Filed: 4/23/2026ACC: 0001840084-26-000002
📋 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 $351.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
191
Positions
$351.86M
Total AUM (reported)
2.89M
Total Shares
Allocation by class
COM$252.35M71.7%
CAP STK CL A$11.11M3.2%
STATE STREET SPD$8.80M2.5%
SHS CREATION UNI$8.19M2.3%
SHS$6.53M1.9%
CL A$4.54M1.3%
FTSE EMR MKT ETF$4.34M1.2%
Portfolio Concentration
Top 3$90.02M25.6%
4–10$55.62M15.8%
11–25$62.35M17.7%
Rest$143.87M40.9%
Top 3 weight
25.6%
Top 10 weight
41.4%
Voting Authority Distribution
Total shares with voting rights: 2.89M
Sole
Full voting authority
2.50M
shares
% of voting shares86.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
389.33K
shares
% of voting shares13.5%
Investment Discretion (by position count)
Sole104
Shared0
Other87
Dominant voting typeSole · 86.5% of voting shares
Institutional Holdings191
Rows:
NVIDIA CORPORATION
OTRShares265.12K
TypeSH
Market value$46.24M
13.14%
Sole
258.70K
Shared
0.00
None
6.42K
APPLE INC
OTRShares110.43K
TypeSH
Market value$28.03M
7.97%
Sole
107.20K
Shared
0.00
None
3.23K
MICROSOFT CORP
OTRShares42.58K
TypeSH
Market value$15.76M
4.48%
Sole
40.49K
Shared
0.00
None
2.08K
JPMORGAN CHASE & CO
OTRShares45.51K
TypeSH
Market value$13.39M
3.81%
Sole
43.88K
Shared
0.00
None
1.63K
ALPHABET INC
OTRShares38.63K
TypeSH
Market value$11.11M
3.16%
Sole
37.35K
Shared
0.00
None
1.28K
BROADCOM INC
OTRShares23.81K
TypeSH
Market value$7.37M
2.09%
Sole
19.41K
Shared
0.00
None
4.39K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares216.46K
TypeSH
Market value$6.38M
1.81%
Sole
210.14K
Shared
0.00
None
6.33K
SPDR SERIES TRUST
SOLEShares82.28K
TypeSH
Market value$6.30M
1.79%
Sole
78.53K
Shared
0.00
None
3.75K
NEXTERA ENERGY INC
SOLEShares63.64K
TypeSH
Market value$5.91M
1.68%
Sole
61.86K
Shared
0.00
None
1.78K
CISCO SYS INC
SOLEShares66.58K
TypeSH
Market value$5.17M
1.47%
Sole
58.02K
Shared
0.00
None
8.56K
CHUBB LTD SWITZ
OTRShares15.34K
TypeSH
Market value$5.00M
1.42%
Sole
12.73K
Shared
0.00
None
2.61K
AMAZON COM INC
OTRShares23.93K
TypeSH
Market value$4.98M
1.42%
Sole
22.67K
Shared
0.00
None
1.26K
LINDE PLC
OTRShares9.64K
TypeSH
Market value$4.78M
1.36%
Sole
8.27K
Shared
0.00
None
1.37K
LOWES COS INC
SOLEShares19.11K
TypeSH
Market value$4.52M
1.28%
Sole
17.95K
Shared
0.00
None
1.16K
VANGUARD INTL EQUITY INDEX F
SOLEShares80.22K
TypeSH
Market value$4.34M
1.23%
Sole
78.14K
Shared
0.00
None
2.08K
RTX CORPORATION
OTRShares22.15K
TypeSH
Market value$4.27M
1.21%
Sole
21.59K
Shared
0.00
None
561.00
ABBOTT LABORATORIES
OTRShares41.44K
TypeSH
Market value$4.25M
1.21%
Sole
40.10K
Shared
0.00
None
1.34K
ANALOG DEVICES INC
SOLEShares13.35K
TypeSH
Market value$4.25M
1.21%
Sole
11.11K
Shared
0.00
None
2.24K
VANGUARD INDEX FDS
SOLEShares13.14K
TypeSH
Market value$4.21M
1.20%
Sole
12.98K
Shared
