BROWN WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 447,180
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/20/2026 | 134 | 447,180 | 13F-HR | BROWN WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/9/2026 | 116 | 389,276 | 13F-HR | BROWN WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/6/2026 | 110 | 380,061 | 13F-HR | BROWN WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/4/2025 | 99 | 356,088 | 13F-HR | BROWN WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/11/2025 | 98 | 321,971 | 13F-HR | BROWN WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.79 K | 19.0% | 11.38 K | 0 | 11.38 K |
| ETFs | 362.4 K | 81.0% | 46.52 K | 0 | 46.52 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
447,180
Holdings
134
QoQ value change ($000)
57,904
(14.9%)
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.