Brown Miller Wealth Management, LLC

← Tracker

Institutional

CIK 0001840084

$397.2M

Reported AUM

204

Positions

Q2 2026

Period

2026-07-16

Filed

Editorial summary

Summary for Brown Miller Wealth Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NVDA	NVIDIA CORPORATION	$195.04	2.65%	9.52%	751.61%	$53.0M	13.34%	—	HELD
2	AAPL	APPLE INC	$333.43	-1.41%	65.41%	124.96%	$32.5M	8.18%	—	HELD
3	MSFT	MICROSOFT CORP	$451.10	15.51%	-13.24%	55.41%	$16.1M	4.06%	—	HELD
4	JPM	JPMORGAN CHASE & CO	$350.85	1.78%	21.40%	144.23%	$14.9M	3.75%	—	HELD
5	GOOGL	ALPHABET INC	$333.66	-0.91%	76.18%	131.67%	$13.4M	3.38%	—	HELD
6	AVGO	BROADCOM INC	$387.84	4.73%	34.78%	753.17%	$9.0M	2.26%	—	HELD
7	CGXU	CAPITAL GROUP INTL FOCUS EQT	$33.65	3.76%	34.10%	52.20%	$7.9M	1.98%	—	HELD
8	SPYM	SPDR SERIES TRUST	$87.31	1.61%	18.80%	73.56%	$7.7M	1.94%	—	HELD
9	CSCO	CISCO SYS INC	$113.56	0.96%	71.43%	119.60%	$7.2M	1.81%	—	HELD
10	AMZN	AMAZON COM INC	$235.50	3.90%	5.54%	30.60%	$5.6M	1.41%	—	HELD
11	NEE	NEXTERA ENERGY INC	$87.93	-0.60%	29.29%	19.57%	$5.2M	1.31%	—	HELD
12	CB	CHUBB LTD SWITZ	$350.15	-3.25%	31.74%	103.65%	$5.2M	1.31%	—	HELD
13	VWO	VANGUARD INTL EQUITY INDEX F	$58.19	2.23%	17.90%	27.36%	$5.1M	1.27%	—	HELD
14	APH	AMPHENOL CORP	$159.82	6.33%	45.08%	310.42%	$4.9M	1.24%	—	HELD
15	LIN	LINDE PLC	$508.64	-0.49%	11.29%	71.60%	$4.9M	1.24%	—	HELD
16	VTI	VANGUARD INDEX FDS	$366.27	1.62%	19.26%	65.80%	$4.9M	1.22%	—	HELD
17	UNH	UNITEDHEALTH GROUP INC	$421.47	0.21%	80.84%	9.82%	$4.9M	1.22%	—	HELD
18	ADI	ANALOG DEVICES INC	$366.67	3.76%	65.33%	140.57%	$4.8M	1.20%	—	HELD
19	ABBV	ABBVIE INC	$257.41	-2.24%	36.96%	157.96%	$4.7M	1.19%	—	HELD
20	LLY	ELI LILLY & CO	$1154.97	-4.55%	54.61%	373.33%	$4.7M	1.18%	—	HELD
21	KMI	KINDER MORGAN INC DEL	$31.66	-0.60%	16.81%	154.18%	$4.5M	1.13%	—	HELD
22	LOW	LOWES COS INC	$210.08	-2.60%	-2.78%	16.54%	$4.2M	1.07%	—	HELD
23	V	VISA INC	$366.27	-0.67%	8.37%	65.12%	$4.1M	1.03%	—	HELD
24	ABT	ABBOTT LABORATORIES	$105.61	-2.21%	-15.48%	-8.29%	$3.8M	0.96%	—	HELD
25	IBM	INTERNATIONAL BUSINESS MACHS	$221.74	-2.08%	-7.13%	102.90%	$3.7M	0.93%	—	HELD
