Filed: 7/16/2026ACC: 0001840084-26-000004
📋 What this filing means
BROWN MILLER WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 204 equity positions with a total reported market value of $397.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
204
Positions
$397.20M
Total AUM (reported)
3.02M
Total Shares
Allocation by class
COM$280.19M70.5%
CAP STK CL A$13.42M3.4%
STATE STREET SPD$10.78M2.7%
SHS CREATION UNI$10.05M2.5%
CL A$7.14M1.8%
SHS$6.56M1.7%
FTSE EMR MKT ETF$5.06M1.3%
Portfolio Concentration
Top 3$101.57M25.6%
4–10$65.70M16.5%
11–25$69.47M17.5%
Rest$160.46M40.4%
Top 3 weight
25.6%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Sole
Full voting authority
2.61M
shares
% of voting shares86.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
409.82K
shares
% of voting shares13.6%
Investment Discretion (by position count)
Sole85
Shared0
Other119
Dominant voting typeSole · 86.4% of voting shares
Institutional Holdings204
Rows:
NVIDIA CORPORATION
OTRShares264.76K
TypeSH
Market value$52.98M
13.34%
Sole
258.32K
Shared
0.00
None
6.44K
APPLE INC
OTRShares112.24K
TypeSH
Market value$32.48M
8.18%
Sole
109.08K
Shared
0.00
None
3.16K
MICROSOFT CORP
OTRShares43.21K
TypeSH
Market value$16.12M
4.06%
Sole
41.12K
Shared
0.00
None
2.09K
JPMORGAN CHASE & CO
OTRShares45.56K
TypeSH
Market value$14.91M
3.75%
Sole
43.95K
Shared
0.00
None
1.61K
ALPHABET INC
OTRShares37.56K
TypeSH
Market value$13.42M
3.38%
Sole
36.37K
Shared
0.00
None
1.19K
BROADCOM INC
OTRShares23.79K
TypeSH
Market value$8.99M
2.26%
Sole
19.42K
Shared
0.00
None
4.37K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares227.09K
TypeSH
Market value$7.86M
1.98%
Sole
220.76K
Shared
0.00
None
6.33K
SPDR SERIES TRUST
SOLEShares87.62K
TypeSH
Market value$7.70M
1.94%
Sole
83.80K
Shared
0.00
None
3.82K
CISCO SYS INC
OTRShares61.32K
TypeSH
Market value$7.20M
1.81%
Sole
56.10K
Shared
0.00
None
5.22K
AMAZON COM INC
OTRShares23.55K
TypeSH
Market value$5.61M
1.41%
Sole
22.25K
Shared
0.00
None
1.31K
NEXTERA ENERGY INC
SOLEShares59.22K
TypeSH
Market value$5.20M
1.31%
Sole
57.69K
Shared
0.00
None
1.53K
CHUBB LTD SWITZ
OTRShares15.22K
TypeSH
Market value$5.18M
1.31%
Sole
12.73K
Shared
0.00
None
2.49K
VANGUARD INTL EQUITY INDEX F
SOLEShares84.78K
TypeSH
Market value$5.06M
1.27%
Sole
82.67K
Shared
0.00
None
2.11K
AMPHENOL CORP
OTRShares27.86K
TypeSH
Market value$4.91M
1.24%
Sole
21.68K
Shared
0.00
None
6.18K
LINDE PLC
OTRShares9.46K
TypeSH
Market value$4.91M
1.24%
Sole
8.13K
Shared
0.00
None
1.33K
VANGUARD INDEX FDS
SOLEShares13.14K
TypeSH
Market value$4.86M
1.22%
Sole
12.98K
Shared
0.00
None
159.00
UNITEDHEALTH GROUP INC
OTRShares11.69K
TypeSH
Market value$4.86M
1.22%
Sole
11.26K
Shared
0.00
None
429.00
ANALOG DEVICES INC
OTRShares11.99K
TypeSH
Market value$4.76M
1.20%
Sole
10.73K
Shared
0.00
None
1.27K
ABBVIE INC
OTRShares18.71K
TypeSH
Market value$4.71M
1.19%
