§ 13F · FUND PROFILE
Brown Miller Wealth Management, LLC.
AUM · $397M (13F)Positions · 291Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 260K | $52M | 13.1% | ±0% |
| 2 | AAPL | APPLE INC | 112K | $32M | 8.1% | +2% |
| 3 | MSFT | MICROSOFT CORP | 42K | $16M | 3.9% | +2% |
| 4 | JPM | JPMORGAN CHASE & CO | 45K | $15M | 3.7% | ±0% |
| 5 | GOOGL | ALPHABET INC | 37K | $13M | 3.4% | −3% |
| 6 | AVGO | BROADCOM INC | 21K | $8M | 2.0% | ±0% |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 227K | $8M | 2.0% | +5% |
| 8 | SPYM | SPDR SERIES TRUST | 88K | $8M | 1.9% | +6% |
| 9 | CSCO | CISCO SYS INC | 58K | $7M | 1.7% | −8% |
| 10 | AMZN | AMAZON COM INC | 23K | $5M | 1.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROWN SIGNAL
AC read
Brown Miller Wealth Management, LLC is a Other fund managing $397 million in assets. The fund runs a broad portfolio of 291 positions.
Read the full dossier →