Brown Miller Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$351,862
Net value change ($000)
-10,083 (-2.8%)
New positions
12
Sold out positions
14
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
KMI 1,789 75.8%
VWO 1,019 30.7%
BIL 983 230.2%
TT 942 209.3%
NEE 926 18.6%
CGXU 854 15.4%
CVX 775 31.4%
LIN 736 18.2%
ADI 595 16.3%
VLUE 567 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,049 -20.4%
NVDA -3,962 -7.9%
SBUX -2,546 -62.9%
AAPL -1,885 -6.3%
QCOM -1,286 -52.9%
IWD -1,213 -100.0%
JPM -1,192 -8.2%
ABT -897 -17.4%
QBTS -849 -44.8%
AVGO -754 -9.3%
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