Brown Miller Wealth Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Brown Miller Wealth Management, LLC reported 180 stock positions worth $289.0 million. Its top holding was Nvidia (NVDA) at 10.7% of the portfolio, followed by Apple (AAPL, 8.8%) and Microsoft (MSFT, 5.3%). Compared with Q4 2024, it opened 65 new positions, sold out of 5, added to 79 and reduced 16. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −63%).

Most Recent 13F
Q2 2026
Location
MCLEAN, VA
CIK
0001840084
Portfolio Value
$289.0M (Q1 2025)
SEC Filing
0001840084-25-000010 ↗ filed Apr 17, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $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 $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 180 stocks · $289.0M

NVDA Nvidia Corp. 10.74% 286,375 $31.0M Add +1.8%
AAPL Apple Inc. 8.76% 113,958 $25.3M Add +0.1%
MSFT Microsoft Corp. 5.26% 40,468 $15.2M Add +5.8%
JPM JPMorgan Chase & Co. 3.83% 45,075 $11.1M Add +0.7%
ABT Abbott Laboratories 1.96% 42,686 $5.7M Add +0.4%
GOOGL Alphabet Inc. Class A 1.75% 32,621 $5.0M Add +4.9%
CSCO Cisco Systems Inc. 1.58% 73,899 $4.6M Add +11.4%
CB Chubb Ltd. 1.56% 14,940 $4.5M Add +16.1%
AMZN Amazon.com Inc. 1.55% 23,591 $4.5M Add +15.9%
SBUX Starbucks Corp. 1.55% 45,615 $4.5M Add +2.7%
LIN Linde PLC 1.48% 9,162 $4.3M Add +24.3%
LOW Lowe's Cos Inc. 1.47% 18,234 $4.3M Add +3.3%
SPYM Ste STR SPDR PT S&P 500 ETF 1.44% 63,097 $4.1M New
NEE Nextera Energy Inc. 1.42% 57,797 $4.1M Add +26.6%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 1.36% 160,571 $3.9M Add +2.0%
V Visa Inc. Class A 1.34% 11,074 $3.9M Add +2.4%
PG The Procter & Gamble Co. 1.32% 22,402 $3.8M Add +7.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.23% 35,926 $3.5M Add +4.8%
UNH Unitedhealth Group Inc. 1.19% 6,580 $3.4M Add +7.7%
ABBV Abbvie Inc. 1.19% 16,362 $3.4M Add +1.4%
VTI VG Morningstar TS MKT ETF-US 1.14% 11,971 $3.3M Reduce -0.7%
AVGO Broadcom Inc. 1.13% 19,553 $3.3M Add +34.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.09% 12,664 $3.1M Add +0.7%
RTX RTX Corp. 1.09% 23,762 $3.1M Reduce -2.9%
QCOM Qualcomm Inc. 1.06% 20,021 $3.1M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 1.06% 5,739 $3.1M Add +9.8%
BLK BlackRock Inc. 1.05% 3,209 $3.0M Add +1.6%
SYK Stryker Corp. 0.95% 7,387 $2.7M Add +5.5%
ACN Accenture PLC Class A 0.95% 8,767 $2.7M Add +2.2%
ICE Intercontinental Exchange Inc. 0.94% 15,791 $2.7M Reduce -0.4%
PM Philip Morris International 0.91% 16,617 $2.6M Reduce -1.4%
CVX Chevron Corp. 0.91% 15,754 $2.6M Add +24.5%
ADI Analog Devices Inc. 0.91% 12,997 $2.6M Add +20.8%
AMT American Tower Corp. 0.91% 12,030 $2.6M Add +1.5%
GD General Dynamics Corp. 0.82% 8,708 $2.4M Add +51.0%
AMGN Amgen Inc. 0.81% 7,527 $2.3M Add +3.8%
TSCO Tractor Supply Company 0.76% 39,840 $2.2M Add +1.0%
