Brown Miller Wealth Management, LLC holds a focused book of 204 reported positions worth $397.2M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Flex Ltd and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the reported non-option book. Cloning the disclosed picks since 2025 would be +30% (+18.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Brown Miller Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +76.6%, a 46.2-point gap that is the cost of the ~16-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Brown Miller Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 6% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Brown Miller Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 46 / 80 | $1.0B |
| Ardent Capital Management, Inc. | 23 / 80 | $207.8M |
| Emerald Advisors, LLC | 44 / 80 | $680.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $381.1M |
| Independent Investors Inc | 29 / 80 | $415.8M |
| H&H International Investment, LLC | 8 / 80 | $15.0B |
| Conway Capital Management, Inc. | 13 / 80 | $176.2M |
| Greenleaf Trust | 64 / 80 | $7.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Brown Miller Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Brown Miller Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 16d | 291 | $397.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 270 | $351.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 276 | $361.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 273 | $352.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 273 | $321.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 265 | $289.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Feb 11, 2025 | 683d | 118 | $169.0M | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Feb 11, 2025 | 773d | 119 | $158.2M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.