BROWN MILLER WEALTH MANAGEMENT, LLC

Filed: 7/22/2025ACC: 0001840084-25-000013

📋 What this filing means

BROWN MILLER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 189 equity positions with a total reported market value of $321.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

189

Positions

$321.87M

Total AUM (reported)

2.67M

Total Shares

Allocation by class

COM$240.45M74.7%

SMALL CP ETF$8.36M2.6%

PORTFOLIO S&P500$8.20M2.5%

CL A$8.11M2.5%

CAP STK CL C$6.78M2.1%

CORE S&P MCP ETF$6.39M2.0%

SHS CREATION UNI$6.32M2.0%

Portfolio Concentration

Top 3$88.54M27.5%

4–10$45.68M14.2%

11–25$58.09M18.0%

Rest$129.56M40.3%

Top 3 weight

27.5%

Top 10 weight

41.7%

Voting Authority Distribution

Total shares with voting rights: 2.67M

Sole

Full voting authority

2.28M

% of voting shares85.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

396.30K

% of voting shares14.8%

Investment Discretion (by position count)

Sole76

Shared0

Other113

Dominant voting typeSole · 85.2% of voting shares

Institutional Holdings189

Rows:

NVIDIA CORPORATION

OTR

COM

Shares286.76K

TypeSH

Market value$45.30M

14.08%

Sole

279.64K

Shared

0.00

None

7.12K

APPLE INC

OTR

COM

Shares112.52K

TypeSH

Market value$23.08M

7.17%

Sole

109.08K

Shared

0.00

None

3.44K

MICROSOFT CORP

OTR

COM

Shares40.51K

TypeSH

Market value$20.15M

6.26%

Sole

38.57K

Shared

0.00

None

1.94K

JPMORGAN CHASE & CO.