VWO Vanguard Ftse Emerging Marke 0.76% 48,370 $2.2M Reduce -14.0%
IJH iShares Core S&P Midcap ETF 0.74% 36,417 $2.1M Add +13.2%
MRK Merck & Co. Inc. 0.71% 22,736 $2.0M Add +5.1%
O Realty Income Corp. 0.70% 35,045 $2.0M Add +2.1%
MA Mastercard Inc. Class A 0.66% 3,498 $1.9M Add +14.2%
IVV iShares Core S&P 500 ETF 0.66% 3,391 $1.9M Reduce -63.3%
PLD Prologis Inc. 0.66% 16,981 $1.9M Add +20.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.62% 6,933 $1.8M Reduce -43.0%
XYL Xylem Inc. 0.62% 14,982 $1.8M Add +22.0%
CMCSA Comcast Corp. Class A 0.62% 48,219 $1.8M Add +6.1%
ARCC Ares Capital Corp. 0.61% 79,367 $1.8M Add +23.4%
ACGL Arch Capital Group Ltd. 0.53% 16,014 $1.5M Add +5.2%
ZTS Zoetis Inc. 0.52% 9,121 $1.5M New
GLDM SPDR Gold Minishares Trust 0.51% 23,707 $1.5M Reduce -10.4%
LMT Lockheed Martin Corp. 0.49% 3,160 $1.4M Add +172.4%
XMHQ Invesco S&P Midcap Qual ETF 0.47% 14,976 $1.4M New
SPSM SS SPDR P S&P 600 Small Cap 0.46% 32,743 $1.3M New
GABC German American Bancorp 0.45% 34,369 $1.3M Add +96.1%
PEP Pepsico Inc. 0.44% 8,415 $1.3M Add +81.5%
JNJ Johnson & Johnson 0.43% 7,503 $1.2M Reduce -62.9%
BX Blackstone Inc. 0.37% 7,729 $1.1M Add +3.4%
FAST Fastenal Co. 0.37% 13,902 $1.1M Add +66.0%
VZ Verizon Communications Inc. 0.35% 22,430 $1.0M Add +3.5%
VIG Vanguard Dividend Apprec ETF 0.34% 5,008 $971K Reduce -14.0%
MCD McDonald's Corp. 0.33% 3,078 $962K Add +6.0%
COST Costco Wholesale Corp. 0.33% 998 $944K Add +14.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.32% 17,795 $921K Add +16.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.31% 5,220 $902K No change
SNOW Snowflake Inc. 0.31% 6,165 $901K Add +1.1%
GOOG Alphabet Inc. Class C 0.31% 5,750 $898K Add +88.3%
QBTS D-Wave Quantum Inc. 0.30% 114,467 $870K New
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 2,319 $860K No change
JEPI JPMorgan Equity Premium Inco 0.30% 14,964 $855K Add +20.9%
NVO Novo-Nordisk A/S-Spons ADR 0.27% 11,394 $791K Add +38.7%
VHT Vanguard Health Care ETF 0.27% 2,961 $784K No change
GILD Gilead Sciences Inc. 0.27% 6,939 $778K Add +123.4%
KMI Kinder Morgan Inc. 0.27% 27,244 $777K Add +140.2%
HD Home Depot Inc. 0.26% 2,015 $739K Add +173.8%
DHR Danaher Corp. 0.25% 3,508 $719K Add +6.6%
EPD Enterprise Products Partners 0.25% 20,844 $712K Add +0.1%
XLK SS Technology Select Sector 0.24% 3,374 $697K Add +155.2%
SHLD Global X Defense Tech ETF 0.24% 14,890 $693K New
DE Deere & Co. 0.23% 1,444 $678K Add +2.4%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.23% 23,603 $669K No change
SGOV iShares 0-3 Month Treasury B 0.23% 6,605 $665K New
RMD Resmed Inc. 0.23% 2,970 $665K No change
PGR Progressive Corp. 0.23% 2,343 $663K New
HACK Amplify Cybersecurity ETF 0.23% 9,096 $653K Reduce -0.1%
CGGR Cap Group Growth Equity 0.22% 18,666 $639K No change
