Brown Miller Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Brown Miller Wealth Management, LLC reported 191 stock positions worth $352.8 million. Its top holding was Nvidia (NVDA) at 14.7% of the portfolio, followed by Apple (AAPL, 8.1%) and Microsoft (MSFT, 6.0%). Compared with Q2 2025, it opened 19 new positions, sold out of 17, added to 89 and reduced 31. The biggest buy was Eli Lilly (LLY, shares +1084%) and the biggest sale an exit from Amgen (AMGN).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001840084
- Portfolio Value
- $352.8M (Q3 2025)
- SEC Filing
- 0001840084-25-000015 ↗ filed Oct 21, 2025
Holdings Value
Holdings 191 stocks · $352.8M
| NVDA Nvidia Corp. | 14.66% | 277,307 | $51.7M | Reduce -3.3% |
| AAPL Apple Inc. | 8.10% | 112,209 | $28.6M | Reduce -0.3% |
| MSFT Microsoft Corp. | 6.00% | 40,845 | $21.2M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 4.06% | 45,388 | $14.3M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 2.25% | 32,591 | $7.9M | Add +0.2% |
| AVGO Broadcom Inc. | 2.19% | 23,370 | $7.7M | Add +0.9% |
| ABT Abbott Laboratories | 1.56% | 41,066 | $5.5M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 1.49% | 24,018 | $5.3M | Add +1.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.44% | 64,767 | $5.1M | Add +5.3% |
| CSCO Cisco Systems Inc. | 1.43% | 73,486 | $5.0M | Add +1.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.42% | 168,552 | $5.0M | Add +1.4% |
| LOW Lowe's Cos Inc. | 1.36% | 19,053 | $4.8M | Add +1.9% |
| NEE Nextera Energy Inc. | 1.31% | 61,024 | $4.6M | Add +3.1% |
| LIN Linde PLC | 1.26% | 9,376 | $4.5M | Add +1.6% |
| CB Chubb Ltd. | 1.24% | 15,440 | $4.4M | Add +1.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.22% | 13,116 | $4.3M | Add +4.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.16% | 35,602 | $4.1M | Reduce -0.0% |
| SBUX Starbucks Corp. | 1.14% | 47,720 | $4.0M | Add +2.4% |
| V Visa Inc. Class A | 1.10% | 11,335 | $3.9M | Add +2.3% |
| RTX RTX Corp. | 1.10% | 23,118 | $3.9M | Add +0.3% |
| BLK BlackRock Inc. | 1.06% | 3,202 | $3.7M | Reduce -0.4% |
| ABBV Abbvie Inc. | 1.04% | 15,793 | $3.7M | Reduce -3.2% |
| PG The Procter & Gamble Co. | 1.03% | 23,636 | $3.6M | Add +3.6% |
| UNH Unitedhealth Group Inc. | 0.99% | 10,153 | $3.5M | Add +40.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.98% | 12,226 | $3.4M | Reduce -1.4% |
| ADI Analog Devices Inc. | 0.93% | 13,421 | $3.3M | Add +1.4% |
| GD General Dynamics Corp. | 0.86% | 8,860 | $3.0M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.86% | 3,954 | $3.0M | Add +1083.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 5,670 | $2.9M | Add +0.2% |
| SYK Stryker Corp. | 0.77% | 7,389 | $2.7M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.77% | 50,322 | $2.7M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.77% | 41,653 | $2.7M | Add +4.6% |
| ICE Intercontinental Exchange Inc. | 0.76% | 15,816 | $2.7M | Add +1.3% |
| ACN Accenture PLC Class A | 0.74% | 10,518 | $2.6M | Add +17.0% |
| CVX Chevron Corp. | 0.72% | 16,391 | $2.5M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.70% | 14,820 | $2.5M | Reduce -2.0% |
| PM Philip Morris International | 0.68% | 14,824 | $2.4M | Add +0.2% |
| XYL Xylem Inc. | 0.67% | 16,042 | $2.4M | Add +1.8% |
