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 $397.20 million in total holdings as of June 30, 2026.
Brown Miller Wealth Management, LLC owns shares of 204 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 7.00% of the portfolio was purchased this quarter.
About 3.67% of the portfolio was sold this quarter.
This quarter, Brown Miller Wealth Management, LLC has purchased 191 new stocks and bought additional shares in 84 stocks.
Brown Miller Wealth Management, LLC sold shares of 42 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

NVIDIA: $52,975,384
Apple: $32,478,569
Microsoft: $16,119,267
JPMorgan Chase & Co.: $14,913,045
Alphabet: $13,423,476

Largest New Holdings this Quarter

Y2573F102 - Flex: $862,536 Holding
46137V324 - Invesco S&P 500 Equal Weight Industrials ETF: $833,407 Holding
038222105 - Applied Materials: $792,432 Holding
33734Y109 - First Trust Small Cap Core AlphaDEX Fund: $634,473 Holding
854502101 - Stanley Black & Decker: $622,133 Holding

Largest Purchases this Quarter

Amphenol: 22,722 shares (about $4.01M)
Vanguard Mid-Cap ETF: 18,330 shares (about $1.48M)
Vanguard Growth ETF: 12,528 shares (about $1.08M)
Flex: 5,322 shares (about $862.54K)
Invesco S&P 500 Equal Weight Industrials ETF: 13,023 shares (about $833.41K)

Largest Sales this Quarter

Accenture: 10,357 shares (about $1.29M)
Cisco Systems: 5,255 shares (about $617.25K)
RTX: 3,167 shares (about $600.87K)
Analog Devices: 1,353 shares (about $537.39K)
Invesco S&P MidCap Quality ETF: 4,681 shares (about $528.40K)

