Brown Miller Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Mclean, VA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
191
Total value ($000)
$352,835
Net value change ($000)
+30,960 (9.6%)
New positions
19
Sold out positions
17
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/22/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 6,435 14.2%
AAPL 5,487 23.8%
LLY 2,757 1060.4%
GOOGL 2,192 38.2%
XSMO 1,856 NEW
AVGO 1,327 20.8%
UNH 1,251 55.5%
JPM 1,245 9.5%
MSFT 1,009 5.0%
QBTS 869 68.8%
Top Reduces (Value $000, Stocks/ETFs)
AMGN -2,190 -100.0%
SPSM -1,581 -100.0%
NVO -943 -100.0%
XLP -664 -100.0%
BRO -449 -100.0%
AMT -446 -49.0%
SPLV -420 -100.0%
AJG -418 -100.0%
SFM -404 -100.0%
TRGP -376 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type