Filed: 4/17/2025ACC: 0001840084-25-000010
📋 What this filing means
BROWN MILLER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $288.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$288.97M
Total AUM (reported)
2.60M
Total Shares
Allocation by class
COM$216.40M74.9%
CL A$6.89M2.4%
SHS CREATION UNI$5.51M1.9%
CAP STK CL A$5.04M1.7%
SHS$4.79M1.7%
PORTFOLIO S&P500$4.15M1.4%
COM CL A$4.12M1.4%
Portfolio Concentration
Top 3$71.54M24.8%
4–10$39.80M13.8%
11–25$54.75M18.9%
Rest$122.87M42.5%
Top 3 weight
24.8%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 2.60M
Sole
Full voting authority
2.21M
shares
% of voting shares85.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
381.70K
shares
% of voting shares14.7%
Investment Discretion (by position count)
Sole143
Shared0
Other37
Dominant voting typeSole · 85.3% of voting shares
Institutional Holdings180
Rows:
NVIDIA CORPORATION
SOLEShares286.38K
TypeSH
Market value$31.04M
10.74%
Sole
278.43K
Shared
0.00
None
7.95K
APPLE INC
SOLEShares113.96K
TypeSH
Market value$25.31M
8.76%
Sole
109.56K
Shared
0.00
None
4.40K
MICROSOFT CORP
SOLEShares40.47K
TypeSH
Market value$15.19M
5.26%
Sole
37.31K
Shared
0.00
None
3.16K
JPMORGAN CHASE & CO.
SOLEShares45.08K
TypeSH
Market value$11.06M
3.83%
Sole
43.10K
Shared
0.00
None
1.98K
ABBOTT LABS
SOLEShares42.69K
TypeSH
Market value$5.66M
1.96%
Sole
41.13K
Shared
0.00
None
1.56K
ALPHABET INC
SOLEShares32.62K
TypeSH
Market value$5.04M
1.75%
Sole
31.48K
Shared
0.00
None
1.14K
CISCO SYS INC
SOLEShares73.90K
TypeSH
Market value$4.56M
1.58%
Sole
64.51K
Shared
0.00
None
9.39K
CHUBB LIMITED
SOLEShares14.94K
TypeSH
Market value$4.51M
1.56%
Sole
12.35K
Shared
0.00
None
2.59K
AMAZON COM INC
SOLEShares23.59K
TypeSH
Market value$4.49M
1.55%
Sole
22.26K
Shared
0.00
None
1.33K
STARBUCKS CORP
SOLEShares45.62K
TypeSH
Market value$4.47M
1.55%
Sole
41.61K
Shared
0.00
None
4K
LINDE PLC
SOLEShares9.16K
TypeSH
Market value$4.27M
1.48%
Sole
7.79K
Shared
0.00
None
1.37K
LOWES COS INC
SOLEShares18.23K
TypeSH
Market value$4.25M
1.47%
Sole
17.28K
Shared
0.00
None
957.00
SPDR SER TR
SOLEShares63.10K
TypeSH
Market value$4.15M
1.44%
Sole
58.42K
Shared
0.00
None
4.68K
NEXTERA ENERGY INC
SOLEShares57.80K
TypeSH
Market value$4.10M
1.42%
Sole
56.24K
Shared
0.00
None
1.56K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares160.57K
TypeSH
Market value$3.93M
1.36%
Sole
153.08K
Shared
0.00
None
7.49K
VISA INC
SOLEShares11.07K
TypeSH
Market value$3.88M
1.34%
Sole
10.58K
Shared
0.00
None
498.00
PROCTER AND GAMBLE CO
SOLEShares22.40K
TypeSH
Market value$3.82M
1.32%
Sole
21.71K
Shared
0.00
None
693.00
DISNEY WALT CO
SOLEShares35.93K
TypeSH
Market value$3.55M
1.23%
Sole
34.12K
Shared
0.00
None
1.81K
UNITEDHEALTH GROUP INC
SOLEShares6.58K
TypeSH
Market value$3.45M
1.19%
Sole
6.24K
Shared
0.00
None
344.00
ABBVIE INC
