Filed: 10/21/2025ACC: 0001840084-25-000015
📋 What this filing means
BROWN MILLER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 191 equity positions with a total reported market value of $352.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
191
Positions
$352.84M
Total AUM (reported)
2.71M
Total Shares
Allocation by class
COM$262.05M74.3%
CAP STK CL A$7.92M2.2%
CL A$7.55M2.1%
SHS CREATION UNI$6.93M2.0%
SHS$5.14M1.5%
PORTFOLIO S&P500$5.07M1.4%
TOTAL STK MKT$4.30M1.2%
Portfolio Concentration
Top 3$101.47M28.8%
4–10$50.83M14.4%
11–25$61.33M17.4%
Rest$139.21M39.5%
Top 3 weight
28.8%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 2.71M
Sole
Full voting authority
2.32M
shares
% of voting shares85.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
392.60K
shares
% of voting shares14.5%
Investment Discretion (by position count)
Sole83
Shared0
Other108
Dominant voting typeSole · 85.5% of voting shares
Institutional Holdings191
Rows:
NVIDIA CORPORATION
OTRShares277.31K
TypeSH
Market value$51.74M
14.66%
Sole
271.24K
Shared
0.00
None
6.07K
APPLE INC
OTRShares112.21K
TypeSH
Market value$28.57M
8.10%
Sole
108.81K
Shared
0.00
None
3.40K
MICROSOFT CORP
OTRShares40.84K
TypeSH
Market value$21.16M
6.00%
Sole
38.87K
Shared
0.00
None
1.98K
JPMORGAN CHASE & CO.
OTRShares45.39K
TypeSH
Market value$14.32M
4.06%
Sole
43.80K
Shared
0.00
None
1.58K
ALPHABET INC
OTRShares32.59K
TypeSH
Market value$7.92M
2.25%
Sole
31.56K
Shared
0.00
None
1.03K
BROADCOM INC
OTRShares23.37K
TypeSH
Market value$7.71M
2.19%
Sole
19.13K
Shared
0.00
None
4.24K
ABBOTT LABS
OTRShares41.07K
TypeSH
Market value$5.50M
1.56%
Sole
39.82K
Shared
0.00
None
1.25K
AMAZON COM INC
OTRShares24.02K
TypeSH
Market value$5.27M
1.49%
Sole
22.82K
Shared
0.00
None
1.20K
SPDR SERIES TRUST
SOLEShares64.77K
TypeSH
Market value$5.07M
1.44%
Sole
59.79K
Shared
0.00
None
4.97K
CISCO SYS INC
OTRShares73.49K
TypeSH
Market value$5.03M
1.43%
Sole
64.68K
Shared
0.00
None
8.81K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares168.55K
TypeSH
Market value$4.99M
1.41%
Sole
159.70K
Shared
0.00
None
8.85K
LOWES COS INC
OTRShares19.05K
TypeSH
Market value$4.79M
1.36%
Sole
18.15K
Shared
0.00
None
905.00
NEXTERA ENERGY INC
SOLEShares61.02K
TypeSH
Market value$4.61M
1.31%
Sole
59.44K
Shared
0.00
None
1.59K
LINDE PLC
OTRShares9.38K
TypeSH
Market value$4.45M
1.26%
Sole
8.04K
Shared
0.00
None
1.34K
CHUBB LIMITED
OTRShares15.44K
TypeSH
Market value$4.36M
1.24%
Sole
12.80K
Shared
0.00
None
2.64K
VANGUARD INDEX FDS
SOLEShares13.12K
TypeSH
Market value$4.30M
1.22%
Sole
12.96K
Shared
0.00
None
159.00
DISNEY WALT CO
OTRShares35.60K
TypeSH
Market value$4.08M
1.16%
Sole
34.21K
Shared
0.00
None
1.39K
STARBUCKS CORP
OTRShares47.72K
TypeSH
Market value$4.04M
1.14%
Sole
45.83K
Shared
0.00
None
1.89K
VISA INC
OTRShares11.34K
TypeSH
Market value$3.87M
1.10%
Sole
