Brown Miller Wealth Management, LLC

All 13F Filings

Location
Mclean, VA
Most recent 13F
Q2 2026
Holdings value ($000)
397,202
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/16/2026 204 397,202 13F-HR Brown Miller Wealth Management, LLC
Q1 2026 4/23/2026 191 351,862 13F-HR Brown Miller Wealth Management, LLC
Q4 2025 1/23/2026 193 361,945 13F-HR Brown Miller Wealth Management, LLC
Q3 2025 10/21/2025 191 352,835 13F-HR Brown Miller Wealth Management, LLC
Q2 2025 7/22/2025 189 321,875 13F-HR Brown Miller Wealth Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 338.5 K 85.2% 38.37 K 0 38.37 K
ETFs 58.74 K 14.8% 6.977 K 0 6.977 K
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Fund Snapshot

Q2 2026
Latest filed
7/16/2026
Total value ($000)
397,202
Holdings
204
QoQ value change ($000)
45,340 (12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.