Brown Miller Wealth Management, LLC

CIK

1840084

Location

MCLEAN, VA

Portfolio Value

Small $294,698,592

Diversification

Diversified

Filing Date

Global Rank

#3,440 / 8,603 ▲ 15 · as of Mar 2026

Top Industry

Semiconductors 20.4%

3Y Alpha vs SPY

-3.4%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.8%

SPY

+76.0%

Annualised alpha

-3.3%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

148 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.7%

−0.6 pts

Top 5

38.9%

−2.0 pts

Top 10

48.5%

−2.0 pts

HHI

459

Diversified−37

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.5%	$119,329,587	21
Financial Services	14.7%	$43,327,324	25
Healthcare	9.2%	$27,197,117	19
Industrials	7.9%	$23,146,563	24
Consumer Cyclical	5.5%	$16,154,630	11
Communication Services	5.5%	$16,084,520	4
Energy	4.0%	$11,893,556	12
Consumer Defensive	3.9%	$11,494,760	12
Utilities	3.0%	$8,777,369	7
Basic Materials	2.1%	$6,193,304	4
Real Estate	2.1%	$6,050,732	3
Unclassified	1.7%	$5,049,130	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	+37,894	123,726	$4,148,532
QXO	QXO, Inc.	+20,061	72,550	$1,408,921
MDLZ	Mondelez International, Inc.	+4,078	8,835	$509,248
DEO	Diageo PLC	+3,484	6,332	$471,417
ETHW	Bitwise Ethereum ETF	+2,939	24,008	$360,120
GOOGL	Alphabet Inc.	+2,551	38,627	$11,107,579
TT	Trane Technologies plc	+2,183	3,340	$1,391,911
ARCC	Ares Capital Corp	+2,138	80,336	$1,447,653
BX	Blackstone Inc.	+1,953	11,486	$1,320,774
MSFT	Microsoft Corp	+1,616	42,576	$15,760,357
NEE	Nextera Energy Inc	+1,552	63,642	$5,911,068
TSCO	Tractor Supply Co /De/	+1,263	43,128	$1,953,698
ZTS	Zoetis Inc.	+1,178	10,759	$1,271,821
O	Realty Income Corp	+1,123	40,924	$2,503,730
BITB	Bitwise Bitcoin ETF	+1,086	16,321	$600,776
ABBV	AbbVie Inc.	+940	16,992	$3,695,589
TROW	Price T Rowe Group Inc	+936	3,163	$285,112
ACN	Accenture plc	+783	12,341	$2,447,096
CNX	CNX Resources Corp	+771	10,510	$405,160
CPRT	Copart Inc	+703	8,013	$266,031
ACGL	Arch Capital Group Ltd.	+676	15,309	$1,469,510
UNH	Unitedhealth Group Inc	+676	11,067	$2,994,619
XYL	Xylem Inc.	+614	16,879	$2,017,040
FTI	TechnipFMC plc	+605	8,649	$597,905
