Brown Miller Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Brown Miller Wealth Management, LLC reported 193 stock positions worth $361.9 million. Its top holding was Nvidia (NVDA) at 13.9% of the portfolio, followed by Apple (AAPL, 8.3%) and Microsoft (MSFT, 5.5%). Compared with Q3 2025, it opened 14 new positions, sold out of 12, added to 78 and reduced 64. The biggest buy was Alphabet Class A (GOOGL, shares +11%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001840084
- Portfolio Value
- $361.9M (Q4 2025)
- SEC Filing
- 0001840084-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 193 stocks · $361.9M
| NVDA Nvidia Corp. | 13.87% | 269,163 | $50.2M | Reduce -2.9% |
| AAPL Apple Inc. | 8.26% | 110,025 | $29.9M | Reduce -1.9% |
| MSFT Microsoft Corp. | 5.47% | 40,960 | $19.8M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 4.03% | 45,251 | $14.6M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 3.12% | 36,076 | $11.3M | Add +10.7% |
| AVGO Broadcom Inc. | 2.24% | 23,467 | $8.1M | Add +0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.63% | 73,337 | $5.9M | Add +13.2% |
| CSCO Cisco Systems Inc. | 1.56% | 73,243 | $5.6M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.53% | 24,008 | $5.5M | Reduce -0.0% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.53% | 187,107 | $5.5M | Add +11.0% |
| ABT Abbott Laboratories | 1.42% | 41,124 | $5.2M | Add +0.1% |
| NEE Nextera Energy Inc. | 1.38% | 62,090 | $5.0M | Add +1.8% |
| CB Chubb Ltd. | 1.34% | 15,517 | $4.8M | Add +0.5% |
| LOW Lowe's Cos Inc. | 1.27% | 19,048 | $4.6M | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.22% | 13,118 | $4.4M | Add +0.0% |
| LLY Eli Lilly & Co. | 1.17% | 3,954 | $4.2M | No change |
| RTX RTX Corp. | 1.16% | 22,806 | $4.2M | Reduce -1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.13% | 35,864 | $4.1M | Add +0.7% |
| SBUX Starbucks Corp. | 1.12% | 48,051 | $4.0M | Add +0.7% |
| LIN Linde PLC | 1.12% | 9,483 | $4.0M | Add +1.1% |
| V Visa Inc. Class A | 1.11% | 11,409 | $4.0M | Add +0.7% |
| ABBV Abbvie Inc. | 1.01% | 16,052 | $3.7M | Add +1.6% |
| ADI Analog Devices Inc. | 1.01% | 13,461 | $3.7M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.00% | 12,206 | $3.6M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.95% | 24,072 | $3.4M | Add +1.8% |
| BLK BlackRock Inc. | 0.95% | 3,216 | $3.4M | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.95% | 10,391 | $3.4M | Add +2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.92% | 61,699 | $3.3M | Add +22.6% |
| IJH iShares Core S&P Midcap ETF | 0.86% | 47,317 | $3.1M | Add +13.6% |
| ACN Accenture PLC Class A | 0.86% | 11,558 | $3.1M | Add +9.9% |
| GD General Dynamics Corp. | 0.83% | 8,889 | $3.0M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 5,719 | $2.9M | Add +0.9% |
| SYK Stryker Corp. | 0.72% | 7,447 | $2.6M | Add +0.8% |
| ICE Intercontinental Exchange Inc. | 0.72% | 16,048 | $2.6M | Add +1.5% |
| CVX Chevron Corp. | 0.68% | 16,195 | $2.5M | Reduce -1.2% |
| QCOM Qualcomm Inc. | 0.67% | 14,221 | $2.4M | Reduce -4.0% |
| PLD Prologis Inc. | 0.67% | 19,018 | $2.4M | Add +1.6% |
| MRK Merck & Co. Inc. | 0.66% | 22,736 | $2.4M | Reduce -1.1% |
| PM Philip Morris International | 0.66% | 14,819 | $2.4M | Reduce -0.0% |
| KMI Kinder Morgan Inc. | 0.65% | 85,832 | $2.4M | Add +182.9% |
