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
$12.8B
$362,000 0.12% of portfolio
2,516
Q1 2024 New
$40.3B
$344,000 0.11% of portfolio
3,243
Q4 2022 Added 12.09%
$313B
$349,000 0.11% of portfolio
4,364
Q2 2025 New
$40.6B
$336,000 0.11% of portfolio
4,438
Q4 2022 Added 19.27%
$66.1B
$342,000 0.11% of portfolio
1,215
Q1 2025 Added 27.49%
$34.6B
$357,000 0.11% of portfolio
4,444
Q1 2025 Added 2.66%
$216B
$329,000 0.11% of portfolio
418
Q2 2025 New
$20.9B
$337,000 0.11% of portfolio
12,753
Q2 2025 Reduced 3.39%
$48.7B
$339,000 0.11% of portfolio
6,000
Q2 2025 Added 0.23%
$6.32B
$335,000 0.11% of portfolio
2,983
Q1 2025 New
$36.2B
$304,000 0.1% of portfolio
1,899
Q2 2025 New
$80.2B
$299,000 0.1% of portfolio
4,336
Q2 2025 Added 14.59%
$85.3B
$301,000 0.1% of portfolio
2,265
Q2 2025 Reduced 8.08%
$24B
$303,000 0.1% of portfolio
3,141
Q1 2025 New
$5.99B
$287,000 0.09% of portfolio
3,195
Q2 2025 Added 1,400.0%
$16.1B
$274,000 0.09% of portfolio
3,399
Q2 2025 New
$9.7B
$280,000 0.09% of portfolio
1,557
Q2 2025 Added 12.42%
$14B
$286,000 0.09% of portfolio
1,238
Q2 2025 Reduced 0.72%
$12.3B
$287,000 0.09% of portfolio
3,000
Q4 2020 New
$25.1B
$270,000 0.09% of portfolio
3,564
Q1 2025 Added 55.91%
$11B
$248,000 0.08% of portfolio
5,071
Q2 2025 Reduced 2.37%
$301B
$252,000 0.08% of portfolio
3,563
Q2 2025 Added 0.03%
$738B
$260,000 0.08% of portfolio
334
Q2 2025 Reduced 4.02%
$91.5B
$245,000 0.08% of portfolio
5,409
Q1 2025 New
$6.91B
$256,000 0.08% of portfolio
11,137
Q2 2025 Reduced 0.97%
$283B
$225,000 0.07% of portfolio
875
Q2 2025 Reduced 20.89%
$29.5B
$231,000 0.07% of portfolio
1,410
Q2 2025 Added 3.91%
$25.7B
$229,000 0.07% of portfolio
2,320
Q2 2025 New
$64.9B
$217,000 0.07% of portfolio
2,060
Q3 2024 New
$141B
$221,000 0.07% of portfolio
962
Q2 2025 Reduced 3.99%
$118B
$205,000 0.07% of portfolio
2,287
Q1 2025 New
$36.1B
$230,000 0.07% of portfolio
2,822
Q1 2025 New
$79.5B
$212,000 0.07% of portfolio
1,141
Q1 2025 Added 5.45%
$2.41B
$209,000 0.07% of portfolio
5,226
Q2 2025 Reduced 1.04%
$383B
$228,000 0.07% of portfolio
4,836
Q2 2025 New
$11.8B
$207,000 0.07% of portfolio
660
Q2 2025 Reduced 1.35%
$19.4B
$230,000 0.07% of portfolio
8,981
Q1 2025 New
$118B
$201,000 0.06% of portfolio
5,956
Q2 2025 Reduced 16.8%
$2.2B
$160,000 0.05% of portfolio
12,322
Q2 2025 Added 6.77%

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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