13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001840084
Total reported value
$397.2M
$397.2M
193 檔
31.7%
As reported in its official Q4 2025 Form 13F filing, Brown Miller Wealth Management, LLC's tracked investment portfolio stood at $397.2M with 193 total positions.
In Q4 2025, Brown Miller Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.87% | +0.20% | -2.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.26% | +0.21% | -1.95% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | -0.42% | +0.28% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.03% | -0.06% | -0.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.12% | +0.22% | +10.69% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.24% | +0.17% | +0.42% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.15% | +13.23% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 1.56% | +0.34% | -0.33% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | -0.01% | -0.04% | |
| 10 | CGXU | Cap Group Intl Focus | ETF-Other | 1.53% | +0.17% | +11.01% | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 1.42% | -0.25% | +0.14% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 1.38% | -0.37% | +1.75% | |
| 13 | CB | Chubb Limited | Stock-Financials | 1.34% | -0.11% | +0.50% | |
| 14 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.27% | -0.21% | -0.03% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.22% | +0.02% | +0.02% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.14% | — | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.30% | -1.35% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.13% | -0.11% | +0.74% | |
| 19 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.12% | -0.05% | +0.69% | |
| 20 | LIN | Linde plc | Stock-Materials | 1.12% | -0.12% | +1.14% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.03% | +0.65% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.14% | +1.64% | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 1.01% | -0.01% | +0.30% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | +0.06% | -0.16% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.06% | +1.84% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 0.95% | -0.10% | +0.44% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.37% | +2.34% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.92% | +0.04% | +22.61% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | — | +13.60% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.86% | -0.64% | +9.89% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.83% | -0.07% | +0.33% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.06% | +0.86% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.72% | +0.02% | +0.79% | |
| 34 | ICE | Intercontinental Exchange In | Stock-Financials | 0.72% | -0.22% | +1.47% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.22% | -1.20% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | +0.06% | -4.04% | |
| 37 | PLD | Prologis Inc | Stock-Real Estate | 0.67% | -0.08% | +1.64% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.04% | -1.14% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.66% | -0.02% | -0.03% | |
| 40 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.65% | -0.05% | +182.90% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.62% | -0.06% | +3.27% | |
| 42 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.62% | +0.10% | +23.04% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.05% | -3.12% | |
| 44 | XYL | Xylem Inc | Stock-Industrials | 0.61% | -0.05% | +1.39% | |
| 45 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.61% | -0.12% | +5.27% | |
| 46 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.58% | -0.19% | +2.24% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.05% | +24.32% | |
| 48 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.54% | -0.16% | +13.90% | |
| 49 | QBTS | D-wave Quantum Inc | Stock-Tech | 0.52% | +0.14% | -16.05% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | -1.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | +10.69% | Add |
| 2 | KMI | Kinder Morgan, Inc. | +0.4% | +182.90% | Add |
| 3 | LLY | Eli Lilly & Co | +0.3% | — | Unchanged |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +24.32% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +13.23% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -1.95% | Trim |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +22.61% | Add |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | +80.32% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.1% | -0.33% | Trim |
| 10 | AMT | American Tower CORP | +0.1% | +119.59% | Add |
| 11 | ACN | Accenture plc | +0.1% | +9.89% | Add |
| 12 | CGXU | Cap Group Intl Focus | +0.1% | +11.01% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | -1.14% | Trim |
| 14 | CB | Chubb Limited | +0.1% | +0.50% | Add |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +13.60% | Add |
| 16 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +23.04% | Add |
| 17 | ADI | Analog Devices Inc | +0.1% | +0.30% | Add |
| 18 | GLDM | Spdr Gold Minishares Trust | +0.1% | +5.27% | Add |
| 19 | HON | Honeywell International Inc | +0.1% | +90.55% | Add |
| 20 | NEE | Nextera Energy Inc | +0.1% | +1.75% | Add |
| 21 | SLV | Ishares Silver Trust | +0.1% | — | Unchanged |
| 22 | RTX | Rtx CORP | +0.1% | -1.35% | Trim |
| 23 | PLD | Prologis Inc | +0.1% | +1.64% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | +0.42% | Add |
| 25 | AMZN | Amazon.com Inc | 0% | -0.04% | Trim |
| 26 | MDLZ | Mondelez International Inc-a | -0.1% | -45.35% | Trim |
| 27 | DEO | Diageo Plc-sponsored Adr | -0.1% | -48.68% | Trim |
| 28 | FAST | Fastenal Co | -0.1% | -10.20% | Trim |
| 29 | BLK | Blackrock Inc | -0.1% | +0.44% | Add |
| 30 | NFLX | Netflix Inc | -0.1% | +464.02% | Add |
| 31 | LIN | Linde plc | -0.1% | +1.14% | Add |
| 32 | ABT | Abbott Laboratories | -0.1% | +0.14% | Add |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -64.29% | Trim |
| 34 | MSFT | Microsoft CORP | -0.5% | +0.28% | Add |
| 35 | NVDA | Nvidia CORP | -0.8% | -2.94% | Trim |
| 36 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 37 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 38 | FCG | First Trust Natural Gas ETF | — | NEW | New buy |
| 39 | ETHW | Bitwise Ethereum ETF | — | NEW | New buy |
| 40 | CLX | Clorox Company | — | EXIT | Sold out |
| 41 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 42 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 43 | FTI | TechnipFMC plc | — | NEW | New buy |
| 44 | CNX | Cnx Resources CORP | — | NEW | New buy |
| 45 | MP | Mp Materials CORP | — | EXIT | Sold out |
| 46 | THC | Tenet Healthcare CORP | — | NEW | New buy |
| 47 | ENSG | Ensign Group Inc/the | — | NEW | New buy |
| 48 | INTU | Intuit Inc | — | EXIT | Sold out |
| 49 | VST | Vistra CORP | — | EXIT | Sold out |
| 50 | DOW | Dow Inc | — | EXIT | Sold out |
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 193 disclosed positions in Q4 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 31.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWD
市值: $1.2M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $1.5M
During Q4 2025, Brown Miller Wealth Management, LLC's top holdings by market value included NVDA (13.9%)、AAPL (8.3%)、MSFT (5.5%). The largest single position, NVDA, represented 13.9% of total portfolio value.
In Q4 2025, Brown Miller Wealth Management, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 10 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.