| O Realty Income Corp. | 0.66% | 38,541 | $2.3M | Add +4.0% |
| TSCO Tractor Supply Company | 0.66% | 40,947 | $2.3M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.65% | 4,034 | $2.3M | Add +1.7% |
| PLD Prologis Inc. | 0.61% | 18,711 | $2.1M | Add +6.2% |
| QBTS D-Wave Quantum Inc. | 0.60% | 86,267 | $2.1M | No change |
| MRK Merck & Co. Inc. | 0.55% | 22,999 | $1.9M | Add +1.2% |
| GLDM SPDR Gold Minishares Trust | 0.53% | 24,463 | $1.9M | Add +3.0% |
| IVV iShares Core S&P 500 ETF | 0.53% | 2,786 | $1.9M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.53% | 6,323 | $1.9M | Add +0.3% |
| XSMO Invesco S&P Smallcap Momentu | 0.53% | 25,230 | $1.9M | New |
| XMHQ Invesco S&P Midcap Qual ETF | 0.50% | 16,786 | $1.8M | Add +5.9% |
| ARCC Ares Capital Corp. | 0.48% | 83,430 | $1.7M | Add +3.0% |
| LMT Lockheed Martin Corp. | 0.44% | 3,138 | $1.6M | Add +0.3% |
| CMCSA Comcast Corp. Class A | 0.43% | 48,678 | $1.5M | Add +1.4% |
| SNOW Snowflake Inc. | 0.42% | 6,628 | $1.5M | Add +3.0% |
| ZTS Zoetis Inc. | 0.41% | 9,837 | $1.4M | Add +5.8% |
| ACGL Arch Capital Group Ltd. | 0.41% | 15,789 | $1.4M | Reduce -1.4% |
| BX Blackstone Inc. | 0.40% | 8,319 | $1.4M | Add +3.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 24,241 | $1.4M | Add +30.0% |
| FAST Fastenal Co. | 0.39% | 27,804 | $1.4M | No change |
| GABC German American Bancorp | 0.38% | 34,369 | $1.3M | No change |
| GOOG Alphabet Inc. Class C | 0.36% | 5,198 | $1.3M | Reduce -12.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.34% | 13,099 | $1.2M | Add +8.1% |
| JEPI JPMorgan Equity Premium Inco | 0.34% | 20,790 | $1.2M | Add +30.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 2,464 | $1.2M | Add +6.3% |
| SHLD Global X Defense Tech ETF | 0.31% | 15,518 | $1.1M | Add +4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 5,535 | $1.0M | Add +6.0% |
| VZ Verizon Communications Inc. | 0.29% | 23,380 | $1.0M | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 4,682 | $1.0M | Reduce -7.6% |
| QXO Qxo Inc. | 0.27% | 50,547 | $963K | Add +83.9% |
| MCD McDonald's Corp. | 0.27% | 3,087 | $938K | Add +0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.26% | 16,444 | $910K | Add +4.9% |
| COST Costco Wholesale Corp. | 0.25% | 971 | $899K | Reduce -22.1% |
| JNJ Johnson & Johnson | 0.25% | 4,826 | $895K | Reduce -36.5% |
| KMI Kinder Morgan Inc. | 0.24% | 30,340 | $859K | Add +7.3% |
| CGGR Cap Group Growth Equity | 0.23% | 18,666 | $820K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.23% | 8,090 | $815K | Add +7.5% |
| RMD Resmed Inc. | 0.23% | 2,970 | $813K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.23% | 23,603 | $807K | No change |
| HD Home Depot Inc. | 0.23% | 1,984 | $804K | Add +0.1% |
| PEP Pepsico Inc. | 0.23% | 5,706 | $801K | Reduce -29.5% |
| BITB Bitwise Bitcoin ETF | 0.22% | 12,431 | $773K | New |
| WMT Walmart Inc. | 0.22% | 7,450 | $768K | Add +7.0% |
| NFLX Netflix Inc. | 0.21% | 617 | $740K | Add +4.2% |
| SPMO Invesco S&P 500 Momentum ETF | 0.21% | 6,061 | $734K | New |
| GILD Gilead Sciences Inc. | 0.20% | 6,311 | $701K | No change |
| MO Altria Group Inc. | 0.20% | 10,600 | $700K | No change |
| DHR Danaher Corp. | 0.19% | 3,370 | $668K | Reduce -2.6% |
