BROWN WEALTH MANAGEMENT, LLC
Top Portfolio Positions
44 positions ·
$40,318,231 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
28,984 | $5,054,809 | 12.54% | |
| AAPL |
Apple Inc.
Technology
|
19,128 | $4,854,495 | 12.04% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
14,565 | $3,185,656 | 7.90% | |
| IBIT |
iShares Bitcoin Trust ETF
|
78,034 | $2,998,066 | 7.44% | |
| MSFT |
Microsoft Corp
Technology
|
5,072 | $1,877,502 | 4.66% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,966 | $1,808,267 | 4.48% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,281 | $1,724,683 | 4.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,852 | $1,427,264 | 3.54% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,586 | $1,333,095 | 3.31% | |
| JBTM |
JBT MAREL Corp
Industrials
|
8,832 | $1,129,347 | 2.80% |
Portfolio Trend
12 quarters · across all stocks
Holdings in GLTR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,185,656 | 14,565 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $5,708,072 | 27,763 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,404,444 | 26,621 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,593,695 | 26,013 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,849,505 | 22,009 | Shares | Sole | 2025-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||