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 WEALTH MANAGEMENT, LLC (CIK 1987005) reported $389.3M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($67.2M, 17.27%), VEA ($28.1M, 7.21%), BIV ($26.8M, 6.87%), VTV ($19.4M, 4.97%), VUG ($18.7M, 4.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $67.2M | 17.27% | 102,896 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $28.1M | 7.21% | 438,095 | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $26.8M | 6.87% | 346,701 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $19.4M | 4.97% | 98,675 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $18.7M | 4.81% | 42,871 | Added |
| 6 | MUB | ISHARES TR | $17.9M | 4.60% | 168,750 | Added |
| 7 | SUB | ISHARES TR | $16.5M | 4.25% | 155,398 | Added |
| 8 | PSTP | INNOVATOR ETFS TRUST | $10.8M | 2.77% | 312,704 | Added |
| 9 | IDEV | ISHARES TR | $9.7M | 2.50% | 116,384 | Added |
| 10 | SCHO | SCHWAB STRATEGIC TR | $9.6M | 2.48% | 397,028 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $9.1M | 2.34% | 168,380 | Added |
| 12 | VWOB | VANGUARD WHITEHALL FDS | $8.2M | 2.11% | 125,219 | Added |
| 13 | NOBL | PROSHARES TR | $6.6M | 1.70% | 62,265 | Added |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $6.6M | 1.68% | 136,461 | Added |
| 15 | TLT | ISHARES TR | $6.5M | 1.67% | 74,978 | Added |
| 16 | VTEB | VANGUARD MUN BD FDS | $6.3M | 1.63% | 126,867 | Added |
| 17 | JAAA | JANUS DETROIT STR TR | $5.4M | 1.38% | 106,617 | Trimmed |
| 18 | IJH | ISHARES TR | $5.3M | 1.36% | 78,142 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $5.1M | 1.30% | 28,984 | Added |
| 20 | SCHV | SCHWAB STRATEGIC TR | $4.9M | 1.27% | 162,248 | Added |
| 21 | BALT | INNOVATOR ETFS TRUST | $4.9M | 1.27% | 147,407 | Added |
| 22 | AAPL | APPLE INC | $4.9M | 1.25% | 19,128 | Added |
| 23 | SCHG | SCHWAB STRATEGIC TR | $4.7M | 1.20% | 160,983 | Added |
| 24 | QAI | NEW YORK LIFE INVESTMENTS ET | $4.4M | 1.13% | 128,608 | Trimmed |
| 25 | EEM | ISHARES TR | $3.4M | 0.87% | 59,569 | Added |
Source: SEC Form 13F filings · as of 2026-03-31