Brown Miller Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Brown Miller Wealth Management, LLC reported 189 stock positions worth $321.9 million. Its top holding was Nvidia (NVDA) at 14.1% of the portfolio, followed by Apple (AAPL, 7.2%) and Microsoft (MSFT, 6.3%). Compared with Q1 2025, it opened 16 new positions, sold out of 7, added to 79 and reduced 49. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001840084
- Portfolio Value
- $321.9M (Q2 2025)
- SEC Filing
- 0001840084-25-000013 ↗ filed Jul 22, 2025
Holdings Value
Holdings 189 stocks · $321.9M
| NVDA Nvidia Corp. | 14.08% | 286,757 | $45.3M | Add +0.1% |
| AAPL Apple Inc. | 7.17% | 112,515 | $23.1M | Reduce -1.3% |
| MSFT Microsoft Corp. | 6.26% | 40,505 | $20.1M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 4.06% | 45,089 | $13.1M | Add +0.0% |
| AVGO Broadcom Inc. | 1.98% | 23,155 | $6.4M | Add +18.4% |
| ABT Abbott Laboratories | 1.78% | 42,169 | $5.7M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 1.78% | 32,520 | $5.7M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.62% | 23,730 | $5.2M | Add +0.6% |
| CSCO Cisco Systems Inc. | 1.57% | 72,696 | $5.0M | Reduce -1.6% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.40% | 166,200 | $4.5M | Add +3.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.39% | 61,513 | $4.5M | Reduce -2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.37% | 35,610 | $4.4M | Reduce -0.9% |
| CB Chubb Ltd. | 1.37% | 15,184 | $4.4M | Add +1.6% |
| LIN Linde PLC | 1.34% | 9,226 | $4.3M | Add +0.7% |
| SBUX Starbucks Corp. | 1.33% | 46,606 | $4.3M | Add +2.2% |
| LOW Lowe's Cos Inc. | 1.29% | 18,692 | $4.1M | Add +2.5% |
| NEE Nextera Energy Inc. | 1.28% | 59,179 | $4.1M | Add +2.4% |
| V Visa Inc. Class A | 1.22% | 11,084 | $3.9M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.18% | 12,533 | $3.8M | Add +4.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.14% | 12,404 | $3.7M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 1.13% | 22,805 | $3.6M | Add +1.8% |
| BLK BlackRock Inc. | 1.05% | 3,215 | $3.4M | Add +0.2% |
| RTX RTX Corp. | 1.05% | 23,048 | $3.4M | Reduce -3.0% |
| ADI Analog Devices Inc. | 0.98% | 13,242 | $3.2M | Add +1.9% |
| ABBV Abbvie Inc. | 0.94% | 16,317 | $3.0M | Reduce -0.3% |
| SYK Stryker Corp. | 0.91% | 7,416 | $2.9M | Add +0.4% |
| ICE Intercontinental Exchange Inc. | 0.89% | 15,618 | $2.9M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 5,657 | $2.7M | Reduce -1.4% |
| PM Philip Morris International | 0.84% | 14,790 | $2.7M | Reduce -11.0% |
| ACN Accenture PLC Class A | 0.83% | 8,989 | $2.7M | Add +2.5% |
| GD General Dynamics Corp. | 0.80% | 8,802 | $2.6M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.77% | 39,836 | $2.5M | Add +9.4% |
| VWO Vanguard Ftse Emerging Marke | 0.77% | 49,782 | $2.5M | Add +2.9% |
| QCOM Qualcomm Inc. | 0.75% | 15,126 | $2.4M | Reduce -24.4% |
| CVX Chevron Corp. | 0.73% | 16,347 | $2.3M | Add +3.8% |
| UNH Unitedhealth Group Inc. | 0.70% | 7,228 | $2.3M | Add +9.8% |
| MA Mastercard Inc. Class A | 0.69% | 3,968 | $2.2M | Add +13.4% |
| AMGN Amgen Inc. | 0.68% | 7,844 | $2.2M | Add +4.2% |
| TSCO Tractor Supply Company | 0.66% | 40,521 | $2.1M | Add +1.7% |
| O Realty Income Corp. | 0.66% | 37,067 | $2.1M | Add +5.8% |
| XYL Xylem Inc. | 0.63% | 15,755 | $2.0M | Add +5.2% |
