Brown Miller Wealth Management, LLC Portfolio Holdings

Brown Miller Wealth Management, LLC

  • $341 Million
  • Q3 2025

Brown Miller Wealth Management, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $341 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 $51.7M, Apple Inc. with a value of $28.6M, Microsoft Corp with a value of $21.2M, Jpmorgan Chase & CO with a value of $14.3M, and Alphabet Inc. with a value of $7.92M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $312M to 341M.

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

Portfolio value $341 Million
Technology: $133 Million
ETFs: $49.9 Million
Financial Services: $42.6 Million
Healthcare: $25.5 Million
Consumer Cyclical: $20.3 Million
Industrials: $18.6 Million
Communication Services: $16.9 Million
Consumer Defensive: $12.2 Million
Other: $21.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.01B
$2.33 Million 0.68% of portfolio
40,947
Q3 2025 Added 1.05%
$4.08B
$2.13 Million 0.63% of portfolio
86,267
Q2 2025 Reduced 24.64%
$4.91B
$498,000 0.15% of portfolio
298
Q2 2021 Reduced 0.33%
$4.82B
$466,000 0.14% of portfolio
12,525
Q3 2025 Added 1.02%
$8.89B
$353,000 0.1% of portfolio
1,720
Q3 2025 Added 10.47%
$5.93B
$344,000 0.1% of portfolio
3,195
Q2 2025 Added 1,400.0%
$5.19B
$306,000 0.09% of portfolio
2,868
Q2 2022 New
$5.17B
$296,000 0.09% of portfolio
2,983
Q1 2025 New
$9.92B
$271,000 0.08% of portfolio
4,707
Q3 2025 New
$2.04B
$197,000 0.06% of portfolio
12,149
Q3 2025 Reduced 1.4%
$4.01B
$181,000 0.05% of portfolio
1,439
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 273
  • Current Value $341 Million
  • Prior Value $312 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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