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
$87.4B
$494,000 0.16% of portfolio
2,976
Q2 2025 Added 13.41%
$69.9B
$499,000 0.16% of portfolio
7,953
Q2 2025 Added 5.49%
$34.7B
$514,000 0.16% of portfolio
4,940
Q1 2025 New
$0
$492,000 0.16% of portfolio
9,724
Q2 2025 Added 1.14%
$26.4B
$473,000 0.15% of portfolio
3,734
Q2 2025 Added 5.06%
$0
$457,000 0.15% of portfolio
10,850
Q2 2025 New
$73.8B
$458,000 0.15% of portfolio
4,538
Q2 2025 Reduced 3.18%
$26.7B
$477,000 0.15% of portfolio
2,877
Q2 2025 Added 15.26%
$18B
$479,000 0.15% of portfolio
5,765
Q1 2025 New
$181M
$455,000 0.15% of portfolio
6,068
Q1 2025 New
$109B
$458,000 0.15% of portfolio
1,503
Q1 2025 New
$0
$447,000 0.14% of portfolio
8,600
Q2 2025 Reduced 5.49%
$104B
$446,000 0.14% of portfolio
1,021
Q2 2025 Added 12.07%
$88.9B
$449,000 0.14% of portfolio
1,437
Q2 2025 Added 10.79%
$0
$451,000 0.14% of portfolio
7,134
Q2 2025 New
$29.2B
$449,000 0.14% of portfolio
4,054
Q2 2025 Reduced 20.06%
$4.99B
$451,000 0.14% of portfolio
12,399
Q2 2025 Added 1.08%
$642B
$443,000 0.14% of portfolio
2,028
Q2 2025 Added 0.05%
$0
$442,000 0.14% of portfolio
7,446
Q2 2025 New
$26.3B
$428,000 0.14% of portfolio
3,077
Q2 2025 Added 90.41%
$452B
$443,000 0.14% of portfolio
4,113
Q1 2025 Added 46.01%
$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%
$18.7B
$396,000 0.13% of portfolio
12,086
Q1 2025 New
$65.7B
$418,000 0.13% of portfolio
1,307
Q2 2025 Added 16.38%
$0
$420,000 0.13% of portfolio
5,770
Q2 2025 New
$126B
$401,000 0.13% of portfolio
1,303
Q4 2022 Added 2.46%
$0
$393,000 0.13% of portfolio
1,659
Q2 2025 Reduced 3.49%
$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%
$7.49B
$363,000 0.12% of portfolio
2,868
Q2 2022 New
$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%
$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%
$0
$348,000 0.11% of portfolio
5,039
Q1 2025 New
$66.1B
$342,000 0.11% of portfolio
1,215
Q1 2025 Added 27.49%
$0
$334,000 0.11% of portfolio
1,322
Q2 2025 Reduced 60.82%
$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%

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
Track This Portfolio

Track Brown Miller Wealth Management, LLC Portfolio

Follow Brown Miller Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Miller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Miller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email