Brown Miller Wealth Management, LLC

Q4 2025 13F-HR Detailed Holdings

Location
Mclean, VA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
276
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 10/21/2025 Next filing: 4/23/2026 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 AXXCESS WEALTH MANAGEMENT, LLC 028-22604
2 CONFLUENCE INVESTMENT MANAGEMENT LLC 028-13334