BROWN WEALTH MANAGEMENT, LLC
•CIK: 1987005•Filing: Q4 2025
**BROWN WEALTH MANAGEMENT, LLC** manages $380M across a diversified portfolio of 110 holdings. The strategy shows significant allocation to core US market exposure, notably IVV ($69.6M) and BIV ($23.1M). Further concentration is observed in international and sector-specific plays, including VEA ($22.7M) and VUG ($19.4M). This structure suggests a tactical blend of broad market indexing with targeted growth and value tilts.
Total AUM
$380.1M
QoQ Performance
+6.7%
Positions
64
Top 10 Concentration
56.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
BIV
VEA
VUG
IVV18.3%
BIV6.1%
VEA6.0%
VUG5.1%
VTV4.6%
MUB4.4%
SUB4.2%
PSTP2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.4%
ETF18.7%
Technology4.3%
Consumer1.0%
Healthcare1.0%
Financial0.4%
Industrial0.1%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW18 new positions
↑61 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023