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
$180B
$1 Million 0.32% of portfolio
23,188
Q2 2025 Added 3.38%
$151B
$942,000 0.3% of portfolio
13,658
Q2 2025 Added 19.87%
$108B
$910,000 0.29% of portfolio
4,121
Q2 2025 Reduced 65.74%
$220B
$899,000 0.29% of portfolio
3,080
Q2 2025 Added 0.06%
$60.6B
$831,000 0.27% of portfolio
28,268
Q2 2025 Added 3.76%
$39.2B
$766,000 0.25% of portfolio
2,970
Q4 2020 New
$530B
$792,000 0.25% of portfolio
592
Q2 2025 Added 70.11%
$380B
$726,000 0.23% of portfolio
1,981
Q2 2025 Reduced 1.69%
$153B
$732,000 0.23% of portfolio
1,441
Q2 2025 Reduced 0.21%
$138B
$683,000 0.22% of portfolio
3,460
Q2 2025 Reduced 1.37%
$260B
$680,000 0.22% of portfolio
6,964
Q2 2025 Reduced 2.51%
$138B
$699,000 0.22% of portfolio
6,311
Q2 2025 Reduced 9.05%
$68.2B
$646,000 0.21% of portfolio
20,859
Q2 2025 Added 0.07%
$104B
$630,000 0.2% of portfolio
6,863
Q2 2025 Added 3.06%
$107B
$621,000 0.2% of portfolio
10,600
Q4 2022 Added 10.98%
$37.7B
$625,000 0.2% of portfolio
2,575
Q2 2025 Added 0.31%
$293B
$591,000 0.19% of portfolio
4,339
Q2 2025 Added 11.54%
$60.1B
$553,000 0.18% of portfolio
5,491
Q2 2025 Added 17.23%
$52.1B
$557,000 0.18% of portfolio
3,834
Q2 2025 Reduced 4.13%
$4.58B
$535,000 0.17% of portfolio
298
Q2 2021 Reduced 0.33%
$17.7B
$527,000 0.17% of portfolio
1,696
Q2 2025 Reduced 1.45%
$227B
$523,000 0.17% of portfolio
1,640
Q1 2025 Added 100.0%
$74B
$533,000 0.17% of portfolio
5,865
Q1 2025 New
$15.4B
$497,000 0.16% of portfolio
8,875
Q1 2025 New
$87.4B
$494,000 0.16% of portfolio
2,976
Q2 2025 Added 13.41%
$69.9B
$499,000 0.16% of portfolio
7,953
Q2 2025 Added 5.49%
$34.7B
$514,000 0.16% of portfolio
4,940
Q1 2025 New
$26.4B
$473,000 0.15% of portfolio
3,734
Q2 2025 Added 5.06%
$73.8B
$458,000 0.15% of portfolio
4,538
Q2 2025 Reduced 3.18%
$26.7B
$477,000 0.15% of portfolio
2,877
Q2 2025 Added 15.26%
$18B
$479,000 0.15% of portfolio
5,765
Q1 2025 New
$104B
$446,000 0.14% of portfolio
1,021
Q2 2025 Added 12.07%
$88.9B
$449,000 0.14% of portfolio
1,437
Q2 2025 Added 10.79%
$29.2B
$449,000 0.14% of portfolio
4,054
Q2 2025 Reduced 20.06%
$4.99B
$451,000 0.14% of portfolio
12,399
Q2 2025 Added 1.08%
$642B
$443,000 0.14% of portfolio
2,028
Q2 2025 Added 0.05%
$26.3B
$428,000 0.14% of portfolio
3,077
Q2 2025 Added 90.41%
$452B
$443,000 0.14% of portfolio
4,113
Q1 2025 Added 46.01%
$17.9B
$403,000 0.13% of portfolio
2,452
Q2 2025 Added 12.27%
$159B
$421,000 0.13% of portfolio
1,809
Q2 2025 Reduced 7.75%
$26.6B
$399,000 0.13% of portfolio
746
Q2 2025 Added 12.35%
$65.7B
$418,000 0.13% of portfolio
1,307
Q2 2025 Added 16.38%
$126B
$401,000 0.13% of portfolio
1,303
Q4 2022 Added 2.46%
$60.5B
$405,000 0.13% of portfolio
4,111
Q2 2025 Added 11.32%
$68.6B
$390,000 0.13% of portfolio
8,631
Q1 2025 New
$36.8B
$376,000 0.12% of portfolio
2,160
Q2 2025 Added 12.27%
$85.2B
$367,000 0.12% of portfolio
242
Q2 2025 Added 9.5%
$7.49B
$363,000 0.12% of portfolio
2,868
Q2 2022 New
$16B
$387,000 0.12% of portfolio
3,225
Q2 2025 Added 18.92%

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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