10.92K
Shared
0.00
None
412.00
RTX CORPORATION
OTRShares23.12K
TypeSH
Market value$3.87M
1.10%
Sole
22.60K
Shared
0.00
None
518.00
BLACKROCK INC
OTRShares3.20K
TypeSH
Market value$3.73M
1.06%
Sole
2.98K
Shared
0.00
None
220.00
ABBVIE INC
SOLEShares15.79K
TypeSH
Market value$3.66M
1.04%
Sole
15.49K
Shared
0.00
None
300.00
PROCTER AND GAMBLE CO
SOLEShares23.64K
TypeSH
Market value$3.63M
1.03%
Sole
23K
Shared
0.00
None
637.00
UNITEDHEALTH GROUP INC
OTRShares10.15K
TypeSH
Market value$3.51M
0.99%
Sole
9.70K
Shared
0.00
None
453.00
INTERNATIONAL BUSINESS MACHS
SOLEShares12.23K
TypeSH
Market value$3.45M
0.98%
Sole
11.84K
Shared
0.00
None
391.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONOTR | COM | 277.31K | SH | $51.74M 14.66% | 271.24K | 0.00 | 6.07K |
APPLE INCOTR | COM | 112.21K | SH | $28.57M 8.10% | 108.81K | 0.00 | 3.40K |
MICROSOFT CORPOTR | COM | 40.84K | SH | $21.16M 6.00% | 38.87K | 0.00 | 1.98K |
JPMORGAN CHASE & CO.OTR | COM | 45.39K | SH | $14.32M 4.06% | 43.80K | 0.00 | 1.58K |
ALPHABET INCOTR | CAP STK CL A | 32.59K | SH | $7.92M 2.25% | 31.56K | 0.00 | 1.03K |
BROADCOM INCOTR | COM | 23.37K | SH | $7.71M 2.19% | 19.13K | 0.00 | 4.24K |
ABBOTT LABSOTR | COM | 41.07K | SH | $5.50M 1.56% | 39.82K | 0.00 | 1.25K |
AMAZON COM INCOTR | COM | 24.02K | SH | $5.27M 1.49% | 22.82K | 0.00 | 1.20K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 64.77K | SH | $5.07M 1.44% | 59.79K | 0.00 | 4.97K |
CISCO SYS INCOTR | COM | 73.49K | SH | $5.03M 1.43% | 64.68K | 0.00 | 8.81K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 168.55K | SH | $4.99M 1.41% | 159.70K | 0.00 | 8.85K |
LOWES COS INCOTR | COM | 19.05K | SH | $4.79M 1.36% | 18.15K | 0.00 | 905.00 |
NEXTERA ENERGY INCSOLE | COM | 61.02K | SH | $4.61M 1.31% | 59.44K | 0.00 | 1.59K |
LINDE PLCOTR | SHS | 9.38K | SH | $4.45M 1.26% | 8.04K | 0.00 | 1.34K |
CHUBB LIMITEDOTR | COM | 15.44K | SH | $4.36M 1.24% | 12.80K | 0.00 | 2.64K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.12K | SH | $4.30M 1.22% | 12.96K | 0.00 | 159.00 |
DISNEY WALT COOTR | COM | 35.60K | SH | $4.08M 1.16% | 34.21K | 0.00 | 1.39K |
STARBUCKS CORPOTR | COM | 47.72K | SH | $4.04M 1.14% | 45.83K | 0.00 | 1.89K |
VISA INCOTR | COM CL A | 11.34K | SH | $3.87M 1.10% | 10.92K | 0.00 | 412.00 |
RTX CORPORATIONOTR | COM | 23.12K | SH | $3.87M 1.10% | 22.60K | 0.00 | 518.00 |
BLACKROCK INCOTR | COM | 3.20K | SH | $3.73M 1.06% | 2.98K | 0.00 | 220.00 |
ABBVIE INCSOLE | COM | 15.79K | SH | $3.66M 1.04% | 15.49K | 0.00 | 300.00 |
PROCTER AND GAMBLE COSOLE | COM | 23.64K | SH | $3.63M 1.03% | 23K | 0.00 | 637.00 |
UNITEDHEALTH GROUP INCOTR | COM | 10.15K | SH | $3.51M 0.99% | 9.70K | 0.00 | 453.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 12.23K | SH | $3.45M 0.98% | 11.84K | 0.00 | 391.00 |
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