Brown Miller Wealth Management, LLC

13F filer · CIK 0001840084

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$397MU.S. long equity reported on 13F

Positions16322 new · 13 closed

Net flow last quarter+$8.24MBuys minus sells

Top 10 positions weight40.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026163 positions
NVDANvidia Corp	$53M	13.34%	0.00%	-0.1%	Q4 2020
AAPLApple Inc.	$32.5M	8.18%	0.00%	+1.6%	Q4 2020
MSFTMicrosoft Corp	$16.1M	4.06%	0.00%	+1.5%	Q4 2020
JPMJPMorgan Chase & Co	$14.9M	3.75%	0.00%	+0.1%	Q4 2020
GOOGLAlphabet Inc.	$13.4M	3.38%	0.00%	-2.8%	Q4 2020
AVGOBroadcom Inc.	$8.99M	2.26%	0.00%	-0.1%	Q4 2020
CSCOCisco Systems, Inc.	$7.2M	1.81%	0.00%	-7.9%	Q4 2020
AMZNAmazon Com Inc	$5.61M	1.41%	0.00%	-1.6%	Q4 2020
NEENextera Energy Inc	$5.2M	1.31%	0.00%	-7.0%	Q4 2020
CBChubb Ltd	$5.18M	1.31%	0.00%	-0.8%	Q4 2020
APHAmphenol Corp	$4.91M	1.24%	0.00%	+442.6%	Q1 2025
LINLinde PLC	$4.91M	1.24%	0.00%	-1.8%	Q3 2021
UNHUnitedhealth Group Inc	$4.86M	1.22%	0.00%	+5.6%	Q4 2020
ADIAnalog Devices Inc	$4.76M	1.20%	0.00%	-10.1%	Q4 2020
ABBVAbbVie Inc.	$4.71M	1.19%	0.00%	+10.1%	Q4 2020
LLYELI LILLY & Co	$4.7M	1.18%	0.00%	-1.3%	Q1 2024
KMIKinder Morgan, Inc.	$4.5M	1.13%	0.01%	+13.7%	Q4 2020
LOWLowes Companies Inc	$4.24M	1.07%	0.00%	+0.5%	Q4 2020
VVisa Inc.	$4.09M	1.03%	0.00%	+2.5%	Q4 2020
ABTAbbott Laboratories	$3.79M	0.96%	0.00%	+0.9%	Q4 2020
IBMInternational Business Machines Corp	$3.69M	0.93%	0.00%	+4.3%	Q4 2020
RTXRTX Corp	$3.6M	0.91%	0.00%	-14.3%	Q4 2020
DISWalt Disney Co	$3.49M	0.88%	0.00%	+0.1%	Q4 2020
