Brown Miller Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Brown Miller Wealth Management, LLC reported 191 stock positions worth $351.9 million. Its top holding was Nvidia (NVDA) at 13.1% of the portfolio, followed by Apple (AAPL, 8.0%) and Microsoft (MSFT, 4.5%). Compared with Q4 2025, it opened 12 new positions, sold out of 14, added to 88 and reduced 47. The biggest buy was Kinder Morgan (KMI, shares +44%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001840084
- Portfolio Value
- $351.9M (Q1 2026)
- SEC Filing
- 0001840084-26-000002 ↗ filed Apr 23, 2026
Holdings Value
Holdings 191 stocks · $351.9M
| NVDA Nvidia Corp. | 13.14% | 265,123 | $46.2M | Reduce -1.5% |
| AAPL Apple Inc. | 7.97% | 110,431 | $28.0M | Add +0.4% |
| MSFT Microsoft Corp. | 4.48% | 42,576 | $15.8M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 3.81% | 45,514 | $13.4M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 3.16% | 38,627 | $11.1M | Add +7.1% |
| AVGO Broadcom Inc. | 2.09% | 23,807 | $7.4M | Add +1.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.81% | 216,462 | $6.4M | Add +15.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.79% | 82,278 | $6.3M | Add +12.2% |
| NEE Nextera Energy Inc. | 1.68% | 63,642 | $5.9M | Add +2.5% |
| CSCO Cisco Systems Inc. | 1.47% | 66,576 | $5.2M | Reduce -9.1% |
| CB Chubb Ltd. | 1.42% | 15,341 | $5.0M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 1.42% | 23,928 | $5.0M | Reduce -0.3% |
| LIN Linde PLC | 1.36% | 9,640 | $4.8M | Add +1.7% |
| LOW Lowe's Cos Inc. | 1.28% | 19,112 | $4.5M | Add +0.3% |
| VWO Vanguard Ftse Emerging Marke | 1.23% | 80,217 | $4.3M | Add +30.0% |
| RTX RTX Corp. | 1.21% | 22,152 | $4.3M | Reduce -2.9% |
| ABT Abbott Laboratories | 1.21% | 41,439 | $4.3M | Add +0.8% |
| ADI Analog Devices Inc. | 1.21% | 13,347 | $4.2M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.20% | 13,138 | $4.2M | Add +0.1% |
| KMI Kinder Morgan Inc. | 1.18% | 123,726 | $4.1M | Add +44.1% |
| ABBV Abbvie Inc. | 1.05% | 16,992 | $3.7M | Add +5.9% |
| LLY Eli Lilly & Co. | 1.04% | 3,971 | $3.7M | Add +0.4% |
| V Visa Inc. Class A | 1.00% | 11,636 | $3.5M | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.99% | 36,194 | $3.5M | Add +0.9% |
| CVX Chevron Corp. | 0.92% | 15,673 | $3.2M | Reduce -3.2% |
| IJH iShares Core S&P Midcap ETF | 0.89% | 46,478 | $3.1M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.88% | 21,501 | $3.1M | Reduce -10.7% |
| BLK BlackRock Inc. | 0.88% | 3,216 | $3.1M | No change |
| GD General Dynamics Corp. | 0.87% | 8,952 | $3.1M | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.87% | 12,585 | $3.1M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.85% | 11,067 | $3.0M | Add +6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 5,726 | $2.7M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.78% | 22,736 | $2.7M | No change |
| ICE Intercontinental Exchange Inc. | 0.73% | 16,260 | $2.6M | Add +1.3% |
| XSMO Invesco S&P Smallcap Momentu | 0.73% | 33,625 | $2.6M | Add +8.3% |
| PLD Prologis Inc. | 0.73% | 19,305 | $2.6M | Add +1.5% |
| O Realty Income Corp. | 0.71% | 40,924 | $2.5M | Add +2.8% |
| SYK Stryker Corp. | 0.70% | 7,484 | $2.5M | Add +0.5% |
| PM Philip Morris International | 0.70% | 14,818 | $2.4M | Reduce -0.0% |
