StockDriftsStockDriftsTop 50 Brown Miller Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 13.34% | 264.8K | $53.0M | -0.14%(-365) | $16.13(+1301.94%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.18% | 112.2K | $32.5M | +1.64%(+1.81K) | $128.95(+136.82%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.06% | 43.2K | $16.1M | +1.50%(+637) | $252.56(+92.45%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.75% | 45.6K | $14.9M | +0.10%(+46) | $122.24(+198.37%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.38% | 37.6K | $13.4M | -2.76%(-1.06K) | $125.60(+174.45%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.26% | 23.8K | $9.0M | -0.07%(-17) | $149.41(+163.53%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1.98% | 227.1K | $7.9M | +4.91%(+10.63K) | $24.57(+43.43%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.94% | 87.6K | $7.7M | +6.49%(+5.34K) | $67.26(+35.67%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 1.81% | 61.3K | $7.2M | -7.89%(-5.25K) | $45.60(+149.00%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.41% | 23.6K | $5.6M | -1.56%(-373) | $161.62(+62.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.80% | +85.18% | +14.58% | +97.49% |
| Top 20 Holdings Unweighted | +14.21% | +48.97% | +8.34% | +49.27% |
Brown Miller Wealth Management, LLC reports $397.20M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (13.3%), AAPL (8.2%) and MSFT (4.1%). The top 20 holdings account for 54.49% of reported assets. Its disclosed equity book has returned +85.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brown Miller Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840084). View Brown Miller Wealth Management, LLC’s 13F filings on SEC