Brown Miller Wealth Management Portfolio Shifts in Q2 2026
Brown Miller Wealth Management's portfolio reached $396 million as of June 30, 2026. The quarter saw significant changes with specific stock purchases and sales.
Recent Portfolio Activity
Brown Miller Wealth Management has reported notable shifts in its investment strategy during the second quarter of 2026 (April to June), as evidenced by their latest filing dated July 18, 2026. The firm's portfolio value stood at $396 million on this date.
Significant Purchases
The investment manager demonstrated a clear focus on growth during Q2, allocating substantial capital to several stocks:
- AMPHENOL CORP (APH), part of the Technology sector. Brown Miller acquired shares in this company, contributing $4.9 million to its position.
- VANGUARD INDEX FDS (VO). This fund saw a significant increase, adding approximately $1.98 million worth of shares during the quarter.
- VANGUARD INDEX FDS (VUG). Another Vanguard fund was notably increased, boosting its value by about $1.30 million in this period.
Other Notable Acquisitions
Besides the Technology and Fund categories mentioned above, Brown Miller also showed buying activity across various other sectors:
- ARES CAPITAL CORP (ARCC), a Financial Services stock. The firm added $1.90 million worth of shares.
- QXO INC (QXO). This Technology company saw an increase, adding roughly $1.58 million to the portfolio.
Strategic Sales and Reductions
In contrast to their buying activities, Brown Miller also divested from certain holdings during Q2:
- ACCENTURE PLC IRELAND (ACN). The Technology stock experienced a significant reduction in the portfolio.
Overall Portfolio Changes
The quarter was characterized by active turnover. Brown Miller made 152 changes to their positions, reflecting a dynamic approach across various sectors including Technology, Financial Services, Energy, and others. The total portfolio value increased slightly during this period.