Brown Miller Wealth Management, LLC Portfolio Holdings

Brown Miller Wealth Management, LLC

  • $312 Million
  • Q2 2025

Brown Miller Wealth Management, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $312 Million distributed in 273 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $45.3M, Apple Inc. with a value of $23.1M, Microsoft Corp with a value of $20.1M, Jpmorgan Chase & CO with a value of $13.1M, and Broadcom Inc. with a value of $6.38M.

Examining the 13F form we can see an increase of $32.2M in the current position value, from $280M to 312M.

Below you can find more details about Brown Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $312 Million
Technology: $118 Million
ETFs: $44.7 Million
Financial Services: $42.2 Million
Healthcare: $24.2 Million
Consumer Cyclical: $18.9 Million
Industrials: $16.8 Million
Communication Services: $14.7 Million
Consumer Defensive: $13.1 Million
Other: $19.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$416B
$45.3 Million 14.52% of portfolio
286,757
Q2 2025 Added 0.13%
$3.45T
$23.1 Million 7.4% of portfolio
112,515
Q2 2025 Reduced 1.27%
$3.77T
$20.1 Million 6.46% of portfolio
40,505
Q2 2025 Added 0.09%
$855B
$13.1 Million 4.19% of portfolio
45,089
Q2 2025 Added 0.03%
$113B
$6.38 Million 2.05% of portfolio
23,155
Q2 2025 Added 18.42%
$1.14T
$5.73 Million 1.84% of portfolio
32,520
Q2 2025 Reduced 0.31%
$220B
$5.74 Million 1.84% of portfolio
42,169
Q2 2025 Reduced 1.21%
$2.32T
$5.21 Million 1.67% of portfolio
23,730
Q2 2025 Added 0.59%
$280B
$5.04 Million 1.62% of portfolio
72,696
Q2 2025 Reduced 1.63%
$221B
$4.42 Million 1.42% of portfolio
35,610
Q2 2025 Reduced 0.88%
$116B
$4.4 Million 1.41% of portfolio
15,184
Q2 2025 Added 1.63%
$111B
$4.27 Million 1.37% of portfolio
46,606
Q2 2025 Added 2.17%
$141B
$4.15 Million 1.33% of portfolio
18,692
Q2 2025 Added 2.51%
$152B
$4.11 Million 1.32% of portfolio
59,179
Q2 2025 Added 2.39%
$575B
$3.94 Million 1.26% of portfolio
11,084
Q2 2025 Added 0.09%
$253B
$3.66 Million 1.17% of portfolio
12,404
Q2 2025 Reduced 2.05%
$219B
$3.37 Million 1.08% of portfolio
23,048
Q2 2025 Reduced 3.0%
$121B
$3.15 Million 1.01% of portfolio
13,242
Q2 2025 Added 1.89%
$331B
$3.03 Million 0.97% of portfolio
16,317
Q2 2025 Reduced 0.28%
$149B
$2.93 Million 0.94% of portfolio
7,416
Q2 2025 Added 0.39%
$101B
$2.87 Million 0.92% of portfolio
15,618
Q2 2025 Reduced 1.1%
$622B
$2.75 Million 0.88% of portfolio
5,657
Q2 2025 Reduced 1.43%
$256B
$2.69 Million 0.86% of portfolio
14,790
Q2 2025 Reduced 10.99%
$181B
$2.69 Million 0.86% of portfolio
8,989
Q2 2025 Added 2.53%
$81.7B
$2.57 Million 0.82% of portfolio
8,802
Q2 2025 Added 1.08%
$177B
$2.41 Million 0.77% of portfolio
15,126
Q2 2025 Reduced 24.45%
$294B
$2.34 Million 0.75% of portfolio
16,347
Q2 2025 Added 3.76%
$267B
$2.25 Million 0.72% of portfolio
7,228
Q2 2025 Added 9.85%
$533B
$2.23 Million 0.71% of portfolio
3,968
Q2 2025 Added 13.44%
$164B
$2.19 Million 0.7% of portfolio
7,844
Q2 2025 Added 4.21%
$6.55B
$2.14 Million 0.69% of portfolio
40,521
Q2 2025 Added 1.71%
$35.7B
$2.14 Million 0.68% of portfolio
37,067
Q2 2025 Added 5.77%
$23.6B
$2.04 Million 0.65% of portfolio
15,755
Q2 2025 Added 5.16%
$101B
$1.85 Million 0.59% of portfolio
17,624
Q2 2025 Added 3.79%
$207B
$1.8 Million 0.58% of portfolio
22,736
Q1 2025 Added 5.11%
$0
$1.78 Million 0.57% of portfolio
81,023
Q2 2025 Added 2.09%
$155B
$1.71 Million 0.55% of portfolio
47,981
Q2 2025 Reduced 0.49%
$32.9B
$1.46 Million 0.47% of portfolio
16,022
Q2 2025 Added 0.05%
$70.8B
$1.45 Million 0.46% of portfolio
9,299
Q2 2025 Added 1.95%
$67.9B
$1.44 Million 0.46% of portfolio
6,437
Q2 2025 Added 4.41%
$108B
$1.45 Million 0.46% of portfolio
3,128
Q2 2025 Reduced 1.01%
$1.21B
$1.32 Million 0.42% of portfolio
34,369
Q1 2025 Added 96.1%
$417B
$1.23 Million 0.4% of portfolio
1,246
Q2 2025 Added 24.85%
$1.94B
$1.26 Million 0.4% of portfolio
86,267
Q2 2025 Reduced 24.64%
$120B
$1.2 Million 0.39% of portfolio
8,052
Q2 2025 Added 4.18%
$439B
$1.16 Million 0.37% of portfolio
7,595
Q2 2025 Added 1.23%
$27B
$1.17 Million 0.37% of portfolio
27,804
Q2 2025 Added 100.0%
$1.17T
$1.05 Million 0.34% of portfolio
5,924
Q2 2025 Added 3.03%
$201B
$1.07 Million 0.34% of portfolio
8,095
Q2 2025 Reduced 3.8%

Summary

  • Portfolio
  • No. of Stocks 273
  • Current Value $312 Million
  • Prior Value $280 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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