Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Brown Miller Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Brown Miller Wealth Management, LLC (CIK 1840084) reported $351.9M across 191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($46.2M, 13.14%), AAPL ($28.0M, 7.97%), MSFT ($15.8M, 4.48%), JPM ($13.4M, 3.81%), GOOGL ($11.1M, 3.16%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$46.2M13.14%265,123Trimmed
2AAPLAPPLE INC$28.0M7.97%110,431Added
3MSFTMICROSOFT CORP$15.8M4.48%42,576Added
4JPMJPMORGAN CHASE & CO$13.4M3.81%45,514Added
5GOOGLALPHABET INC$11.1M3.16%38,627Added
6AVGOBROADCOM INC$7.4M2.09%23,807Added
7CGXUCAPITAL GROUP INTL FOCUS EQT$6.4M1.81%216,462Added
8SPLGSPDR SERIES TRUST$6.3M1.79%82,278Added
9NEENEXTERA ENERGY INC$5.9M1.68%63,642Added
10CSCOCISCO SYS INC$5.2M1.47%66,576Trimmed
11AMZNAMAZON COM INC$5.0M1.42%23,928Trimmed
12CBCHUBB LTD SWITZ$5.0M1.42%15,341Trimmed
13LINLINDE PLC$4.8M1.36%9,640Added
14LOWLOWES COS INC$4.5M1.28%19,112Added
15VWOVANGUARD INTL EQUITY INDEX F$4.3M1.23%80,217Added
16ADIANALOG DEVICES INC$4.2M1.21%13,347Trimmed
17RTXRTX CORPORATION$4.3M1.21%22,152Trimmed
18ABTABBOTT LABORATORIES$4.3M1.21%41,439Added
19VTIVANGUARD INDEX FDS$4.2M1.20%13,138Added
20KMIKINDER MORGAN INC DEL$4.1M1.18%123,726Added
21ABBVABBVIE INC$3.7M1.05%16,992Added
22LLYELI LILLY & CO$3.7M1.04%3,971Added
23VVISA INC$3.5M1.00%11,636Added
24DISDISNEY WALT CO$3.5M0.99%36,194Added
25CVXCHEVRON CORPORATION$3.2M0.92%15,673Trimmed

Source: SEC Form 13F filings · as of 2026-03-31