StockDriftsStockDriftsTop 50 Brown Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.15% | 102.1K | $78.2M | -2.75%(-2.88K) | $613.03(+25.61%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.99% | 451.0K | $31.8M | +1.20%(+5.35K) | $53.74(+29.06%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 6.58% | 411.4K | $30.0M | +5.92%(+23.01K) | $76.65(-4.37%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 5.37% | 271.8K | $24.5M | +5.84%(+14.99K) | $56.36(+57.60%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.16% | 108.8K | $23.5M | +3.21%(+3.38K) | $162.88(+36.43%) | 2026-09-30 | |
| MUB | ISHARES TR | 4.69% | 211.4K | $21.4M | +9.26%(+17.93K) | $106.55(-3.95%) | 2026-09-30 | |
| SUB | ISHARES TR | 4.2% | 183.3K | $19.2M | +9.01%(+15.15K) | $105.21(+0.06%) | 2026-09-30 | |
| IDEV | ISHARES TR | 2.64% | 134.6K | $12.0M | +4.69%(+6.02K) | $69.19(+28.63%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.57% | 197.2K | $11.7M | +2.70%(+5.18K) | $53.53(+8.40%) | 2026-09-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.26% | 431.6K | $10.3M | +5.28%(+21.66K) | $24.18(-1.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.59% | +38.94% | — | — | +36.57% |
| Top 20 Holdings Unweighted | +10.08% | +33.40% | — | — | +29.55% |
Brown Wealth Management LLC reports $455.79M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are IVV (17.1%), VEA (7.0%) and BIV (6.6%). The top 20 holdings account for 73.24% of reported assets. Its disclosed equity book has returned +38.94% on a three-year cumulative basis. Figures reflect the Q3 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 Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1987005). View Brown Wealth Management LLC’s 13F filings on SEC