SOLEShares16.36K
TypeSH
Market value$3.43M
1.19%
Sole
15.79K
Shared
0.00
None
571.00
VANGUARD INDEX FDS
SOLEShares11.97K
TypeSH
Market value$3.29M
1.14%
Sole
11.97K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares19.55K
TypeSH
Market value$3.27M
1.13%
Sole
15.54K
Shared
0.00
None
4.01K
INTERNATIONAL BUSINESS MACHS
SOLEShares12.66K
TypeSH
Market value$3.15M
1.09%
Sole
12.13K
Shared
0.00
None
538.00
RTX CORPORATION
SOLEShares23.76K
TypeSH
Market value$3.15M
1.09%
Sole
23.11K
Shared
0.00
None
655.00
QUALCOMM INC
SOLEShares20.02K
TypeSH
Market value$3.08M
1.06%
Sole
19.68K
Shared
0.00
None
339.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 286.38K | SH | $31.04M 10.74% | 278.43K | 0.00 | 7.95K |
APPLE INCSOLE | COM | 113.96K | SH | $25.31M 8.76% | 109.56K | 0.00 | 4.40K |
MICROSOFT CORPSOLE | COM | 40.47K | SH | $15.19M 5.26% | 37.31K | 0.00 | 3.16K |
JPMORGAN CHASE & CO.SOLE | COM | 45.08K | SH | $11.06M 3.83% | 43.10K | 0.00 | 1.98K |
ABBOTT LABSSOLE | COM | 42.69K | SH | $5.66M 1.96% | 41.13K | 0.00 | 1.56K |
ALPHABET INCSOLE | CAP STK CL A | 32.62K | SH | $5.04M 1.75% | 31.48K | 0.00 | 1.14K |
CISCO SYS INCSOLE | COM | 73.90K | SH | $4.56M 1.58% | 64.51K | 0.00 | 9.39K |
CHUBB LIMITEDSOLE | COM | 14.94K | SH | $4.51M 1.56% | 12.35K | 0.00 | 2.59K |
AMAZON COM INCSOLE | COM | 23.59K | SH | $4.49M 1.55% | 22.26K | 0.00 | 1.33K |
STARBUCKS CORPSOLE | COM | 45.62K | SH | $4.47M 1.55% | 41.61K | 0.00 | 4K |
LINDE PLCSOLE | SHS | 9.16K | SH | $4.27M 1.48% | 7.79K | 0.00 | 1.37K |
LOWES COS INCSOLE | COM | 18.23K | SH | $4.25M 1.47% | 17.28K | 0.00 | 957.00 |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 63.10K | SH | $4.15M 1.44% | 58.42K | 0.00 | 4.68K |
NEXTERA ENERGY INCSOLE | COM | 57.80K | SH | $4.10M 1.42% | 56.24K | 0.00 | 1.56K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 160.57K | SH | $3.93M 1.36% | 153.08K | 0.00 | 7.49K |
VISA INCSOLE | COM CL A | 11.07K | SH | $3.88M 1.34% | 10.58K | 0.00 | 498.00 |
PROCTER AND GAMBLE COSOLE | COM | 22.40K | SH | $3.82M 1.32% | 21.71K | 0.00 | 693.00 |
DISNEY WALT COSOLE | COM | 35.93K | SH | $3.55M 1.23% | 34.12K | 0.00 | 1.81K |
UNITEDHEALTH GROUP INCSOLE | COM | 6.58K | SH | $3.45M 1.19% | 6.24K | 0.00 | 344.00 |
ABBVIE INCSOLE | COM | 16.36K | SH | $3.43M 1.19% | 15.79K | 0.00 | 571.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.97K | SH | $3.29M 1.14% | 11.97K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 19.55K | SH | $3.27M 1.13% | 15.54K | 0.00 | 4.01K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 12.66K | SH | $3.15M 1.09% | 12.13K | 0.00 | 538.00 |
RTX CORPORATIONSOLE | COM | 23.76K | SH | $3.15M 1.09% | 23.11K | 0.00 | 655.00 |
QUALCOMM INCSOLE | COM | 20.02K | SH | $3.08M 1.06% | 19.68K | 0.00 | 339.00 |
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