| PLD Prologis Inc. | 0.58% | 17,624 | $1.9M | Add +3.8% |
| MRK Merck & Co. Inc. | 0.56% | 22,736 | $1.8M | No change |
| ARCC Ares Capital Corp. | 0.55% | 81,023 | $1.8M | Add +2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 6,307 | $1.8M | Reduce -9.0% |
| IVV iShares Core S&P 500 ETF | 0.54% | 2,809 | $1.7M | Reduce -17.2% |
| CMCSA Comcast Corp. Class A | 0.53% | 47,981 | $1.7M | Reduce -0.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.49% | 37,113 | $1.6M | Add +13.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.48% | 15,853 | $1.6M | Add +5.9% |
| GLDM SPDR Gold Minishares Trust | 0.48% | 23,753 | $1.6M | Add +0.2% |
| ACGL Arch Capital Group Ltd. | 0.45% | 16,022 | $1.5M | Add +0.1% |
| ZTS Zoetis Inc. | 0.45% | 9,299 | $1.5M | Add +1.9% |
| LMT Lockheed Martin Corp. | 0.45% | 3,128 | $1.4M | Reduce -1.0% |
| SNOW Snowflake Inc. | 0.45% | 6,437 | $1.4M | Add +4.4% |
| GABC German American Bancorp | 0.41% | 34,369 | $1.3M | No change |
| QBTS D-Wave Quantum Inc. | 0.39% | 86,267 | $1.3M | Reduce -24.6% |
| COST Costco Wholesale Corp. | 0.38% | 1,246 | $1.2M | Add +24.9% |
| BX Blackstone Inc. | 0.37% | 8,052 | $1.2M | Add +4.2% |
| FAST Fastenal Co. | 0.36% | 27,804 | $1.2M | No change |
| JNJ Johnson & Johnson | 0.36% | 7,595 | $1.2M | Add +1.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.35% | 12,114 | $1.1M | New |
| PEP Pepsico Inc. | 0.33% | 8,095 | $1.1M | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 0.33% | 5,924 | $1.1M | Add +3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.32% | 5,067 | $1.0M | Add +1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 2,319 | $1.0M | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.32% | 18,647 | $1.0M | Add +4.8% |
| VZ Verizon Communications Inc. | 0.31% | 23,188 | $1.0M | Add +3.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 13,658 | $943K | Add +19.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 5,220 | $923K | No change |
| AMT American Tower Corp. | 0.28% | 4,121 | $911K | Reduce -65.7% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 15,883 | $903K | Add +6.1% |
| MCD McDonald's Corp. | 0.28% | 3,080 | $900K | Add +0.1% |
| SHLD Global X Defense Tech ETF | 0.28% | 14,861 | $895K | Reduce -0.2% |
| KMI Kinder Morgan Inc. | 0.26% | 28,268 | $831K | Add +3.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.25% | 15,676 | $820K | New |
| NFLX Netflix Inc. | 0.25% | 592 | $793K | Add +70.1% |
| RMD Resmed Inc. | 0.24% | 2,970 | $766K | No change |
| CGGR Cap Group Growth Equity | 0.24% | 18,666 | $759K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.24% | 7,528 | $758K | Add +14.0% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.23% | 23,603 | $755K | No change |
| DE Deere & Co. | 0.23% | 1,441 | $733K | Reduce -0.2% |
| HD Home Depot Inc. | 0.23% | 1,981 | $726K | Reduce -1.7% |
| GILD Gilead Sciences Inc. | 0.22% | 6,311 | $700K | Reduce -9.1% |
| DHR Danaher Corp. | 0.21% | 3,460 | $684K | Reduce -1.4% |
| WMT Walmart Inc. | 0.21% | 6,964 | $681K | Reduce -2.5% |
| XLP SS Consumer Staples Sel Sect | 0.21% | 8,199 | $664K | New |
| EPD Enterprise Products Partners | 0.20% | 20,859 | $647K | Add +0.1% |
| SO The Southern Co. | 0.20% | 6,863 | $630K | Add +3.1% |
| BR Broadridge Financial Solutio | 0.19% | 2,575 | $626K | Add +0.3% |
