Filed: 2/10/2025ACC: 0001840084-25-000001
📋 What this filing means
BROWN MILLER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $260.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$260.77M
Total AUM (reported)
2.02M
Total Shares
Allocation by class
COM$199.08M76.3%
CAP STK CL A$5.89M2.3%
SHS CREATION UNI$5.54M2.1%
CORE S&P500 ETF$5.44M2.1%
CL A$4.26M1.6%
TOTAL STK MKT$3.49M1.3%
COM CL A$3.42M1.3%
Portfolio Concentration
Top 3$82.42M31.6%
4–10$39.74M15.2%
11–25$50.97M19.5%
Rest$87.63M33.6%
Top 3 weight
31.6%
Top 10 weight
46.8%
Voting Authority Distribution
Total shares with voting rights: 2.02M
Sole
Full voting authority
1.94M
shares
% of voting shares96.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
80.97K
shares
% of voting shares4.0%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeSole · 96.0% of voting shares
Institutional Holdings120
Rows:
NVIDIA CORPORATION
SOLEShares281.39K
TypeSH
Market value$37.79M
14.49%
Sole
276.32K
Shared
0.00
None
5.07K
APPLE INC
SOLEShares113.87K
TypeSH
Market value$28.52M
10.94%
Sole
109.77K
Shared
0.00
None
4.10K
MICROSOFT CORP
SOLEShares38.24K
TypeSH
Market value$16.12M
6.18%
Sole
36.42K
Shared
0.00
None
1.82K
JPMORGAN CHASE & CO.
SOLEShares44.77K
TypeSH
Market value$10.73M
4.12%
Sole
43.43K
Shared
0.00
None
1.34K
ALPHABET INC
SOLEShares31.09K
TypeSH
Market value$5.89M
2.26%
Sole
29.78K
Shared
0.00
None
1.31K
ISHARES TR
SOLEShares9.25K
TypeSH
Market value$5.44M
2.09%
Sole
8.66K
Shared
0.00
None
583.00
ABBOTT LABS
SOLEShares42.51K
TypeSH
Market value$4.81M
1.84%
Sole
41.45K
Shared
0.00
None
1.06K
AMAZON COM INC
SOLEShares20.35K
TypeSH
Market value$4.47M
1.71%
Sole
19.46K
Shared
0.00
None
888.00
LOWES COS INC
SOLEShares17.65K
TypeSH
Market value$4.36M
1.67%
Sole
16.92K
Shared
0.00
None
731.00
STARBUCKS CORP
SOLEShares44.40K
TypeSH
Market value$4.05M
1.55%
Sole
41.01K
Shared
0.00
None
3.39K
CISCO SYS INC
SOLEShares66.33K
TypeSH
Market value$3.93M
1.51%
Sole
64.45K
Shared
0.00
None
1.88K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares157.36K
TypeSH
Market value$3.88M
1.49%
Sole
149.91K
Shared
0.00
None
7.45K
DISNEY WALT CO
SOLEShares34.29K
TypeSH
Market value$3.82M
1.46%
Sole
33.29K
Shared
0.00
None
1K
CHUBB LIMITED
SOLEShares12.86K
TypeSH
Market value$3.55M
1.36%
Sole
12.29K
Shared
0.00
None
577.00
PROCTER AND GAMBLE CO
SOLEShares20.91K
TypeSH
Market value$3.51M
1.34%
Sole
20.26K
Shared
0.00
None
657.00
VANGUARD INDEX FDS
SOLEShares12.05K
TypeSH
Market value$3.49M
1.34%
Sole
12.05K
Shared
0.00
None
0.00
VISA INC
SOLEShares10.81K
TypeSH
Market value$3.42M
1.31%
Sole
10.38K
Shared
0.00
None
429.00
BROADCOM INC
SOLEShares14.59K
TypeSH
Market value$3.38M
1.30%
Sole
14.13K
Shared
0.00
None
464.00
NEXTERA ENERGY INC
SOLEShares45.65K
TypeSH
Market value$3.27M
1.26%
Sole
44.60K
Shared
0.00
None
1.06K
BLACKROCK INC