26	RTX	RTX CORPORATION	$214.38	-0.40%	37.56%	177.98%	$3.6M	0.91%	—	HELD
27	IJH	ISHARES TR	$75.35	0.83%	21.62%	45.60%	$3.5M	0.89%	—	HELD
28	DIS	DISNEY WALT CO	$96.16	-2.36%	-16.33%	-45.30%	$3.5M	0.88%	—	HELD
29	XSMO	INVESCO EXCHANGE TRADED FD T	$86.96	2.56%	30.40%	68.59%	$3.3M	0.83%	—	HELD
30	PG	PROCTER & GAMBLE CO	$143.96	-1.46%	-1.63%	14.96%	$3.3M	0.82%	—	HELD
31	GD	GENERAL DYNAMICS CORP	$382.20	0.33%	—	—	$3.2M	0.80%	—	HELD
32	BLK	BLACKROCK INC	$1098.37	1.78%	—	—	$3.1M	0.78%	—	HELD
33	GOOG	ALPHABET INC	$333.68	-0.62%	—	—	$3.0M	0.74%	—	HELD
34	MRK	MERCK & CO INC	$129.79	-0.44%	—	—	$2.9M	0.74%	—	HELD
35	SYK	STRYKER CORPORATION	$348.04	-1.20%	—	—	$2.9M	0.72%	—	HELD
36	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$2.9M	0.72%	—	HELD
37	CVX	CHEVRON CORPORATION	$192.31	0.23%	—	—	$2.8M	0.70%	—	HELD
38	PM	PHILIP MORRIS INTL INC	$192.00	-3.25%	—	—	$2.7M	0.68%	—	HELD
39	PLD	PROLOGIS INC.	$146.19	0.49%	—	—	$2.6M	0.65%	—	HELD
40	O	REALTY INCOME CORP	$64.43	-1.69%	—	—	$2.6M	0.65%	—	HELD
41	SPMO	INVESCO EXCH TRADED FD TR II	$143.42	5.17%	—	—	$2.6M	0.65%	—	HELD
42	SNOW	SNOWFLAKE INC	$298.10	5.37%	—	—	$2.5M	0.63%	—	HELD
43	GLDM	WORLD GOLD TR	$81.33	1.64%	—	—	$2.1M	0.52%	—	HELD
44	XYL	XYLEM INC	$116.82	-4.35%	—	—	$2.1M	0.52%	—	HELD
45	ICE	INTERCONTINENTAL EXCHANGE IN	$156.27	1.29%	—	—	$2.0M	0.51%	—	HELD
46	IVV	ISHARES TR	$745.20	1.65%	—	—	$2.0M	0.51%	—	HELD
47	VO	VANGUARD INDEX FDS	$80.99	0.46%	—	—	$2.0M	0.50%	—	HELD
48	ARCC	ARES CAPITAL CORP	$18.83	0.64%	—	—	$1.9M	0.48%	—	HELD
49	XMHQ	INVESCO EXCHANGE TRADED FD T	$114.62	0.36%	—	—	$1.9M	0.47%	—	HELD
50	BIL	SPDR SERIES TRUST	$91.65	0.01%	—	—	$1.8M	0.46%	—	HELD
51	QBTS	D-WAVE QUANTUM INC	$17.98	11.12%	—	—	$1.7M	0.44%	—	HELD
52	MA	MASTERCARD INCORPORATED	$577.35	2.49%	—	—	$1.7M	0.43%	—	HELD
53	JEPQ	J P MORGAN EXCHANGE TRADED F	$57.92	3.17%	—	—	$1.7M	0.42%	—	HELD
54	TT	TRANE TECHNOLOGIES PLC	$440.28	-1.46%	—	—	$1.7M	0.42%	—	HELD
55	GABC	GERMAN AMERN BANCORP INC	$51.11	-0.39%	—	—	$1.6M	0.41%	—	HELD
56	QXO	QXO INC	$13.46	0.45%	—	—	$1.6M	0.40%	—	HELD
57	QCOM	QUALCOMM INC	$151.60	-2.62%	—	—	$1.5M	0.39%	—	HELD
58	SBUX	STARBUCKS CORP	$105.85	1.64%	—	—	$1.5M	0.38%	—	HELD
