Brown Wealth Management, LLC Portfolio Holdings

Brown Wealth Management, LLC

  • $291 Billion
  • Q1 2025

Brown Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $291 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $31.2B, Ishares Core S&P 500 ETF with a value of $24.9B, Vanguard Growth ETF with a value of $24.7B, Ishares Short Term National Mu with a value of $16.8B, and Ishares National Muni Bond ETF with a value of $14.5B.

Examining the 13F form we can see an increase of $8.69B in the current position value, from $282B to 291B.

Brown Wealth Management, LLC is based out at Naperville, IL

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

Portfolio value $291 Billion
ETFs: $262 Billion
Technology: $7.07 Billion
Healthcare: $2.67 Billion
Consumer Cyclical: $1.71 Billion
Financial Services: $1.1 Billion
Communication Services: $852 Million
Consumer Defensive: $648 Million
Utilities: $429 Million
Other: $239 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.2 Billion 10.72% of portfolio
180,525
Q1 2025 Added 10.19%
$0
$24.9 Billion 8.55% of portfolio
44,252
Q1 2025 Added 15.68%
$0
$24.7 Billion 8.49% of portfolio
66,590
Q1 2025 Added 4.33%
$0
$16.8 Billion 5.77% of portfolio
158,916
Q1 2025 Added 37.14%
$0
$14.5 Billion 4.98% of portfolio
137,282
Q1 2025 Reduced 10.72%
$0
$13.5 Billion 4.64% of portfolio
176,099
Q1 2025 Reduced 42.15%
$0
$13.1 Billion 4.49% of portfolio
536,191
Q1 2025 Added 1.28%
$0
$12.7 Billion 4.37% of portfolio
249,858
Q1 2025 Reduced 34.77%
$0
$7.91 Billion 2.72% of portfolio
367,620
Q1 2025 Added 6.13%
$0
$7.3 Billion 2.51% of portfolio
167,086
Q1 2025 Added 7.51%
$0
$5.75 Billion 1.98% of portfolio
83,423
Q1 2025 Reduced 34.6%
$0
$5.72 Billion 1.97% of portfolio
182,042
Q1 2025 Added 4.36%
$0
$5.64 Billion 1.94% of portfolio
215,287
Q1 2025 Reduced 2.07%
$0
$5.44 Billion 1.87% of portfolio
84,752
Q1 2025 Added 4.26%
$0
$5.14 Billion 1.77% of portfolio
101,438
Q1 2025 New
$0
$4.35 Billion 1.5% of portfolio
41,577
Q1 2025 Added 1.37%
$0
$4.2 Billion 1.45% of portfolio
133,947
Q1 2025 Reduced 3.07%
$0
$3.68 Billion 1.26% of portfolio
19,734
Q1 2025 Added 27.02%
$0
$3.41 Billion 1.17% of portfolio
68,794
Q1 2025 Reduced 22.95%
$0
$3.38 Billion 1.16% of portfolio
65,980
Q1 2025 Added 7.27%
$0
$3.35 Billion 1.15% of portfolio
35,735
Q1 2025 Reduced 2.35%
$0
$3.29 Billion 1.13% of portfolio
13,074
Q1 2025 Added 24.05%
$1.58B
$2.85 Billion 0.98% of portfolio
22,009
Q1 2025 New
$0
$2.72 Billion 0.94% of portfolio
29,887
Q1 2025 Reduced 45.67%
$0
$2.71 Billion 0.93% of portfolio
108,143
Q1 2025 Added 2.4%
$0
$2.66 Billion 0.92% of portfolio
67,516
Q1 2025 Added 6.33%
-
$2.66 Billion 0.91% of portfolio
-
Q1 2025 Added 110.69%
$3.39T
$2.64 Billion 0.91% of portfolio
11,906
Q1 2025 Added 41.02%
$0
$2.55 Billion 0.88% of portfolio
81,427
Q1 2025 New
$0
$2.52 Billion 0.87% of portfolio
121,793
Q1 2025 New
$0
$2.49 Billion 0.85% of portfolio
93,537
Q1 2025 Added 3.36%
$0
$2.18 Billion 0.75% of portfolio
28,766
Q1 2025 Reduced 34.13%
Ishares Bitcoin Trust ETF
-
$1.83 Billion 0.63% of portfolio
-
Q1 2025 New
$0
$1.8 Billion 0.62% of portfolio
36,093
Q1 2025 Added 0.02%
$307B
$1.74 Billion 0.6% of portfolio
16,080
Q1 2025 Added 5.15%
Innovator Etfs Trust
-
$1.75 Billion 0.6% of portfolio
-
Q1 2025 New
$0
$1.71 Billion 0.59% of portfolio
16,535
Q1 2025 Added 1.31%
$0
$1.62 Billion 0.56% of portfolio
20,832
Q1 2025 Reduced 5.17%
$0
$1.6 Billion 0.55% of portfolio
66,971
Q1 2025 Added 12.68%
$0
$1.44 Billion 0.5% of portfolio
36,125
Q1 2025 Added 4.92%
$718B
$1.42 Billion 0.49% of portfolio
1,717
Q1 2025 Added 2.26%
$2.13T
$1.4 Billion 0.48% of portfolio
7,340
Q1 2025 Added 92.9%
-
$1.34 Billion 0.46% of portfolio
-
Q1 2025 Reduced 3.6%
$0
$1.22 Billion 0.42% of portfolio
32,835
Q1 2025 Reduced 5.31%
$3.35T
$1.13 Billion 0.39% of portfolio
3,010
Q1 2025 Added 1.72%
$0
$1.11 Billion 0.38% of portfolio
14,811
Q1 2025 Added 0.01%
$0
$1.11 Billion 0.38% of portfolio
4,054
Q4 2024 Reduced 4.95%
$0
$1.09 Billion 0.37% of portfolio
43,189
Q1 2025 Added 2.99%
Innovator Etfs Trust
-
$1.02 Billion 0.35% of portfolio
-
Q1 2025 Reduced 0.48%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $291 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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