Brown Miller Wealth Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed February 11, 2025), Brown Miller Wealth Management, LLC reported 122 stock positions worth $226.8 million. Its top holding was Nvidia (NVDA) at 11.6% of the portfolio, followed by Apple (AAPL, 8.4%) and Microsoft (MSFT, 7.0%). Compared with Q4 2023, it opened 6 new positions, sold out of 7, added to 64 and reduced 24. The biggest buy was Visa Class A (V, shares +530%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
MCLEAN, VA
CIK
0001840084
Portfolio Value
$226.8M (Q1 2024)
SEC Filing
0001840084-25-000004 ↗ filed Feb 11, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $226.8M $226.8M Q1 2024 Q2 2024: $240.8M Q2 2024 Q3 2024: $257.3M Q3 2024 Q4 2024: $260.8M Q4 2024 Q1 2025: $289.0M Q1 2025 Q2 2025: $321.9M Q2 2025 Q3 2025: $352.8M Q3 2025 Q4 2025: $361.9M Q4 2025 Q1 2026: $351.9M Q1 2026 Q2 2026: $397.2M Q2 2026

Holdings 122 stocks · $226.8M
NVDA Nvidia Corp. 11.60% 29,124 $26.3M Reduce -1.5%
AAPL Apple Inc. 8.43% 111,471 $19.1M Reduce -1.6%
MSFT Microsoft Corp. 7.01% 37,813 $15.9M Add +1.4%
JPM JPMorgan Chase & Co. 4.00% 45,284 $9.1M Add +3.1%
ABT Abbott Laboratories 2.09% 41,798 $4.8M Reduce -5.7%
GOOGL Alphabet Inc. Class A 2.03% 30,510 $4.6M Add +1.1%
LOW Lowe's Cos Inc. 1.95% 17,401 $4.4M Add +4.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.76% 32,602 $4.0M Add +27.7%
SBUX Starbucks Corp. 1.67% 41,410 $3.8M Add +5.0%
IVV iShares Core S&P 500 ETF 1.63% 7,050 $3.7M Add +20.4%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 1.63% 143,137 $3.7M Add +4.2%
AMZN Amazon.com Inc. 1.51% 18,968 $3.4M Add +1.2%
QCOM Qualcomm Inc. 1.48% 19,809 $3.4M Add +1.7%
CB Chubb Ltd. 1.44% 12,610 $3.3M Add +4.0%
PG The Procter & Gamble Co. 1.43% 19,936 $3.2M Add +2.4%
CSCO Cisco Systems Inc. 1.38% 62,653 $3.1M Reduce -0.6%
VTI VG Morningstar TS MKT ETF-US 1.38% 12,015 $3.1M Reduce -5.1%
LIN Linde PLC 1.35% 6,619 $3.1M Add +2.4%
JNJ Johnson & Johnson 1.31% 18,822 $3.0M Add +3.0%
ABBV Abbvie Inc. 1.31% 16,268 $3.0M Add +0.2%
UNH Unitedhealth Group Inc. 1.29% 5,916 $2.9M Add +3.8%
V Visa Inc. Class A 1.26% 10,270 $2.9M Add +530.5%
NEE Nextera Energy Inc. 1.25% 44,269 $2.8M Add +23.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.23% 11,152 $2.8M Add +8.0%
MRK Merck & Co. Inc. 1.22% 21,008 $2.8M Reduce -4.9%
ACN Accenture PLC Class A 1.15% 7,551 $2.6M Add +2.6%
SYK Stryker Corp. 1.10% 6,978 $2.5M Add +1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.07% 12,756 $2.4M Add +3.9%
BLK BlackRock Finance Inc. 1.07% 2,907 $2.4M Reduce -21.2%
RTX RTX Corp. 1.05% 24,538 $2.4M Add +2.4%
AMT American Tower Corp. 1.03% 11,855 $2.3M Reduce -49.7%
VWO Vanguard Ftse Emerging Marke 0.97% 52,697 $2.2M Add +7.8%
BRK.B Berkshire Hathaway Inc. Class B 0.97% 5,227 $2.2M No change