PAYC	Paycom Software, Inc.	+553	1,959	$238,096
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SBUX	Starbucks Corp	−31,310	16,741	$1,499,824
CSCO	Cisco Systems, Inc.	−6,667	66,576	$5,165,631
QCOM	Qualcomm Inc/De	−5,311	8,910	$1,147,429
SLV	iShares Silver Trust	−4,310	7,776	$529,856
NVDA	Nvidia Corp	−4,040	265,123	$46,237,450
PG	PROCTER & GAMBLE Co	−2,571	21,501	$3,105,604
GLDM	World Gold Trust	−1,544	24,209	$2,243,931
VZ	Verizon Communications Inc	−962	22,610	$1,135,022
PEP	Pepsico Inc	−775	4,502	$699,115
NTRS	Northern Trust Corp	−761	2,812	$392,470
KEYS	Keysight Technologies, Inc.	−696	922	$260,345
RTX	RTX Corp	−654	22,152	$4,273,120
CVX	Chevron Corp	−522	15,673	$3,242,743
MA	Mastercard Inc	−506	3,402	$1,699,842
CVS	CVS HEALTH Corp	−330	4,012	$288,141
HON	Honeywell International Inc	−270	3,177	$753,117
JNJ	Johnson & Johnson	−244	4,243	$1,037,158
WFC	Wells Fargo & Company/Mn	−195	7,003	$557,507
CB	Chubb Ltd	−176	15,341	$5,000,091
CSX	Csx Corp	−174	5,521	$226,637
WEC	Wec Energy Group, Inc.	−162	4,528	$524,206
ADI	Analog Devices Inc	−114	13,347	$4,246,214
AMZN	Amazon Com Inc	−80	23,928	$4,983,483
GILD	Gilead Sciences, Inc.	−71	6,058	$844,302
GE	General Electric Co	−60	798	$226,448
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
DOW	Dow Inc.	13,076	$544,615
NVO	Novo Nordisk A S	14,520	$533,610
HWM	Howmet Aerospace Inc.	1,851	$426,581
TPR	Tapestry, Inc.	2,992	$422,201
CAH	Cardinal Health Inc	1,817	$383,950
ELAN	Elanco Animal Health Inc	15,699	$375,677
CLX	Clorox Co /De/	3,225	$334,206
IBKR	Interactive Brokers Group, Inc.	4,972	$333,472
EQT	EQT Corp	5,072	$322,782
PSX	Phillips 66	1,136	$206,956
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
RCL	Royal Caribbean Cruises Ltd	1,604	$447,387
NRG	Nrg Energy, Inc.	2,148	$342,047
HLI	Houlihan Lokey, Inc.	1,761	$306,748
CSGP	Costar Group, Inc.	4,444	$298,813
DLTR	Dollar Tree, Inc.	2,083	$256,229
UBS	UBS Group AG	5,176	$239,700
TJX	Tjx Companies Inc /De/	1,386	$212,903
TMO	Thermo Fisher Scientific Inc.	356	$206,283
CG	Carlyle Group Inc.	3,400	$200,974
SPGI	S&P Global Inc.	393	$194,301
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