PGPROCTER & GAMBLE Co	$3.25M	0.82%	0.00%	+3.2%	Q4 2020
GDGeneral Dynamics Corp	$3.18M	0.80%	0.00%	+0.2%	Q4 2020
BLKBlackRock, Inc.	$3.11M	0.78%	0.00%	+0.6%	Q4 2020
GOOGAlphabet Inc.	$2.95M	0.74%	Not reported	-1.4%	Q4 2020
MRKMerck & Co., Inc.	$2.92M	0.74%	0.00%	Not reported	Q4 2020
SYKStryker Corp	$2.86M	0.72%	0.00%	+21.6%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.85M	0.72%	Not reported	-0.4%	Q4 2020
CVXChevron Corp	$2.77M	0.70%	0.00%	+6.8%	Q4 2020
PMPhilip Morris International Inc.	$2.7M	0.68%	0.00%	+0.8%	Q4 2020
PLDPrologis, Inc.	$2.6M	0.65%	0.00%	-0.6%	Q1 2023
ORealty Income Corp	$2.58M	0.65%	0.00%	+1.6%	Q4 2020
SNOWSnowflake Inc.	$2.49M	0.63%	0.00%	+23.1%	Q2 2023
GLDMWorld Gold Trust	$2.06M	0.52%	0.01%	+7.2%	Q3 2022
XYLXylem Inc.	$2.05M	0.52%	0.01%	+2.8%	Q4 2020
ICEIntercontinental Exchange, Inc.	$2.03M	0.51%	0.00%	+1.4%	Q4 2020
ARCCAres Capital Corp	$1.9M	0.48%	0.01%	+27.6%	Q4 2020
QBTSD-Wave Quantum Inc.	$1.74M	0.44%	0.02%	Not reported	Q1 2025
MAMastercard Inc	$1.72M	0.43%	0.00%	-1.7%	Q4 2020
TTTrane Technologies plc	$1.65M	0.42%	0.00%	+0.7%	Q1 2025
GABCGerman American Bancorp, Inc.	$1.63M	0.41%	0.09%	Not reported	Q4 2024
QXOQXO, Inc.	$1.58M	0.40%	0.01%	+26.2%	Q2 2025
QCOMQualcomm Inc	$1.53M	0.39%	0.00%	-6.9%	Q4 2020
SBUXStarbucks Corp	$1.5M	0.38%	0.00%	-12.3%	Q4 2020
LMTLockheed Martin Corp	$1.49M	0.37%	0.00%	-6.1%	Q4 2024
TSCOTractor Supply Co	$1.49M	0.37%	0.01%	+9.0%	Q3 2023
ACGLArch Capital Group Ltd.	$1.47M	0.37%	0.00%	-1.3%	Q1 2023
BXBlackstone Inc.	$1.44M	0.36%	0.00%	+6.3%	Q4 2020

Q1 2026Reported Apr 23, 2026153 positions
NVDANvidia Corp	$46.2M	13.14%	0.00%	-1.5%	Q4 2020
AAPLApple Inc.	$28M	7.97%	0.00%	+0.4%	Q4 2020
MSFTMicrosoft Corp	$15.8M	4.48%	0.00%	+4.0%	Q4 2020
JPMJPMorgan Chase & Co	$13.4M	3.81%	0.00%	+0.6%	Q4 2020
GOOGLAlphabet Inc.	$11.1M	3.16%	0.00%	+7.1%	Q4 2020
AVGOBroadcom Inc.	$7.37M	2.09%	0.00%	+1.5%	Q4 2020
NEENextera Energy Inc	$5.91M	1.68%	0.00%	+2.5%	Q4 2020
CSCOCisco Systems, Inc.	$5.17M	1.47%	0.00%	-9.1%	Q4 2020
CBChubb Ltd	$5M	1.42%	0.00%	-1.1%	Q4 2020
AMZNAmazon Com Inc	$4.98M	1.42%	0.00%	-0.3%	Q4 2020
LINLinde PLC	$4.78M	1.36%	0.00%	+1.7%	Q3 2021
LOWLowes Companies Inc	$4.52M	1.28%	0.00%	+0.3%	Q4 2020
RTXRTX Corp	$4.27M	1.21%	0.00%	-2.9%	Q4 2020
ABTAbbott Laboratories	$4.25M	1.21%	0.00%	+0.8%	Q4 2020
ADIAnalog Devices Inc	$4.25M	1.21%	0.00%	-0.9%	Q4 2020
KMIKinder Morgan, Inc.	$4.15M	1.18%	0.01%	+44.2%	Q4 2020
ABBVAbbVie Inc.	$3.7M	1.05%	0.00%	+5.9%	Q4 2020
LLYELI LILLY & Co	$3.65M	1.04%	0.00%	+0.4%	Q1 2024
VVisa Inc.	$3.52M	1.00%	0.00%	+2.0%	Q4 2020
DISWalt Disney Co	$3.49M	0.99%	0.00%	+0.9%	Q4 2020
CVXChevron Corp	$3.24M	0.92%	0.00%	-3.2%	Q4 2020
PGPROCTER & GAMBLE Co	$3.11M	0.88%	0.00%	-10.7%	Q4 2020
BLKBlackRock, Inc.	$3.09M	0.88%	0.00%	Not reported	Q4 2020
GDGeneral Dynamics Corp	$3.07M	0.87%	0.00%	+0.7%	Q4 2020
IBMInternational Business Machines Corp	$3.05M	0.87%	0.00%	+3.1%	Q4 2020
UNHUnitedhealth Group Inc	$2.99M	0.85%	0.00%	+6.5%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.74M	0.78%	Not reported	+0.1%	Q4 2020
MRKMerck & Co., Inc.	$2.73M	0.78%	0.00%	Not reported	Q4 2020
ICEIntercontinental Exchange, Inc.	$2.56M	0.73%	0.00%	+1.3%	Q4 2020
PLDPrologis, Inc.	$2.55M	0.73%	0.00%	+1.5%	Q1 2023
ORealty Income Corp	$2.5M	0.71%	0.00%	+2.8%	Q4 2020
SYKStryker Corp	$2.46M	0.70%	0.00%	+0.5%	Q4 2020
PMPhilip Morris International Inc.	$2.45M	0.70%	0.00%	0.0%	Q4 2020
ACNAccenture plc	$2.45M	0.70%	0.00%	+6.8%	Q4 2020
GOOGAlphabet Inc.	$2.43M	0.69%	Not reported	+31.2%	Q4 2020
GLDMWorld Gold Trust	$2.24M	0.64%	0.01%	-6.0%	Q3 2022
XYLXylem Inc.	$2.02M	0.57%	0.01%	+3.8%	Q4 2020
TSCOTractor Supply Co	$1.95M	0.56%	0.01%	+3.0%	Q3 2023
LMTLockheed Martin Corp	$1.88M	0.53%	0.00%	-0.3%	Q4 2024
MAMastercard Inc	$1.7M	0.48%	0.00%	-13.0%	Q4 2020
SBUXStarbucks Corp	$1.5M	0.43%	0.00%	-65.2%	Q4 2020
ACGLArch Capital Group Ltd.	$1.47M	0.42%	0.00%	+4.6%	Q1 2023
ARCCAres Capital Corp	$1.45M	0.41%	0.01%	+2.7%	Q4 2020
GABCGerman American Bancorp, Inc.	$1.44M	0.41%	0.09%	Not reported	Q4 2024
QXOQXO, Inc.	$1.41M	0.40%	0.01%	+38.2%	Q2 2025
TTTrane Technologies plc	$1.39M	0.40%	0.00%	+188.7%	Q1 2025
BXBlackstone Inc.	$1.32M	0.38%	0.00%	+20.5%	Q4 2020
ZTSZoetis Inc.	$1.27M	0.36%	0.00%	+12.3%	Q1 2025
SNOWSnowflake Inc.	$1.2M	0.34%	0.00%	+5.1%	Q2 2023
FASTFastenal Co	$1.16M	0.33%	0.00%	Not reported	Q4 2020

Q4 2025Reported Jan 23, 2026152 positions
NVDANvidia Corp	$50.2M	13.87%	0.00%	-2.9%	Q4 2020
AAPLApple Inc.	$29.9M	8.26%	0.00%	-2.0%	Q4 2020
MSFTMicrosoft Corp	$19.8M	5.47%	0.00%	+0.3%	Q4 2020
JPMJPMorgan Chase & Co	$14.6M	4.03%	0.00%	-0.3%	Q4 2020
GOOGLAlphabet Inc.	$11.3M	3.12%	0.00%	+10.7%	Q4 2020
AVGOBroadcom Inc.	$8.12M	2.24%	0.00%	+0.4%	Q4 2020
CSCOCisco Systems, Inc.	$5.64M	1.56%	0.00%	-0.3%	Q4 2020
AMZNAmazon Com Inc	$5.54M	1.53%	0.00%	0.0%	Q4 2020
ABTAbbott Laboratories	$5.15M	1.42%	0.00%	+0.1%	Q4 2020
NEENextera Energy Inc	$4.98M	1.38%	0.00%	+1.8%	Q4 2020
CBChubb Ltd	$4.84M	1.34%	0.00%	+0.5%	Q4 2020
LOWLowes Companies Inc	$4.59M	1.27%	0.00%	0.0%	Q4 2020
LLYELI LILLY & Co	$4.25M	1.17%	0.00%	Not reported	Q1 2024
RTXRTX Corp	$4.18M	1.16%	0.00%	-1.4%	Q4 2020
DISWalt Disney Co	$4.08M	1.13%	0.00%	+0.7%	Q4 2020
SBUXStarbucks Corp	$4.05M	1.12%	0.00%	+0.7%	Q4 2020
LINLinde PLC	$4.04M	1.12%	0.00%	+1.1%	Q3 2021
VVisa Inc.	$4M	1.11%	0.00%	+0.7%	Q4 2020
ABBVAbbVie Inc.	$3.67M	1.01%	0.00%	+1.6%	Q4 2020
ADIAnalog Devices Inc	$3.65M	1.01%	0.00%	+0.3%	Q4 2020
IBMInternational Business Machines Corp	$3.62M	1.00%	0.00%	-0.2%	Q4 2020
PGPROCTER & GAMBLE Co	$3.45M	0.95%	0.00%	+1.8%	Q4 2020
BLKBlackRock, Inc.	$3.44M	0.95%	0.00%	+0.4%	Q4 2020
UNHUnitedhealth Group Inc	$3.43M	0.95%	0.00%	+2.3%	Q4 2020
ACNAccenture plc	$3.1M	0.86%	0.00%	+9.9%	Q4 2020
GDGeneral Dynamics Corp	$2.99M	0.83%	0.00%	+0.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$2.87M	0.79%	Not reported	+0.9%	Q4 2020
SYKStryker Corp	$2.62M	0.72%	0.00%	+0.8%	Q4 2020
ICEIntercontinental Exchange, Inc.	$2.6M	0.72%	0.00%	+1.5%	Q4 2020
CVXChevron Corp	$2.47M	0.68%	0.00%	-1.2%	Q4 2020
QCOMQualcomm Inc	$2.43M	0.67%	0.00%	-4.0%	Q4 2020
PLDPrologis, Inc.	$2.43M	0.67%	0.00%	+1.6%	Q1 2023
MRKMerck & Co., Inc.	$2.39M	0.66%	0.00%	-1.1%	Q4 2020
PMPhilip Morris International Inc.	$2.38M	0.66%	0.00%	0.0%	Q4 2020
KMIKinder Morgan, Inc.	$2.36M	0.65%	0.00%	+182.9%	Q4 2020
ORealty Income Corp	$2.24M	0.62%	0.00%	+3.3%	Q4 2020
MAMastercard Inc	$2.23M	0.62%	0.00%	-3.1%	Q4 2020
XYLXylem Inc.	$2.22M	0.61%	0.01%	+1.4%	Q4 2020
GLDMWorld Gold Trust	$2.2M	0.61%	0.01%	+5.3%	Q3 2022
TSCOTractor Supply Co	$2.09M	0.58%	0.01%	+2.2%	Q3 2023
GOOGAlphabet Inc.	$2.03M	0.56%	Not reported	+24.3%	Q4 2020
QBTSD-Wave Quantum Inc.	$1.89M	0.52%	0.02%	-16.1%	Q1 2025
SNOWSnowflake Inc.	$1.66M	0.46%	0.00%	+14.3%	Q2 2023
ARCCAres Capital Corp	$1.58M	0.44%	0.01%	-6.3%	Q4 2020
LMTLockheed Martin Corp	$1.51M	0.42%	0.00%	-0.6%	Q4 2024
BXBlackstone Inc.	$1.47M	0.41%	0.00%	+14.6%	Q4 2020
ACGLArch Capital Group Ltd.	$1.4M	0.39%	0.00%	-7.3%	Q1 2023
GABCGerman American Bancorp, Inc.	$1.35M	0.37%	0.09%	Not reported	Q4 2024
ZTSZoetis Inc.	$1.21M	0.33%	0.00%	-2.6%	Q1 2025
SHLDSears Holdings Corp	$1.12M	0.31%	0.02%	+11.1%	Q1 2025

