Filed: 1/23/2026ACC: 0001840084-26-000001
📋 What this filing means
BROWN MILLER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 193 equity positions with a total reported market value of $361.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
193
Positions
$361.95M
Total AUM (reported)
2.76M
Total Shares
Allocation by class
COM$264.78M73.2%
CAP STK CL A$11.29M3.1%
SHS CREATION UNI$7.49M2.1%
STATE STREET SPD$7.33M2.0%
SHS$5.18M1.4%
CL A$5.11M1.4%
TOTAL STK MKT$4.40M1.2%
Portfolio Concentration
Top 3$99.92M27.6%
4–10$56.59M15.6%
11–25$62.96M17.4%
Rest$142.48M39.4%
Top 3 weight
27.6%
Top 10 weight
43.2%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Sole
Full voting authority
2.39M
shares
% of voting shares86.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
375.05K
shares
% of voting shares13.6%
Investment Discretion (by position count)
Sole81
Shared0
Other112
Dominant voting typeSole · 86.4% of voting shares
Institutional Holdings193
Rows:
NVIDIA CORPORATION
OTRShares269.16K
TypeSH
Market value$50.20M
13.87%
Sole
263.10K
Shared
0.00
None
6.07K
APPLE INC
OTRShares110.03K
TypeSH
Market value$29.91M
8.26%
Sole
106.69K
Shared
0.00
None
3.34K
MICROSOFT CORP
OTRShares40.96K
TypeSH
Market value$19.81M
5.47%
Sole
38.93K
Shared
0.00
None
2.03K
JPMORGAN CHASE & CO.
OTRShares45.25K
TypeSH
Market value$14.58M
4.03%
Sole
43.62K
Shared
0.00
None
1.64K
ALPHABET INC
OTRShares36.08K
TypeSH
Market value$11.29M
3.12%
Sole
34.89K
Shared
0.00
None
1.19K
BROADCOM INC
OTRShares23.47K
TypeSH
Market value$8.12M
2.24%
Sole
19.16K
Shared
0.00
None
4.30K
SPDR SERIES TRUST
SOLEShares73.34K
TypeSH
Market value$5.88M
1.63%
Sole
68.28K
Shared
0.00
None
5.06K
CISCO SYS INC
OTRShares73.24K
TypeSH
Market value$5.64M
1.56%
Sole
64.54K
Shared
0.00
None
8.70K
AMAZON COM INC
OTRShares24.01K
TypeSH
Market value$5.54M
1.53%
Sole
22.81K
Shared
0.00
None
1.20K
CAPITAL GROUP INTL FOCUS EQT
OTRShares187.11K
TypeSH
Market value$5.53M
1.53%
Sole
176.57K
Shared
0.00
None
10.54K
ABBOTT LABS
OTRShares41.12K
TypeSH
Market value$5.15M
1.42%
Sole
39.75K
Shared
0.00
None
1.38K
NEXTERA ENERGY INC
SOLEShares62.09K
TypeSH
Market value$4.98M
1.38%
Sole
60.30K
Shared
0.00
None
1.79K
CHUBB LIMITED
OTRShares15.52K
TypeSH
Market value$4.84M
1.34%
Sole
12.91K
Shared
0.00
None
2.60K
LOWES COS INC
OTRShares19.05K
TypeSH
Market value$4.59M
1.27%
Sole
17.91K
Shared
0.00
None
1.13K
VANGUARD INDEX FDS
SOLEShares13.12K
TypeSH
Market value$4.40M
1.22%
Sole
12.96K
Shared
0.00
None
159.00
ELI LILLY & CO
OTRShares3.95K
TypeSH
Market value$4.25M
1.17%
Sole
3.65K
Shared
0.00
None
309.00
RTX CORPORATION
OTRShares22.81K
TypeSH
Market value$4.18M
1.16%
Sole
22.25K
Shared
0.00
None
561.00
DISNEY WALT CO
OTRShares35.86K
TypeSH
Market value$4.08M
1.13%
Sole
34.13K
Shared
0.00
None
1.74K
STARBUCKS CORP
OTRShares48.05K
TypeSH
Market value$4.05M
