Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $53M | 13.3% |
| Apple Inc.COM | COM | $32.5M | 8.2% |
| Microsoft Corp.COM | COM | $16.1M | 4.1% |
| JPMORGAN Chase & COCOM | COM | $14.9M | 3.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $13.4M | 3.4% |
| Broadcom Inc.COM | COM | $8.99M | 2.3% |
| Capital Group Intl Focus EQTSHS CREATION UNI | SHS CREATION UNI | $7.86M | 2.0% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $7.7M | 1.9% |
| Cisco Sys Inc.COM | COM | $7.2M | 1.8% |
| Amazon Com Inc.COM | COM | $5.61M | 1.4% |
| Nextera Energy Inc.COM | COM | $5.2M | 1.3% |
| Chubb Ltd SwitzCOM | COM | $5.18M | 1.3% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $5.06M | 1.3% |
| Amphenol Corp.CL A | CL A | $4.91M | 1.2% |
| Linde PLCSHS | SHS | $4.91M | 1.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $4.86M | 1.2% |
| Unitedhealth Group Inc.COM | COM | $4.86M | 1.2% |
| Analog Devices Inc.COM | COM | $4.76M | 1.2% |
| Abbvie Inc.COM | COM | $4.71M | 1.2% |
| Eli Lilly & COCOM | COM | $4.7M | 1.2% |
| Kinder Morgan Inc. DelCOM | COM | $4.5M | 1.1% |
| Lowes Cos Inc.COM | COM | $4.24M | 1.1% |
| Visa Inc.COM CL A | COM CL A | $4.09M | 1.0% |
| Abbott LaboratoriesCOM | COM | $3.79M | 1.0% |
| International Business MachsCOM | COM | $3.69M | 0.9% |
| Rtx CorporationCOM | COM | $3.6M | 0.9% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $3.54M | 0.9% |
| Disney Walt COCOM | COM | $3.49M | 0.9% |
| Invesco Exchange Traded FD TS&P SMLCP MOMENT | S&P SMLCP MOMENT | $3.31M | 0.8% |
| Procter & Gamble COCOM | COM | $3.25M | 0.8% |
| General Dynamics Corp.COM | COM | $3.18M | 0.8% |
| Blackrock Inc.COM | COM | $3.11M | 0.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.95M | 0.7% |
| Merck & CO Inc.COM | COM | $2.92M | 0.7% |
| Stryker CorporationCOM | COM | $2.86M | 0.7% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.85M | 0.7% |
| Chevron CorporationCOM | COM | $2.77M | 0.7% |
| Philip Morris Intl Inc.COM | COM | $2.7M | 0.7% |
| Prologis Inc..COM | COM | $2.6M | 0.7% |
| Realty Income Corp.COM | COM | $2.58M | 0.6% |
| Invesco Exch Traded FD TR IIS&P 500 MOMNTM | S&P 500 MOMNTM | $2.58M | 0.6% |
| Snowflake Inc.COM SHS | COM SHS | $2.49M | 0.6% |
| World Gold TRSPDR GLD MINIS | SPDR GLD MINIS | $2.06M | 0.5% |
| Xylem Inc.COM | COM | $2.05M | 0.5% |
| Intercontinental Exchange INCOM | COM | $2.03M | 0.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $2.02M | 0.5% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $1.98M | 0.5% |
| Ares Capital Corp.COM | COM | $1.9M | 0.5% |
| Invesco Exchange Traded FD TS&P MDCP QUALITY | S&P MDCP QUALITY | $1.88M | 0.5% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $1.83M | 0.5% |
Nvidia CorporationCOM$53M
- Class
- COM
- Share
- 13.3%
Apple Inc.COM$32.5M
- Class
- COM
- Share
- 8.2%
Microsoft Corp.COM$16.1M
- Class
- COM
- Share
- 4.1%
JPMORGAN Chase & COCOM$14.9M
- Class
- COM
- Share
- 3.8%
Alphabet Inc.CAP STK CL A$13.4M
- Class
- CAP STK CL A
- Share
- 3.4%
Broadcom Inc.COM$8.99M
- Class
- COM
- Share
- 2.3%
Capital Group Intl Focus EQTSHS CREATION UNI$7.86M
- Class
- SHS CREATION UNI
- Share
- 2.0%
SPDR Series TrustSTATE STREET SPD$7.7M
- Class
- STATE STREET SPD
- Share
- 1.9%
Cisco Sys Inc.COM$7.2M
- Class
- COM
- Share
- 1.8%
Amazon Com Inc.COM$5.61M
- Class
- COM
- Share
- 1.4%
Nextera Energy Inc.COM$5.2M
- Class
- COM
- Share
- 1.3%
Chubb Ltd SwitzCOM$5.18M
- Class
- COM