0.00
None
159.00
KINDER MORGAN INC DEL
SOLEShares123.73K
TypeSH
Market value$4.15M
1.18%
Sole
105.12K
Shared
0.00
None
18.60K
ABBVIE INC
OTRShares16.99K
TypeSH
Market value$3.70M
1.05%
Sole
16.62K
Shared
0.00
None
375.00
ELI LILLY & CO
OTRShares3.97K
TypeSH
Market value$3.65M
1.04%
Sole
3.66K
Shared
0.00
None
309.00
VISA INC
OTRShares11.64K
TypeSH
Market value$3.52M
1.00%
Sole
11.18K
Shared
0.00
None
459.00
DISNEY WALT CO
SOLEShares36.19K
TypeSH
Market value$3.49M
0.99%
Sole
34.36K
Shared
0.00
None
1.84K
CHEVRON CORPORATION
SOLEShares15.67K
TypeSH
Market value$3.24M
0.92%
Sole
12.73K
Shared
0.00
None
2.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONOTR | COM | 265.12K | SH | $46.24M 13.14% | 258.70K | 0.00 | 6.42K |
APPLE INCOTR | COM | 110.43K | SH | $28.03M 7.97% | 107.20K | 0.00 | 3.23K |
MICROSOFT CORPOTR | COM | 42.58K | SH | $15.76M 4.48% | 40.49K | 0.00 | 2.08K |
JPMORGAN CHASE & COOTR | COM | 45.51K | SH | $13.39M 3.81% | 43.88K | 0.00 | 1.63K |
ALPHABET INCOTR | CAP STK CL A | 38.63K | SH | $11.11M 3.16% | 37.35K | 0.00 | 1.28K |
BROADCOM INCOTR | COM | 23.81K | SH | $7.37M 2.09% | 19.41K | 0.00 | 4.39K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 216.46K | SH | $6.38M 1.81% | 210.14K | 0.00 | 6.33K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 82.28K | SH | $6.30M 1.79% | 78.53K | 0.00 | 3.75K |
NEXTERA ENERGY INCSOLE | COM | 63.64K | SH | $5.91M 1.68% | 61.86K | 0.00 | 1.78K |
CISCO SYS INCSOLE | COM | 66.58K | SH | $5.17M 1.47% | 58.02K | 0.00 | 8.56K |
CHUBB LTD SWITZOTR | COM | 15.34K | SH | $5.00M 1.42% | 12.73K | 0.00 | 2.61K |
AMAZON COM INCOTR | COM | 23.93K | SH | $4.98M 1.42% | 22.67K | 0.00 | 1.26K |
LINDE PLCOTR | SHS | 9.64K | SH | $4.78M 1.36% | 8.27K | 0.00 | 1.37K |
LOWES COS INCSOLE | COM | 19.11K | SH | $4.52M 1.28% | 17.95K | 0.00 | 1.16K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 80.22K | SH | $4.34M 1.23% | 78.14K | 0.00 | 2.08K |
RTX CORPORATIONOTR | COM | 22.15K | SH | $4.27M 1.21% | 21.59K | 0.00 | 561.00 |
ABBOTT LABORATORIESOTR | COM | 41.44K | SH | $4.25M 1.21% | 40.10K | 0.00 | 1.34K |
ANALOG DEVICES INCSOLE | COM | 13.35K | SH | $4.25M 1.21% | 11.11K | 0.00 | 2.24K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.14K | SH | $4.21M 1.20% | 12.98K | 0.00 | 159.00 |
KINDER MORGAN INC DELSOLE | COM | 123.73K | SH | $4.15M 1.18% | 105.12K | 0.00 | 18.60K |
ABBVIE INCOTR | COM | 16.99K | SH | $3.70M 1.05% | 16.62K | 0.00 | 375.00 |
ELI LILLY & COOTR | COM | 3.97K | SH | $3.65M 1.04% | 3.66K | 0.00 | 309.00 |
VISA INCOTR | COM CL A | 11.64K | SH | $3.52M 1.00% | 11.18K | 0.00 | 459.00 |
DISNEY WALT COSOLE | COM | 36.19K | SH | $3.49M 0.99% | 34.36K | 0.00 | 1.84K |
CHEVRON CORPORATIONSOLE | COM | 15.67K | SH | $3.24M 0.92% | 12.73K | 0.00 | 2.95K |
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