Brown Miller Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Mclean, VA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$361,945
Net value change ($000)
+9,110 (2.6%)
New positions
14
Sold out positions
12
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/21/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 3,369 42.5%
KMI 1,501 174.7%
AAPL 1,339 4.7%
LLY 1,233 40.9%
IWD 1,213 NEW
SPYM 809 15.9%
GOOGL 762 60.2%
CSCO 614 12.2%
VWO 591 21.7%
SPMO 570 77.7%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -1,541 -3.0%
CMCSA -1,513 -100.0%
MSFT -1,347 -6.4%
BIL -775 -64.5%
NFLX -414 -55.9%
LIN -411 -9.2%
CLX -398 -100.0%
DASH -382 -100.0%
UPS -380 -100.0%
FAST -362 -26.5%
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