59	LMT	LOCKHEED MARTIN CORP	$574.11	0.86%	—	—	$1.5M	0.37%	—	HELD
60	TSCO	TRACTOR SUPPLY CO	$30.21	-2.55%	—	—	$1.5M	0.37%	—	HELD
61	ACGL	ARCH CAP GROUP LTD	$101.14	-3.26%	—	—	$1.5M	0.37%	—	HELD
62	BX	BLACKSTONE INC	$128.07	-1.03%	—	—	$1.4M	0.36%	—	HELD
63	JEPI	J P MORGAN EXCHANGE TRADED F	$57.24	0.56%	—	—	$1.4M	0.34%	—	HELD
64	VUG	VANGUARD INDEX FDS	$84.27	2.68%	—	—	$1.3M	0.33%	—	HELD
65	FAST	FASTENAL CO	$46.66	-2.34%	—	—	$1.2M	0.30%	—	HELD
66	ETR	ENTERGY CORP NEW	$108.03	0.22%	—	—	$1.1M	0.29%	—	HELD
67	VTV	VANGUARD INDEX FDS	$220.54	0.34%	—	—	$1.1M	0.28%	—	HELD
68	JNJ	JOHNSON & JOHNSON	$255.82	-3.66%	—	—	$1.1M	0.27%	—	HELD
69	SHLD	GLOBAL X FDS	$62.77	1.19%	—	—	$1.0M	0.26%	—	HELD
70	SPYV	SPDR SERIES TRUST	$62.16	-0.03%	—	—	$1.0M	0.26%	—	HELD
71	CGGO	CAPITAL GROUP GBL GROWTH EQT	$39.48	3.81%	—	—	$999K	0.25%	—	HELD
72	MCD	MCDONALDS CORP	$268.44	-1.13%	—	—	$992K	0.25%	—	HELD
73	VZ	VERIZON COMMUNICATIONS INC	$46.11	-2.35%	—	—	$990K	0.25%	—	HELD
74	CRS	CARPENTER TECHNOLOGY CORP	$503.71	-5.07%	—	—	$985K	0.25%	—	HELD
75	AMT	AMERICAN TOWER CORP	$174.46	-2.68%	—	—	$956K	0.24%	—	HELD
76	SGOV	ISHARES TR	$100.69	0.01%	—	—	$954K	0.24%	—	HELD
77	GLW	CORNING INC	$135.22	9.00%	—	—	$938K	0.24%	—	HELD
78	COST	COSTCO WHOLESALE CORPORATION	$954.17	-2.04%	—	—	$914K	0.23%	—	HELD
79	DE	DEERE & CO	$599.47	-1.88%	—	—	$899K	0.23%	—	HELD
80	CGGR	CAPITAL GROUP GROWTH ETF	$44.56	1.76%	—	—	$881K	0.22%	—	HELD
81	FLEX	FLEX LTD	$111.91	8.63%	—	—	$863K	0.22%	—	HELD
82	VLUE	ISHARES TR	$193.33	2.74%	—	—	$853K	0.21%	—	HELD
83	RSPN	INVESCO EXCHANGE TRADED FD T	$62.35	-0.03%	—	—	$833K	0.21%	—	HELD
84	WMT	WALMART INC	$111.10	-2.73%	—	—	$823K	0.21%	—	HELD
85	VIG	VANGUARD SPECIALIZED FUNDS	$240.06	0.63%	—	—	$814K	0.20%	—	HELD
86	EME	EMCOR GROUP INC	$802.37	19.32%	—	—	$802K	0.20%	—	HELD
87	GEV	GE VERNOVA INC	$981.98	9.07%	—	—	$793K	0.20%	—	HELD
88	AMAT	APPLIED MATLS INC	$501.77	14.97%	—	—	$792K	0.20%	—	HELD
89	XLI	SELECT SECTOR SPDR TR	$178.39	0.98%	—	—	$784K	0.20%	—	HELD
90	EPD	ENTERPRISE PRODS PARTNERS L	$38.12	-1.42%	—	—	$769K	0.19%	—	HELD
91	MO	ALTRIA GROUP INC	$67.94	-9.32%	—	—	$763K	0.19%	—	HELD
