Brown Miller Wealth Management, LLC

CIK

1840084

Location

MCLEAN, VA

Portfolio Value

Small $329,154,223

Diversification

Diversified

Filing Date

Global Rank

#3,467 / 8,517 ▲ 61

Top Industry

Semiconductors 21.2%

3Y Alpha vs SPY

+48.5%

Period ended 46 days ago

Filed Jul 16, 2026 · 30d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+381.6%

SPY

+75.3%

Annualised alpha

+48.3%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

159 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.1%

+0.8 pts

Top 5

39.5%

+0.8 pts

Top 10

49.2%

+1.1 pts

HHI

476

Diversified+33

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.7%	$143,729,811	27
Financial Services	14.3%	$46,905,737	28
Healthcare	9.1%	$29,838,754	17
Industrials	7.7%	$25,191,788	28
Communication Services	5.5%	$18,163,150	4
Consumer Cyclical	4.8%	$15,846,310	10
Energy	3.7%	$12,094,669	12
Consumer Defensive	3.6%	$11,911,563	13
Utilities	2.8%	$9,119,605	8
Real Estate	2.0%	$6,742,169	4
Basic Materials	1.7%	$5,635,960	3
Unclassified	1.2%	$3,974,707	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	+22,722	27,856	$4,911,569
ARCC	Ares Capital Corp	+22,137	102,473	$1,898,823
QXO	QXO, Inc.	+18,978	91,528	$1,581,603
KMI	Kinder Morgan, Inc.	+16,905	140,631	$4,495,972
ETR	Entergy Corp /De/	+4,481	9,885	$1,135,390
TSCO	Tractor Supply Co /De/	+3,896	47,024	$1,486,428
CSX	Csx Corp	+3,000	8,521	$405,003
SNOW	Snowflake Inc.	+1,838	9,799	$2,493,845
AAPL	Apple Inc.	+1,812	112,243	$32,478,633
GLDM	World Gold Trust	+1,749	25,958	$2,061,584
ABBV	AbbVie Inc.	+1,718	18,710	$4,708,184
SYK	Stryker Corp	+1,613	9,097	$2,864,099
CLX	Clorox Co /De/	+1,075	4,300	$410,392
CVX	Chevron Corp	+1,058	16,731	$2,773,330
ELAN	Elanco Animal Health Inc	+889	16,588	$408,230
VZ	Verizon Communications Inc	+780	23,390	$990,332
BX	Blackstone Inc.	+721	12,207	$1,436,396
PG	PROCTER & GAMBLE Co	+688	22,189	$3,253,794
O	Realty Income Corp	+659	41,583	$2,576,482
MSFT	Microsoft Corp	+637	43,213	$16,119,312
UNH	Unitedhealth Group Inc	+618	11,685	$4,856,636
MCD	Mcdonalds Corp	+601	3,669	$991,767
IBM	International Business Machines Corp	+541	13,126	$3,691,161
SLV	iShares Silver Trust	+532	8,308	$444,228
XYL	Xylem Inc.	+479	17,358	$2,051,889
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACN	Accenture plc	−10,357	1,984	$246,888
GOOGL	Alphabet Inc.	−9,543	37,562	$13,423,530
CSCO	Cisco Systems, Inc.	−5,255	61,321	$7,202,763
NEE	Nextera Energy Inc	−4,427	59,215	$5,197,300
WFC	Wells Fargo & Company/Mn	−4,403	2,600	$214,863
RTX	RTX Corp	−3,167	18,985	$3,602,023
DEO	Diageo PLC	−2,143	4,189	$336,711
SBUX	Starbucks Corp	−2,056	14,685	$1,500,659
HON	Honeywell International Inc	−1,594	1,583	$354,433
