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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88B
$1.49 Million 0.44% of portfolio
6,628
Q3 2025 Added 2.97%
$31.9B
$1.43 Million 0.42% of portfolio
15,789
Q3 2025 Reduced 1.45%
$104B
$1.42 Million 0.42% of portfolio
8,319
Q3 2025 Added 3.32%
$67.5B
$1.44 Million 0.42% of portfolio
9,837
Q3 2025 Added 5.79%
$0
$1.39 Million 0.41% of portfolio
24,241
Q3 2025 Added 30.0%
$23.6B
$1.36 Million 0.4% of portfolio
27,804
Q2 2025 Added 100.0%
$1.14B
$1.35 Million 0.4% of portfolio
34,369
Q1 2025 Added 96.1%
$1.72T
$1.27 Million 0.37% of portfolio
5,198
Q3 2025 Reduced 12.26%
$0
$1.18 Million 0.35% of portfolio
2,464
Q3 2025 Added 6.25%
$0
$1.19 Million 0.35% of portfolio
20,790
Q3 2025 Added 30.89%
$0
$1.2 Million 0.35% of portfolio
13,099
Q3 2025 Added 8.13%
$167B
$1.03 Million 0.3% of portfolio
23,380
Q3 2025 Added 0.83%
$0
$1.03 Million 0.3% of portfolio
5,535
Q3 2025 Added 6.03%
$220B
$938,000 0.28% of portfolio
3,087
Q3 2025 Added 0.23%
$0
$909,000 0.27% of portfolio
16,444
Q3 2025 Added 4.9%
$403B
$898,000 0.26% of portfolio
971
Q3 2025 Reduced 22.07%
$0
$852,000 0.25% of portfolio
4,682
Q3 2025 Reduced 7.6%
$58.9B
$858,000 0.25% of portfolio
30,340
Q3 2025 Added 7.33%
$0
$814,000 0.24% of portfolio
8,090
Q3 2025 Added 7.47%
$201B
$801,000 0.24% of portfolio
5,706
Q3 2025 Reduced 29.51%
$36.2B
$812,000 0.24% of portfolio
2,970
Q4 2020 New
$389B
$803,000 0.24% of portfolio
1,984
Q3 2025 Added 0.15%
$0
$819,000 0.24% of portfolio
18,666
Q4 2022 Added 45.11%
$0
$806,000 0.24% of portfolio
23,603
Q4 2022 Added 59.19%
$275B
$767,000 0.23% of portfolio
7,450
Q3 2025 Added 6.98%
$498B
$739,000 0.22% of portfolio
617
Q3 2025 Added 4.22%
$0
$733,000 0.22% of portfolio
6,061
Q3 2025 New
$101B
$700,000 0.21% of portfolio
10,600
Q4 2022 Added 10.98%
$150B
$700,000 0.21% of portfolio
6,311
Q2 2025 Reduced 9.05%
$157B
$668,000 0.2% of portfolio
3,370
Q3 2025 Reduced 2.6%
$139B
$636,000 0.19% of portfolio
1,393
Q3 2025 Reduced 3.33%
$102B
$631,000 0.19% of portfolio
6,659
Q3 2025 Reduced 2.97%
$67B
$652,000 0.19% of portfolio
20,874
Q3 2025 Added 0.07%
$34B
$616,000 0.18% of portfolio
2,590
Q3 2025 Added 0.58%
$330B
$622,000 0.18% of portfolio
7,424
Q3 2025 Added 70.12%
$0
$613,000 0.18% of portfolio
3,981
Q1 2025 New
$35.2B
$567,000 0.17% of portfolio
4,953
Q3 2025 Added 0.26%
$0
$592,000 0.17% of portfolio
2,450
Q3 2025 Added 0.7%
$0
$569,000 0.17% of portfolio
2,194
Q3 2025 Reduced 6.68%
$17.8B
$587,000 0.17% of portfolio
1,696
Q2 2025 Reduced 1.45%
$121B
$566,000 0.17% of portfolio
2,295
Q3 2025 Reduced 0.74%
$97.2B
$573,000 0.17% of portfolio
2,976
Q2 2025 Added 13.41%
$78.8B
$543,000 0.16% of portfolio
8,705
Q3 2025 New
$127B
$534,000 0.16% of portfolio
1,503
Q1 2025 New
$24.9B
$539,000 0.16% of portfolio
2,886
Q3 2025 Added 0.31%
$52.4B
$529,000 0.16% of portfolio
5,550
Q3 2025 Added 1.07%
$15.3B
$536,000 0.16% of portfolio
8,875
Q1 2025 New
$270B
$546,000 0.16% of portfolio
1,646
Q3 2025 Added 0.37%
$19.5B
$537,000 0.16% of portfolio
5,765
Q1 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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