Brown Wealth Management, LLC Portfolio Holdings

Brown Wealth Management, LLC

  • $322 Billion
  • Q2 2025

Brown Wealth Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $32B, Vanguard Growth ETF with a value of $30.8B, Ishares Core S&P 500 ETF with a value of $30.4B, Vanguard Bd Index Fd Inc Inter with a value of $15.8B, and Vanguard Ftse Developed Market with a value of $13.8B.

Examining the 13F form we can see an increase of $31.2B in the current position value, from $291B to 322B.

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 $322 Billion
ETFs: $283 Billion
Technology: $10.1 Billion
Healthcare: $3.15 Billion
Consumer Cyclical: $2.4 Billion
Communication Services: $1.49 Billion
Financial Services: $1.33 Billion
Consumer Defensive: $661 Million
Energy: $529 Million
Other: $418 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $322 Billion
  • Prior Value $291 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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