ADI	Analog Devices Inc	−1,353	11,994	$4,763,656
QCOM	Qualcomm Inc/De	−612	8,298	$1,533,387
D	Dominion Energy, Inc	−507	5,578	$380,921
CVS	CVS HEALTH Corp	−381	3,631	$375,626
AMZN	Amazon Com Inc	−373	23,555	$5,614,097
NVDA	Nvidia Corp	−365	264,758	$52,975,427
GEV	GE Vernova Inc.	−360	675	$793,030
DOW	Dow Inc.	−336	12,740	$348,565
FIX	Comfort Systems USA Inc	−218	370	$733,321
ACGL	Arch Capital Group Ltd.	−202	15,107	$1,466,285
LMT	Lockheed Martin Corp	−188	2,921	$1,488,132
LIN	Linde PLC	−176	9,464	$4,911,247
FAST	Fastenal Co	−167	24,801	$1,191,191
CB	Chubb Ltd	−124	15,217	$5,185,040
PLD	Prologis, Inc.	−106	19,199	$2,600,888
JNJ	Johnson & Johnson	−89	4,154	$1,054,991
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
FLEX	Flex Ltd.	5,322	$862,536
AMAT	Applied Materials Inc /De	1,096	$792,408
SWK	Stanley Black & Decker, Inc.	6,610	$622,133
WELL	Welltower Inc.	2,682	$608,733
SNDK	Sandisk Corp	244	$554,790
EIX	Edison International	7,425	$552,791
ARWR	Arrowhead Pharmaceuticals, Inc.	6,269	$510,986
PWR	Quanta Services, Inc.	708	$509,788
TRGP	Targa Resources Corp.	1,843	$494,182
KLAC	Kla Corp	1,418	$427,823
LITE	Lumentum Holdings Inc.	477	$409,294
SPCX	Space Exploration Technologies Corp	2,322	$396,736
HONA	Honeywell Aerospace Inc.	1,583	$349,526
INTC	Intel Corp	2,077	$290,011
QQQ	Invesco Qqq Trust, Series 1	386	$284,250
TSM	Taiwan Semiconductor Manufacturing Co Ltd	516	$246,425
DLTR	Dollar Tree, Inc.	1,822	$220,370
MRSH	Marsh & Mclennan Companies, Inc.	1,248	$208,003
WRB	Berkley W R Corp	2,902	$204,678
BAC	Bank Of America Corp /De/	3,569	$203,360
ASML	Asml Holding NV	102	$202,922
GS	Goldman Sachs Group Inc	200	$202,274
TMO	Thermo Fisher Scientific Inc.	403	$202,048
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	15,382	$1,409,606
ZTS	Zoetis Inc.	10,759	$1,271,821
CGGO	Capital Group Global Growth Equity ETF	23,603	$787,632
CGGR	Capital Group Growth ETF	18,668	$750,266
VIG	Vanguard Dividend Appreciation ETF	3,353	$721,096
BITB	Bitwise Bitcoin ETF	16,321	$600,776
NEM	NEWMONT Corp /DE/	4,590	$496,867
VB	Vanguard Morningstar Small-Cap ETF	1,800	$471,456
ENSG	Ensign Group, Inc	2,199	$443,098
PLTR	Palantir Technologies Inc.	2,807	$410,607
CNX	CNX Resources Corp	10,510	$405,160
VXUS	Vanguard Total International Stock ETF	5,039	$388,557
SGI	Somnigroup International Inc.	5,200	$384,384
THC	Tenet Healthcare Corp	1,932	$364,587
ETHW	Bitwise Ethereum ETF	24,008	$360,120
MEDP	Medpace Holdings, Inc.	741	$355,820
VEA	Vanguard FTSE Developed Markets ETF	5,396	$345,775
CGDV	Capital Group Dividend Value ETF	6,284	$267,321
EVR	Evercore Inc.	894	$266,867
KEYS	Keysight Technologies, Inc.	922	$260,345
PSX	Phillips 66	1,136	$206,956
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