Q3 2025Reported Oct 21, 2025152 positions
NVDANvidia Corp	$51.7M	14.66%	0.00%	-3.3%	Q4 2020
AAPLApple Inc.	$28.6M	8.10%	0.00%	-0.3%	Q4 2020
MSFTMicrosoft Corp	$21.2M	6.00%	0.00%	+0.8%	Q4 2020
JPMJPMorgan Chase & Co	$14.3M	4.06%	0.00%	+0.7%	Q4 2020
GOOGLAlphabet Inc.	$7.92M	2.25%	0.00%	+0.2%	Q4 2020
AVGOBroadcom Inc.	$7.71M	2.19%	0.00%	+0.9%	Q4 2020
ABTAbbott Laboratories	$5.5M	1.56%	0.00%	-2.6%	Q4 2020
AMZNAmazon Com Inc	$5.27M	1.49%	0.00%	+1.2%	Q4 2020
CSCOCisco Systems, Inc.	$5.03M	1.43%	0.00%	+1.1%	Q4 2020
LOWLowes Companies Inc	$4.79M	1.36%	0.00%	+1.9%	Q4 2020
NEENextera Energy Inc	$4.61M	1.31%	0.00%	+3.1%	Q4 2020
LINLinde PLC	$4.45M	1.26%	0.00%	+1.6%	Q3 2021
CBChubb Ltd	$4.36M	1.24%	0.00%	+1.7%	Q4 2020
DISWalt Disney Co	$4.08M	1.16%	0.00%	0.0%	Q4 2020
SBUXStarbucks Corp	$4.04M	1.14%	0.00%	+2.4%	Q4 2020
VVisa Inc.	$3.87M	1.10%	0.00%	+2.3%	Q4 2020
RTXRTX Corp	$3.87M	1.10%	0.00%	+0.3%	Q4 2020
BLKBlackRock, Inc.	$3.73M	1.06%	0.00%	-0.4%	Q4 2020
ABBVAbbVie Inc.	$3.66M	1.04%	0.00%	-3.2%	Q4 2020
PGPROCTER & GAMBLE Co	$3.63M	1.03%	0.00%	+3.6%	Q4 2020
UNHUnitedhealth Group Inc	$3.51M	0.99%	0.00%	+40.5%	Q4 2020
IBMInternational Business Machines Corp	$3.45M	0.98%	0.00%	-1.4%	Q4 2020
ADIAnalog Devices Inc	$3.3M	0.93%	0.00%	+1.4%	Q4 2020
GDGeneral Dynamics Corp	$3.02M	0.86%	0.00%	+0.7%	Q4 2020
LLYELI LILLY & Co	$3.02M	0.86%	0.00%	+1083.8%	Q1 2024
BRK.BBerkshire Hathaway Inc	$2.85M	0.81%	Not reported	+0.2%	Q4 2020
SYKStryker Corp	$2.73M	0.77%	0.00%	-0.4%	Q4 2020
ICEIntercontinental Exchange, Inc.	$2.66M	0.76%	0.00%	+1.3%	Q4 2020
ACNAccenture plc	$2.59M	0.74%	0.00%	+17.0%	Q4 2020
CVXChevron Corp	$2.55M	0.72%	0.00%	+0.3%	Q4 2020
QCOMQualcomm Inc	$2.47M	0.70%	0.00%	-2.0%	Q4 2020
PMPhilip Morris International Inc.	$2.4M	0.68%	0.00%	+0.2%	Q4 2020
XYLXylem Inc.	$2.37M	0.67%	0.01%	+1.8%	Q4 2020
ORealty Income Corp	$2.33M	0.66%	0.00%	+4.0%	Q4 2020
TSCOTractor Supply Co	$2.33M	0.66%	0.01%	+1.1%	Q3 2023
MAMastercard Inc	$2.29M	0.65%	0.00%	+1.7%	Q4 2020
PLDPrologis, Inc.	$2.14M	0.61%	0.00%	+6.2%	Q1 2023
QBTSD-Wave Quantum Inc.	$2.13M	0.60%	0.02%	Not reported	Q1 2025
MRKMerck & Co., Inc.	$1.93M	0.55%	0.00%	+1.2%	Q4 2020
GLDMWorld Gold Trust	$1.87M	0.53%	0.01%	+3.0%	Q3 2022
ARCCAres Capital Corp	$1.7M	0.48%	0.01%	+3.0%	Q4 2020
LMTLockheed Martin Corp	$1.57M	0.44%	0.00%	+0.3%	Q4 2024
CMCSAComcast Corp	$1.51M	0.43%	0.00%	+1.5%	Q4 2020
SNOWSnowflake Inc.	$1.49M	0.42%	0.00%	+3.0%	Q2 2023
ZTSZoetis Inc.	$1.44M	0.41%	0.00%	+5.8%	Q1 2025
ACGLArch Capital Group Ltd.	$1.43M	0.41%	0.00%	-1.5%	Q1 2023
BXBlackstone Inc.	$1.42M	0.40%	0.00%	+3.3%	Q4 2020
FASTFastenal Co	$1.36M	0.39%	0.00%	Not reported	Q4 2020
GABCGerman American Bancorp, Inc.	$1.35M	0.38%	0.09%	Not reported	Q4 2024
GOOGAlphabet Inc.	$1.27M	0.36%	Not reported	-12.3%	Q4 2020

Premium opens every quarter this fund has filed