- Share
- 1.3%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$5.06M
- Class
- FTSE EMR MKT ETF
- Share
- 1.3%
Amphenol Corp.CL A$4.91M
- Class
- CL A
- Share
- 1.2%
Linde PLCSHS$4.91M
- Class
- SHS
- Share
- 1.2%
Vanguard Index FdsTOTAL STK MKT$4.86M
- Class
- TOTAL STK MKT
- Share
- 1.2%
Unitedhealth Group Inc.COM$4.86M
- Class
- COM
- Share
- 1.2%
Analog Devices Inc.COM$4.76M
- Class
- COM
- Share
- 1.2%
Abbvie Inc.COM$4.71M
- Class
- COM
- Share
- 1.2%
Eli Lilly & COCOM$4.7M
- Class
- COM
- Share
- 1.2%
Kinder Morgan Inc. DelCOM$4.5M
- Class
- COM
- Share
- 1.1%
Lowes Cos Inc.COM$4.24M
- Class
- COM
- Share
- 1.1%
Visa Inc.COM CL A$4.09M
- Class
- COM CL A
- Share
- 1.0%
Abbott LaboratoriesCOM$3.79M
- Class
- COM
- Share
- 1.0%
International Business MachsCOM$3.69M
- Class
- COM
- Share
- 0.9%
Rtx CorporationCOM$3.6M
- Class
- COM
- Share
- 0.9%
iShares TRCORE S&P MCP ETF$3.54M
- Class
- CORE S&P MCP ETF
- Share
- 0.9%
Disney Walt COCOM$3.49M
- Class
- COM
- Share
- 0.9%
Invesco Exchange Traded FD TS&P SMLCP MOMENT$3.31M
- Class
- S&P SMLCP MOMENT
- Share
- 0.8%
Procter & Gamble COCOM$3.25M
- Class
- COM
- Share
- 0.8%
General Dynamics Corp.COM$3.18M
- Class
- COM
- Share
- 0.8%
Blackrock Inc.COM$3.11M
- Class
- COM
- Share
- 0.8%
Alphabet Inc.CAP STK CL C$2.95M
- Class
- CAP STK CL C
- Share
- 0.7%
Merck & CO Inc.COM$2.92M
- Class
- COM
- Share
- 0.7%
Stryker CorporationCOM$2.86M
- Class
- COM
- Share
- 0.7%
Berkshire Hathaway Inc. DelCL B NEW$2.85M
- Class
- CL B NEW
- Share
- 0.7%
Chevron CorporationCOM$2.77M
- Class
- COM
- Share
- 0.7%
Philip Morris Intl Inc.COM$2.7M
- Class
- COM
- Share
- 0.7%
Prologis Inc..COM$2.6M
- Class
- COM
- Share
- 0.7%
Realty Income Corp.COM$2.58M
- Class
- COM
- Share
- 0.6%
Invesco Exch Traded FD TR IIS&P 500 MOMNTM$2.58M
- Class
- S&P 500 MOMNTM
- Share
- 0.6%
Snowflake Inc.COM SHS$2.49M
- Class
- COM SHS
- Share
- 0.6%
World Gold TRSPDR GLD MINIS$2.06M
- Class
- SPDR GLD MINIS
- Share
- 0.5%
Xylem Inc.COM$2.05M
- Class
- COM
- Share
- 0.5%
Intercontinental Exchange INCOM$2.03M
- Class
- COM
- Share
- 0.5%
iShares TRCORE S&P500 ETF$2.02M
- Class
- CORE S&P500 ETF
- Share
- 0.5%
Vanguard Index FdsMID CAP ETF$1.98M
- Class
- MID CAP ETF
- Share
- 0.5%
Ares Capital Corp.COM$1.9M
- Class
- COM
- Share
- 0.5%
Invesco Exchange Traded FD TS&P MDCP QUALITY$1.88M
- Class
- S&P MDCP QUALITY
- Share
- 0.5%
SPDR Series TrustSTATE STREET SPD$1.83M
- Class
- STATE STREET SPD
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 204 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1840084
- File number
- 028-20464
- Options
- 0 call, 0 put
- In the 25 largest
- 59.6%
- Prior quarter
- $352M at 31 March 2026
- Positions opened
- 29
- Positions closed
- 16
Common questions
What are Brown | Miller Wealth Management’s 13F holdings worth?
$397 million across 204 positions for the quarter ended 30 June 2026.
What is Brown | Miller Wealth Management’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $53 million, or 13.3% of reported 13F value, as of 30 June 2026.
How concentrated is Brown | Miller Wealth Management’s 13F portfolio?
The ten largest positions accounted for 42.1% of reported value and the twenty-five largest for 59.6%, across 204 positions as of 30 June 2026.
Does Form 13F show everything Brown | Miller Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Brown | Miller Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.