MO Altria Group Inc. 0.22% 10,600 $636K No change
BRO Brown & Brown Inc. 0.22% 5,071 $631K New
WMT Walmart Inc. 0.22% 7,143 $627K Add +13.1%
BR Broadridge Financial Solutio 0.22% 2,567 $622K New
PAYX Paychex Inc. 0.21% 3,999 $617K New
SO The Southern Co. 0.21% 6,659 $612K New
SNA Snap-on Inc. 0.20% 1,721 $580K New
FNF Fidelity National Financial 0.20% 8,875 $578K New
WTM White Mountains Insurance GP 0.20% 298 $575K No change
IWM iShares Russell 2000 ETF 0.19% 2,808 $560K Reduce -62.4%
CL Colgate-Palmolive Co. 0.19% 5,865 $550K New
WEC WEC Energy Group Inc. 0.19% 4,940 $538K New
XLI SS Industrial Select Sector 0.18% 3,981 $522K New
UPS United Parcel Service Class B 0.18% 4,687 $516K Reduce -57.7%
IVW iShares S&P 500 Growth ETF 0.18% 5,498 $510K New
ETR Entergy Corp. 0.17% 5,765 $493K New
DEO Diageo PLC-Sponsored ADR 0.17% 4,684 $491K New
XOM Exxon Mobil Corp. 0.17% 4,113 $489K Add +46.0%
JPST JPMorgan Ultra-Short Income 0.17% 9,614 $487K Reduce -9.3%
QUAL iShares MSCI USA Quality Fac 0.16% 2,780 $475K New
XLF SS Financial Select Sector 0.16% 9,458 $471K New
DOW Dow Inc. 0.16% 13,200 $461K Add +163.2%
FDVV Fidelity High Dividend ETF 0.16% 9,100 $451K No change
WMB Williams Cos Inc. 0.16% 7,539 $451K Add +11.2%
AXP American Express Co. 0.15% 1,640 $441K Add +100.0%
DBP Invesco DB Precious Metals F 0.15% 6,068 $434K New
GLD SPDR Gold Shares 0.15% 1,503 $433K New
HSY The Hershey Co. 0.15% 2,496 $427K New
UBSI United Bankshares Inc. 0.15% 12,267 $425K Add +1.0%
HON Honeywell International Inc. 0.14% 1,961 $415K Add +38.0%
CLX Clorox Company 0.14% 2,712 $399K New
ADP Automatic Data Processing 0.14% 1,303 $398K No change
GEV GE Vernova Inc. 0.14% 1,293 $395K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.13% 1,123 $388K New
TRGP Targa Resources Corp. 0.13% 1,924 $386K New
MPC Marathon Petroleum Corp. 0.13% 2,624 $382K New
VB Vanguard Most SM-Cap ETF-Usd 0.13% 1,719 $381K Add +41.6%
CHH Choice Hotels Intl Inc. 0.13% 2,868 $380K No change
SLV iShares Silver Trust 0.13% 12,086 $375K New
PFM Invesco Dividend Achievers E 0.13% 8,165 $374K New
MTUM iShares MSCI USA Momentum Fa 0.13% 1,842 $372K New
USB US Bancorp 0.13% 8,631 $364K New
APD Air Products & Chemicals Inc. 0.12% 1,215 $356K Add +27.5%
CSGP Costar Group Inc. 0.12% 4,444 $352K Add +2.7%
NTRS Northern Trust Corp. 0.12% 3,554 $351K New
PWR Quanta Services Inc. 0.12% 1,332 $339K New
D Dominion Energy Inc. 0.12% 5,986 $336K Add +0.2%
SAIC Science Applications Inte 0.12% 2,983 $335K New
SFM Sprouts Farmers Market Inc. 0.12% 2,184 $333K New
SYY Sysco Corp. 0.12% 4,438 $333K No change
PLTR Palantir Technologies Inc. Class A 0.11% 3,890 $328K New
NFLX Netflix Inc. 0.11% 348 $325K Add +8.8%
VXUS Vanguard Total Intl Stock 0.11% 5,039 $313K New
