.2%	ETF
XOM ExxonMobil	$622,737	$57,677 â–¼	-8.5%	3,671	0.2%	Energy
DHR Danaher	$620,561	$569 â–¼	-0.1%	3,273	0.2%	Medical
SO Southern	$613,675	$2,220 â–¼	-0.4%	6,358	0.2%	Utilities
HSY Hershey	$607,202	$1,247 â–²	0.2%	2,921	0.2%	Consumer Staples
ETR Entergy	$607,193	$3,933 â–¼	-0.6%	5,404	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2026)

About Brown Miller Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Brown Miller Wealth Management, LLC Top Holdings and 13F Report (2026)

About Brown Miller Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrown Miller Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools