Brown Miller Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Brown Miller Wealth Management, LLC reported 204 stock positions worth $397.2 million. Its top holding was Nvidia (NVDA) at 13.3% of the portfolio, followed by Apple (AAPL, 8.2%) and Microsoft (MSFT, 4.1%). Compared with Q1 2026, it opened 27 new positions, sold out of 15, added to 82 and reduced 46. The biggest buy was Amphenol Class A (APH, shares +443%) and the biggest sale Accenture Class A (ACN, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001840084
- Portfolio Value
- $397.2M (Q2 2026)
- SEC Filing
- 0001840084-26-000004 ↗ filed Jul 16, 2026
Holdings Value
Holdings 204 stocks · $397.2M
| NVDA Nvidia Corp. | 13.34% | 264,758 | $53.0M | Reduce -0.1% |
| AAPL Apple Inc. | 8.18% | 112,243 | $32.5M | Add +1.6% |
| MSFT Microsoft Corp. | 4.06% | 43,213 | $16.1M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 3.75% | 45,560 | $14.9M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 3.38% | 37,562 | $13.4M | Reduce -2.8% |
| AVGO Broadcom Inc. | 2.26% | 23,790 | $9.0M | Reduce -0.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.98% | 227,088 | $7.9M | Add +4.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.94% | 87,619 | $7.7M | Add +6.5% |
| CSCO Cisco Systems Inc. | 1.81% | 61,321 | $7.2M | Reduce -7.9% |
| AMZN Amazon.com Inc. | 1.41% | 23,555 | $5.6M | Reduce -1.6% |
| NEE Nextera Energy Inc. | 1.31% | 59,215 | $5.2M | Reduce -7.0% |
| CB Chubb Ltd. | 1.31% | 15,217 | $5.2M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 1.27% | 84,782 | $5.1M | Add +5.7% |
| APH Amphenol Corp. Class A | 1.24% | 27,856 | $4.9M | Add +442.6% |
| LIN Linde PLC | 1.24% | 9,464 | $4.9M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.22% | 13,138 | $4.9M | No change |
| UNH Unitedhealth Group Inc. | 1.22% | 11,685 | $4.9M | Add +5.6% |
| ADI Analog Devices Inc. | 1.20% | 11,994 | $4.8M | Reduce -10.1% |
| ABBV Abbvie Inc. | 1.19% | 18,710 | $4.7M | Add +10.1% |
| LLY Eli Lilly & Co. | 1.18% | 3,921 | $4.7M | Reduce -1.3% |
| KMI Kinder Morgan Inc. | 1.13% | 140,631 | $4.5M | Add +13.7% |
| LOW Lowe's Cos Inc. | 1.07% | 19,212 | $4.2M | Add +0.5% |
| V Visa Inc. Class A | 1.03% | 11,930 | $4.1M | Add +2.5% |
| ABT Abbott Laboratories | 0.96% | 41,809 | $3.8M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.93% | 13,126 | $3.7M | Add +4.3% |
| RTX RTX Corp. | 0.91% | 18,985 | $3.6M | Reduce -14.3% |
| IJH iShares Core S&P Midcap ETF | 0.89% | 45,894 | $3.5M | Reduce -1.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.88% | 36,226 | $3.5M | Add +0.1% |
| XSMO Invesco S&P Smallcap Momentu | 0.83% | 35,367 | $3.3M | Add +5.2% |
| PG The Procter & Gamble Co. | 0.82% | 22,189 | $3.3M | Add +3.2% |
| GD General Dynamics Corp. | 0.80% | 8,972 | $3.2M | Add +0.2% |
| BLK BlackRock Inc. | 0.78% | 3,234 | $3.1M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.74% | 8,362 | $3.0M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 0.74% | 22,736 | $2.9M | No change |
| SYK Stryker Corp. | 0.72% | 9,097 | $2.9M | Add +21.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 5,702 | $2.9M | Reduce -0.4% |
| CVX Chevron Corp. | 0.70% | 16,731 | $2.8M | Add +6.8% |
| PM Philip Morris International | 0.68% | 14,933 | $2.7M | Add +0.8% |
| PLD Prologis Inc. | 0.65% | 19,199 | $2.6M | Reduce -0.6% |
| O Realty Income Corp. | 0.65% | 41,583 | $2.6M | Add +1.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.65% | 15,946 | $2.6M | Add +4.9% |
| SNOW Snowflake Inc. | 0.63% | 9,799 | $2.5M | Add +23.1% |
| GLDM SPDR Gold Minishares Trust | 0.52% | 25,958 | $2.1M | Add +7.2% |
| XYL Xylem Inc. | 0.52% | 17,358 | $2.1M | Add +2.8% |
| ICE Intercontinental Exchange Inc. | 0.51% | 16,491 | $2.0M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 0.51% | 2,691 | $2.0M | Reduce -1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 24,551 | $2.0M | Reduce -1.3% |
| ARCC Ares Capital Corp. | 0.48% | 102,473 | $1.9M | Add +27.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.47% | 16,654 | $1.9M | Reduce -21.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.46% | 19,958 | $1.8M | Add +29.8% |
| QBTS D-Wave Quantum Inc. | 0.44% | 72,421 | $1.7M | No change |
| MA Mastercard Inc. Class A | 0.43% | 3,344 | $1.7M | Reduce -1.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.42% | 27,332 | $1.7M | Add +3.6% |
| TT Trane Technologies PLC | 0.42% | 3,364 | $1.7M | Add +0.7% |
| GABC German American Bancorp | 0.41% | 34,369 | $1.6M | No change |
| QXO Qxo Inc. | 0.40% | 91,528 | $1.6M | Add +26.2% |
| QCOM Qualcomm Inc. | 0.39% | 8,298 | $1.5M | Reduce -6.9% |
| SBUX Starbucks Corp. | 0.38% | 14,685 | $1.5M | Reduce -12.3% |
| LMT Lockheed Martin Corp. | 0.37% | 2,921 | $1.5M | Reduce -6.0% |
| TSCO Tractor Supply Company | 0.37% | 47,024 | $1.5M | Add +9.0% |
| ACGL Arch Capital Group Ltd. | 0.37% | 15,107 | $1.5M | Reduce -1.3% |
| BX Blackstone Inc. | 0.36% | 12,207 | $1.4M | Add +6.3% |
| JEPI JPMorgan Equity Premium Inco | 0.34% | 24,079 | $1.4M | Add +3.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 15,077 | $1.3M | Reduce -1.4% |
| FAST Fastenal Co. | 0.30% | 24,801 | $1.2M | Reduce -0.7% |
| ETR Entergy Corp. | 0.29% | 9,885 | $1.1M | Add +82.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 5,122 | $1.1M | Reduce -7.5% |
| JNJ Johnson & Johnson | 0.27% | 4,154 | $1.1M | Reduce -2.1% |
| SHLD Global X Defense Tech ETF | 0.26% | 17,324 | $1.0M | Add +8.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.26% | 16,804 | $1.0M | Add +8.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.25% | 23,603 | $999K | No change |
| MCD McDonald's Corp. | 0.25% | 3,669 | $992K | Add +19.6% |
| VZ Verizon Communications Inc. | 0.25% | 23,390 | $990K | Add +3.5% |
| CRS Carpenter Technology | 0.25% | 1,597 | $985K | Add +4.9% |
| AMT American Tower Corp. | 0.24% | 5,845 | $956K | Add +1.4% |
| SGOV iShares 0-3 Month Treasury B | 0.24% | 9,478 | $954K | Add +73.9% |
| GLW Corning Inc. | 0.24% | 3,670 | $938K | No change |
| COST Costco Wholesale Corp. | 0.23% | 977 | $914K | Add +2.4% |
| DE Deere & Co. | 0.23% | 1,417 | $899K | Add +1.7% |
| CGGR Cap Group Growth Equity | 0.22% | 18,668 | $881K | No change |
| FLEX Flex Ltd. | 0.22% | 5,322 | $863K | New |
| VLUE iShares MSCI USA Value Facto | 0.21% | 4,271 | $853K | Add +7.0% |
| RSPN Invesco S&P 500 Equal Weight | 0.21% | 13,023 | $833K | New |
| WMT Walmart Inc. | 0.21% | 7,265 | $823K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 3,440 | $814K | Add +2.6% |
| EME Emcor Group Inc. | 0.20% | 966 | $802K | Add +5.8% |
| GEV GE Vernova Inc. | 0.20% | 675 | $793K | Reduce -34.8% |
| AMAT Applied Materials Inc. | 0.20% | 1,096 | $792K | New |
| XLI SS Industrial Select Sector | 0.20% | 4,231 | $784K | Add +6.3% |
| EPD Enterprise Products Partners | 0.19% | 20,917 | $769K | Add +0.1% |
| MO Altria Group Inc. | 0.19% | 10,600 | $763K | No change |
| MPC Marathon Petroleum Corp. | 0.19% | 2,976 | $761K | No change |
| GILD Gilead Sciences Inc. | 0.19% | 5,996 | $758K | Reduce -1.0% |
| FIX Comfort Systems USA Inc. | 0.18% | 370 | $733K | Reduce -37.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 14,950 | $717K | Add +3.0% |
| EEM iShares MSCI Emerging Market | 0.18% | 10,397 | $711K | Add +6.2% |
| HD Home Depot Inc. | 0.17% | 1,963 | $692K | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.17% | 2,266 | $681K | Reduce -0.1% |
| VHT Vanguard Health Care ETF | 0.17% | 2,194 | $656K | No change |
| SNA Snap-on Inc. | 0.16% | 1,597 | $643K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| ACN Accenture PLC Class A | Reduce -83.9% | 0.06% | −0.63 |
| NEE Nextera Energy Inc. | Reduce -7.0% | 1.31% | −0.37 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.36 |
| RTX RTX Corp. | Reduce -14.3% | 0.91% | −0.31 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.17 |
| BITB Bitwise Bitcoin ETF | Sold out | 0.00% | −0.17 |
| LMT Lockheed Martin Corp. | Reduce -6.0% | 0.37% | −0.16 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -21.9% | 0.47% | −0.15 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.14 |
| ENSG The Ensign Group Inc. | Sold out | 0.00% | −0.13 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.13 |
| LIN Linde PLC | Reduce -1.8% | 1.24% | −0.12 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.12 |
| CB Chubb Ltd. | Reduce -0.8% | 1.31% | −0.12 |
| CNX CNX Resources Corp. | Sold out | 0.00% | −0.12 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.09% | −0.11 |
| SGI Somnigroup International Inc. | Sold out | 0.00% | −0.11 |
| WFC Wells Fargo & Co. | Reduce -62.9% | 0.05% | −0.10 |
| THC Tenet Healthcare Corp. | Sold out | 0.00% | −0.10 |
| ETHW Bitwise Ethereum ETF | Sold out | 0.00% | −0.10 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.10 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −0.08 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.07 |
| PLD Prologis Inc. | Reduce -0.6% | 0.65% | −0.07 |
| DOW Dow Inc. | Reduce -2.6% | 0.09% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.72% | −0.06 |
| PSX Phillips 66 | Sold out | 0.00% | −0.06 |
| GEV GE Vernova Inc. | Reduce -34.8% | 0.20% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -1.7% | 0.43% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -33.8% | 0.08% | −0.05 |
| GILD Gilead Sciences Inc. | Reduce -1.0% | 0.19% | −0.05 |
| SBUX Starbucks Corp. | Reduce -12.3% | 0.38% | −0.05 |
| ACGL Arch Capital Group Ltd. | Reduce -1.3% | 0.37% | −0.05 |
| FIX Comfort Systems USA Inc. | Reduce -37.1% | 0.18% | −0.05 |
| FAST Fastenal Co. | Reduce -0.7% | 0.30% | −0.03 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.27% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.5% | 0.28% | −0.03 |
| DHR Danaher Corp. | Reduce -0.1% | 0.16% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.9% | 0.13% | −0.02 |
| HONA Honeywell Aerospace Inc. | Reduce -0.3% | 0.09% | −0.01 |
| D Dominion Energy Inc. | Reduce -8.3% | 0.10% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.3% | 0.50% | −0.01 |
| ADI Analog Devices Inc. | Reduce -10.1% | 1.20% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 1.41% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 0.89% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -6.6% | 0.07% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 0.51% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.5% | 0.07% | +0.00 |
| PNC PNC Financial Services Group | Reduce -3.1% | 0.07% | +0.00 |
| USB US Bancorp | Reduce -0.2% | 0.13% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| APH Amphenol Corp. Class A | Add +442.6% | 1.24% | +1.05 |
| UNH Unitedhealth Group Inc. | Add +5.6% | 1.22% | +0.37 |
| SNOW Snowflake Inc. | Add +23.1% | 0.63% | +0.29 |
| FLEX Flex Ltd. | New | 0.22% | +0.22 |
| AAPL Apple Inc. | Add +1.6% | 8.18% | +0.21 |
| RSPN Invesco S&P 500 Equal Weight | New | 0.21% | +0.21 |
| AMAT Applied Materials Inc. | New | 0.20% | +0.20 |
| CGXU Cap Group Intl Focus | Add +4.9% | 1.98% | +0.17 |
| SPMO Invesco S&P 500 Momentum ETF | Add +4.9% | 0.65% | +0.16 |
| FYX First Trust Small Cap Core A | New | 0.16% | +0.16 |
| SWK Stanley Black & Decker Inc. | New | 0.16% | +0.16 |
| WELL Welltower Inc. | New | 0.15% | +0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.5% | 1.94% | +0.15 |
| SNDK Sandisk Corp. | New | 0.14% | +0.14 |
| EIX Edison International | New | 0.14% | +0.14 |
| ABBV Abbvie Inc. | Add +10.1% | 1.19% | +0.14 |
| DTH Wisdomtree International Hig | New | 0.13% | +0.13 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 0.13% | +0.13 |
| PWR Quanta Services Inc. | New | 0.13% | +0.13 |
| TRGP Targa Resources Corp. | New | 0.12% | +0.12 |
| ETR Entergy Corp. | Add +82.9% | 0.29% | +0.11 |
| KLAC KLA Corp. | New | 0.11% | +0.11 |
| XSMO Invesco S&P Smallcap Momentu | Add +5.2% | 0.83% | +0.11 |
| LITE Lumentum Holdings Inc. | New | 0.10% | +0.10 |
| SPCX Space Exploration Techn Class A | New | 0.10% | +0.10 |
| SGOV iShares 0-3 Month Treasury B | Add +73.9% | 0.24% | +0.08 |
| CRS Carpenter Technology | Add +4.9% | 0.25% | +0.08 |
| INTC Intel Corp. | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| ARCC Ares Capital Corp. | Add +27.6% | 0.48% | +0.07 |
| IBM Intl Business Machines Corp. | Add +4.3% | 0.93% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.06% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.06% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +29.8% | 0.46% | +0.06 |
| DLTR Dollar Tree Inc. | New | 0.06% | +0.06 |
| VLUE iShares MSCI USA Value Facto | Add +7.0% | 0.21% | +0.05 |
| VXF Vanguard Extended Market ETF | New | 0.05% | +0.05 |
| MRSH Marsh & McLennan Cos | New | 0.05% | +0.05 |
| WRB WR Berkley Corp. | New | 0.05% | +0.05 |
| BAC Bank of America Corp. | New | 0.05% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.05% | +0.05 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | New | 0.05% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +5.7% | 1.27% | +0.04 |
| CSX CSX Corp. | Add +54.3% | 0.10% | +0.04 |
| V Visa Inc. Class A | Add +2.5% | 1.03% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +3.0% | 0.18% | +0.03 |
| IBKR Interactive Brokers Gro Class A | Add +8.1% | 0.12% | +0.02 |
| SYK Stryker Corp. | Add +21.6% | 0.72% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +6.2% | 0.18% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 204 | $397.2M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q1 2026 | 191 | $351.9M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q4 2025 | 193 | $361.9M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q3 2025 | 191 | $352.8M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q2 2025 | 189 | $321.9M | NVDA, AAPL, MSFT, JPM, AVGO |
| Q1 2025 | 180 | $289.0M | NVDA, AAPL, MSFT, JPM, ABT |
| Q4 2024 | 120 | $260.8M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q3 2024Amended | 127 | $257.3M | NVDA, AAPL, MSFT, JPM, IVV |
| Q2 2024Amended | 122 | $240.8M | NVDA, AAPL, MSFT, JPM, GOOGL |
| Q1 2024Amended | 122 | $226.8M | NVDA, AAPL, MSFT, JPM, ABT |