OTR

COM

Shares45.09K

TypeSH

Market value$13.07M

4.06%

Sole

43.53K

Shared

0.00

None

1.56K

BROADCOM INC

OTR

COM

Shares23.16K

TypeSH

Market value$6.38M

1.98%

Sole

19.10K

Shared

0.00

None

4.05K

ABBOTT LABS

OTR

COM

Shares42.17K

TypeSH

Market value$5.74M

1.78%

Sole

40.70K

Shared

0.00

None

1.47K

ALPHABET INC

OTR

CAP STK CL C

Shares32.52K

TypeSH

Market value$5.73M

1.78%

Sole

31.49K

Shared

0.00

None

1.03K

AMAZON COM INC

OTR

COM

Shares23.73K

TypeSH

Market value$5.21M

1.62%

Sole

22.54K

Shared

0.00

None

1.19K

CISCO SYS INC

OTR

COM

Shares72.70K

TypeSH

Market value$5.04M

1.57%

Sole

64.27K

Shared

0.00

None

8.43K

CAPITAL GROUP INTL FOCUS EQT

SOLE

SHS CREATION UNI

Shares166.20K

TypeSH

Market value$4.51M

1.40%

Sole

157.44K

Shared

0.00

None

8.76K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares61.51K

TypeSH

Market value$4.47M

1.39%

Sole

56.62K

Shared

0.00

None

4.90K

DISNEY WALT CO

OTR

COM

Shares35.61K

TypeSH

Market value$4.42M

1.37%

Sole

34.34K

Shared

0.00

None

1.27K

CHUBB LIMITED

OTR

COM

Shares15.18K

TypeSH

Market value$4.40M

1.37%

Sole

12.63K

Shared

0.00

None

2.55K

LINDE PLC

OTR

SHS

Shares9.23K

TypeSH

Market value$4.33M

1.34%

Sole

7.96K

Shared

0.00

None

1.26K

STARBUCKS CORP

OTR

COM

Shares46.61K

TypeSH

Market value$4.27M

1.33%

Sole

45.16K

Shared

0.00

None

1.45K

LOWES COS INC

OTR

COM

Shares18.69K

TypeSH

Market value$4.15M

1.29%

Sole

17.93K

Shared

0.00

None

766.00

NEXTERA ENERGY INC

SOLE

COM

Shares59.18K

TypeSH

Market value$4.11M

1.28%

Sole

57.98K

Shared

0.00

None

1.20K

VISA INC

OTR

COM CL A

Shares11.08K

TypeSH

Market value$3.94M

1.22%

Sole

10.75K

Shared

0.00

None

336.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares12.53K

TypeSH

Market value$3.81M

1.18%

Sole

12.53K

Shared

0.00

None

0.00

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares12.40K

TypeSH

Market value$3.66M

1.14%

Sole

12.02K

Shared

0.00

None

389.00

PROCTER AND GAMBLE CO

SOLE

COM

Shares22.80K

TypeSH

Market value$3.63M

1.13%

Sole

21.75K

Shared

0.00

None

1.05K

BLACKROCK INC

OTR

COM

Shares3.21K

TypeSH

Market value$3.37M

1.05%

Sole

3.01K

Shared

0.00

None

206.00

RTX CORPORATION

OTR

COM

Shares23.05K

TypeSH

Market value$3.37M

1.05%

Sole

22.63K

Shared

0.00

None

419.00

ANALOG DEVICES INC

OTR

COM

Shares13.24K

TypeSH

Market value$3.15M

0.98%

Sole

11.03K

Shared

0.00

None

2.21K

ABBVIE INC

OTR

COM

Shares16.32K

TypeSH

Market value$3.03M

0.94%

Sole

15.41K

Shared

0.00

None

909.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONOTR	COM	286.76K	SH	$45.30M 14.08%	279.64K	7.12K
APPLE INCOTR	COM	112.52K	SH	$23.08M 7.17%	109.08K	3.44K
MICROSOFT CORPOTR	COM	40.51K	SH	$20.15M 6.26%	38.57K	1.94K
JPMORGAN CHASE & CO.OTR	COM	45.09K	SH	$13.07M 4.06%	43.53K	1.56K
BROADCOM INCOTR	COM	23.16K	SH	$6.38M 1.98%	19.10K	4.05K
ABBOTT LABSOTR	COM	42.17K	SH	$5.74M 1.78%	40.70K	1.47K
ALPHABET INCOTR	CAP STK CL C	32.52K	SH	$5.73M 1.78%	31.49K	1.03K
AMAZON COM INCOTR	COM	23.73K	SH	$5.21M 1.62%	22.54K	1.19K
CISCO SYS INCOTR	COM	72.70K	SH	$5.04M 1.57%	64.27K	8.43K
CAPITAL GROUP INTL FOCUS EQTSOLE	SHS CREATION UNI	166.20K	SH	$4.51M 1.40%	157.44K	8.76K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	61.51K	SH	$4.47M 1.39%	56.62K	4.90K
DISNEY WALT COOTR	COM	35.61K	SH	$4.42M 1.37%	34.34K	1.27K
CHUBB LIMITEDOTR	COM	15.18K	SH	$4.40M 1.37%	12.63K	2.55K
LINDE PLCOTR	SHS	9.23K	SH	$4.33M 1.34%	7.96K	1.26K
STARBUCKS CORPOTR	COM	46.61K	SH	$4.27M 1.33%	45.16K	1.45K
LOWES COS INCOTR	COM	18.69K	SH	$4.15M 1.29%	17.93K	766.00
NEXTERA ENERGY INCSOLE	COM	59.18K	SH	$4.11M 1.28%	57.98K	1.20K
VISA INCOTR	COM CL A	11.08K	SH	$3.94M 1.22%	10.75K	336.00
VANGUARD INDEX FDSSOLE	SMALL CP ETF	12.53K	SH	$3.81M 1.18%	12.53K	0.00
INTERNATIONAL BUSINESS MACHSSOLE	COM	12.40K	SH	$3.66M 1.14%	12.02K	389.00
PROCTER AND GAMBLE COSOLE	COM	22.80K	SH	$3.63M 1.13%	21.75K	1.05K
BLACKROCK INCOTR	COM	3.21K	SH	$3.37M 1.05%	3.01K	206.00
RTX CORPORATIONOTR	COM	23.05K	SH	$3.37M 1.05%	22.63K	419.00
ANALOG DEVICES INCOTR	COM	13.24K	SH	$3.15M 0.98%	11.03K	2.21K
ABBVIE INCOTR	COM	16.32K	SH	$3.03M 0.94%	15.41K	909.00

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