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	$52,975,384	$73,033 â–¼	-0.1%	264,758	13.3%	Computer and Technology
AAPL Apple	$32,478,569	$524,319 â–²	1.6%	112,243	8.2%	Computer and Technology
MSFT Microsoft	$16,119,267	$237,613 â–²	1.5%	43,213	4.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$14,913,045	$15,057 â–²	0.1%	45,560	3.8%	Finance
GOOGL Alphabet	$13,423,476	$380,597 â–¼	-2.8%	37,562	3.4%	Computer and Technology
AVGO Broadcom	$8,986,772	$6,422 â–¼	-0.1%	23,790	2.3%	Computer and Technology
CGXU Capital Group International Focus Equity ETF	$7,861,771	$367,871 â–²	4.9%	227,088	2.0%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$7,699,933	$469,366 â–²	6.5%	87,619	1.9%	ETF
CSCO Cisco Systems	$7,202,714	$617,248 â–¼	-7.9%	61,321	1.8%	Computer and Technology
AMZN Amazon.com	$5,614,099	$88,901 â–¼	-1.6%	23,555	1.4%	Retail/Wholesale
NEE NextEra Energy	$5,197,318	$388,559 â–¼	-7.0%	59,215	1.3%	Utilities
CB Chubb	$5,184,942	$42,251 â–¼	-0.8%	15,217	1.3%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$5,060,649	$272,485 â–²	5.7%	84,782	1.3%	ETF
APH Amphenol	$4,911,590	$4,006,359 â–²	442.6%	27,856	1.2%	Computer and Technology
LINDE PLC	$4,911,235	$91,333 â–¼	-1.8%	9,464	1.2%	SHS
VTI Vanguard Total Stock Market ETF	$4,861,422		0.0%	13,138	1.2%	ETF
UNH UnitedHealth Group	$4,856,641	$256,860 â–²	5.6%	11,685	1.2%	Medical
ADI Analog Devices	$4,763,821	$537,390 â–¼	-10.1%	11,994	1.2%	Computer and Technology
ABBV AbbVie	$4,708,112	$432,311 â–²	10.1%	18,710	1.2%	Medical
LLY Eli Lilly and Company	$4,702,672	$59,968 â–¼	-1.3%	3,921	1.2%	Medical
KMI Kinder Morgan	$4,495,982	$540,454 â–²	13.7%	140,631	1.1%	Energy
LOW Lowe's Companies	$4,236,170	$22,050 â–²	0.5%	19,212	1.1%	Retail/Wholesale
V Visa	$4,092,953	$100,866 â–²	2.5%	11,930	1.0%	Business Services
ABT Abbott Laboratories	$3,793,719	$33,574 â–²	0.9%	41,809	1.0%	Medical
IBM International Business Machines	$3,691,126	$152,133 â–²	4.3%	13,126	0.9%	Computer and Technology
RTX RTX	$3,602,007	$600,872 â–¼	-14.3%	18,985	0.9%	Aerospace
IJH iShares Core S&P Mid-Cap ETF	$3,538,880	$45,032 â–¼	-1.3%	45,894	0.9%	ETF
DIS Walt Disney	$3,486,750	$3,080 â–²	0.1%	36,226	0.9%	Consumer Discretionary
XSMO Invesco S&P SmallCap Momentum ETF	$3,311,383	$163,102 â–²	5.2%	35,367	0.8%	ETF
PG Procter & Gamble	$3,253,774	$100,888 â–²	3.2%	22,189	0.8%	Consumer Staples
GD General Dynamics	$3,178,416	$7,085 â–²	0.2%	8,972	0.8%	Aerospace
BLACKROCK INC	$3,109,978	$17,310 â–²	0.6%	3,234	0.8%	COM
GOOG Alphabet	$2,954,705	$40,988 â–¼	-1.4%	8,362	0.7%	Computer and Technology
MRK Merck & Co., Inc.	$2,921,576		0.0%	22,736	0.7%	Medical
SYK Stryker	$2,864,020	$507,823 â–²	21.6%	9,097	0.7%	Medical
BRK.B Berkshire Hathaway	$2,853,223	$12,009 â–¼	-0.4%	5,702	0.7%	Finance
CVX Chevron	$2,773,258	$175,369 â–²	6.8%	16,731	0.7%	Energy
PM Philip Morris International	$2,701,538	$20,805 â–²	0.8%	14,933	0.7%	Consumer Staples
PLD Prologis	$2,600,912	$14,360 â–¼	-0.5%	19,199	0.7%	Finance
O Realty Income	$2,576,505	$40,832 â–²	1.6%	41,583	0.6%	Finance
SPMO Invesco S&P 500 Momentum ETF	$2,575,906	$120,670 â–²	4.9%	15,946	0.6%	ETF
SNOW Snowflake	$2,493,846	$467,771 â–²	23.1%	9,799	0.6%	Computer and Technology
GLDM SPDR Gold MiniShares Trust	$2,061,584	$138,906 â–²	7.2%	25,958	0.5%	Finance
XYL Xylem	$2,051,913	$56,623 â–²	2.8%	17,358	0.5%	Business Services
ICE Intercontinental Exchange	$2,030,180	$28,438 â–²	1.4%	16,491	0.5%	Finance
IVV iShares Core S&P 500 ETF	$2,015,183	$34,448 â–¼	-1.7%	2,691	0.5%	ETF
VO Vanguard Mid-Cap ETF	$1,978,091	$1,476,861 â–²	294.6%	24,551	0.5%	ETF
ARCC Ares Capital	$1,898,819	$410,197 â–²	27.6%	102,473	0.5%	Finance
XMHQ Invesco S&P MidCap Quality ETF	$1,879,944	$528,403 â–¼	-21.9%	16,654	0.5%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,828,975	$419,350 â–²	29.7%	19,958	0.5%	ETF
