§ 13F · FUND PROFILE
BROWN WEALTH MANAGEMENT, LLC.
AUM · $447M (13F)Positions · 134Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 105K | $79M | 17.6% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 446K | $32M | 7.1% | +2% |
| 3 | BIV | VANGUARD BD INDEX FDS | 388K | $30M | 6.7% | +12% |
| 4 | VTV | VANGUARD INDEX FDS | 105K | $23M | 5.1% | +7% |
| 5 | VUG | VANGUARD INDEX FDS | 257K | $22M | 4.9% | +499% |
| 6 | MUB | ISHARES TR | 193K | $21M | 4.7% | +15% |
| 7 | SUB | ISHARES TR | 168K | $18M | 4.0% | +8% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 192K | $11M | 2.6% | +14% |
| 9 | IDEV | ISHARES TR | 129K | $11M | 2.6% | +10% |
| 10 | PSTP | INNOVATOR ETFS TRUST | 276K | $10M | 2.3% | −12% |
§ 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 $447 million in assets. The fund runs a portfolio of 134 positions.
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