92	MPC	MARATHON PETE CORP	$314.08	1.74%	—	—	$761K	0.19%	—	HELD
93	GILD	GILEAD SCIENCES INC	$131.28	-1.09%	—	—	$758K	0.19%	—	HELD
94	FIX	COMFORT SYS USA INC	$1697.84	11.70%	—	—	$733K	0.18%	—	HELD
95	NVO	NOVO-NORDISK A S	$51.61	0.06%	—	—	$717K	0.18%	—	HELD
96	EEM	ISHARES TR	$63.59	4.13%	—	—	$711K	0.18%	—	HELD
97	HD	HOME DEPOT INC	$333.35	-1.45%	—	—	$692K	0.17%	—	HELD
98	IWM	ISHARES TR	$292.59	1.39%	—	—	$681K	0.17%	—	HELD
99	VHT	VANGUARD WORLD FD	$307.15	-1.34%	—	—	$656K	0.17%	—	HELD
100	SNA	SNAP ON INC	$409.05	-1.39%	—	—	$643K	0.16%	—	HELD
101	EZU	ISHARES INC	—	—	—	—	$641K	0.16%	—	HELD
102	FYX	FIRST TR EXCHANGE-TRADED ALP	—	—	—	—	$634K	0.16%	—	HELD
103	DHR	DANAHER CORP DEL	—	—	—	—	$623K	0.16%	—	HELD
104	SWK	STANLEY BLACK & DECKER INC	—	—	—	—	$622K	0.16%	—	HELD
105	WTM	WHITE MTNS INS GROUP LTD	—	—	—	—	$619K	0.16%	—	HELD
106	PEP	PEPSICO INC	—	—	—	—	$610K	0.15%	—	HELD
107	WELL	WELLTOWER INC	—	—	—	—	$609K	0.15%	—	HELD
108	SO	SOUTHERN CO	—	—	—	—	$609K	0.15%	—	HELD
109	FTI	TECHNIPFMC PLC	—	—	—	—	$602K	0.15%	—	HELD
110	WMB	WILLIAMS COS INC	—	—	—	—	$602K	0.15%	—	HELD
111	DBP	INVESCO DB MULTI-SECTOR COMM	—	—	—	—	$597K	0.15%	—	HELD
112	UBSI	UNITED BANKSHARES INC WEST V	—	—	—	—	$591K	0.15%	—	HELD
113	GLD	SPDR GOLD TR	—	—	—	—	$587K	0.15%	—	HELD
114	RMD	RESMED INC	—	—	—	—	$579K	0.15%	—	HELD
115	SNDK	SANDISK CORP	—	—	—	—	$555K	0.14%	—	HELD
116	AXP	AMERICAN EXPRESS CO	—	—	—	—	$555K	0.14%	—	HELD
117	IEV	ISHARES TR	—	—	—	—	$553K	0.14%	—	HELD
118	EIX	EDISON INTL	—	—	—	—	$553K	0.14%	—	HELD
119	VB	VANGUARD INDEX FDS	—	—	—	—	$546K	0.14%	—	HELD
120	HWM	HOWMET AEROSPACE INC	—	—	—	—	$538K	0.14%	—	HELD
121	STT	STATE STR CORP	—	—	—	—	$536K	0.13%	—	HELD
122	XOM	EXXON MOBIL CORP	—	—	—	—	$531K	0.13%	—	HELD
123	WEC	WEC ENERGY GROUP INC	—	—	—	—	$529K	0.13%	—	HELD
124	DTH	WISDOMTREE TR	—	—	—	—	$528K	0.13%	—	HELD
125	HSY	HERSHEY CO	—	—	—	—	$523K	0.13%	—	HELD
126	PGR	PROGRESSIVE CORP	—	—	—	—	$517K	0.13%	—	HELD
127	CL	COLGATE PALMOLIVE CO	—	—	—	—	$516K	0.13%	—	HELD
128	ARWR	ARROWHEAD PHARMACEUTICALS IN	—	—	—	—	$511K	0.13%	—	HELD
129	QURE	QUANTA SVCS INC	—	—	—	—	$510K	0.13%	—	HELD
