Brown Miller Wealth Management, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 51.7%; sector active share 14.0% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
204 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.0% | $148,641,381 |
| Unclassified | 14.2% | $55,458,777 |
| Financial Services | 12.7% | $49,722,211 |
| Healthcare | 7.6% | $29,838,754 |
| Industrials | 6.4% | $25,192,231 |
| Communication Services | 5.4% | $21,117,695 |
| Consumer Cyclical | 4.0% | $15,846,310 |
| Energy | 3.1% | $12,094,669 |
| Consumer Defensive | 3.0% | $11,911,563 |
| Utilities | 2.3% | $9,119,605 |
| Real Estate | 1.7% | $6,742,169 |
| Basic Materials | 1.4% | $5,635,960 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APH | Amphenol Corp /De/ | +22,722 | 27,856 | $9,823,139 | |
| ARCC | Ares Capital Corp | +22,137 | 102,473 | $1,898,823 | |
| QXO | QXO, Inc. | +18,978 | 91,528 | $1,581,603 | |
| VO | VANGUARD MID-CAP INDEX FUND | +18,330 | 24,551 | $1,978,074 | |
| KMI | Kinder Morgan, Inc. | +16,905 | 140,631 | $4,495,972 | |
| VUG | VANGUARD GROWTH INDEX FUND | +12,528 | 15,077 | $1,298,732 | |
| CGXU | Capital Group International Focus Equity ETF | +10,626 | 227,088 | $7,861,786 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +5,341 | 87,619 | $7,699,957 | |
| — | +4,576 | 19,958 | $1,828,951 | ||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +4,565 | 84,782 | $5,060,637 | |
| ETR | Entergy Corp /De/ | +4,481 | 9,885 | $1,135,390 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | +4,028 | 9,478 | $0 | |
| 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 | |
| XSMO | Victory Portfolios II | +1,742 | 35,367 | $3,311,412 | |
| ABBV | AbbVie Inc. | +1,718 | 18,710 | $4,708,184 | |
| SYK | Stryker Corp | +1,613 | 9,097 | $2,864,099 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | +1,321 | 16,804 | $1,021,514 | |
| SHLD | Global X Defense Tech ETF | +1,317 | 17,324 | $0 | |
| CLX | Clorox Co /De/ | +1,075 | 4,300 | $410,392 | |
| CVX | Chevron Corp | +1,058 | 16,731 | $2,773,330 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | +940 | 27,332 | $1,679,824 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ACN | Accenture plc | −10,357 | 1,984 | $246,888 | |
| CSCO | Cisco Systems, Inc. | −5,255 | 61,321 | $7,202,763 | |
| XMHQ | Victory Portfolios II | −4,681 | 16,654 | $1,879,903 | |
| 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 | |
| GOOGL | Alphabet Inc. | −1,065 | 37,562 | $13,423,530 | |
| QCOM | Qualcomm Inc/De | −612 | 8,298 | $1,533,387 | |
| IJH | iShares Core S&P Mid-Cap ETF | −584 | 45,894 | $0 | |
| D | Dominion Energy, Inc | −507 | 5,578 | $380,921 | |
| VTV | VANGUARD VALUE INDEX FUND | −413 | 5,122 | $1,116,237 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FLEX | Flex Ltd. | 5,322 | $862,536 | |
| RSPN | Victory Portfolios II | 13,023 | $833,472 | |
| AMAT | Applied Materials Inc /De | 1,096 | $792,408 | |
| FYX | First Trust Small Cap Core AlphaDEX Fund | 4,397 | $634,487 | |
| 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 | $349,969 | |
| 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 | |
| QQQM | Invesco Ltd. | 794 | $240,558 | |
| DLTR | Dollar Tree, Inc. | 1,822 | $220,370 | |
| — | 853 | $210,017 | ||
| 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 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ZTS | Zoetis Inc. | 10,759 | $1,271,821 | |
| BITB | Bitwise Bitcoin ETF | 16,321 | $600,776 | |
| NEM | NEWMONT Corp /DE/ | 4,590 | $496,867 | |
| ENSG | Ensign Group, Inc | 2,199 | $443,098 | |
| PLTR | Palantir Technologies Inc. | 2,807 | $410,607 | |
| CNX | CNX Resources Corp | 10,510 | $405,160 | |
| 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 | |
| EVR | Evercore Inc. | 894 | $266,867 | |
| KEYS | Keysight Technologies, Inc. | 922 | $260,345 | |
| PSX | Phillips 66 | 1,136 | $206,956 | |
| IVW | iShares S&P 500 Growth ETF | 5,339 | $0 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | 1,842 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 264,758 | $52,975,427 | 13.54% | |
| AAPL |
Apple Inc.
