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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32 Billion 9.93% of portfolio
180,929
Q2 2025 Added 0.22%
$0
$30.8 Billion 9.55% of portfolio
70,173
Q2 2025 Added 5.38%
$0
$30.4 Billion 9.43% of portfolio
48,919
Q2 2025 Added 10.55%
$0
$15.8 Billion 4.92% of portfolio
204,907
Q2 2025 Added 16.36%
$0
$13.8 Billion 4.29% of portfolio
242,299
Q2 2025 Reduced 3.03%
$0
$13.4 Billion 4.16% of portfolio
125,984
Q2 2025 Reduced 20.72%
$0
$12.8 Billion 3.96% of portfolio
122,113
Q2 2025 Reduced 11.05%
$0
$10.3 Billion 3.2% of portfolio
422,850
Q2 2025 Reduced 21.14%
$0
$7.82 Billion 2.43% of portfolio
162,061
Q2 2025 Reduced 3.01%
$0
$7.63 Billion 2.37% of portfolio
360,476
Q2 2025 Reduced 1.94%
$0
$7.54 Billion 2.34% of portfolio
225,910
Q2 2025 Added 24.1%
$0
$6.96 Billion 2.16% of portfolio
248,285
Q2 2025 Added 15.33%
$0
$6.78 Billion 2.11% of portfolio
89,159
Q2 2025 Added 6.88%
$0
$6.74 Billion 2.09% of portfolio
132,855
Q2 2025 Added 30.97%
$0
$6.09 Billion 1.89% of portfolio
124,287
Q2 2025 Added 80.67%
$0
$5.6 Billion 1.74% of portfolio
221,188
Q2 2025 Added 18.99%
$0
$4.59 Billion 1.43% of portfolio
45,593
Q2 2025 New
$0
$4.51 Billion 1.4% of portfolio
154,277
Q2 2025 Added 42.66%
$0
$4.28 Billion 1.33% of portfolio
133,494
Q2 2025 Reduced 0.34%
$0
$4.19 Billion 1.3% of portfolio
151,567
Q2 2025 Added 62.04%
Ishares Bitcoin Trust ETF
-
$3.9 Billion 1.21% of portfolio
-
Q2 2025 Added 63.18%
$1.69B
$3.59 Billion 1.12% of portfolio
26,013
Q2 2025 Added 18.19%
$0
$3.51 Billion 1.09% of portfolio
108,511
Q2 2025 Added 33.26%
$0
$3.35 Billion 1.04% of portfolio
66,550
Q2 2025 Added 84.38%
$0
$3.26 Billion 1.01% of portfolio
34,724
Q2 2025 Reduced 2.83%
-
$2.83 Billion 0.88% of portfolio
-
Q2 2025 Reduced 0.04%
$3.69T
$2.69 Billion 0.84% of portfolio
13,107
Q2 2025 Added 10.09%
$456B
$2.64 Billion 0.82% of portfolio
16,718
Q2 2025 Added 3.97%
$0
$2.64 Billion 0.82% of portfolio
61,321
Q2 2025 Reduced 9.18%
$0
$2.62 Billion 0.81% of portfolio
29,676
Q2 2025 Reduced 0.71%
$0
$2.57 Billion 0.8% of portfolio
96,498
Q2 2025 New
$0
$2.51 Billion 0.78% of portfolio
12,861
Q2 2025 Reduced 34.83%
$0
$2.52 Billion 0.78% of portfolio
9,095
Q2 2025 Reduced 30.43%
Vanguard Wellington Fd
-
$2.42 Billion 0.75% of portfolio
-
Q2 2025 Added 806.09%
$0
$2.15 Billion 0.67% of portfolio
25,718
Q2 2025 Reduced 10.6%
$3.95T
$1.98 Billion 0.62% of portfolio
3,988
Q2 2025 Added 32.49%
$0
$1.76 Billion 0.55% of portfolio
35,017
Q2 2025 Reduced 46.93%
$0
$1.74 Billion 0.54% of portfolio
20,753
Q2 2025 Reduced 0.38%
$0
$1.66 Billion 0.52% of portfolio
16,160
Q2 2025 Reduced 2.27%
$95.5B
$1.67 Billion 0.52% of portfolio
17,866
Q2 2025 Added 74.18%
$2.26T
$1.68 Billion 0.52% of portfolio
7,676
Q2 2025 Added 4.58%
-
$1.43 Billion 0.44% of portfolio
-
Q1 2025 Reduced 3.6%
$608B
$1.43 Billion 0.44% of portfolio
1,829
Q2 2025 Added 6.52%
Innovator Etfs Trust
-
$1.38 Billion 0.43% of portfolio
-
Q2 2025 New
$0
$1.28 Billion 0.4% of portfolio
32,215
Q2 2025 Reduced 1.89%
$0
$1.23 Billion 0.38% of portfolio
4,054
Q4 2024 Reduced 4.95%
$0
$1.19 Billion 0.37% of portfolio
28,157
Q2 2025 Reduced 22.06%
$0
$1.08 Billion 0.33% of portfolio
3,770
Q2 2025 Added 38.35%
Innovator Etfs Trust
-
$1.07 Billion 0.33% of portfolio
-
Q2 2025 Reduced 0.01%

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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