Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $46.2M | 13.14% | 265,123 | Trimmed |
| 2 | AAPL | APPLE INC | $28.0M | 7.97% | 110,431 | Added |
| 3 | MSFT | MICROSOFT CORP | $15.8M | 4.48% | 42,576 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $13.4M | 3.81% | 45,514 | Added |
| 5 | GOOGL | ALPHABET INC | $11.1M | 3.16% | 38,627 | Added |
| 6 | AVGO | BROADCOM INC | $7.4M | 2.09% | 23,807 | Added |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $6.4M | 1.81% | 216,462 | Added |
| 8 | SPLG | SPDR SERIES TRUST | $6.3M | 1.79% | 82,278 | Added |
| 9 | NEE | NEXTERA ENERGY INC | $5.9M | 1.68% | 63,642 | Added |
| 10 | CSCO | CISCO SYS INC | $5.2M | 1.47% | 66,576 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $5.0M | 1.42% | 23,928 | Trimmed |
| 12 | CB | CHUBB LTD SWITZ | $5.0M | 1.42% | 15,341 | Trimmed |
| 13 | LIN | LINDE PLC | $4.8M | 1.36% | 9,640 | Added |
| 14 | LOW | LOWES COS INC | $4.5M | 1.28% | 19,112 | Added |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $4.3M | 1.23% | 80,217 | Added |
| 16 | ADI | ANALOG DEVICES INC | $4.2M | 1.21% | 13,347 | Trimmed |
| 17 | RTX | RTX CORPORATION | $4.3M | 1.21% | 22,152 | Trimmed |
| 18 | ABT | ABBOTT LABORATORIES | $4.3M | 1.21% | 41,439 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $4.2M | 1.20% | 13,138 | Added |
| 20 | KMI | KINDER MORGAN INC DEL | $4.1M | 1.18% | 123,726 | Added |
| 21 | ABBV | ABBVIE INC | $3.7M | 1.05% | 16,992 | Added |
| 22 | LLY | ELI LILLY & CO | $3.7M | 1.04% | 3,971 | Added |
| 23 | V | VISA INC | $3.5M | 1.00% | 11,636 | Added |
| 24 | DIS | DISNEY WALT CO | $3.5M | 0.99% | 36,194 | Added |
| 25 | CVX | CHEVRON CORPORATION | $3.2M | 0.92% | 15,673 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31