account_balance
Investment manager · 13F filer · SEC CIK 1840084
Brown Miller Wealth Management, LLC
Reported value$411Mas of Sep 30, 2026
Positions199 14 new, 19 sold out
Top 10 weight45.6%NVDA alone is 15%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
14.7%
AAPLApple Inc.
9.1%
MSFTMicrosoft Corp
5.4%
JPMJPMorgan Chase & Co
3.6%
GOOGLAlphabet Inc.
3.6%Added +13%
SPYMSPDR Series Trust
2.1%+10%
AVGOBroadcom Inc.
2.1%+2%
CGXUCapital Group Intl Focus Eqt
2.0%Added +8%
CSCOCisco Systems, Inc.
1.6%
AMZNAmazon.com Inc
1.4%
VWOVanguard Intl Equity Index F
1.3%+9%
NVDANVIDIA Corp
14.7%
AAPLApple Inc.
9.1%
MSFTMicrosoft Corp
5.4%
JPMJPMorgan Chase & Co
3.6%
GOOGLAlphabet Inc.
3.6%+13%
SPYM2.1%
AVGO2.1%CGXU2.0%
CSCOAMZNVWO1.3%
ADI1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 14.7% HeldAAPL Apple Inc. 9.1% HeldMSFT Microsoft Corp 5.4% HeldJPM JPMorgan Chase & Co 3.6% HeldGOOGL Alphabet Inc. 3.6% Added +13%
SPYM SPDR Series Trust 2.1% Added +10%
AVGO Broadcom Inc. 2.1% Added +2%CGXU Capital Group Intl Focus Eqt 2.0% Added +8%
CSCO Cisco Systems, Inc. 1.6% HeldAMZN Amazon.com Inc 1.4% HeldVWO Vanguard Intl Equity Index F 1.3% Added +9%
ADI Analog Devices Inc 1.3% Added +14%What changed
Biggest moves since Jun 30, 2026
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