BROWN WEALTH MANAGEMENT, LLC
Top Portfolio Positions
43 positions ·
$39,879,284 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
28,984 | $5,054,809 | 12.68% |
| AAPL |
Apple Inc.
Technology
|
19,128 | $4,854,495 | 12.17% |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
14,565 | $3,185,656 | 7.99% |
| IBIT |
iShares Bitcoin Trust ETF
|
78,034 | $2,998,066 | 7.52% |
| MSFT |
Microsoft Corp
Technology
|
5,072 | $1,877,502 | 4.71% |
| LLY |
ELI LILLY & Co
Healthcare
|
1,966 | $1,808,267 | 4.53% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,281 | $1,724,683 | 4.32% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,852 | $1,427,264 | 3.58% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,586 | $1,333,095 | 3.34% |
| JBTM |
JBT MAREL Corp
Industrials
|
8,832 | $1,129,347 | 2.83% |
Portfolio Trend
Holdings in ALT
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $727,298 | 236,136 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $933,809 | 258,673 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $880,947 | 233,673 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $894,291 | 231,083 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $500,120 | 100,024 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $360,500 | 50,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $308,522 | 50,248 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $332,500 | 50,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $509,000 | 50,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $843,750 | 75,000 | Shares | Sole | 2024-02-14 | |
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