| EPD Enterprise Products Partners | 0.18% | 20,874 | $653K | Add +0.1% |
| DE Deere & Co. | 0.18% | 1,393 | $637K | Reduce -3.3% |
| SO The Southern Co. | 0.18% | 6,659 | $631K | Reduce -3.0% |
| WFC Wells Fargo & Co. | 0.18% | 7,424 | $622K | Add +70.1% |
| BR Broadridge Financial Solutio | 0.17% | 2,590 | $617K | Add +0.6% |
| XLI SS Industrial Select Sector | 0.17% | 3,981 | $614K | No change |
| GEV GE Vernova Inc. | 0.17% | 980 | $602K | Add +8.7% |
| IWM iShares Russell 2000 ETF | 0.17% | 2,450 | $593K | Add +0.7% |
| SNA Snap-on Inc. | 0.17% | 1,696 | $588K | No change |
| MPC Marathon Petroleum Corp. | 0.16% | 2,976 | $574K | No change |
| VHT Vanguard Health Care ETF | 0.16% | 2,194 | $570K | Reduce -6.7% |
| WEC WEC Energy Group Inc. | 0.16% | 4,953 | $568K | Add +0.3% |
| PGR Progressive Corp. | 0.16% | 2,295 | $567K | Reduce -0.7% |
| APH Amphenol Corp. Class A | 0.16% | 4,539 | $562K | Add +10.4% |
Portfolio Sells Q2 2025 → Q3 2025
| AMGN Amgen Inc. | Sold out | 0.00% | −0.68 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.49 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.29 |
| ABT Abbott Laboratories | Reduce -2.6% | 1.56% | −0.22 |
| DIS The Walt Disney Co. | Reduce -0.0% | 1.16% | −0.22 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.21 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 0.98% | −0.16 |
| AMT American Tower Corp. | Reduce -41.3% | 0.13% | −0.15 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.14 |
| SYK Stryker Corp. | Reduce -0.4% | 0.77% | −0.14 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.13 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -22.1% | 0.25% | −0.13 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.13 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.12 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.11 |
| JNJ Johnson & Johnson | Reduce -36.5% | 0.25% | −0.11 |
| PEP Pepsico Inc. | Reduce -29.5% | 0.23% | −0.10 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.09 |
| UNM Unum Group | Sold out | 0.00% | −0.09 |
| GTES Gates Industrial Corp. UK Ltd. | Sold out | 0.00% | −0.08 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.08 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.07 |
| BWIN Baldwin Insurance Group Inc./ | Sold out | 0.00% | −0.07 |
| MORN Morningstar Inc. | Sold out | 0.00% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -41.6% | 0.13% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -2.0% | 0.70% | −0.05 |
| ACGL Arch Capital Group Ltd. | Reduce -1.4% | 0.41% | −0.05 |
| DE Deere & Co. | Reduce -3.3% | 0.18% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.6% | 0.29% | −0.04 |
| PGR Progressive Corp. | Reduce -0.7% | 0.16% | −0.03 |
| DHR Danaher Corp. | Reduce -2.6% | 0.19% | −0.02 |
| EMR Emerson Electric Co. | Reduce -14.8% | 0.07% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -6.7% | 0.16% | −0.02 |
| PAYC Paycom Software Inc. | Reduce -1.4% | 0.07% | −0.02 |
| SO The Southern Co. | Reduce -3.0% | 0.18% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 0.53% | −0.01 |
| SYY Sysco Corp. | Reduce -9.9% | 0.09% | −0.01 |
| D Dominion Energy Inc. | Reduce -6.0% | 0.10% | −0.01 |
| CGDV Cap Group Dividend Value | Reduce -2.5% | 0.09% | −0.01 |
| UBS UBS Group AG-Reg | Reduce -13.1% | 0.06% | −0.00 |