| ACN Accenture PLC Class A | 0.70% | 12,341 | $2.4M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 0.69% | 8,478 | $2.4M | Add +31.2% |
| GLDM SPDR Gold Minishares Trust | 0.64% | 24,209 | $2.2M | Reduce -6.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.63% | 21,335 | $2.2M | Add +11.6% |
| XYL Xylem Inc. | 0.57% | 16,879 | $2.0M | Add +3.8% |
| TSCO Tractor Supply Company | 0.56% | 43,128 | $2.0M | Add +3.0% |
| LMT Lockheed Martin Corp. | 0.53% | 3,109 | $1.9M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.51% | 2,737 | $1.8M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.51% | 6,221 | $1.8M | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.48% | 15,199 | $1.7M | Add +39.1% |
| MA Mastercard Inc. Class A | 0.48% | 3,402 | $1.7M | Reduce -12.9% |
| SBUX Starbucks Corp. | 0.43% | 16,741 | $1.5M | Reduce -65.2% |
| ACGL Arch Capital Group Ltd. | 0.42% | 15,309 | $1.5M | Add +4.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.42% | 26,392 | $1.5M | Add +5.6% |
| ARCC Ares Capital Corp. | 0.41% | 80,336 | $1.4M | Add +2.7% |
| GABC German American Bancorp | 0.41% | 34,369 | $1.4M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.40% | 15,382 | $1.4M | Add +228.8% |
| QXO Qxo Inc. | 0.40% | 72,550 | $1.4M | Add +38.2% |
| TT Trane Technologies PLC | 0.40% | 3,340 | $1.4M | Add +188.7% |
| BX Blackstone Inc. | 0.38% | 11,486 | $1.3M | Add +20.5% |
| JEPI JPMorgan Equity Premium Inco | 0.37% | 23,227 | $1.3M | Add +9.7% |
| ZTS Zoetis Inc. | 0.36% | 10,759 | $1.3M | Add +12.3% |
| SNOW Snowflake Inc. | 0.34% | 7,961 | $1.2M | Add +5.1% |
| FAST Fastenal Co. | 0.33% | 24,968 | $1.2M | No change |
| QCOM Qualcomm Inc. | 0.33% | 8,910 | $1.1M | Reduce -37.4% |
| VZ Verizon Communications Inc. | 0.32% | 22,610 | $1.1M | Reduce -4.1% |
| SHLD Global X Defense Tech ETF | 0.32% | 16,007 | $1.1M | Reduce -7.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 2,549 | $1.1M | Add +12.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 5,535 | $1.1M | No change |
| QBTS D-Wave Quantum Inc. | 0.30% | 72,421 | $1.0M | No change |
| JNJ Johnson & Johnson | 0.29% | 4,243 | $1.0M | Reduce -5.4% |
| AMT American Tower Corp. | 0.28% | 5,767 | $995K | Add +8.5% |
| MCD McDonald's Corp. | 0.27% | 3,068 | $953K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.27% | 954 | $950K | No change |
| GEV GE Vernova Inc. | 0.26% | 1,035 | $904K | Add +4.8% |
| WMT Walmart Inc. | 0.26% | 7,265 | $903K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.25% | 15,483 | $876K | Add +10.6% |
| GILD Gilead Sciences Inc. | 0.24% | 6,058 | $844K | Reduce -1.2% |
| FIX Comfort Systems USA Inc. | 0.23% | 588 | $811K | Add +8.1% |
| EPD Enterprise Products Partners | 0.22% | 20,904 | $791K | Add +0.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.22% | 23,603 | $788K | No change |
| DE Deere & Co. | 0.22% | 1,393 | $785K | No change |
| CGGR Cap Group Growth Equity | 0.21% | 18,668 | $750K | Reduce -4.3% |
| MPC Marathon Petroleum Corp. | 0.21% | 2,976 | $727K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 3,353 | $721K | Reduce -13.1% |
| HON Honeywell International Inc. | 0.20% | 3,177 | $718K | Reduce -7.8% |
| MO Altria Group Inc. | 0.20% | 10,600 | $699K | No change |
| PEP Pepsico Inc. | 0.20% | 4,502 | $699K | Reduce -14.7% |