130	MDLZ	MONDELEZ INTL INC	—	—	—	—	$506K	0.13%	—	HELD
131	XLK	SELECT SECTOR SPDR TR	—	—	—	—	$504K	0.13%	—	HELD
132	USB	US BANCORP	—	—	—	—	$500K	0.13%	—	HELD
133	TRGP	TARGA RES CORP	—	—	—	—	$494K	0.12%	—	HELD
134	BWXT	BWX TECHNOLOGIES INC	—	—	—	—	$490K	0.12%	—	HELD
135	NTRS	NORTHERN TR CORP	—	—	—	—	$489K	0.12%	—	HELD
136	CAH	CARDINAL HEALTH INC	—	—	—	—	$473K	0.12%	—	HELD
137	FDVV	FIDELITY COVINGTON TRUST	—	—	—	—	$469K	0.12%	—	HELD
138	IBKR	INTERACTIVE BROKERS GROUP IN	—	—	—	—	$468K	0.12%	—	HELD
139	TPR	TAPESTRY INC	—	—	—	—	$467K	0.12%	—	HELD
140	SLV	ISHARES SILVER TR	—	—	—	—	$444K	0.11%	—	HELD
141	VXUS	VANGUARD STAR FDS	—	—	—	—	$431K	0.11%	—	HELD
142	KLAC	KLA CORP	—	—	—	—	$428K	0.11%	—	HELD
143	CLX	CLOROX CO DEL	—	—	—	—	$410K	0.10%	—	HELD
144	LITE	LUMENTUM HLDGS INC	—	—	—	—	$409K	0.10%	—	HELD
145	ELAN	ELANCO ANIMAL HEALTH INC	—	—	—	—	$408K	0.10%	—	HELD
146	CSX	CSX CORP	—	—	—	—	$405K	0.10%	—	HELD
147	SPCX	SPACE EXPLORATION TECHN CORP	—	—	—	—	$397K	0.10%	—	HELD
148	FNF	FIDELITY NATL FINL INC	—	—	—	—	$396K	0.10%	—	HELD
149	AWK	AMERICAN WTR WKS CO INC NEW	—	—	—	—	$386K	0.10%	—	HELD
150	VEA	VANGUARD TAX-MANAGED FDS	—	—	—	—	$384K	0.10%	—	HELD
151	D	DOMINION ENERGY INC	—	—	—	—	$381K	0.10%	—	HELD
152	BR	BROADRIDGE FINL SOLUTIONS IN	—	—	—	—	$377K	0.09%	—	HELD
153	CVS	CVS HEALTH CORP	—	—	—	—	$376K	0.09%	—	HELD
154	APD	AIR PRODUCTS AND CHEMICALS I	—	—	—	—	$374K	0.09%	—	HELD
155	TROW	PRICE T ROWE GROUP INC	—	—	—	—	$360K	0.09%	—	HELD
156	HON	HONEYWELL INTL INC	—	—	—	—	$354K	0.09%	—	HELD
157	HONA	HONEYWELL AEROSPACE INC	—	—	—	—	$350K	0.09%	—	HELD
158	PAYX	PAYCHEX INC	—	—	—	—	$349K	0.09%	—	HELD
159	JPST	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$349K	0.09%	—	HELD
160	DOW	DOW HLDGS INC	—	—	—	—	$349K	0.09%	—	HELD
161	DEO	DIAGEO PLC	—	—	—	—	$337K	0.08%	—	HELD
162	SYY	SYSCO CORP	—	—	—	—	$334K	0.08%	—	HELD
163	SRE	SEMPRA	—	—	—	—	$330K	0.08%	—	HELD
164	SAIC	SCIENCE APPLICATIONS INTL CO	—	—	—	—	$329K	0.08%	—	HELD
165	CHH	CHOICE HOTELS INTL INC	—	—	—	—	$315K	0.08%	—	HELD
166	CGDV	CAPITAL GROUP DIVIDEND VALUE	—	—	—	—	$310K	0.08%	—	HELD
167	EMR	EMERSON ELEC CO	—	—	—	—	$305K	0.08%	—	HELD
168	ORLY	OREILLY AUTOMOTIVE INC	—	—	—	—	$294K	0.07%	—	HELD
169	ENB	ENBRIDGE INC	—	—	—	—	$293K	0.07%	—	HELD
170	ADP	AUTOMATIC DATA PROCESSING IN	—	—	—	—	$292K	0.07%	—	HELD
171	INTC	INTEL CORP	—	—	—	—	$290K	0.07%	—	HELD
172	CRL	CHARLES RIV LABS INTL INC	—	—	—	—	$290K	0.07%	—	HELD
173	UNP	UNION PAC CORP	—	—	—	—	$289K	0.07%	—	HELD
174	CHRW	C H ROBINSON WORLDWIDE IN	—	—	—	—	$289K	0.07%	—	HELD
175	GE	GE AEROSPACE	—	—	—	—	$286K	0.07%	—	HELD
176	QQQ	INVESCO QQQ TR	—	—	—	—	$284K	0.07%	—	HELD
177	ROK	ROCKWELL AUTOMATION INC	—	—	—	—	$280K	0.07%	—	HELD
178	VOO	VANGUARD INDEX FDS	—	—	—	—	$274K	0.07%	—	HELD
179	EQT	EQT CORP	—	—	—	—	$270K	0.07%	—	HELD
180	ORCL	ORACLE CORP	—	—	—	—	$269K	0.07%	—	HELD
181	PNC	PNC FINL SVCS GROUP INC	—	—	—	—	$266K	0.07%	—	HELD
182	OKE	ONEOK INC NEW	—	—	—	—	$263K	0.07%	—	HELD
183	NFLX	NETFLIX INC.	—	—	—	—	$263K	0.07%	—	HELD
184	VOT	VANGUARD INDEX FDS	—	—	—	—	$258K	0.06%	—	HELD
185	VYMI	VANGUARD WHITEHALL FDS	—	—	—	—	$253K	0.06%	—	HELD
186	PAYC	PAYCOM SOFTWARE INC	—	—	—	—	$249K	0.06%	—	HELD
187	TOL	TOLL BROTHERS INC	—	—	—	—	$247K	0.06%	—	HELD
188	ACN	ACCENTURE PLC IRELAND	—	—	—	—	$247K	0.06%	—	HELD
189	TSM	TAIWAN SEMICONDUCTOR MANUFAC	—	—	—	—	$246K	0.06%	—	HELD
190	NDSN	NORDSON CORP	—	—	—	—	$242K	0.06%	—	HELD
191	AFL	AFLAC INC	—	—	—	—	$242K	0.06%	—	HELD
192	COP	CONOCOPHILLIPS	—	—	—	—	$241K	0.06%	—	HELD
193	QQQM	INVESCO EXCH TRADED FD TR II	—	—	—	—	$241K	0.06%	—	HELD
194	CPRT	COPART INC	—	—	—	—	$235K	0.06%	—	HELD
195	SPYD	SPDR SERIES TRUST	—	—	—	—	$225K	0.06%	—	HELD
196	DLTR	DOLLAR TREE INC	—	—	—	—	$220K	0.06%	—	HELD
197	WMT2	WELLS FARGO & CO	—	—	—	—	$215K	0.05%	—	HELD
198	VXF	VANGUARD INDEX FDS	—	—	—	—	$210K	0.05%	—	HELD
199	MRSH	MARSH & MCLENNAN COS INC	—	—	—	—	$208K	0.05%	—	HELD
200	WRB	BERKLEY W R CORP	—	—	—	—	$205K	0.05%	—	HELD
201	BAC	BANK OF AMER CORP	—	—	—	—	$203K	0.05%	—	HELD
202	ASML	ASML HLDG NV	—	—	—	—	$203K	0.05%	—	HELD
203	GS	GOLDMAN SACHS GROUP INC	—	—	—	—	$202K	0.05%	—	HELD
204	TMO	THERMO FISHER SCIENTIFIC INC	—	—	—	—	$202K	0.05%	—	HELD

Source: SEC EDGAR · accession 0001840084-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.