Brown Miller Wealth Management, LLC
Brown Miller Wealth Management, LLC reported 291 holdings worth US$397M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Brown Miller Wealth Management, LLC reported 291 holdings worth US$397M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 291
- Value as reported
- US$397M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 265K | US$53M | 13.3% |
| Apple Inc | 112K | US$32.5M | 8.2% |
| Alphabet Inc (google) Class C | 45,829 | US$16.4M | 4.1% |
| Microsoft Corp. | 43,213 | US$16.1M | 4.1% |
| Jp Morgan Chase & Co. | 45,560 | US$14.9M | 3.8% |
| Broadcom Inc. | 23,790 | US$8.99M | 2.3% |
| Cisco Systems, Inc. | 61,321 | US$7.2M | 1.8% |
| Amazon.com, Inc. | 23,555 | US$5.61M | 1.4% |
| Nextera Energy, Inc. | 59,215 | US$5.2M | 1.3% |
| Amphenol Corporation | 27,856 | US$4.91M | 1.2% |
| Unitedhealth Group Incorporated | 11,685 | US$4.86M | 1.2% |
| Analog Devices, Inc. | 11,994 | US$4.76M | 1.2% |
| Abbvie Inc. | 18,710 | US$4.71M | 1.2% |
| Eli Lilly And Company | 3,921 | US$4.7M | 1.2% |
| Kinder Morgan, Inc. | 141K | US$4.5M | 1.1% |
| Lowe's Companies, Inc. | 19,212 | US$4.24M | 1.1% |
| Visa Inc. | 11,930 | US$4.09M | 1.0% |
| Abbott Laboratories | 41,809 | US$3.79M | 0.96% |
| International Business Machines Corporation | 13,126 | US$3.69M | 0.93% |
| Rtx Corporation | 18,985 | US$3.6M | 0.91% |
| Walt Disney Company (the) | 36,226 | US$3.49M | 0.88% |
| Procter & Gamble Company (the) | 22,189 | US$3.25M | 0.82% |
| General Dynamics Corporation | 8,972 | US$3.18M | 0.80% |
| Blackrock, Inc. | 3,234 | US$3.11M | 0.78% |
| Merck & Company, Inc. | 22,736 | US$2.92M | 0.74% |
| Stryker Corporation | 9,097 | US$2.86M | 0.72% |
| Berkshire Hathaway Inc. | 5,702 | US$2.85M | 0.72% |
| Chevron Corporation | 16,731 | US$2.77M | 0.70% |
| Philip Morris International Inc | 14,933 | US$2.7M | 0.68% |
| Prologis, Inc. | 19,199 | US$2.6M | 0.65% |
| Realty Income Corporation | 41,583 | US$2.58M | 0.65% |
| Snowflake Inc. | 9,799 | US$2.49M | 0.63% |
| Xylem Inc. | 17,358 | US$2.05M | 0.52% |
| Intercontinental Exchange Inc. | 16,491 | US$2.03M | 0.51% |
| Ares Capital Corporation | 102K | US$1.9M | 0.48% |
| D-wave Quantum Inc. | 72,421 | US$1.74M | 0.44% |
| Mastercard Incorporated | 3,344 | US$1.72M | 0.43% |
| German American Bancorp, Inc. | 34,369 | US$1.63M | 0.41% |
| Qxo, Inc. | 91,528 | US$1.58M | 0.40% |
| Qualcomm Incorporated | 8,298 | US$1.53M | 0.39% |
| Starbucks Corporation | 14,685 | US$1.5M | 0.38% |
| Lockheed Martin Corporation | 2,921 | US$1.49M | 0.37% |
| Tractor Supply Company | 47,024 | US$1.49M | 0.37% |
| Arch Capital Group Ltd. | 15,107 | US$1.47M | 0.37% |
| Blackstone Inc. | 12,207 | US$1.44M | 0.36% |
| Fastenal Company | 24,801 | US$1.19M | 0.30% |
| Entergy Corporation | 9,885 | US$1.14M | 0.29% |
| Johnson & Johnson | 4,154 | US$1.05M | 0.27% |