| MO Altria Group Inc. | 0.19% | 10,600 | $621K | No change |
| PGR Progressive Corp. | 0.19% | 2,312 | $617K | Reduce -1.3% |
| QXO Qxo Inc. | 0.18% | 27,480 | $592K | New |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 4,339 | $591K | Add +11.5% |
| XLI SS Industrial Select Sector | 0.18% | 3,981 | $587K | No change |
| VHT Vanguard Health Care ETF | 0.18% | 2,351 | $584K | Reduce -20.6% |
| PAYX Paychex Inc. | 0.17% | 3,834 | $558K | Reduce -4.1% |
| DEO Diageo PLC-Sponsored ADR | 0.17% | 5,491 | $554K | Add +17.2% |
| WTM White Mountains Insurance GP | 0.17% | 298 | $536K | No change |
| CL Colgate-Palmolive Co. | 0.17% | 5,865 | $533K | No change |
| SNA Snap-on Inc. | 0.16% | 1,696 | $528K | Reduce -1.4% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.3% | 7.17% | −1.59 |
| AMT American Tower Corp. | Reduce -65.7% | 0.28% | −0.62 |
| QCOM Qualcomm Inc. | Reduce -24.4% | 0.75% | −0.32 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.94% | −0.25 |
| HACK Amplify Cybersecurity ETF | Sold out | 0.00% | −0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 0.85% | −0.20 |
| ABT Abbott Laboratories | Reduce -1.2% | 1.78% | −0.18 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.18 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.16 |
| XLK SS Technology Select Sector | Reduce -60.8% | 0.10% | −0.14 |
| IVV iShares Core S&P 500 ETF | Reduce -17.2% | 0.54% | −0.12 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.12 |
| PEP Pepsico Inc. | Reduce -3.8% | 0.33% | −0.10 |
| VHT Vanguard Health Care ETF | Reduce -20.6% | 0.18% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -0.5% | 0.53% | −0.08 |
| BRO Brown & Brown Inc. | Reduce -20.1% | 0.14% | −0.08 |
| CEG Constellation Energy | Sold out | 0.00% | −0.08 |
| PM Philip Morris International | Reduce -11.0% | 0.84% | −0.08 |
| OMC Omnicom Group | Sold out | 0.00% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -9.0% | 0.55% | −0.07 |
| DOW Dow Inc. | Reduce -3.4% | 0.10% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -1.1% | 0.89% | −0.05 |
| GILD Gilead Sciences Inc. | Reduce -9.1% | 0.22% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.5% | 1.39% | −0.05 |
| RTX RTX Corp. | Reduce -3.0% | 1.05% | −0.04 |
| DNB Dun & Bradstreet Holdings Inc. | Sold out | 0.00% | −0.04 |
| PAYX Paychex Inc. | Reduce -4.1% | 0.17% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -1.0% | 0.45% | −0.04 |
| PGR Progressive Corp. | Reduce -1.3% | 0.19% | −0.04 |
| SNA Snap-on Inc. | Reduce -1.4% | 0.16% | −0.04 |
| DHR Danaher Corp. | Reduce -1.4% | 0.21% | −0.04 |
| UPS United Parcel Service Class B | Reduce -3.2% | 0.14% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -13.3% | 0.16% | −0.03 |
| HD Home Depot Inc. | Reduce -1.7% | 0.23% | −0.03 |
| CPRT Copart Inc. | Reduce -2.4% | 0.08% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -4.0% | 0.08% | −0.02 |
| FDVV Fidelity High Dividend ETF | Reduce -5.5% | 0.14% | −0.02 |
| UBS UBS Group AG-Reg | Reduce -16.8% | 0.06% | −0.01 |
| UNP Union Pacific Corp. | Reduce -4.0% | 0.07% | −0.01 |
| HON Honeywell International Inc. | Reduce -7.8% | 0.13% | −0.01 |
| BWIN Baldwin Insurance Group Inc./ | Reduce -1.0% | 0.07% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.6% | 1.57% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.5% | 0.12% | −0.01 |
| DE Deere & Co. | Reduce -0.2% | 0.23% | −0.01 |
| GE General Electric | Reduce -20.9% | 0.07% | −0.01 |
| WMT Walmart Inc. | Reduce -2.5% | 0.21% | −0.01 |
| PAYC Paycom Software Inc. | Reduce -0.7% | 0.09% | −0.01 |
| MORN Morningstar Inc. | Reduce -1.4% | 0.06% | −0.01 |
| EMR Emerson Electric Co. | Reduce -8.1% | 0.09% | +0.00 |
| GTES Gates Industrial Corp. UK Ltd. | Reduce -1.0% | 0.08% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +0.1% | 14.08% | +3.33 |
| MSFT Microsoft Corp. | Add +0.1% | 6.26% | +1.00 |
| AVGO Broadcom Inc. | Add +18.4% | 1.98% | +0.85 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.35% | +0.35 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.25% | +0.25 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 4.06% | +0.23 |
| XLP SS Consumer Staples Sel Sect | New | 0.21% | +0.21 |
| QXO Qxo Inc. | New | 0.18% | +0.18 |
| DWX State Street SPDR S&P Intern | New | 0.14% | +0.14 |
| IEV iShares Europe ETF | New | 0.14% | +0.14 |
| EZU iShares MSCI Eurozone ETF | New | 0.14% | +0.14 |
| SNOW Snowflake Inc. | Add +4.4% | 0.45% | +0.14 |
| NFLX Netflix Inc. | Add +70.1% | 0.25% | +0.13 |
| WFC Wells Fargo & Co. | New | 0.11% | +0.11 |
| INTU Intuit Inc. | New | 0.10% | +0.10 |
| NRG NRG Energy Inc. | New | 0.09% | +0.09 |
| UNM Unum Group | New | 0.09% | +0.09 |
| ADI Analog Devices Inc. | Add +1.9% | 0.98% | +0.07 |
| DLTR Dollar Tree Inc. | New | 0.07% | +0.07 |
| VOO Vanguard S&P 500 ETF | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | New | 0.07% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +11.5% | 0.18% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.07% | +0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.6% | 1.62% | +0.06 |
| COST Costco Wholesale Corp. | Add +24.9% | 0.38% | +0.06 |
| AWK American Water Works Co. Inc. | Add +90.4% | 0.13% | +0.05 |
| RCL Royal Caribbean Cruises Ltd. | Add +10.8% | 0.14% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.7% | 1.18% | +0.04 |
| APH Amphenol Corp. Class A | Add +11.3% | 0.13% | +0.04 |
| CGXU Cap Group Intl Focus | Add +3.5% | 1.40% | +0.04 |
| ORCL Oracle Corp. | Add +0.1% | 0.14% | +0.04 |
| EME Emcor Group Inc. | Add +12.3% | 0.12% | +0.04 |
| TT Trane Technologies PLC | Add +12.1% | 0.14% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +9.4% | 0.77% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +13.3% | 0.49% | +0.03 |
| MA Mastercard Inc. Class A | Add +13.4% | 0.69% | +0.03 |
| NTRS Northern Trust Corp. | Add +5.1% | 0.15% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +13.4% | 0.15% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +19.9% | 0.29% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +3.0% | 0.33% | +0.02 |
| XYL Xylem Inc. | Add +5.2% | 0.63% | +0.01 |
| SFM Sprouts Farmers Market Inc. | Add +12.3% | 0.13% | +0.01 |
| HLI Houlihan Lokey Inc. | Add +12.4% | 0.09% | +0.01 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +5.9% | 0.48% | +0.01 |
| TDG Transdigm Group Inc. | Add +9.5% | 0.11% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +2.9% | 0.77% | +0.01 |
| GWW WW Grainger Inc. | Add +13.1% | 0.09% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +14.0% | 0.24% | +0.01 |
| CVS CVS Health Corp. | Add +14.6% | 0.09% | +0.00 |
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 |