§ 13F · FUND PROFILE
BROWN WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $322.0T (13F)Positions · 98Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 102K | $69.6T | 18.3% | +114% |
| 2 | BIV | VANGUARD BD INDEX FDS | 296K | $23.1T | 6.1% | +26% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 364K | $22.7T | 6.0% | +55% |
| 4 | VUG | VANGUARD INDEX FDS | 40K | $19.4T | 5.1% | −42% |
| 5 | VTV | VANGUARD INDEX FDS | 91K | $17.3T | 4.6% | −52% |
| 6 | MUB | ISHARES TR | 157K | $16.8T | 4.4% | +15% |
| 7 | SUB | ISHARES TR | 150K | $16.0T | 4.2% | +11% |
| 8 | PSTP | INNOVATOR ETFS TRUST | 291K | $10.3T | 2.7% | +5% |
| 9 | SCHO | SCHWAB STRATEGIC TR | 385K | $9.4T | 2.5% | −20% |
| 10 | IDEV | ISHARES TR | 101K | $8.4T | 2.2% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROWN SIGNAL
AC read
BROWN WEALTH MANAGEMENT, LLC is a Other fund managing $321970.9 trillion in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed