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BROWN MILLER WEALTH MANAGEMENT, LLC 13F portfolio summary

BROWN MILLER WEALTH MANAGEMENT, LLC of BROWN MILLER WEALTH MANAGEMENT, LLC has 204 current stock holdings with a reported portfolio value of $397.2M. The portfolio 1 year return is +14.86%. Top holdings include NVDA (13.34%), AAPL (8.18%), MSFT (4.06%), JPM (3.75%), GOOGL (3.38%).

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BROWN MILLER WEALTH MANAGEMENT, LLC

BROWN MILLER WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30

BROWN MILLER WEALTH MANAGEMENT, LLC runs BROWN MILLER WEALTH MANAGEMENT, LLC and currently holds 204 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $397.20M. Their top holdings are NVDA, AAPL, MSFT, JPM, GOOGL. The top five represent 32.7% of reported portfolio weight. BROWN MILLER WEALTH MANAGEMENT, LLC ranks #620 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BROWN MILLER WEALTH MANAGEMENT, LLC initiated 3 new positions. They added to 56 existing positions. They trimmed 29 positions. Their current best-performing preview position is GLW with returns of +87.87%.

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Top 5 Holdings
NVDA13.3%
AAPL8.2%
MSFT4.1%
JPM3.8%
GOOGL3.4%
Top 5: 32.7%
Portfolio Returns
1 Year
+14.86%
#872/1000
3 Year
+60.45%
#620/1000
5 Year
+70.81%
#535/1000

Portfolio Value

$397.20M

Alpha Score

50.3

#620 of 1000

Holdings

204

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204 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
13.34%$15.70$214.76+1,267.90%
Trimmed
-0.14%
AAPL
APPLE INC
8.18%$139.65$309.35+121.52%
Added
+1.64%
MSFT
MICROSOFT CORP
4.06%$253.80$483.24+90.40%
Added
+1.50%
JPM
JPMORGAN CHASE & CO
3.75%$133.59$351.64+163.22%
Added
+0.10%
GOOGL
ALPHABET INC
3.38%$132.14$344.82+160.95%
Trimmed
-2.76%
AVGO
BROADCOM INC
2.26%$157.19$368.45+134.40%
Trimmed
-0.07%
CGXU
CAPITAL GROUP INTL FOCUS EQT
1.98%$24.76$35.12+41.84%
Added
+4.91%
CSCO
CISCO SYS INC
1.81%$47.57$111.04+133.42%
Trimmed
-7.89%
AMZN
AMAZON COM INC
1.41%$161.77$258.63+59.88%
Trimmed
-1.56%
NEE
NEXTERA ENERGY INC
1.31%$73.14$83.64+14.36%
Trimmed
-6.96%

Showing 1-10 of 204