| TRIP Tripadvisor Inc. | Reduce -1.4% | 0.06% | +0.01 |
| BLK BlackRock Inc. | Reduce -0.4% | 1.06% | +0.01 |
| ORCL Oracle Corp. | Reduce -8.4% | 0.15% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -12.3% | 0.36% | +0.03 |
| ABBV Abbvie Inc. | Reduce -3.2% | 1.04% | +0.10 |
| NVDA Nvidia Corp. | Reduce -3.3% | 14.66% | +0.59 |
| AAPL Apple Inc. | Reduce -0.3% | 8.10% | +0.93 |
Portfolio Buys Q2 2025 → Q3 2025
| LLY Eli Lilly & Co. | Add +1083.8% | 0.86% | +0.77 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.53% | +0.53 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 2.25% | +0.47 |
| UNH Unitedhealth Group Inc. | Add +40.5% | 0.99% | +0.29 |
| BITB Bitwise Bitcoin ETF | New | 0.22% | +0.22 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.21% | +0.21 |
| AVGO Broadcom Inc. | Add +0.9% | 2.19% | +0.20 |
| MDLZ Mondelez International Inc. Class A | New | 0.15% | +0.15 |
| IVW iShares S&P 500 Growth ETF | New | 0.15% | +0.15 |
| FIX Comfort Systems USA Inc. | New | 0.12% | +0.12 |
| SGI Somnigroup International Inc. | New | 0.11% | +0.11 |
| DASH DoorDash Inc. Class A | New | 0.11% | +0.11 |
| MP MP Materials Corp. | New | 0.10% | +0.10 |
| NEM Newmont Corp. | New | 0.10% | +0.10 |
| MEDP Medpace Holdings Inc. | New | 0.10% | +0.10 |
| CRS Carpenter Technology | New | 0.10% | +0.10 |
| QXO Qxo Inc. | Add +83.9% | 0.27% | +0.09 |
| VST Vistra Corp. | New | 0.09% | +0.09 |
| GLW Corning Inc. | New | 0.09% | +0.09 |
| JEPQ JPM Nasdaq Equity Premium | Add +30.0% | 0.40% | +0.08 |
| EVR Evercore Inc. Class A | New | 0.08% | +0.08 |
| LOW Lowe's Cos Inc. | Add +1.9% | 1.36% | +0.07 |
| WFC Wells Fargo & Co. | Add +70.1% | 0.18% | +0.07 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| CG The Carlyle Group Inc. | New | 0.06% | +0.06 |
| GD General Dynamics Corp. | Add +0.7% | 0.86% | +0.06 |
| TOL Toll Brothers Inc. | New | 0.06% | +0.06 |
| JBTM JBT Marel Corp. | New | 0.06% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +30.9% | 0.34% | +0.06 |
| RTX RTX Corp. | Add +0.3% | 1.10% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.3% | 1.44% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +3.0% | 0.53% | +0.05 |
| XYL Xylem Inc. | Add +1.8% | 0.67% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.7% | 1.22% | +0.04 |
| APH Amphenol Corp. Class A | Add +10.4% | 0.16% | +0.03 |
| PLD Prologis Inc. | Add +6.2% | 0.61% | +0.03 |
| SHLD Global X Defense Tech ETF | Add +4.4% | 0.31% | +0.03 |
| NEE Nextera Energy Inc. | Add +3.1% | 1.31% | +0.03 |
| BX Blackstone Inc. | Add +3.3% | 0.40% | +0.03 |
| EME Emcor Group Inc. | Add +10.2% | 0.15% | +0.03 |
| GEV GE Vernova Inc. | Add +8.7% | 0.17% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.3% | 0.33% | +0.02 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +5.9% | 0.50% | +0.02 |
| CGXU Cap Group Intl Focus | Add +1.4% | 1.42% | +0.01 |
| HLI Houlihan Lokey Inc. | Add +10.5% | 0.10% | +0.01 |
| CPRT Copart Inc. | Add +38.9% | 0.09% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.1% | 0.77% | +0.01 |
| GE General Electric | Add +4.1% | 0.08% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.5% | 0.13% | +0.01 |
| WMT Walmart Inc. | Add +7.0% | 0.22% | +0.01 |
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 |