148 positions · $294,698,592 total · as of Mar 31, 2026

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

Showing 1–50 of 148 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	265,123	-4,040	$46,237,450	−7.9%	15.69%
AAPL	Apple Inc. Technology	Added	110,431	+406	$28,026,283	−6.3%	9.51%
MSFT	Microsoft Corp Technology	Added	42,576	+1,616	$15,760,357	−20.4%	5.35%
JPM	Jpmorgan Chase & Co Financial Services	Added	45,514	+263	$13,388,397	−8.2%	4.54%
GOOGL	Alphabet Inc. Communication Services	Added	38,627	+2,551	$11,107,579	−1.6%	3.77%
AVGO	Broadcom Inc. Technology	Added	23,807	+340	$7,368,503	−9.3%	2.50%
NEE	Nextera Energy Inc Utilities	Added	63,642	+1,552	$5,911,068	+18.6%	2.01%
CSCO	Cisco Systems, Inc. Technology	Reduced	66,576	-6,667	$5,165,631	−8.4%	1.75%
CB	Chubb Ltd Financial Services	Reduced	15,341	-176	$5,000,091	+3.2%	1.70%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	23,928	-80	$4,983,483	−10.1%	1.69%
LIN	Linde PLC Basic Materials	Added	9,640	+157	$4,779,125	+18.2%	1.62%
LOW	Lowes Companies Inc Consumer Cyclical	Added	19,112	+64	$4,515,783	−1.7%	1.53%
RTX	RTX Corp Industrials	Reduced	22,152	-654	$4,273,120	+2.2%	1.45%
ABT	Abbott Laboratories Healthcare	Added	41,439	+315	$4,254,541	−17.4%	1.44%
ADI	Analog Devices Inc Technology	Reduced	13,347	-114	$4,246,214	+16.3%	1.44%
KMI	Kinder Morgan, Inc. Energy	Added	123,726	+37,894	$4,148,532	+75.8%	1.41%
ABBV	AbbVie Inc. Healthcare	Added	16,992	+940	$3,695,589	+0.8%	1.25%
LLY	ELI LILLY & Co Healthcare	Added	3,971	+17	$3,652,405	−14.0%	1.24%
V	Visa Inc. Financial Services	Added	11,636	+227	$3,516,864	−12.1%	1.19%
DIS	Walt Disney Co Communication Services	Added	36,194	+330	$3,488,376	−14.5%	1.18%
CVX	Chevron Corp Energy	Reduced	15,673	-522	$3,242,743	+31.4%	1.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	21,501	-2,571	$3,105,604	−10.0%	1.05%
BLK	BlackRock, Inc. Financial Services	Held	3,216	0	$3,092,859	−10.1%	1.05%
GD	General Dynamics Corp Industrials	Added	8,952	+63	$3,072,505	+2.7%	1.04%
IBM	International Business Machines Corp Technology	Added	12,585	+379	$3,050,477	−15.6%	1.04%
UNH	Unitedhealth Group Inc Healthcare	Added	11,067	+676	$2,994,619	−12.7%	1.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,726	+7	$2,743,899	−4.5%	0.93%
MRK	Merck & Co., Inc. Healthcare	Held	22,736	0	$2,734,913	+14.3%	0.93%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	16,260	+212	$2,557,372	−1.6%	0.87%
PLD	Prologis, Inc. Real Estate	Added	19,305	+287	$2,551,734	+5.1%	0.87%
O	Realty Income Corp Real Estate	Added	40,924	+1,123	$2,503,730	+11.6%	0.85%
SYK	Stryker Corp Healthcare	Added	7,484	+37	$2,459,166	−6.0%	0.83%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	14,818	-1	$2,450,007	+3.1%	0.83%
ACN	Accenture plc Technology	Added	12,341	+783	$2,447,096	−21.1%	0.83%
GLDM	World Gold Trust	Reduced	24,209	-1,544	$2,243,931	+2.1%	0.76%
XYL	Xylem Inc. Industrials	Added	16,879	+614	$2,017,040	−8.9%	0.68%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	43,128	+1,263	$1,953,698	−6.7%	0.66%
LMT	Lockheed Martin Corp Industrials	Reduced	3,109	-9	$1,879,047	+24.6%	0.64%
MA	Mastercard Inc Financial Services	Reduced	3,402	-506	$1,699,842	−23.8%	0.58%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	16,741	-31,310	$1,499,824	−62.9%	0.51%
ACGL	Arch Capital Group Ltd. Financial Services	Added	15,309	+676	$1,469,510	+4.7%	0.50%
ARCC	Ares Capital Corp Financial Services	Added	80,336	+2,138	$1,447,653	−8.5%	0.49%
GABC	German American Bancorp, Inc. Financial Services	Held	34,369	0	$1,436,280	+6.7%	0.49%
QXO	QXO, Inc. Industrials	Added	72,550	+20,061	$1,408,921	+39.2%	0.48%
TT	Trane Technologies plc Industrials	Added	3,340	+2,183	$1,391,911	+209.1%	0.47%
BX	Blackstone Inc. Financial Services	Added	11,486	+1,953	$1,320,774	−10.1%	0.45%
ZTS	Zoetis Inc. Healthcare	Added	10,759	+1,178	$1,271,821	+5.5%	0.43%
SNOW	Snowflake Inc. Technology	Added	7,961	+385	$1,200,678	−27.8%	0.41%
FAST	Fastenal Co Industrials	Held	24,968	0	$1,158,514	+15.6%	0.39%
QCOM	Qualcomm Inc/De Technology	Reduced	8,910	-5,311	$1,147,429	−52.8%	0.39%