QBTS D-Wave Quantum	$1,737,380		0.0%	72,421	0.4%	Computer and Technology
MA Mastercard	$1,717,480	$29,789 â–¼	-1.7%	3,344	0.4%	Business Services
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,679,842	$57,773 â–²	3.6%	27,332	0.4%	ETF
TT Trane Technologies	$1,652,280	$11,788 â–²	0.7%	3,364	0.4%	Construction
GABC German American Bancorp	$1,631,153		0.0%	34,369	0.4%	Finance
QXO INC	$1,581,604	$327,940 â–²	26.2%	91,528	0.4%	COM NEW
QCOM Qualcomm	$1,533,331	$113,087 â–¼	-6.9%	8,298	0.4%	Computer and Technology
SBUX Starbucks	$1,500,622	$210,097 â–¼	-12.3%	14,685	0.4%	Retail/Wholesale
LMT Lockheed Martin	$1,488,226	$95,784 â–¼	-6.0%	2,921	0.4%	Aerospace
TSCO Tractor Supply	$1,486,434	$123,153 â–²	9.0%	47,024	0.4%	Retail/Wholesale
ACGL Arch Capital Group	$1,466,285	$19,606 â–¼	-1.3%	15,107	0.4%	Finance
BX Blackstone	$1,436,371	$84,838 â–²	6.3%	12,207	0.4%	Finance
JEPI JPMorgan Equity Premium Income ETF	$1,360,010	$48,122 â–²	3.7%	24,079	0.3%	ETF
VUG Vanguard Growth ETF	$1,298,733	$1,079,162 â–²	491.5%	15,077	0.3%	ETF
FAST Fastenal	$1,191,192	$8,021 â–¼	-0.7%	24,801	0.3%	Retail/Wholesale
ETR Entergy	$1,135,360	$514,674 â–²	82.9%	9,885	0.3%	Utilities
VTV Vanguard Value ETF	$1,116,237	$90,005 â–¼	-7.5%	5,122	0.3%	ETF
JNJ Johnson & Johnson	$1,054,893	$22,601 â–¼	-2.1%	4,154	0.3%	Medical
GLOBAL X FDS	$1,034,393	$78,636 â–²	8.2%	17,324	0.3%	DEFENSE TECH ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$1,021,527	$80,305 â–²	8.5%	16,804	0.3%	ETF
CGGO Capital Group Global Growth Equity ETF	$999,115		0.0%	23,603	0.3%	ETF
MCD McDonald's	$991,851	$162,470 â–²	19.6%	3,669	0.2%	Retail/Wholesale
VZ Verizon Communications	$990,340	$33,025 â–²	3.4%	23,390	0.2%	Computer and Technology
CRS Carpenter Technology	$985,158	$45,649 â–²	4.9%	1,597	0.2%	Basic Materials
AMT American Tower	$956,116	$12,759 â–²	1.4%	5,845	0.2%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$954,177	$405,510 â–²	73.9%	9,478	0.2%	ETF
GLW Corning	$937,555		0.0%	3,670	0.2%	Computer and Technology
COST Costco Wholesale	$913,671	$21,509 â–²	2.4%	977	0.2%	Retail/Wholesale
DE Deere & Company	$898,846	$15,224 â–²	1.7%	1,417	0.2%	Industrials
CGGR Capital Group Growth ETF	$881,119		0.0%	18,668	0.2%	ETF
FLEX Flex	$862,536	$862,536 â–²	New Holding	5,322	0.2%	Computer and Technology
VLUE iShares MSCI USA Value Factor ETF	$853,389	$55,947 â–²	7.0%	4,271	0.2%	ETF
RSPN Invesco S&P 500 Equal Weight Industrials ETF	$833,407	$833,407 â–²	New Holding	13,023	0.2%	ETF
WALMART INC	$822,873		0.0%	7,265	0.2%	COM
VIG Vanguard Dividend Appreciation ETF	$814,083	$20,589 â–²	2.6%	3,440	0.2%	ETF
EME EMCOR Group	$801,749	$43,988 â–²	5.8%	966	0.2%	Construction
GE VERNOVA INC	$793,165	$423,021 â–¼	-34.8%	675	0.2%	COM
AMAT Applied Materials	$792,432	$792,432 â–²	New Holding	1,096	0.2%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$783,708	$46,307 â–²	6.3%	4,231	0.2%	ETF
EPD Enterprise Products Partners	$768,907	$478 â–²	0.1%	20,917	0.2%	Energy
MO Altria Group	$762,670		0.0%	10,600	0.2%	Consumer Staples
MPC Marathon Petroleum	$760,874		0.0%	2,976	0.2%	Energy
GILD Gilead Sciences	$757,564	$7,833 â–¼	-1.0%	5,996	0.2%	Medical
FIX Comfort Systems USA	$733,373	$432,095 â–¼	-37.1%	370	0.2%	Construction
NVO Novo Nordisk A/S	$716,684	$20,614 â–²	3.0%	14,950	0.2%	Medical
EEM iShares MSCI Emerging Markets ETF	$711,259	$41,251 â–²	6.2%	10,397	0.2%	Finance
HD Home Depot	$692,230	$353 â–²	0.1%	1,963	0.2%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$680,697	$901 â–¼	-0.1%	2,266	0.2%	Finance
VHT Vanguard Health Care ETF	$656,028		0.0%	2,194	0.2%	ETF
SNA Snap-On	$642,633		0.0%	1,597	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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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

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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