Brown Miller Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Brown Miller Wealth Management, Llc disclosed 201 stock positions valued at approximately $397.20M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 201
- Portfolio Value
- $397.20M
Holdings by Sector
Brown Miller Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 13.34% | 264,758 | -365 | -0.14% | $52,975,384 |
| APPLE INC | AAPL | Technology | 8.18% | 112,243 | +1,812 | +1.64% | $32,478,569 |
| MICROSOFT CORP | MSFT | Technology | 4.06% | 43,213 | +637 | +1.50% | $16,119,267 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.75% | 45,560 | +46 | +0.10% | $14,913,045 |
| ALPHABET INC | GOOGL | Communication Services | 3.38% | 37,562 | -1,065 | -2.76% | $13,423,476 |
| BROADCOM INC | AVGO | Technology | 2.26% | 23,790 | -17 | -0.07% | $8,986,772 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 1.98% | 227,088 | +10,626 | +4.91% | $7,861,771 |
| SPDR SERIES TRUST | SPLG | Other | 1.94% | 87,619 | +5,341 | +6.49% | $7,699,933 |
| CISCO SYS INC | CSCO | Technology | 1.81% | 61,321 | -5,255 | -7.89% | $7,202,714 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.41% | 23,555 | -373 | -1.56% | $5,614,099 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.31% | 59,215 | -4,427 | -6.96% | $5,197,318 |
| CHUBB LTD SWITZ | CB | Financial Services | 1.31% | 15,217 | -124 | -0.81% | $5,184,942 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.27% | 84,782 | +4,565 | +5.69% | $5,060,649 |
| AMPHENOL CORP | APH | Technology | 1.24% | 27,856 | +22,722 | +442.58% | $4,911,590 |
| LINDE PLC | LIN | Other | 1.24% | 9,464 | -176 | -1.83% | $4,911,235 |
| VANGUARD INDEX FDS | VTI | Other | 1.22% | 13,138 | - | - | $4,861,422 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.22% | 11,685 | +618 | +5.58% | $4,856,641 |
| ANALOG DEVICES INC | ADI | Technology | 1.20% | 11,994 | -1,353 | -10.14% | $4,763,821 |
| ABBVIE INC | ABBV | Healthcare | 1.19% | 18,710 | +1,718 | +10.11% | $4,708,112 |
| ELI LILLY & CO | LLY | Healthcare | 1.18% | 3,921 | -50 | -1.26% | $4,702,672 |
| KINDER MORGAN INC DEL | KMI | Energy | 1.13% | 140,631 | +16,905 | +13.66% | $4,495,982 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.07% | 19,212 | +100 | +0.52% | $4,236,170 |
| VISA INC | V | Financial Services | 1.03% | 11,930 | +294 | +2.53% | $4,092,953 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.96% | 41,809 | +370 | +0.89% | $3,793,719 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.93% | 13,126 | +541 | +4.30% | $3,691,126 |
| RTX CORPORATION | RTX | Industrials | 0.91% | 18,985 | -3,167 | -14.30% | $3,602,007 |
| ISHARES TR | IJH | Other | 0.89% | 45,894 | -584 | -1.26% | $3,538,880 |
| DISNEY WALT CO | DIS | Communication Services | 0.88% | 36,226 | +32 | +0.09% | $3,486,750 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 0.83% | 35,367 | +1,742 | +5.18% | $3,311,383 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.82% | 22,189 | +688 | +3.20% | $3,253,774 |
Showing 30 of 201 holdings in the latest reporting period.