1.12%
Sole
45.79K
Shared
0.00
None
2.26K
LINDE PLC
OTRShares9.48K
TypeSH
Market value$4.04M
1.12%
Sole
8.15K
Shared
0.00
None
1.33K
VISA INC
OTRShares11.41K
TypeSH
Market value$4.00M
1.11%
Sole
10.95K
Shared
0.00
None
464.00
ABBVIE INC
OTRShares16.05K
TypeSH
Market value$3.67M
1.01%
Sole
15.68K
Shared
0.00
None
373.00
ANALOG DEVICES INC
OTRShares13.46K
TypeSH
Market value$3.65M
1.01%
Sole
11.21K
Shared
0.00
None
2.25K
INTERNATIONAL BUSINESS MACHS
OTRShares12.21K
TypeSH
Market value$3.62M
1.00%
Sole
11.76K
Shared
0.00
None
445.00
PROCTER AND GAMBLE CO
SOLEShares24.07K
TypeSH
Market value$3.45M
0.95%
Sole
23.32K
Shared
0.00
None
751.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONOTR | COM | 269.16K | SH | $50.20M 13.87% | 263.10K | 0.00 | 6.07K |
APPLE INCOTR | COM | 110.03K | SH | $29.91M 8.26% | 106.69K | 0.00 | 3.34K |
MICROSOFT CORPOTR | COM | 40.96K | SH | $19.81M 5.47% | 38.93K | 0.00 | 2.03K |
JPMORGAN CHASE & CO.OTR | COM | 45.25K | SH | $14.58M 4.03% | 43.62K | 0.00 | 1.64K |
ALPHABET INCOTR | CAP STK CL A | 36.08K | SH | $11.29M 3.12% | 34.89K | 0.00 | 1.19K |
BROADCOM INCOTR | COM | 23.47K | SH | $8.12M 2.24% | 19.16K | 0.00 | 4.30K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 73.34K | SH | $5.88M 1.63% | 68.28K | 0.00 | 5.06K |
CISCO SYS INCOTR | COM | 73.24K | SH | $5.64M 1.56% | 64.54K | 0.00 | 8.70K |
AMAZON COM INCOTR | COM | 24.01K | SH | $5.54M 1.53% | 22.81K | 0.00 | 1.20K |
CAPITAL GROUP INTL FOCUS EQTOTR | SHS CREATION UNI | 187.11K | SH | $5.53M 1.53% | 176.57K | 0.00 | 10.54K |
ABBOTT LABSOTR | COM | 41.12K | SH | $5.15M 1.42% | 39.75K | 0.00 | 1.38K |
NEXTERA ENERGY INCSOLE | COM | 62.09K | SH | $4.98M 1.38% | 60.30K | 0.00 | 1.79K |
CHUBB LIMITEDOTR | COM | 15.52K | SH | $4.84M 1.34% | 12.91K | 0.00 | 2.60K |
LOWES COS INCOTR | COM | 19.05K | SH | $4.59M 1.27% | 17.91K | 0.00 | 1.13K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.12K | SH | $4.40M 1.22% | 12.96K | 0.00 | 159.00 |
ELI LILLY & COOTR | COM | 3.95K | SH | $4.25M 1.17% | 3.65K | 0.00 | 309.00 |
RTX CORPORATIONOTR | COM | 22.81K | SH | $4.18M 1.16% | 22.25K | 0.00 | 561.00 |
DISNEY WALT COOTR | COM | 35.86K | SH | $4.08M 1.13% | 34.13K | 0.00 | 1.74K |
STARBUCKS CORPOTR | COM | 48.05K | SH | $4.05M 1.12% | 45.79K | 0.00 | 2.26K |
LINDE PLCOTR | SHS | 9.48K | SH | $4.04M 1.12% | 8.15K | 0.00 | 1.33K |
VISA INCOTR | COM CL A | 11.41K | SH | $4.00M 1.11% | 10.95K | 0.00 | 464.00 |
ABBVIE INCOTR | COM | 16.05K | SH | $3.67M 1.01% | 15.68K | 0.00 | 373.00 |
ANALOG DEVICES INCOTR | COM | 13.46K | SH | $3.65M 1.01% | 11.21K | 0.00 | 2.25K |
INTERNATIONAL BUSINESS MACHSOTR | COM | 12.21K | SH | $3.62M 1.00% | 11.76K | 0.00 | 445.00 |
PROCTER AND GAMBLE COSOLE | COM | 24.07K | SH | $3.45M 0.95% | 23.32K | 0.00 | 751.00 |
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