| O Realty Income Corp. | 0.62% | 39,801 | $2.2M | Add +3.3% |
| XSMO Invesco S&P Smallcap Momentu | 0.62% | 31,044 | $2.2M | Add +23.0% |
| MA Mastercard Inc. Class A | 0.62% | 3,908 | $2.2M | Reduce -3.1% |
| XYL Xylem Inc. | 0.61% | 16,265 | $2.2M | Add +1.4% |
| GLDM SPDR Gold Minishares Trust | 0.61% | 25,753 | $2.2M | Add +5.3% |
| TSCO Tractor Supply Company | 0.58% | 41,865 | $2.1M | Add +2.2% |
| GOOG Alphabet Inc. Class C | 0.56% | 6,462 | $2.0M | Add +24.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.54% | 19,120 | $2.0M | Add +13.9% |
| QBTS D-Wave Quantum Inc. | 0.52% | 72,421 | $1.9M | Reduce -16.1% |
| IVV iShares Core S&P 500 ETF | 0.52% | 2,740 | $1.9M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 6,221 | $1.8M | Reduce -1.6% |
| SNOW Snowflake Inc. | 0.46% | 7,576 | $1.7M | Add +14.3% |
| ARCC Ares Capital Corp. | 0.44% | 78,198 | $1.6M | Reduce -6.3% |
| LMT Lockheed Martin Corp. | 0.42% | 3,118 | $1.5M | Reduce -0.6% |
| BX Blackstone Inc. | 0.41% | 9,533 | $1.5M | Add +14.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 24,982 | $1.5M | Add +3.1% |
| ACGL Arch Capital Group Ltd. | 0.39% | 14,633 | $1.4M | Reduce -7.3% |
| GABC German American Bancorp | 0.37% | 34,369 | $1.3M | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.36% | 10,929 | $1.3M | Add +80.3% |
| IWD iShares Russell 1000 Value E | 0.34% | 5,769 | $1.2M | New |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 21,169 | $1.2M | Add +1.8% |
| ZTS Zoetis Inc. | 0.33% | 9,581 | $1.2M | Reduce -2.6% |
| SHLD Global X Defense Tech ETF | 0.31% | 17,243 | $1.1M | Add +11.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 2,274 | $1.1M | Reduce -7.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 5,535 | $1.1M | No change |
| QXO Qxo Inc. | 0.28% | 52,489 | $1.0M | Add +3.8% |
| FAST Fastenal Co. | 0.28% | 24,968 | $1.0M | Reduce -10.2% |
| VZ Verizon Communications Inc. | 0.27% | 23,572 | $960K | Add +0.8% |
| MCD McDonald's Corp. | 0.26% | 3,066 | $937K | Reduce -0.7% |
| AMT American Tower Corp. | 0.26% | 5,314 | $933K | Add +119.6% |
| JNJ Johnson & Johnson | 0.26% | 4,487 | $929K | Reduce -7.0% |
| CGGR Cap Group Growth Equity | 0.24% | 19,499 | $867K | Add +4.5% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 3,858 | $848K | Reduce -17.6% |
| COST Costco Wholesale Corp. | 0.23% | 954 | $822K | Reduce -1.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.23% | 23,603 | $818K | No change |
| WMT Walmart Inc. | 0.22% | 7,265 | $809K | Reduce -2.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.22% | 13,995 | $795K | Reduce -14.9% |
| SLV iShares Silver Trust | 0.22% | 12,086 | $779K | No change |
| PEP Pepsico Inc. | 0.21% | 5,277 | $757K | Reduce -7.5% |
| GILD Gilead Sciences Inc. | 0.21% | 6,129 | $752K | Reduce -2.9% |
| DHR Danaher Corp. | 0.21% | 3,276 | $750K | Reduce -2.8% |
| BITB Bitwise Bitcoin ETF | 0.20% | 15,235 | $725K | Add +22.6% |
| RMD Resmed Inc. | 0.20% | 2,970 | $715K | No change |
| HON Honeywell International Inc. | 0.19% | 3,447 | $672K | Add +90.5% |
| WFC Wells Fargo & Co. | 0.19% | 7,198 | $671K | Reduce -3.0% |
| EPD Enterprise Products Partners | 0.18% | 20,890 | $670K | Add +0.1% |
| HD Home Depot Inc. | 0.18% | 1,906 | $656K | Reduce -3.9% |
| DE Deere & Co. | 0.18% | 1,393 | $649K | No change |
| VHT Vanguard Health Care ETF | 0.18% | 2,244 | $646K | Add +2.3% |
