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CIK: 0001840084
Total reported value
$397.2M
$397.2M
189 檔
27.2%
As reported in its official Q2 2025 Form 13F filing, Brown Miller Wealth Management, LLC's tracked investment portfolio stood at $397.2M with 189 total positions.
In Q2 2025, Brown Miller Wealth Management, LLC displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.08% | +0.20% | +0.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.17% | +0.21% | -1.27% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.26% | -0.42% | +0.09% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.06% | -0.06% | +0.03% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.98% | +0.17% | +18.42% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 1.78% | -0.25% | -1.21% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | +0.22% | -0.31% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | -0.01% | +0.59% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 1.57% | +0.34% | -1.63% | |
| 10 | CGXU | Cap Group Intl Focus | ETF-Other | 1.40% | +0.17% | +3.51% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.15% | -2.51% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.37% | -0.11% | -0.88% | |
| 13 | CB | Chubb Limited | Stock-Financials | 1.37% | -0.11% | +1.63% | |
| 14 | LIN | Linde plc | Stock-Materials | 1.34% | -0.12% | +0.70% | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.33% | -0.05% | +2.17% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.29% | -0.21% | +2.51% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.28% | -0.37% | +2.39% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.22% | +0.03% | +0.09% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.18% | +0.02% | +4.69% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.14% | +0.06% | -2.05% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.13% | -0.06% | +1.80% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 1.05% | -0.10% | +0.19% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.05% | -0.30% | -3.00% | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 0.98% | -0.01% | +1.89% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.14% | -0.28% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.91% | +0.02% | +0.39% | |
| 27 | ICE | Intercontinental Exchange In | Stock-Financials | 0.89% | -0.22% | -1.10% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.06% | -1.43% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.84% | -0.02% | -10.99% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.83% | -0.64% | +2.53% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.80% | -0.07% | +1.08% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.77% | — | +9.39% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | +0.04% | +2.92% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.75% | +0.06% | -24.45% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.22% | +3.76% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.37% | +9.85% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.05% | +13.44% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.68% | — | +4.21% | |
| 39 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.66% | -0.19% | +1.71% | |
| 40 | O | Realty Income CORP | Stock-Real Estate | 0.66% | -0.06% | +5.77% | |
| 41 | XYL | Xylem Inc | Stock-Industrials | 0.63% | -0.05% | +5.16% | |
| 42 | PLD | Prologis Inc | Stock-Real Estate | 0.58% | -0.08% | +3.79% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.04% | — | |
| 44 | ARCC | Ares Capital CORP | Stock-Financials | 0.55% | +0.07% | +2.09% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | -0.01% | -9.03% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | — | -17.16% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.53% | — | -0.49% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.49% | — | +13.35% | |
| 49 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.48% | -0.16% | +5.86% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.48% | -0.12% | +0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.3% | +0.13% | Add |
| 2 | MSFT | Microsoft CORP | +1% | +0.09% | Add |
| 3 | AVGO | Broadcom Inc | +0.9% | +18.42% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | NEW | New buy |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +0.03% | Add |
| 7 | XLP | Ss Consumer Staples Sel Sect | +0.2% | NEW | New buy |
| 8 | QXO | Qxo Inc | +0.2% | NEW | New buy |
| 9 | DIS | Walt Disney Co/the | +0.1% | -0.88% | Trim |
| 10 | SNOW | Snowflake Inc | +0.1% | +4.41% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +70.11% | Add |
| 12 | DWX | State Street Spdr S&p Intern | +0.1% | NEW | New buy |
| 13 | IEV | Ishares Europe ETF | +0.1% | NEW | New buy |
| 14 | EZU | Ishares Msci Eurozone ETF | +0.1% | NEW | New buy |
| 15 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | NEW | New buy |
| 16 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 17 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 18 | QBTS | D-wave Quantum Inc | +0.1% | -24.64% | Trim |
| 19 | NRG | Nrg Energy Inc | +0.1% | NEW | New buy |
| 20 | UNM | Unum Group | +0.1% | NEW | New buy |
| 21 | AMZN | Amazon.com Inc | +0.1% | +0.59% | Add |
| 22 | ADI | Analog Devices Inc | +0.1% | +1.89% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +11.54% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.1% | -2.05% | Trim |
| 25 | COST | Costco Wholesale CORP | +0.1% | +24.85% | Add |
| 26 | CGXU | Cap Group Intl Focus | 0% | +3.51% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.69% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -0.31% | Trim |
| 29 | IJH | Ishares Core S&p Midcap ETF | 0% | +9.39% | Add |
| 30 | MA | Mastercard Inc - A | 0% | +13.44% | Add |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +13.35% | Add |
| 32 | XYL | Xylem Inc | 0% | +5.16% | Add |
| 33 | BLK | Blackrock Inc | — | +0.19% | Add |
| 34 | VWO | Vanguard Ftse Emerging Marke | — | +2.92% | Add |
| 35 | CSCO | Cisco Systems Inc | 0% | -1.63% | Trim |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -2.51% | Trim |
| 37 | PWR | Quanta Services Inc | -0.1% | EXIT | Sold out |
| 38 | PFM | Invesco Dividend Achievers E | -0.1% | EXIT | Sold out |
| 39 | XLK | Ss Technology Select Sector | -0.1% | -60.82% | Trim |
| 40 | MRK | Merck & Co. Inc. | -0.2% | — | Unchanged |
| 41 | QUAL | Ishares Msci USA Quality Fac | -0.2% | EXIT | Sold out |
| 42 | IVW | Ishares S&p 500 Growth ETF | -0.2% | EXIT | Sold out |
| 43 | CVX | Chevron CORP | -0.2% | +3.76% | Add |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.43% | Trim |
| 45 | HACK | Amplify Cybersecurity ETF | -0.2% | EXIT | Sold out |
| 46 | ABBV | Abbvie Inc | -0.3% | -0.28% | Trim |
| 47 | QCOM | Qualcomm Inc | -0.3% | -24.45% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.5% | +9.85% | Add |
| 49 | AMT | American Tower CORP | -0.6% | -65.74% | Trim |
| 50 | AAPL | Apple Inc | -1.6% | -1.27% | Trim |
According to official SEC Form 13F filings, Brown Miller Wealth Management, LLC reported a total U.S. public equity portfolio value of $397.2M across 189 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 27.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
BIL
市值: $1.1M
Top Position Liquidated / Trimmed
HACK
前期市值: $653.1K
During Q2 2025, Brown Miller Wealth Management, LLC's top holdings by market value included NVDA (14.1%)、AAPL (7.2%)、MSFT (6.3%). The largest single position, NVDA, represented 14.1% of total portfolio value.
In Q2 2025, Brown Miller Wealth Management, LLC made 49 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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