Brown Miller Wealth Management, LLC holds a focused book of 204 stocks worth $397.2M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Flex Ltd and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1840084/holdings"
Use Arkolith to show Brown Miller Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
83% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $53.0M | 264.8K | 13.3% | ▼−0.1% Reduced · −365 sh | |
| 2 | Apple Inc COM | $32.5M | 112.2K | 8.2% | ▲+1.6% Added · +2K sh | |
| 3 | Microsoft Corp COM | $16.1M | 43.2K | 4.1% | ▲+1.5% Added · +637 sh | |
| 4 | JPMorgan Chase & Co COM | $14.9M | 45.6K | 3.8% | ▲+0.1% Added · +46 sh | |
| 5 | Alphabet Inc CAP STK CL A | $13.4M | 37.6K | 3.4% | ▼−2.8% Reduced · −1K sh | |
| 6 | Broadcom Inc COM | $9.0M | 23.8K | 2.3% | ▼−0.1% Reduced · −17 sh | |
| 7 | Capital Group Intl Focus Eqt SHS CREATION UNI | $7.9M | 227.1K | 2.0% | ▲+4.9% Added · +11K sh | |
| 8 | SPDR Series Trust STATE STREET SPD | $7.7M | 87.6K | 1.9% | ▲+6.5% Added · +5K sh | |
| 9 | Cisco Sys Inc COM | $7.2M | 61.3K | 1.8% | ▼−7.9% Reduced · −5K sh | |
| 10 | Amazon Com Inc COM | $5.6M | 23.6K | 1.4% | ▼−1.6% Reduced · −373 sh | |
| 11 | NextEra Energy Inc COM | $5.2M | 59.2K | 1.3% | ▼−7.0% Reduced · −4K sh | |
| 12 | Chubb Ltd Switz COM | $5.2M | 15.2K | 1.3% | ▼−0.8% Reduced · −124 sh | |
| 13 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $5.1M | 84.8K | 1.3% | ▲+5.7% Added · +5K sh | |
| 14 | Amphenol Corp CL A | $4.9M | 27.9K | 1.2% | ▲+443% Added · +23K sh | |
| 15 | Linde PLC SHS | $4.9M | 9.5K | 1.2% | ▼−1.8% Reduced · −176 sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $4.9M | 13.1K | 1.2% | —Held | |
| 17 | Unitedhealth Group Inc COM | $4.9M | 11.7K | 1.2% | ▲+5.6% Added · +618 sh | |
| 18 | Analog Devices Inc COM | $4.8M | 12.0K | 1.2% | ▼−10% Reduced · −1K sh | |
| 19 | Abbvie Inc COM | $4.7M | 18.7K | 1.2% | ▲+10% Added · +2K sh | |
| 20 | Eli Lilly & Co COM | $4.7M | 3.9K | 1.2% | ▼−1.3% Reduced · −50 sh | |
| 21 | Kinder Morgan Inc Del COM | $4.5M | 140.6K | 1.1% | ▲+14% Added · +17K sh | |
| 22 | Lowes Cos Inc COM | $4.2M | 19.2K | 1.1% | ▲+0.5% Added · +100 sh | |
| 23 | Visa Inc COM CL A | $4.1M | 11.9K | 1.0% | ▲+2.5% Added · +294 sh | |
| 24 | Abbott Laboratories COM | $3.8M | 41.8K | 1.0% | ▲+0.9% Added · +370 sh | |
| 25 | International Business Machs COM | $3.7M | 13.1K | 0.9% | ▲+4.3% Added · +541 sh | |
| 26 | RTX Corporation COM | $3.6M | 19.0K | 0.9% | ▼−14% Reduced · −3K sh | |
| 27 | Ishares TR CORE S&P MCP ETF | $3.5M | 45.9K | 0.9% | ▼−1.3% Reduced · −584 sh | |
| 28 | Disney Walt Co COM | $3.5M | 36.2K | 0.9% | ▲+0.1% Added · +32 sh | |
| 29 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $3.3M | 35.4K | 0.8% | ▲+5.2% Added · +2K sh | |
| 30 | Procter & Gamble Co COM | $3.3M | 22.2K | 0.8% | ▲+3.2% Added · +688 sh | |
| 31 | General Dynamics Corp COM | $3.2M | 9.0K | 0.8% | ▲+0.2% Added · +20 sh | |
| 32 | BlackRock Inc COM | $3.1M | 3.2K | 0.8% | ▲+0.6% Added · +18 sh | |
| 33 | Alphabet Inc CAP STK CL C | $3.0M | 8.4K | 0.7% | ▼−1.4% Reduced · −116 sh | |
| 34 | Merck & Co Inc COM | $2.9M | 22.7K | 0.7% | —Held | |
| 35 | Stryker Corporation COM | $2.9M | 9.1K | 0.7% | ▲+22% Added · +2K sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.7K | 0.7% | ▼−0.4% Reduced · −24 sh | |
| 37 | Chevron Corporation COM | $2.8M | 16.7K | 0.7% | ▲+6.8% Added · +1K sh | |
| 38 | Philip Morris Intl Inc COM | $2.7M | 14.9K | 0.7% | ▲+0.8% Added · +115 sh | |
| 39 | Prologis Inc. COM | $2.6M | 19.2K | 0.7% | ▼−0.5% Reduced · −106 sh | |
| 40 | Realty Income Corp COM | $2.6M | 41.6K | 0.6% | ▲+1.6% Added · +659 sh | |
| 41 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $2.6M | 15.9K | 0.6% | ▲+4.9% Added · +747 sh | |
| 42 | Snowflake Inc COM SHS | $2.5M | 9.8K | 0.6% | ▲+23% Added · +2K sh | |
| 43 | World Gold TR SPDR GLD MINIS | $2.1M | 26.0K | 0.5% | ▲+7.2% Added · +2K sh | |
| 44 | Xylem Inc COM | $2.1M | 17.4K | 0.5% | ▲+2.8% Added · +479 sh | |
| 45 | Intercontinental Exchange In COM | $2.0M | 16.5K | 0.5% | ▲+1.4% Added · +231 sh | |
| 46 | Ishares TR CORE S&P500 ETF | $2.0M | 2.7K | 0.5% | ▼−1.7% Reduced · −46 sh | |
| 47 | Vanguard Index FDS MID CAP ETF | $2.0M | 24.6K | 0.5% | ▲+295% Added · +18K sh | |
| 48 | Ares Capital Corp COM | $1.9M | 102.5K | 0.5% | ▲+28% Added · +22K sh | |
| 49 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $1.9M | 16.7K | 0.5% | ▼−22% Reduced · −5K sh | |
| 50 | SPDR Series Trust STATE STREET SPD | $1.8M | 20.0K | 0.5% | ▲+30% Added · +5K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 291 | $397.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 270 | $351.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 276 | $361.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 273 | $352.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 273 | $321.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 265 | $289.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Feb 11, 2025 | 118 | $169.0M | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Feb 11, 2025 | 119 | $158.2M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.