| Mcdonald's Corporation | 3,669 | US$992K | 0.25% |
| Verizon Communications Inc. | 23,390 | US$990K | 0.25% |
| Carpenter Technology Corporation | 1,597 | US$985K | 0.25% |
| American Tower Corporation (reit) | 5,845 | US$956K | 0.24% |
| Corning Incorporated | 3,670 | US$938K | 0.24% |
| Costco Wholesale Corporation | 977 | US$914K | 0.23% |
| Deere & Company | 1,417 | US$899K | 0.23% |
| Walmart Inc. | 7,265 | US$823K | 0.21% |
| Emcor Group, Inc. | 966 | US$802K | 0.20% |
| Ge Vernova Inc. | 675 | US$793K | 0.20% |
| Applied Materials, Inc. | 1,096 | US$792K | 0.20% |
| Enterprise Products Partners L.p. | 20,917 | US$769K | 0.19% |
| Altria Group, Inc. | 10,600 | US$763K | 0.19% |
| Marathon Petroleum Corporation | 2,976 | US$761K | 0.19% |
| Gilead Sciences, Inc. | 5,996 | US$758K | 0.19% |
| Comfort Systems Usa, Inc. | 370 | US$733K | 0.18% |
| Novo Nordisk A/s Class B | 14,950 | US$717K | 0.18% |
| Home Depot, Inc. (the) | 1,963 | US$692K | 0.17% |
| Snap-on Incorporated | 1,597 | US$643K | 0.16% |
| Danaher Corporation | 3,270 | US$623K | 0.16% |
| Stanley Black & Decker, Inc. | 6,610 | US$622K | 0.16% |
| White Mountains Insurance Group, Ltd. | 298 | US$619K | 0.16% |
| Pepsico, Inc. | 4,502 | US$610K | 0.15% |
| Welltower Inc. | 2,682 | US$609K | 0.15% |
| Southern Company (the) | 6,358 | US$609K | 0.15% |
| Williams Companies, Inc. (the) | 8,093 | US$602K | 0.15% |
| United Bankshares, Inc. | 12,892 | US$591K | 0.15% |
| Resmed Inc. | 2,970 | US$579K | 0.15% |
| Sandisk Corporation | 244 | US$555K | 0.14% |
| American Express Company | 1,640 | US$555K | 0.14% |
| Edison International | 7,425 | US$553K | 0.14% |
| Howmet Aerospace Inc. | 2,001 | US$538K | 0.14% |
| State Street Corporation | 3,175 | US$536K | 0.13% |
| Exxon Mobil Corporation | 3,884 | US$531K | 0.13% |
| Wec Energy Group, Inc. | 4,528 | US$529K | 0.13% |
| The Hershey Company | 2,983 | US$523K | 0.13% |
| Progressive Corporation (the) | 2,365 | US$517K | 0.13% |
| Colgate-palmolive Company | 5,629 | US$516K | 0.13% |
| Arrowhead Pharmaceuticals, Inc. | 6,269 | US$511K | 0.13% |
| Quanta Services, Inc. | 708 | US$510K | 0.13% |
| Mondelez International, Inc. | 8,751 | US$506K | 0.13% |
| U.s. Bancorp | 8,274 | US$500K | 0.13% |
| Targa Resources, Inc. | 1,843 | US$494K | 0.12% |
| Bwx Technologies, Inc. | 2,516 | US$490K | 0.12% |
| Northern Trust Corporation | 2,812 | US$489K | 0.12% |
| Cardinal Health, Inc. | 1,995 | US$473K | 0.12% |
| Interactive Brokers Group, Inc. | 5,375 | US$468K | 0.12% |
| Tapestry, Inc. | 3,193 | US$467K | 0.12% |
| Kla Corporation | 1,418 | US$428K | 0.11% |
| Clorox Company (the) | 4,300 | US$410K | 0.10% |
| Lumentum Holdings Inc. | 477 | US$409K | 0.10% |
| Elanco Animal Health Incorporated | 16,588 | US$408K | 0.10% |
Every holding of Brown Miller Wealth Management, LLC
Source
View original at SEC
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