AVGO Broadcom Inc. 0.95% 1,629 $2.2M Add +340.3%
ICE Intercontinental Exchange Inc. 0.94% 15,526 $2.1M Add +2.0%
ADI Analog Devices Inc. 0.92% 10,571 $2.1M Add +3.2%
CVX Chevron Corp. 0.91% 13,026 $2.1M Add +6.6%
TSCO Tractor Supply Company 0.89% 7,695 $2.0M Add +157.8%
AMGN Amgen Inc. 0.84% 6,703 $1.9M Add +1.1%
CMCSA Comcast Corp. Class A 0.80% 42,097 $1.8M Add +4.7%
O Realty Income Corp. 0.77% 32,104 $1.7M Add +272.5%
PLD Prologis Inc. 0.76% 13,207 $1.7M Add +157.2%
IJH iShares Core S&P Midcap ETF 0.75% 28,083 $1.7M Reduce -2.4%
PM Philip Morris International 0.71% 17,461 $1.6M Reduce -4.9%
GD General Dynamics Corp. 0.70% 5,603 $1.6M Add +1.6%
XYL Xylem Inc. 0.66% 11,524 $1.5M Add +1.4%
IWM iShares Russell 2000 ETF 0.65% 7,007 $1.5M Add +8.0%
UPS United Parcel Service Class B 0.62% 9,397 $1.4M Add +10.6%
MA Mastercard Inc. Class A 0.58% 2,748 $1.3M Add +2.0%
ARCC Ares Capital Corp. 0.58% 63,086 $1.3M Add +3.4%
PEP Pepsico Inc. 0.53% 6,865 $1.2M Add +25.7%
GLDM SPDR Gold Minishares Trust 0.52% 26,657 $1.2M Add +4.5%
ACGL Arch Capital Group Ltd. 0.46% 11,272 $1.0M Add +3.0%
BX Blackstone Inc. 0.44% 7,655 $1.0M Add +0.5%
VIG Vanguard Dividend Apprec ETF 0.40% 5,006 $914K Add +20.7%
SNOW Snowflake Inc. 0.40% 5,622 $909K Add +14.6%
VZ Verizon Communications Inc. 0.39% 21,158 $888K Add +0.9%
DHR Danaher Corp. 0.38% 3,409 $852K Reduce -0.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.37% 5,220 $850K Add +4.0%
SPYV SS SPDR P S&P 500 Value ETF 0.37% 16,861 $845K Add +21.3%
MCD McDonald's Corp. 0.36% 2,899 $818K Add +0.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.36% 2,368 $815K Add +5.1%
VHT Vanguard Health Care ETF 0.35% 2,961 $801K No change
XLK SS Technology Select Sector 0.33% 3,545 $738K Reduce -0.3%
XLE SS Energy Select Sector 0.31% 7,380 $697K Add +7.3%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.30% 23,603 $680K No change
JPST JPMorgan Ultra-Short Income 0.29% 12,837 $648K Reduce -28.0%
FAST Fastenal Co. 0.28% 8,376 $646K No change
COST Costco Wholesale Corp. 0.28% 861 $631K Reduce -6.2%
EPD Enterprise Products Partners 0.27% 20,785 $607K Add +0.1%
RMD Resmed Inc. 0.26% 2,970 $588K No change
DE Deere & Co. 0.26% 1,413 $580K No change
CGGR Cap Group Growth Equity 0.25% 17,989 $575K Reduce -0.0%
XLI SS Industrial Select Sector 0.25% 4,443 $560K Reduce -50.1%
XIFR XPLR Infrastructure LP filed as NEXTERA ENERGY PARTNERS LP 0.24% 18,033 $542K Add +44.4%
WTM White Mountains Insurance GP 0.24% 298 $535K No change
NVO Novo-Nordisk A/S-Spons ADR 0.24% 4,156 $534K New
HACK Amplify Cybersecurity ETF 0.23% 8,239 $528K New
IJK iShares S&P Mid-Cap 400 Grow 0.23% 5,778 $527K No change
IVW iShares S&P 500 Growth ETF 0.23% 6,162 $520K Reduce -0.9%
INTC Intel Corp. 0.23% 11,772 $520K Reduce -12.0%