SOLEShares3.16K
TypeSH
Market value$3.24M
1.24%
Sole
2.86K
Shared
0.00
None
302.00
VANGUARD INDEX FDS
SOLEShares12.16K
TypeSH
Market value$3.21M
1.23%
Sole
11.69K
Shared
0.00
None
470.00
UNITEDHEALTH GROUP INC
SOLEShares6.11K
TypeSH
Market value$3.09M
1.19%
Sole
5.95K
Shared
0.00
None
157.00
LINDE PLC
SOLEShares7.37K
TypeSH
Market value$3.09M
1.18%
Sole
7.17K
Shared
0.00
None
206.00
QUALCOMM INC
SOLEShares20.01K
TypeSH
Market value$3.07M
1.18%
Sole
19.66K
Shared
0.00
None
357.00
ACCENTURE PLC IRELAND
SOLEShares8.58K
TypeSH
Market value$3.02M
1.16%
Sole
8.26K
Shared
0.00
None
325.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 281.39K | SH | $37.79M 14.49% | 276.32K | 0.00 | 5.07K |
APPLE INCSOLE | COM | 113.87K | SH | $28.52M 10.94% | 109.77K | 0.00 | 4.10K |
MICROSOFT CORPSOLE | COM | 38.24K | SH | $16.12M 6.18% | 36.42K | 0.00 | 1.82K |
JPMORGAN CHASE & CO.SOLE | COM | 44.77K | SH | $10.73M 4.12% | 43.43K | 0.00 | 1.34K |
ALPHABET INCSOLE | CAP STK CL A | 31.09K | SH | $5.89M 2.26% | 29.78K | 0.00 | 1.31K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.25K | SH | $5.44M 2.09% | 8.66K | 0.00 | 583.00 |
ABBOTT LABSSOLE | COM | 42.51K | SH | $4.81M 1.84% | 41.45K | 0.00 | 1.06K |
AMAZON COM INCSOLE | COM | 20.35K | SH | $4.47M 1.71% | 19.46K | 0.00 | 888.00 |
LOWES COS INCSOLE | COM | 17.65K | SH | $4.36M 1.67% | 16.92K | 0.00 | 731.00 |
STARBUCKS CORPSOLE | COM | 44.40K | SH | $4.05M 1.55% | 41.01K | 0.00 | 3.39K |
CISCO SYS INCSOLE | COM | 66.33K | SH | $3.93M 1.51% | 64.45K | 0.00 | 1.88K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 157.36K | SH | $3.88M 1.49% | 149.91K | 0.00 | 7.45K |
DISNEY WALT COSOLE | COM | 34.29K | SH | $3.82M 1.46% | 33.29K | 0.00 | 1K |
CHUBB LIMITEDSOLE | COM | 12.86K | SH | $3.55M 1.36% | 12.29K | 0.00 | 577.00 |
PROCTER AND GAMBLE COSOLE | COM | 20.91K | SH | $3.51M 1.34% | 20.26K | 0.00 | 657.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.05K | SH | $3.49M 1.34% | 12.05K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 10.81K | SH | $3.42M 1.31% | 10.38K | 0.00 | 429.00 |
BROADCOM INCSOLE | COM | 14.59K | SH | $3.38M 1.30% | 14.13K | 0.00 | 464.00 |
NEXTERA ENERGY INCSOLE | COM | 45.65K | SH | $3.27M 1.26% | 44.60K | 0.00 | 1.06K |
BLACKROCK INCSOLE | COM | 3.16K | SH | $3.24M 1.24% | 2.86K | 0.00 | 302.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 12.16K | SH | $3.21M 1.23% | 11.69K | 0.00 | 470.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 6.11K | SH | $3.09M 1.19% | 5.95K | 0.00 | 157.00 |
LINDE PLCSOLE | SHS | 7.37K | SH | $3.09M 1.18% | 7.17K | 0.00 | 206.00 |
QUALCOMM INCSOLE | COM | 20.01K | SH | $3.07M 1.18% | 19.66K | 0.00 | 357.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 8.58K | SH | $3.02M 1.16% | 8.26K | 0.00 | 325.00 |
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