| EME Emcor Group Inc. | 0.19% | 913 | $674K | Add +8.1% |
| DBP Invesco DB Precious Metals F | 0.19% | 6,068 | $668K | No change |
| RMD Resmed Inc. | 0.19% | 2,970 | $667K | No change |
| WTM White Mountains Insurance GP | 0.19% | 298 | $656K | No change |
| APH Amphenol Corp. Class A | 0.18% | 5,134 | $649K | Add +8.0% |
| GLD SPDR Gold Shares | 0.18% | 1,503 | $647K | No change |
| HD Home Depot Inc. | 0.18% | 1,962 | $645K | Add +2.9% |
| XLI SS Industrial Select Sector | 0.18% | 3,981 | $644K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 3,671 | $623K | Reduce -8.5% |
| DHR Danaher Corp. | 0.18% | 3,273 | $621K | Reduce -0.1% |
| SO The Southern Co. | 0.17% | 6,358 | $614K | Reduce -0.4% |
| HSY The Hershey Co. | 0.17% | 2,921 | $607K | Add +0.2% |
| ETR Entergy Corp. | 0.17% | 5,404 | $607K | Reduce -0.6% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -1.5% | 13.14% | −0.73 |
| SBUX Starbucks Corp. | Reduce -65.2% | 0.43% | −0.69 |
| QCOM Qualcomm Inc. | Reduce -37.4% | 0.33% | −0.35 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.34 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -12.9% | 0.48% | −0.13 |
| FCG First Trust Natural Gas ETF | Sold out | 0.00% | −0.13 |
| DWX State Street SPDR S&P Intern | Sold out | 0.00% | −0.13 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 1.42% | −0.11 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -9.1% | 1.47% | −0.09 |
| HLI Houlihan Lokey Inc. | Sold out | 0.00% | −0.08 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.08 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -10.7% | 0.88% | −0.07 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.07 |
| SLV iShares Silver Trust | Reduce -35.7% | 0.15% | −0.06 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.06 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.06 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.06 |
| DHR Danaher Corp. | Reduce -0.1% | 0.18% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -13.1% | 0.20% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -2.7% | 0.16% | −0.03 |
| CGGR Cap Group Growth Equity | Reduce -4.3% | 0.21% | −0.03 |
| NTRS Northern Trust Corp. | Reduce -21.3% | 0.11% | −0.02 |
| KEYS Keysight Technologies Inc. | Reduce -43.0% | 0.07% | −0.02 |
| CVS CVS Health Corp. | Reduce -7.6% | 0.08% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -14.0% | 0.07% | −0.01 |
| FDVV Fidelity High Dividend ETF | Reduce -9.5% | 0.12% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -9.3% | 0.16% | −0.01 |
| PEP Pepsico Inc. | Reduce -14.7% | 0.20% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 0.51% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -11.3% | 0.10% | −0.01 |
| GE General Electric | Reduce -7.0% | 0.06% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -2.2% | 0.17% | −0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -7.4% | 0.07% | −0.00 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -7.3% | 0.06% | +0.00 |
| USB US Bancorp | Reduce -0.1% | 0.12% | +0.00 |
| PNC PNC Financial Services Group | Reduce -2.1% | 0.07% | +0.00 |
| NDSN Nordson Corp. | Reduce -5.3% | 0.06% | +0.00 |
| CSX CSX Corp. | Reduce -3.1% | 0.06% | +0.01 |
| SNA Snap-on Inc. | Reduce -0.9% | 0.16% | +0.01 |
| WEC WEC Energy Group Inc. | Reduce -3.5% | 0.15% | +0.01 |