MO Altria Group Inc. 0.23% 11,800 $515K Add +28.3%
XLY SS Consumer Disc Select Sect 0.22% 2,763 $508K Reduce -0.2%
QUAL iShares MSCI USA Quality Fac 0.22% 3,052 $502K No change
ARKG ARK Genomic Revolution ETF 0.21% 16,823 $484K Add +4.4%
IVE iShares S&P 500 Value ETF 0.21% 2,581 $482K No change
GOOG Alphabet Inc. Class C 0.21% 3,067 $467K Reduce -0.2%
UBSI United Bankshares Inc. 0.19% 11,770 $421K Add +1.0%
ITA iShares U.S. Aerospace & Def 0.19% 3,181 $420K Add +2.6%
CSGP Costar Group Inc. 0.18% 4,329 $418K No change
CVS CVS Health Corp. 0.18% 5,137 $410K Reduce -0.2%
EWJ iShares MSCI Japan ETF 0.18% 5,649 $403K No change
SYY Sysco Corp. 0.17% 4,832 $392K No change
WMT Walmart Inc. 0.17% 6,442 $388K No change
MTUM iShares MSCI USA Momentum Fa 0.17% 2,038 $382K No change
CHH Choice Hotels Intl Inc. 0.16% 2,868 $362K No change
DOW Dow Inc. 0.15% 6,013 $348K Add +0.4%
HD Home Depot Inc. 0.15% 899 $345K No change
XOM Exxon Mobil Corp. 0.14% 2,817 $328K Reduce -0.0%
ADP Automatic Data Processing 0.14% 1,303 $325K No change

Show all 122 holdings

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -1.6% 8.43% −2.47
DGRO iShares Core Dividend Growth Sold out 0.00% −1.67
AMT American Tower Corp. Reduce -49.7% 1.03% −1.51
BLK BlackRock Finance Inc. Reduce -21.2% 1.07% −0.43
TXN Texas Instruments Inc. Sold out 0.00% −0.43
ABT Abbott Laboratories Reduce -5.7% 2.09% −0.34
XLC SS Comm Select Sector SPDR Sold out 0.00% −0.31
XME SS SPDR S&P Metals Mining Sold out 0.00% −0.26
XLI SS Industrial Select Sector Reduce -50.1% 0.25% −0.26
CSCO Cisco Systems Inc. Reduce -0.6% 1.38% −0.21
JPST JPMorgan Ultra-Short Income Reduce -28.0% 0.29% −0.16
PM Philip Morris International Reduce -4.9% 0.71% −0.16
WFC Wells Fargo & Co. Sold out 0.00% −0.16
VTI VG Morningstar TS MKT ETF-US Reduce -5.1% 1.38% −0.13
INTC Intel Corp. Reduce -12.0% 0.23% −0.11
VYMI Vanguard Int High DVD YLD Inc. Sold out 0.00% −0.10
IJH iShares Core S&P Midcap ETF Reduce -2.4% 0.75% −0.05
GILD Gilead Sciences Inc. Reduce -0.0% 0.11% −0.03
COST Costco Wholesale Corp. Reduce -6.2% 0.28% −0.02
XLY SS Consumer Disc Select Sect Reduce -0.2% 0.22% −0.02
CVS CVS Health Corp. Reduce -0.2% 0.18% −0.02
VOO Vanguard S&P 500 ETF Reduce -15.7% 0.10% −0.02
DHR Danaher Corp. Reduce -0.0% 0.38% −0.02
XLK SS Technology Select Sector Reduce -0.3% 0.33% −0.02
FSRNQ Fisker Inc. Sold out 0.00% −0.02
GOOG Alphabet Inc. Class C Reduce -0.2% 0.21% −0.01
IVW iShares S&P 500 Growth ETF Reduce -0.9% 0.23% −0.00
CGGR Cap Group Growth Equity Reduce -0.0% 0.25% −0.00
XOM Exxon Mobil Corp. Reduce -0.0% 0.14% +0.00
MRK Merck & Co. Inc. Reduce -4.9% 1.22% +0.02
NVDA Nvidia Corp. Reduce -1.5% 11.60% +4.28

Portfolio Buys Q4 2023 → Q1 2024
V Visa Inc. Class A Add +530.5% 1.26% +1.05
AVGO Broadcom Inc. Add +340.3% 0.95% +0.75
