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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.3B
$428,000 0.14% of portfolio
3,077
Q2 2025 Added 90.41%
$17.7B
$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%
$16B
$387,000 0.12% of portfolio
3,225
Q2 2025 Added 18.92%
$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%
$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%
$48.7B
$339,000 0.11% of portfolio
6,000
Q2 2025 Added 0.23%
$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
$16.1B
$274,000 0.09% of portfolio
3,399
Q2 2025 New
$52.3B
$296,000 0.09% of portfolio
285
Q2 2025 Added 13.1%
$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%
$91.5B
$245,000 0.08% of portfolio
5,409
Q1 2025 New
$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%
$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%

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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