| GEV GE Vernova Inc. | 0.18% | 988 | $646K | Add +0.8% |
| APH Amphenol Corp. Class A | 0.18% | 4,752 | $642K | Add +4.7% |
| DBP Invesco DB Precious Metals F | 0.17% | 6,068 | $624K | No change |
| WTM White Mountains Insurance GP | 0.17% | 298 | $620K | No change |
| XLI SS Industrial Select Sector | 0.17% | 3,981 | $618K | No change |
| MO Altria Group Inc. | 0.17% | 10,600 | $611K | No change |
| AXP American Express Co. | 0.17% | 1,640 | $607K | Reduce -0.4% |
| SGOV iShares 0-3 Month Treasury B | 0.17% | 6,008 | $603K | Reduce -25.7% |
| GLD SPDR Gold Shares | 0.16% | 1,503 | $596K | No change |
| IVW iShares S&P 500 Growth ETF | 0.16% | 4,736 | $584K | Add +9.6% |
| BR Broadridge Financial Solutio | 0.16% | 2,608 | $582K | Add +0.7% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -2.9% | 13.87% | −0.79 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.43 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -64.3% | 0.12% | −0.22 |
| NFLX Netflix Inc. | Reduce -43.6% | 0.09% | −0.12 |
| CLX Clorox Company | Sold out | 0.00% | −0.11 |
| FAST Fastenal Co. | Reduce -10.2% | 0.28% | −0.11 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.11 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.11 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.10 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -0.0% | 1.27% | −0.09 |
| VST Vistra Corp. | Sold out | 0.00% | −0.09 |
| DOW Dow Inc. | Sold out | 0.00% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -45.4% | 0.07% | −0.08 |
| DEO Diageo PLC-Sponsored ADR | Reduce -48.7% | 0.07% | −0.08 |
| QBTS D-Wave Quantum Inc. | Reduce -16.1% | 0.52% | −0.08 |
| ZTS Zoetis Inc. | Reduce -2.6% | 0.33% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -25.7% | 0.17% | −0.06 |
| INTC Intel Corp. | Sold out | 0.00% | −0.06 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.06 |
| JBTM JBT Marel Corp. | Sold out | 0.00% | −0.06 |
| TRIP Tripadvisor Inc. | Sold out | 0.00% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -17.6% | 0.23% | −0.05 |
| ORCL Oracle Corp. | Reduce -1.5% | 0.10% | −0.05 |
| HD Home Depot Inc. | Reduce -3.9% | 0.18% | −0.05 |
| ARCC Ares Capital Corp. | Reduce -6.3% | 0.44% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -27.2% | 0.11% | −0.04 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -48.8% | 0.07% | −0.04 |
| CVX Chevron Corp. | Reduce -1.2% | 0.68% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -14.9% | 0.22% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -3.1% | 0.62% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 4.03% | −0.03 |
| PAYX Paychex Inc. | Reduce -8.5% | 0.11% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -29.1% | 0.06% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.7% | 0.31% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.6% | 0.50% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.23% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 0.42% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -4.0% | 0.67% | −0.03 |
| FNF Fidelity National Financial | Reduce -5.5% | 0.13% | −0.03 |
| SO The Southern Co. | Reduce -4.2% | 0.15% | −0.03 |
| PM Philip Morris International | Reduce -0.0% | 0.66% | −0.02 |
| WEC WEC Energy Group Inc. | Reduce -5.3% | 0.14% | −0.02 |
| ACGL Arch Capital Group Ltd. | Reduce -7.3% | 0.39% | −0.02 |