DIS The Walt Disney Co. Add +27.7% 1.76% +0.61
TSCO Tractor Supply Company Add +157.8% 0.89% +0.57
O Realty Income Corp. Add +272.5% 0.77% +0.52
PLD Prologis Inc. Add +157.2% 0.76% +0.42
JPM JPMorgan Chase & Co. Add +3.1% 4.00% +0.26
IVV iShares Core S&P 500 ETF Add +20.4% 1.63% +0.24
NVO Novo-Nordisk A/S-Spons ADR New 0.24% +0.24
HACK Amplify Cybersecurity ETF New 0.23% +0.23
NEE Nextera Energy Inc. Add +23.2% 1.25% +0.16
EMR Emerson Electric Co. New 0.12% +0.12
BWXT BWX Technologies Inc. New 0.11% +0.11
LLY Eli Lilly & Co. New 0.11% +0.11
LOW Lowe's Cos Inc. Add +4.4% 1.95% +0.10
NFLX Netflix Inc. New 0.09% +0.09
AMZN Amazon.com Inc. Add +1.2% 1.51% +0.08
QCOM Qualcomm Inc. Add +1.7% 1.48% +0.07
CB Chubb Ltd. Add +4.0% 1.44% +0.07
IBM Intl Business Machines Corp. Add +3.9% 1.07% +0.07
SYK Stryker Corp. Add +1.0% 1.10% +0.07
PEP Pepsico Inc. Add +25.7% 0.53% +0.07
ACGL Arch Capital Group Ltd. Add +3.0% 0.46% +0.05
VIG Vanguard Dividend Apprec ETF Add +20.7% 0.40% +0.05
XIFR XPLR Infrastructure LP Add +44.4% 0.24% +0.05
ABBV Abbvie Inc. Add +0.2% 1.31% +0.05
SPYV SS SPDR P S&P 500 Value ETF Add +21.3% 0.37% +0.05
RTX RTX Corp. Add +2.4% 1.05% +0.05
MO Altria Group Inc. Add +28.3% 0.23% +0.04
LIN Linde PLC Add +2.4% 1.35% +0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +8.0% 1.23% +0.03
XLE SS Energy Select Sector Add +7.3% 0.31% +0.02
D Dominion Energy Inc. Add +22.3% 0.13% +0.02
MA Mastercard Inc. Class A Add +2.0% 0.58% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +5.1% 0.36% +0.01
XYL Xylem Inc. Add +1.4% 0.66% +0.01
MSFT Microsoft Corp. Add +1.4% 7.01% 0.00
PG The Procter & Gamble Co. Add +2.4% 1.43% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +4.0% 0.37% −0.00
WMB Williams Cos Inc. Add +0.3% 0.12% −0.00
IWM iShares Russell 2000 ETF Add +8.0% 0.65% −0.00
VZ Verizon Communications Inc. Add +0.9% 0.39% −0.00
GLDM SPDR Gold Minishares Trust Add +4.5% 0.52% −0.00
CVX Chevron Corp. Add +6.6% 0.91% −0.01
EPD Enterprise Products Partners Add +0.1% 0.27% −0.01
KMI Kinder Morgan Inc. Add +0.9% 0.08% −0.01
DOW Dow Inc. Add +0.4% 0.15% −0.01
ITA iShares U.S. Aerospace & Def Add +2.6% 0.19% −0.01
CGXU Cap Group Intl Focus Add +4.2% 1.63% −0.01
UNP Union Pacific Corp. Add +0.1% 0.11% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 204$397.2MNVDA, AAPL, MSFT, JPM, GOOGL
Q1 2026 191$351.9MNVDA, AAPL, MSFT, JPM, GOOGL
Q4 2025 193$361.9MNVDA, AAPL, MSFT, JPM, GOOGL
Q3 2025 191$352.8MNVDA, AAPL, MSFT, JPM, GOOGL
Q2 2025 189$321.9MNVDA, AAPL, MSFT, JPM, AVGO
Q1 2025 180$289.0MNVDA, AAPL, MSFT, JPM, ABT
Q4 2024 120$260.8MNVDA, AAPL, MSFT, JPM, GOOGL
Q3 2024Amended 127$257.3MNVDA, AAPL, MSFT, JPM, IVV
Q2 2024Amended 122$240.8MNVDA, AAPL, MSFT, JPM, GOOGL
Q1 2024Amended 122$226.8MNVDA, AAPL, MSFT, JPM, ABT