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Brown Miller Wealth Management, LLC

Portfolio Manager
Brown Miller Wealth Management, LLC
Performance
-6.98% (2026 Q1)
AUM (13F)
$351.86M
# of Holdings
191
Performance Rank
Allocation (Top 20)
54.12%

Brown Miller Wealth Management, LLC Holdings Map

Top 50 Brown Miller Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
13.14%265.1K$46.2M
-1.50%(-4.04K)
2025-Q1: 286.4K shares2025-Q2: 286.8K shares2025-Q3: 277.3K shares2025-Q4: 269.2K shares2026-Q1: 265.1K shares
$16.04(+1307.76%)
2026-03-31
AAPL
APPLE INC
7.97%110.4K$28.0M
+0.37%(+406)
2025-Q1: 114.0K shares2025-Q2: 112.5K shares2025-Q3: 112.2K shares2025-Q4: 110.0K shares2026-Q1: 110.4K shares
$131.52(+127.24%)
2026-03-31
MSFT
MICROSOFT CORP
4.48%42.6K$15.8M
+3.95%(+1.62K)
2025-Q1: 40.5K shares2025-Q2: 40.5K shares2025-Q3: 40.8K shares2025-Q4: 41.0K shares2026-Q1: 42.6K shares
$260.43(+55.59%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.81%45.5K$13.4M
+0.58%(+263)
2025-Q1: 45.1K shares2025-Q2: 45.1K shares2025-Q3: 45.4K shares2025-Q4: 45.3K shares2026-Q1: 45.5K shares
$143.56(+109.14%)
2026-03-31
GOOGL
ALPHABET INC
3.16%38.6K$11.1M
+7.07%(+2.55K)
2025-Q1: 32.6K shares2025-Q2: 32.5K shares2025-Q3: 32.6K shares2025-Q4: 36.1K shares2026-Q1: 38.6K shares
$134.79(+198.71%)
2026-03-31
AVGO
BROADCOM INC
2.09%23.8K$7.4M
+1.45%(+340)
2025-Q1: 19.6K shares2025-Q2: 23.2K shares2025-Q3: 23.4K shares2025-Q4: 23.5K shares2026-Q1: 23.8K shares
$149.99(+177.89%)
2026-03-31
CGXU
CAPITAL GROUP INTL FOCUS EQT
1.81%216.5K$6.4M
+15.69%(+29.36K)
2025-Q1: 160.6K shares2025-Q2: 166.2K shares2025-Q3: 168.6K shares2025-Q4: 187.1K shares2026-Q1: 216.5K shares
$24.24(+38.43%)
2026-03-31
SPYM
SPDR SERIES TRUST
1.79%82.3K$6.3M
+12.19%(+8.94K)
2025-Q1: 63.1K shares2025-Q2: 61.5K shares2025-Q3: 64.8K shares2025-Q4: 73.3K shares2026-Q1: 82.3K shares
$66.32(+31.74%)
2026-03-31
NEE
NEXTERA ENERGY INC
1.68%63.6K$5.9M
+2.50%(+1.55K)
2025-Q1: 57.8K shares2025-Q2: 59.2K shares2025-Q3: 61.0K shares2025-Q4: 62.1K shares2026-Q1: 63.6K shares
$73.02(+29.90%)
2026-03-31
CSCO
CISCO SYS INC
1.47%66.6K$5.2M
-9.10%(-6.67K)
2025-Q1: 73.9K shares2025-Q2: 72.7K shares2025-Q3: 73.5K shares2025-Q4: 73.2K shares2026-Q1: 66.6K shares
$49.72(+104.90%)
2026-03-31

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