Brown Wealth Management, LLC
Brown Wealth Management, LLC reported 134 holdings worth US$447M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Brown Wealth Management, LLC reported 134 holdings worth US$447M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 134
- Value as reported
- US$447M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 29,784 | US$5.96M | 1.3% |
| Apple Inc | 19,963 | US$5.78M | 1.3% |
| Alphabet Inc (google) Class C | 9,863 | US$3.52M | 0.79% |
| Amazon.com, Inc. | 8,557 | US$2.04M | 0.46% |
| Jp Morgan Chase & Co. | 5,007 | US$1.64M | 0.37% |
| Robinhood Markets, Inc. | 15,373 | US$1.54M | 0.34% |
| Microsoft Corp. | 3,809 | US$1.42M | 0.32% |
| Tesla, Inc. | 3,149 | US$1.32M | 0.30% |
| Jbt Marel Corporation | 8,832 | US$1.28M | 0.29% |
| Broadcom Inc. | 2,993 | US$1.13M | 0.25% |
| Cvs Health Corporation | 8,917 | US$922K | 0.21% |
| Advanced Micro Devices Inc | 1,266 | US$735K | 0.16% |
| Altimmune, Inc. | 236K | US$718K | 0.16% |
| Meta Platforms, Inc. | 1,189 | US$670K | 0.15% |
| Micron Technology, Inc. | 576 | US$665K | 0.15% |
| Berkshire Hathaway Inc. | 1,128 | US$564K | 0.13% |
| The Travelers Companies, Inc. | 1,707 | US$564K | 0.13% |
| Eli Lilly And Company | 461 | US$553K | 0.12% |
| Applied Optoelectronics, Inc. | 3,505 | US$519K | 0.12% |
| Caterpillar, Inc. | 454 | US$483K | 0.11% |
| Edwards Lifesciences Corporation | 5,288 | US$478K | 0.11% |
| Dte Energy Company | 3,055 | US$465K | 0.10% |
| Abbvie Inc. | 1,722 | US$433K | 0.10% |
| Waystar Holding Corp. | 20,118 | US$413K | 0.09% |
| Costco Wholesale Corporation | 441 | US$413K | 0.09% |
| Walmart Inc. | 3,290 | US$373K | 0.08% |
| Morgan Stanley | 1,757 | US$367K | 0.08% |
| Chevron Corporation | 1,989 | US$330K | 0.07% |
| Exxon Mobil Corporation | 2,376 | US$325K | 0.07% |
| Procter & Gamble Company (the) | 2,195 | US$322K | 0.07% |
| Applied Materials, Inc. | 428 | US$309K | 0.07% |
| Goldman Sachs Group, Inc. (the) | 286 | US$289K | 0.06% |
| Ondas Inc | 35,000 | US$288K | 0.06% |
| Cisco Systems, Inc. | 2,407 | US$283K | 0.06% |
| Ge Aerospace | 734 | US$274K | 0.06% |
| Johnson & Johnson | 1,075 | US$273K | 0.06% |
| Marvell Technology, Inc. | 908 | US$270K | 0.06% |
| Oracle Corporation | 1,824 | US$267K | 0.06% |
| Intel Corporation | 1,896 | US$265K | 0.06% |
| Dt Midstream, Inc. | 1,772 | US$260K | 0.06% |
| Dell Technologies Inc. | 587 | US$253K | 0.06% |
| Netflix, Inc. | 3,511 | US$251K | 0.06% |
| Lam Research Corporation | 565 | US$245K | 0.05% |
| Unitedhealth Group Incorporated | 571 | US$237K | 0.05% |
| Merck & Company, Inc. | 1,833 | US$236K | 0.05% |
| Ge Vernova Inc. | 190 | US$223K | 0.05% |
| Cipher Digital Inc. | 8,536 | US$209K | 0.05% |
| Palantir Technologies Inc. | 1,719 | US$201K | 0.04% |
| Bellring Brands, Inc. | 14,128 | US$183K | 0.04% |
| Verra Mobility Corporation | 36,797 | US$156K | 0.03% |
| Surf Air Mobility Inc. | 0 | US$0 | 0.00% |
Source
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