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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.8B
$1.44 Million 0.46% of portfolio
6,437
Q2 2025 Added 4.41%
$110B
$1.45 Million 0.46% of portfolio
3,128
Q2 2025 Reduced 1.01%
$1.21B
$1.32 Million 0.42% of portfolio
34,369
Q1 2025 Added 96.1%
$413B
$1.23 Million 0.4% of portfolio
1,246
Q2 2025 Added 24.85%
$1.94B
$1.26 Million 0.4% of portfolio
86,267
Q2 2025 Reduced 24.64%
$126B
$1.2 Million 0.39% of portfolio
8,052
Q2 2025 Added 4.18%
$443B
$1.16 Million 0.37% of portfolio
7,595
Q2 2025 Added 1.23%
$27.5B
$1.17 Million 0.37% of portfolio
27,804
Q2 2025 Added 100.0%
$0
$1.11 Million 0.36% of portfolio
12,114
Q2 2025 New
$1.18T
$1.05 Million 0.34% of portfolio
5,924
Q2 2025 Added 3.03%
$199B
$1.07 Million 0.34% of portfolio
8,095
Q2 2025 Reduced 3.8%
$0
$1.02 Million 0.33% of portfolio
2,319
Q4 2022 Reduced 0.43%
$0
$1.01 Million 0.33% of portfolio
18,647
Q2 2025 Added 4.79%
$181B
$1 Million 0.32% of portfolio
23,188
Q2 2025 Added 3.38%
$0
$922,000 0.3% of portfolio
5,220
Q4 2022 Reduced 3.83%
$160B
$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%
$0
$902,000 0.29% of portfolio
15,883
Q2 2025 Added 6.14%
$217B
$899,000 0.29% of portfolio
3,080
Q2 2025 Added 0.06%
$61.6B
$831,000 0.27% of portfolio
28,268
Q2 2025 Added 3.76%
$0
$820,000 0.26% of portfolio
15,676
Q2 2025 New
$39.2B
$766,000 0.25% of portfolio
2,970
Q4 2020 New
$525B
$792,000 0.25% of portfolio
592
Q2 2025 Added 70.11%
$0
$754,000 0.24% of portfolio
23,603
Q4 2022 Added 59.19%
$0
$758,000 0.24% of portfolio
18,666
Q4 2022 Added 45.11%
$0
$757,000 0.24% of portfolio
7,528
Q2 2025 Added 13.97%
$382B
$726,000 0.23% of portfolio
1,981
Q2 2025 Reduced 1.69%
$155B
$732,000 0.23% of portfolio
1,441
Q2 2025 Reduced 0.21%
$148B
$683,000 0.22% of portfolio
3,460
Q2 2025 Reduced 1.37%
$262B
$680,000 0.22% of portfolio
6,964
Q2 2025 Reduced 2.51%
$142B
$699,000 0.22% of portfolio
6,311
Q2 2025 Reduced 9.05%
$69.2B
$646,000 0.21% of portfolio
20,859
Q2 2025 Added 0.07%
$103B
$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%
$39.1B
$625,000 0.2% of portfolio
2,575
Q2 2025 Added 0.31%
$0
$623,000 0.2% of portfolio
8,199
Q2 2025 New
$145B
$616,000 0.2% of portfolio
2,312
Q2 2025 Reduced 1.32%
$304B
$591,000 0.19% of portfolio
4,339
Q2 2025 Added 11.54%
$0
$583,000 0.19% of portfolio
2,351
Q2 2025 Reduced 20.6%
$0
$587,000 0.19% of portfolio
3,981
Q1 2025 New
$60.1B
$553,000 0.18% of portfolio
5,491
Q2 2025 Added 17.23%
$52.8B
$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%
$0
$525,000 0.17% of portfolio
2,433
Q2 2025 Reduced 13.35%
$17.6B
$527,000 0.17% of portfolio
1,696
Q2 2025 Reduced 1.45%
$230B
$523,000 0.17% of portfolio
1,640
Q1 2025 Added 100.0%
$73.8B
$533,000 0.17% of portfolio
5,865
Q1 2025 New
$0
$495,000 0.16% of portfolio
9,458
Q1 2025 New
$15.6B
$497,000 0.16% of portfolio
8,875
Q1 2025 New

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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