| SHLD Global X Defense Tech ETF | Reduce -7.2% | 0.32% | +0.01 |
| HON Honeywell International Inc. | Reduce -7.8% | 0.20% | +0.02 |
| SO The Southern Co. | Reduce -0.4% | 0.17% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.8% | 0.89% | +0.03 |
| GLDM SPDR Gold Minishares Trust | Reduce -6.0% | 0.64% | +0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| KMI Kinder Morgan Inc. | Add +44.1% | 1.18% | +0.53 |
| VWO Vanguard Ftse Emerging Marke | Add +30.0% | 1.23% | +0.32 |
| NEE Nextera Energy Inc. | Add +2.5% | 1.68% | +0.30 |
| CGXU Cap Group Intl Focus | Add +15.7% | 1.81% | +0.29 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +228.8% | 0.40% | +0.28 |
| TT Trane Technologies PLC | Add +188.7% | 0.40% | +0.27 |
| LIN Linde PLC | Add +1.7% | 1.36% | +0.24 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +12.2% | 1.79% | +0.16 |
| VLUE iShares MSCI USA Value Facto | New | 0.16% | +0.16 |
| EEM iShares MSCI Emerging Market | New | 0.16% | +0.16 |
| DOW Dow Inc. | New | 0.15% | +0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.15% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +31.2% | 0.69% | +0.13 |
| SPMO Invesco S&P 500 Momentum ETF | Add +39.1% | 0.48% | +0.12 |
| HWM Howmet Aerospace Inc. | New | 0.12% | +0.12 |
| QXO Qxo Inc. | Add +38.2% | 0.40% | +0.12 |
| TPR Tapestry Inc. | New | 0.12% | +0.12 |
| CAH Cardinal Health Inc. | New | 0.11% | +0.11 |
| XSMO Invesco S&P Smallcap Momentu | Add +8.3% | 0.73% | +0.11 |
| ELAN Elanco Animal Health Inc. | New | 0.11% | +0.11 |
| CLX Clorox Company | New | 0.10% | +0.10 |
| IBKR Interactive Brokers Gro Class A | New | 0.09% | +0.09 |
| EQT Eqt Corp. | New | 0.09% | +0.09 |
| O Realty Income Corp. | Add +2.8% | 0.71% | +0.09 |
| FIX Comfort Systems USA Inc. | Add +8.1% | 0.23% | +0.09 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +11.6% | 0.63% | +0.09 |
| GEV GE Vernova Inc. | Add +4.8% | 0.26% | +0.08 |
| MDLZ Mondelez International Inc. Class A | Add +85.7% | 0.14% | +0.07 |
| FTI Technipfmc PLC | Add +7.5% | 0.17% | +0.07 |
| DEO Diageo PLC-Sponsored ADR | Add +122.3% | 0.13% | +0.07 |
| PSX Phillips 66 | New | 0.06% | +0.06 |
| PLD Prologis Inc. | Add +1.5% | 0.73% | +0.05 |
| GLW Corning Inc. | Add +0.1% | 0.14% | +0.05 |
| EME Emcor Group Inc. | Add +8.1% | 0.19% | +0.05 |
| CRS Carpenter Technology | Add +7.9% | 0.17% | +0.05 |
| GD General Dynamics Corp. | Add +0.7% | 0.87% | +0.05 |
| EPD Enterprise Products Partners | Add +0.1% | 0.22% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +9.7% | 0.37% | +0.04 |
| ABBV Abbvie Inc. | Add +5.9% | 1.05% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +7.1% | 3.16% | +0.04 |
| WMB Williams Cos Inc. | Add +1.4% | 0.17% | +0.03 |
| ACGL Arch Capital Group Ltd. | Add +4.6% | 0.42% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +10.6% | 0.25% | +0.03 |
| ZTS Zoetis Inc. | Add +12.3% | 0.36% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +13.1% | 0.11% | +0.03 |
| ENSG The Ensign Group Inc. | Add +8.0% | 0.13% | +0.03 |
| HSY The Hershey Co. | Add +0.2% | 0.17% | +0.03 |
| AMT American Tower Corp. | Add +8.5% | 0.28% | +0.03 |
| NEM Newmont Corp. | Add +7.5% | 0.14% | +0.02 |
| EZU iShares MSCI Eurozone ETF | Add +16.1% | 0.15% | +0.02 |
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 |