Sole
18.30K
Shared
0.00
None
413.00
ELI LILLY & CO
OTRShares3.92K
TypeSH
Market value$4.70M
1.18%
Sole
3.62K
Shared
0.00
None
298.00
KINDER MORGAN INC DEL
OTRShares140.63K
TypeSH
Market value$4.50M
1.13%
Sole
121.94K
Shared
0.00
None
18.69K
LOWES COS INC
OTRShares19.21K
TypeSH
Market value$4.24M
1.07%
Sole
18.05K
Shared
0.00
None
1.16K
VISA INC
OTRShares11.93K
TypeSH
Market value$4.09M
1.03%
Sole
11.51K
Shared
0.00
None
420.00
ABBOTT LABORATORIES
OTRShares41.81K
TypeSH
Market value$3.79M
0.96%
Sole
40.49K
Shared
0.00
None
1.32K
INTERNATIONAL BUSINESS MACHS
OTRShares13.13K
TypeSH
Market value$3.69M
0.93%
Sole
12.68K
Shared
0.00
None
443.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONOTR | COM | 264.76K | SH | $52.98M 13.34% | 258.32K | 0.00 | 6.44K |
APPLE INCOTR | COM | 112.24K | SH | $32.48M 8.18% | 109.08K | 0.00 | 3.16K |
MICROSOFT CORPOTR | COM | 43.21K | SH | $16.12M 4.06% | 41.12K | 0.00 | 2.09K |
JPMORGAN CHASE & COOTR | COM | 45.56K | SH | $14.91M 3.75% | 43.95K | 0.00 | 1.61K |
ALPHABET INCOTR | CAP STK CL A | 37.56K | SH | $13.42M 3.38% | 36.37K | 0.00 | 1.19K |
BROADCOM INCOTR | COM | 23.79K | SH | $8.99M 2.26% | 19.42K | 0.00 | 4.37K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 227.09K | SH | $7.86M 1.98% | 220.76K | 0.00 | 6.33K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 87.62K | SH | $7.70M 1.94% | 83.80K | 0.00 | 3.82K |
CISCO SYS INCOTR | COM | 61.32K | SH | $7.20M 1.81% | 56.10K | 0.00 | 5.22K |
AMAZON COM INCOTR | COM | 23.55K | SH | $5.61M 1.41% | 22.25K | 0.00 | 1.31K |
NEXTERA ENERGY INCSOLE | COM | 59.22K | SH | $5.20M 1.31% | 57.69K | 0.00 | 1.53K |
CHUBB LTD SWITZOTR | COM | 15.22K | SH | $5.18M 1.31% | 12.73K | 0.00 | 2.49K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 84.78K | SH | $5.06M 1.27% | 82.67K | 0.00 | 2.11K |
AMPHENOL CORPOTR | CL A | 27.86K | SH | $4.91M 1.24% | 21.68K | 0.00 | 6.18K |
LINDE PLCOTR | SHS | 9.46K | SH | $4.91M 1.24% | 8.13K | 0.00 | 1.33K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.14K | SH | $4.86M 1.22% | 12.98K | 0.00 | 159.00 |
UNITEDHEALTH GROUP INCOTR | COM | 11.69K | SH | $4.86M 1.22% | 11.26K | 0.00 | 429.00 |
ANALOG DEVICES INCOTR | COM | 11.99K | SH | $4.76M 1.20% | 10.73K | 0.00 | 1.27K |
ABBVIE INCOTR | COM | 18.71K | SH | $4.71M 1.19% | 18.30K | 0.00 | 413.00 |
ELI LILLY & COOTR | COM | 3.92K | SH | $4.70M 1.18% | 3.62K | 0.00 | 298.00 |
KINDER MORGAN INC DELOTR | COM | 140.63K | SH | $4.50M 1.13% | 121.94K | 0.00 | 18.69K |
LOWES COS INCOTR | COM | 19.21K | SH | $4.24M 1.07% | 18.05K | 0.00 | 1.16K |
VISA INCOTR | COM CL A | 11.93K | SH | $4.09M 1.03% | 11.51K | 0.00 | 420.00 |
ABBOTT LABORATORIESOTR | COM | 41.81K | SH | $3.79M 0.96% | 40.49K | 0.00 | 1.32K |
INTERNATIONAL BUSINESS MACHSOTR | COM | 13.13K | SH | $3.69M 0.93% | 12.68K | 0.00 | 443.00 |
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