Brown Miller Wealth Management, LLC
Top Portfolio Positions
147 positions ·
$291,887,800 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
265,123 | $46,237,450 | 15.84% |
| AAPL |
Apple Inc.
Technology
|
110,431 | $28,026,283 | 9.60% |
| MSFT |
Microsoft Corp
Technology
|
42,576 | $15,760,357 | 5.40% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
45,514 | $13,388,397 | 4.59% |
| GOOGL |
Alphabet Inc.
Communication Services
|
38,627 | $11,107,579 | 3.81% |
| AVGO |
Broadcom Inc.
Technology
|
23,807 | $7,368,503 | 2.52% |
| NEE |
Nextera Energy Inc
Utilities
|
63,642 | $5,911,068 | 2.03% |
| CSCO |
Cisco Systems, Inc.
Technology
|
66,576 | $5,165,631 | 1.77% |
| CB |
Chubb Ltd
Financial Services
|
15,341 | $5,000,091 | 1.71% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,928 | $4,983,483 | 1.71% |
Portfolio Trend
Holdings in DBP
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $667,722 | 6,068 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $623,851 | 6,068 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $539,627 | 6,068 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $455,949 | 6,068 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $433,558 | 6,068 | Shares | Other | 2025-04-17 | |
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