CHRW C.H. Robinson Worldwide Inc. 0.11% 3,000 $307K No change
TT Trane Technologies PLC 0.11% 911 $307K New
TDG Transdigm Group Inc. 0.11% 221 $306K New
ORLY O'reilly Automotive Inc. 0.11% 213 $305K No change
CPRT Copart Inc. 0.10% 5,194 $294K Add +8.2%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.10% 3,141 $289K New
STT State Street Corp. 0.10% 3,243 $288K No change
LLY Eli Lilly & Co. 0.10% 348 $288K New
ORCL Oracle Corp. 0.10% 2,027 $283K New
OKE Oneok Inc. 0.10% 2,822 $280K New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.09% 7,643 $272K No change
PAYC Paycom Software Inc. 0.09% 1,247 $272K New
EMR Emerson Electric Co. 0.09% 2,464 $270K Add +0.1%
RCL Royal Caribbean Cruises Ltd. 0.09% 1,297 $266K New
WY Weyerhaeuser Co. 0.09% 8,981 $263K New
CVS CVS Health Corp. 0.09% 3,784 $256K New
KO The Coca-Cola Co. 0.09% 3,562 $255K Reduce -30.4%
SRE Sempra 0.09% 3,564 $254K Add +55.9%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.09% 252 $249K New
BWXT BWX Technologies Inc. 0.09% 2,516 $248K No change
EME Emcor Group Inc. 0.08% 664 $245K New
APH Amphenol Corp. Class A 0.08% 3,693 $242K New
COP Conocophillips 0.08% 2,287 $240K New
ENB Enbridge Inc. 0.08% 5,409 $240K New
AWK American Water Works Co. Inc. 0.08% 1,616 $238K New
UNP Union Pacific Corp. 0.08% 1,002 $237K Add +4.6%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.08% 5,281 $236K New
AFL Aflac Inc. 0.08% 2,060 $229K No change
VEA Vanguard Ftse Developed ETF 0.08% 4,486 $228K Add +0.0%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.08% 5,084 $225K No change
CEG Constellation Energy 0.08% 1,113 $224K New
HLI Houlihan Lokey Inc. 0.08% 1,385 $224K New
GE General Electric filed as GE AEROSPACE 0.08% 1,106 $221K New
UBS UBS Group AG-Reg 0.08% 7,159 $219K Reduce -19.9%
OMC Omnicom Group 0.07% 2,545 $211K No change
GTES Gates Industrial Corp. UK Ltd. 0.07% 11,246 $207K New
KEYS Keysight Technologies Inc. 0.07% 1,357 $203K New
PNC PNC Financial Services Group 0.07% 1,141 $201K Add +5.5%
MORN Morningstar Inc. 0.07% 669 $200K New
TRIP Tripadvisor Inc. 0.06% 11,541 $164K New
DNB Dun & Bradstreet Holdings Inc. 0.04% 13,648 $122K New

Portfolio Sells Q4 2024 → Q1 2025

IVV iShares Core S&P 500 ETF Reduce -63.3% 0.66% −1.43
JNJ Johnson & Johnson Reduce -62.9% 0.43% −0.69
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -43.0% 0.62% −0.61
IWM iShares Russell 2000 ETF Reduce -62.4% 0.19% −0.44
UPS United Parcel Service Class B Reduce -57.7% 0.18% −0.36
XLE SS Energy Select Sector Sold out 0.00% −0.30
VTI VG Morningstar TS MKT ETF-US Reduce -0.7% 1.14% −0.20
VWO Vanguard Ftse Emerging Marke Reduce -14.0% 0.76% −0.19
ITA iShares U.S. Aerospace & Def Sold out 0.00% −0.19
TSLA Tesla Inc. Sold out 0.00% −0.11
VIG Vanguard Dividend Apprec ETF Reduce -14.0% 0.34% −0.10
