Brown Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales Observed

As part of its investment strategy review, Brown Wealth Management, Llc's portfolio holdings as of June 30, 2026, show observable changes compared to the previous quarter.

The analysis focuses on positions that experienced significant share changes. Notable purchases were observed in several equity funds and trusts:

• VUG (Vanguard Information Technology ETF) saw a massive increase of 213,975 shares (+499.11%) during the quarter.
• The Brown Wealth Management entity also purchased a substantial number of shares in JANUS® Core Emerging Opportunities Small Cap Stock Fund (JAAA), increasing its stake by 68,928 shares (+64.65%) to represent approximately $1.98 million of the portfolio.
• Additionally, significant buying was noted in PROSHARES TR (NOBL), with a 67,267 share (+108.03%) increase contributing about $1.63 million.
• Further notable additions include INNOVATOR ETFS TRUST (PJUN), purchased with a 38,069 share (+518.16%) increase.
• Also added during this period was VANGUARD WHITEHALL FDS (VWOB), though its allocation is small at $1.28 million, it represents a new position.
• Moreover, the firm increased its stake in GLOBAL X FDS (AIQ) by 30,464 shares (+44.45%) to $1.45 million.

In contrast, the portfolio also displayed evidence of significant share reductions:

• The position in VANGUARD WHITEHALL FDS (VWOB) was substantially decreased by 39,923 shares (-31.88%) during the quarter.
• The stake in INNOVATOR ETFS TRUST (PSTP) was reduced by 36,920 shares (-11.81%) to $2.27 million.

The overall portfolio value stood at approximately $439.5 million as of June 30, 2026. The changes observed in these specific holdings reflect the dynamic nature of Brown Wealth Management's investment strategy during this period.