account_balance
Investment manager · 13F filer · SEC CIK 1987005
Brown Wealth Management, LLC
Reported value$456Mas of Sep 30, 2026
Positions135 10 new, 9 sold out
Top 10 weight57.6%IVV alone is 17%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
17.2%Trimmed −3%
VEAVanguard Tax-Managed FDS
7.0%
BIVVanguard Bd Index FDS
6.6%Added +6%
VUGVanguard Index FDS
5.4%Added +6%
VTVVanguard Index FDS
5.2%Added +3%
MUBiShares Tr
4.7%Added +9%
SUBiShares Tr
4.2%Added +9%
IDEViShares Tr
2.6%Added +5%
VWOVanguard Intl Equity Index F
2.6%+3%
SCHOSchwab Strategic Tr
2.3%Added +5%
PSTPInnovator Etfs Trust
2.3%
JAAAJanus Detroit STR Tr
2.0%
IVViShares Tr
17.2%Trimmed −3%
VEAVanguard Tax-Managed FDS
7.0%
BIVVanguard Bd Index FDS
6.6%
VUGVanguard Index FDS
5.4%
VTVVanguard Index FDS
5.2%+3%
MUBiShares Tr
4.7%
SUBiShares Tr
4.2%
IDEV2.6%
VWO2.6%
SCHO
PSTP
JAAA
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
IVV iShares Tr 17.2% Trimmed −3%
VEA Vanguard Tax-Managed FDS 7.0% Held
BIV Vanguard Bd Index FDS 6.6% Added +6%
VUG Vanguard Index FDS 5.4% Added +6%
VTV Vanguard Index FDS 5.2% Added +3%
MUB iShares Tr 4.7% Added +9%
SUB iShares Tr 4.2% Added +9%
IDEV iShares Tr 2.6% Added +5%
VWO Vanguard Intl Equity Index F 2.6% Added +3%
SCHO Schwab Strategic Tr 2.3% Added +5%
PSTP Innovator Etfs Trust 2.3% Held
JAAA Janus Detroit STR Tr 2.0% Added +5%
What changed
Biggest moves since Jun 30, 2026
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