| PEP Pepsico Inc. | Reduce -7.5% | 0.21% | −0.02 |
| PGR Progressive Corp. | Reduce -0.6% | 0.14% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.3% | 0.09% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -6.7% | 0.08% | −0.02 |
| AWK American Water Works Co. Inc. | Reduce -4.8% | 0.11% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -7.4% | 0.15% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +10.7% | 3.12% | +0.87 |
| KMI Kinder Morgan Inc. | Add +182.9% | 0.65% | +0.41 |
| IWD iShares Russell 1000 Value E | New | 0.34% | +0.34 |
| GOOG Alphabet Inc. Class C | Add +24.3% | 0.56% | +0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +13.2% | 1.63% | +0.19 |
| SPMO Invesco S&P 500 Momentum ETF | Add +80.3% | 0.36% | +0.15 |
| VWO Vanguard Ftse Emerging Marke | Add +22.6% | 0.92% | +0.14 |
| FCG First Trust Natural Gas ETF | New | 0.13% | +0.13 |
| AMT American Tower Corp. | Add +119.6% | 0.26% | +0.13 |
| ETHW Bitwise Ethereum ETF | New | 0.12% | +0.12 |
| ACN Accenture PLC Class A | Add +9.9% | 0.86% | +0.12 |
| CGXU Cap Group Intl Focus | Add +11.0% | 1.53% | +0.11 |
| CB Chubb Ltd. | Add +0.5% | 1.34% | +0.10 |
| FTI Technipfmc PLC | New | 0.10% | +0.10 |
| CNX CNX Resources Corp. | New | 0.10% | +0.10 |
| THC Tenet Healthcare Corp. | New | 0.10% | +0.10 |
| ENSG The Ensign Group Inc. | New | 0.10% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Add +13.6% | 0.86% | +0.09 |
| XSMO Invesco S&P Smallcap Momentu | Add +23.0% | 0.62% | +0.09 |
| HON Honeywell International Inc. | Add +90.5% | 0.19% | +0.08 |
| GLDM SPDR Gold Minishares Trust | Add +5.3% | 0.61% | +0.08 |
| ADI Analog Devices Inc. | Add +0.3% | 1.01% | +0.07 |
| NEE Nextera Energy Inc. | Add +1.8% | 1.38% | +0.07 |
| CRL Charles River Laboratories | New | 0.07% | +0.07 |
| PLD Prologis Inc. | Add +1.6% | 0.67% | +0.06 |
| ROK Rockwell Automation Inc. | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +0.4% | 2.24% | +0.06 |
| TJX TJX Companies Inc. | New | 0.06% | +0.06 |
| CSX CSX Corp. | New | 0.06% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | New | 0.06% | +0.06 |
| SPGI S&P Global Inc. | New | 0.06% | +0.06 |
| NDSN Nordson Corp. | New | 0.06% | +0.06 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +13.9% | 0.54% | +0.04 |
| SNOW Snowflake Inc. | Add +14.3% | 0.46% | +0.04 |
| CRS Carpenter Technology | Add +2.4% | 0.12% | +0.03 |
| KEYS Keysight Technologies Inc. | Add +11.1% | 0.09% | +0.02 |
| NEM Newmont Corp. | Add +2.7% | 0.12% | +0.02 |
| APH Amphenol Corp. Class A | Add +4.7% | 0.18% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +3.4% | 0.14% | +0.02 |
| VHT Vanguard Health Care ETF | Add +2.3% | 0.18% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +20.3% | 0.09% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +9.6% | 0.16% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +16.6% | 0.08% | +0.01 |
| V Visa Inc. Class A | Add +0.7% | 1.11% | +0.01 |
| MEDP Medpace Holdings Inc. | Add +1.8% | 0.11% | +0.01 |
| GEV GE Vernova Inc. | Add +0.8% | 0.18% | +0.01 |
| CGGR Cap Group Growth Equity | Add +4.5% | 0.24% | +0.01 |
| QXO Qxo Inc. | Add +3.8% | 0.28% | +0.01 |
| SGI Somnigroup International Inc. | Add +2.4% | 0.12% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +3.1% | 0.40% | +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 |