Brown Miller Wealth Management, LLC
•CIK: 1840084•Filing: Q4 2025
**Brown Miller Wealth Management, LLC** manages $362M across a portfolio of 193 positions, demonstrating a concentrated focus on technology and established market leaders. Top holdings are anchored by NVDA at $50.2M and AAPL at $29.9M, representing significant allocations within the fund's structure. Further exposure includes core tech names such as MSFT ($19.8M), JPM ($14.6M), and GOOGL ($11.3M). This positioning suggests a strategic tilt toward high-growth technology sectors alongside blue-chip financial and semiconductor plays.
Total AUM
$361.9M
QoQ Performance
+2.6%
Positions
171
Top 10 Concentration
43.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
MSFT
NVDA13.9%
AAPL8.3%
MSFT5.5%
JPM4.0%
GOOGL3.1%
AVGO2.2%
SPYM1.6%
CSCO1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology37.7%
Other32.8%
Financial9.5%
Healthcare6.0%
Consumer4.9%
Industrial2.1%
Utilities1.6%
Real Estate1.5%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW14 new positions
↑80 increased
↓63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023