Brown Miller Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$397,202
Net value change ($000)
+45,340 (12.9%)
New positions
29
Sold out positions
16
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,738 14.6%
AAPL 4,453 15.9%
APH 4,263 656.9%
GOOGL 2,315 20.8%
CSCO 2,037 39.4%
UNH 1,862 62.2%
AVGO 1,619 22.0%
JPM 1,524 11.4%
CGXU 1,479 23.2%
SPYM 1,402 22.3%
Top Reduces (Value $000, Stocks/ETFs)
ACN -2,200 -89.9%
ZTS -1,272 -100.0%
HON -718 -100.0%
NEE -714 -12.1%
RTX -671 -15.7%
IVW -604 -100.0%
BITB -601 -100.0%
ICE -527 -20.6%
NEM -497 -100.0%
CVX -470 -14.5%
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