Technology
|
Added | 112,243 | $32,478,633 | 8.30% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 43,213 | $16,119,312 | 4.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 45,560 | $14,913,153 | 3.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 37,562 | $13,423,530 | 3.43% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 27,856 | $9,823,139 | 2.51% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 23,790 | $8,986,671 | 2.30% | |
| CGXU |
Capital Group International Focus Equity ETF
|
Added | 227,088 | $7,861,786 | 2.01% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 87,619 | $7,699,957 | 1.97% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 61,321 | $7,202,763 | 1.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 23,555 | $5,614,097 | 1.43% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 59,215 | $5,197,300 | 1.33% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 15,217 | $5,185,040 | 1.33% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 84,782 | $5,060,637 | 1.29% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 9,464 | $4,911,247 | 1.26% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Held | 13,138 | $4,861,585 | 1.24% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 11,685 | $4,856,636 | 1.24% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 11,994 | $4,763,656 | 1.22% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 18,710 | $4,708,184 | 1.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,921 | $4,702,964 | 1.20% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 140,631 | $4,495,972 | 1.15% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 19,212 | $4,236,053 | 1.08% | |
| V |
Visa Inc.
Financial Services
|
Added | 11,930 | $4,093,063 | 1.05% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 41,809 | $3,793,748 | 0.97% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 13,126 | $3,691,161 | 0.94% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 18,985 | $3,602,023 | 0.92% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 36,226 | $3,486,751 | 0.89% | |
| XSMO |
Victory Portfolios II
|
Added | 35,367 | $3,311,412 | 0.85% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 22,189 | $3,253,794 | 0.83% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 8,972 | $3,178,241 | 0.81% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 3,234 | $3,109,684 | 0.79% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 8,362 | $2,954,545 | 0.76% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 22,736 | $2,921,576 | 0.75% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 9,097 | $2,864,099 | 0.73% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,702 | $2,853,223 | 0.73% | |
| CVX |
Chevron Corp
Energy
|
Added | 16,731 | $2,773,330 | 0.71% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 14,933 | $2,701,528 | 0.69% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 19,199 | $2,600,888 | 0.66% | |
| O |
Realty Income Corp
Real Estate
|
Added | 41,583 | $2,576,482 | 0.66% | |
| SPMO |
Invesco Ltd.
Financial Services
|
Added | 15,946 | $2,575,916 | 0.66% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 9,799 | $2,493,845 | 0.64% | |
| GLDM |
World Gold Trust
|
Added | 25,958 | $2,061,584 | 0.53% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 17,358 | $2,051,889 | 0.52% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 16,491 | $2,030,207 | 0.52% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 24,551 | $1,978,074 | 0.51% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 102,473 | $1,898,823 | 0.49% | |
| XMHQ |
Victory Portfolios II
|
Reduced | 16,654 | $1,879,903 | 0.48% | |
|
|
Added | 19,958 | $1,828,951 | 0.47% | ||
| QBTS |
D-Wave Quantum Inc.
Technology
|
Held | 72,421 | $1,737,379 | 0.44% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,344 | $1,717,477 | 0.44% |
Showing the top 50 of 204 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.