XIFR XPLR Infrastructure LP Sold out 0.00% −0.10
MDY State Street SPDR S&P Midcap Sold out 0.00% −0.09
JPST JPMorgan Ultra-Short Income Reduce -9.3% 0.17% −0.04
HACK Amplify Cybersecurity ETF Reduce -0.1% 0.23% −0.03
KO The Coca-Cola Co. Reduce -30.4% 0.09% −0.03
UBS UBS Group AG-Reg Reduce -19.9% 0.08% −0.03
GLDM SPDR Gold Minishares Trust Reduce -10.4% 0.51% −0.02
RTX RTX Corp. Reduce -2.9% 1.09% +0.00
ICE Intercontinental Exchange Inc. Reduce -0.4% 0.94% +0.04
PM Philip Morris International Reduce -1.4% 0.91% +0.14

Portfolio Buys Q4 2024 → Q1 2025

SPYM Ste STR SPDR PT S&P 500 ETF New 1.44% +1.44
ZTS Zoetis Inc. New 0.52% +0.52
XMHQ Invesco S&P Midcap Qual ETF New 0.47% +0.47
SPSM SS SPDR P S&P 600 Small Cap New 0.46% +0.46
QBTS D-Wave Quantum Inc. New 0.30% +0.30
LIN Linde PLC Add +24.3% 1.48% +0.29
LMT Lockheed Martin Corp. Add +172.4% 0.49% +0.27
SHLD Global X Defense Tech ETF New 0.24% +0.24
GD General Dynamics Corp. Add +51.0% 0.82% +0.24
SGOV iShares 0-3 Month Treasury B New 0.23% +0.23
PGR Progressive Corp. New 0.23% +0.23
BRO Brown & Brown Inc. New 0.22% +0.22
BR Broadridge Financial Solutio New 0.22% +0.22
PAYX Paychex Inc. New 0.21% +0.21
SO The Southern Co. New 0.21% +0.21
CVX Chevron Corp. Add +24.5% 0.91% +0.21
SNA Snap-on Inc. New 0.20% +0.20
FNF Fidelity National Financial New 0.20% +0.20
CB Chubb Ltd. Add +16.1% 1.56% +0.20
CL Colgate-Palmolive Co. New 0.19% +0.19
WEC WEC Energy Group Inc. New 0.19% +0.19
XLI SS Industrial Select Sector New 0.18% +0.18
IVW iShares S&P 500 Growth ETF New 0.18% +0.18
GABC German American Bancorp Add +96.1% 0.45% +0.18
ETR Entergy Corp. New 0.17% +0.17
DEO Diageo PLC-Sponsored ADR New 0.17% +0.17
PEP Pepsico Inc. Add +81.5% 0.44% +0.17
QUAL iShares MSCI USA Quality Fac New 0.16% +0.16
XLF SS Financial Select Sector New 0.16% +0.16
NEE Nextera Energy Inc. Add +26.6% 1.42% +0.16
GILD Gilead Sciences Inc. Add +123.4% 0.27% +0.16
DBP Invesco DB Precious Metals F New 0.15% +0.15
GLD SPDR Gold Shares New 0.15% +0.15
KMI Kinder Morgan Inc. Add +140.2% 0.27% +0.15
BRK.B Berkshire Hathaway Inc. Class B Add +9.8% 1.06% +0.15
HSY The Hershey Co. New 0.15% +0.15
HD Home Depot Inc. Add +173.8% 0.26% +0.15
FAST Fastenal Co. Add +66.0% 0.37% +0.14
CLX Clorox Company New 0.14% +0.14
GEV GE Vernova Inc. New 0.14% +0.14
AJG Arthur J Gallagher & Co. New 0.13% +0.13
TRGP Targa Resources Corp. New 0.13% +0.13
MPC Marathon Petroleum Corp. New 0.13% +0.13
SLV iShares Silver Trust New 0.13% +0.13
PFM Invesco Dividend Achievers E New 0.13% +0.13
MTUM iShares MSCI USA Momentum Fa New 0.13% +0.13
USB US Bancorp New 0.13% +0.13
XLK SS Technology Select Sector Add +155.2% 0.24% +0.12
NTRS Northern Trust Corp. New 0.12% +0.12
PWR Quanta Services Inc. New 0.12% +0.12

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