159 tracked positions · $329,154,223 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 159 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	264,758	-365	$52,975,427	+14.6%	16.09%
AAPL	Apple Inc. Technology	Added	112,243	+1,812	$32,478,633	+15.9%	9.87%
MSFT	Microsoft Corp Technology	Added	43,213	+637	$16,119,312	+2.3%	4.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	45,560	+46	$14,913,153	+11.4%	4.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	37,562	-9,543	$13,423,530	−0.9%	4.08%
AVGO	Broadcom Inc. Technology	Reduced	23,790	-17	$8,986,671	+22.0%	2.73%
CSCO	Cisco Systems, Inc. Technology	Reduced	61,321	-5,255	$7,202,763	+39.4%	2.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	23,555	-373	$5,614,097	+12.7%	1.71%
NEE	Nextera Energy Inc Utilities	Reduced	59,215	-4,427	$5,197,300	−12.1%	1.58%
CB	Chubb Ltd Financial Services	Reduced	15,217	-124	$5,185,040	+3.7%	1.58%
APH	Amphenol Corp /De/ Technology	Added	27,856	+22,722	$4,911,569	—	1.49%
LIN	Linde PLC Basic Materials	Reduced	9,464	-176	$4,911,247	+2.8%	1.49%
UNH	Unitedhealth Group Inc Healthcare	Added	11,685	+618	$4,856,636	+62.2%	1.48%
ADI	Analog Devices Inc Technology	Reduced	11,994	-1,353	$4,763,656	+12.2%	1.45%
ABBV	AbbVie Inc. Healthcare	Added	18,710	+1,718	$4,708,184	+27.4%	1.43%
LLY	ELI LILLY & Co Healthcare	Reduced	3,921	-50	$4,702,964	+28.8%	1.43%
KMI	Kinder Morgan, Inc. Energy	Added	140,631	+16,905	$4,495,972	+8.4%	1.37%
LOW	Lowes Companies Inc Consumer Cyclical	Added	19,212	+100	$4,236,053	−6.2%	1.29%
V	Visa Inc. Financial Services	Added	11,930	+294	$4,093,063	+16.4%	1.24%
ABT	Abbott Laboratories Healthcare	Added	41,809	+370	$3,793,748	−10.8%	1.15%
IBM	International Business Machines Corp Technology	Added	13,126	+541	$3,691,161	+21.0%	1.12%
RTX	RTX Corp Industrials	Reduced	18,985	-3,167	$3,602,023	−15.7%	1.09%
DIS	Walt Disney Co Communication Services	Added	36,226	+32	$3,486,751	−0.0%	1.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	22,189	+688	$3,253,794	+4.8%	0.99%
GD	General Dynamics Corp Industrials	Added	8,972	+20	$3,178,241	+3.4%	0.97%
BLK	BlackRock, Inc. Financial Services	Added	3,234	+18	$3,109,684	+0.5%	0.94%
MRK	Merck & Co., Inc. Healthcare	Held	22,736	0	$2,921,576	+6.8%	0.89%
SYK	Stryker Corp Healthcare	Added	9,097	+1,613	$2,864,099	+16.5%	0.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,702	-24	$2,853,223	+4.0%	0.87%
CVX	Chevron Corp Energy	Added	16,731	+1,058	$2,773,330	−14.5%	0.84%
PM	Philip Morris International Inc. Consumer Defensive	Added	14,933	+115	$2,701,528	+10.3%	0.82%
PLD	Prologis, Inc. Real Estate	Reduced	19,199	-106	$2,600,888	+1.9%	0.79%
O	Realty Income Corp Real Estate	Added	41,583	+659	$2,576,482	+2.9%	0.78%
SNOW	Snowflake Inc. Technology	Added	9,799	+1,838	$2,493,845	+107.7%	0.76%
GLDM	World Gold Trust	Added	25,958	+1,749	$2,061,584	−8.1%	0.63%
XYL	Xylem Inc. Industrials	Added	17,358	+479	$2,051,889	+1.7%	0.62%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	16,491	+231	$2,030,207	−20.6%	0.62%
ARCC	Ares Capital Corp Financial Services	Added	102,473	+22,137	$1,898,823	+31.2%	0.58%
QBTS	D-Wave Quantum Inc. Technology	Held	72,421	0	$1,737,379	+66.3%	0.53%
MA	Mastercard Inc Financial Services	Reduced	3,344	-58	$1,717,477	+1.0%	0.52%
TT	Trane Technologies plc Industrials	Added	3,364	+24	$1,652,261	+18.7%	0.50%
GABC	German American Bancorp, Inc. Financial Services	Held	34,369	0	$1,631,152	+13.6%	0.50%
QXO	QXO, Inc. Industrials	Added	91,528	+18,978	$1,581,603	+12.3%	0.48%
QCOM	Qualcomm Inc/De Technology	Reduced	8,298	-612	$1,533,387	+33.6%	0.47%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	14,685	-2,056	$1,500,659	+0.1%	0.46%
LMT	Lockheed Martin Corp Industrials	Reduced	2,921	-188	$1,488,132	−20.8%	0.45%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	47,024	+3,896	$1,486,428	−23.9%	0.45%
ACGL	Arch Capital Group Ltd. Financial Services	Reduced	15,107	-202	$1,466,285	−0.2%	0.45%
BX	Blackstone Inc. Financial Services	Added	12,207	+721	$1,436,396	+8.8%	0.44%
FAST	Fastenal Co Industrials	Reduced	24,801	-167	$1,191,191	+2.8%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.