Brown Miller Wealth Management, LLC — 13F holdings

Brown Miller Wealth Management, LLC reported 291 holdings worth $397M in its 13F filing for Q2 2026, filed July 16, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $53.0M (13.3%)
2. AAPL APPLE INC — $32.5M (8.2%)
3. MSFT MICROSOFT CORP — $16.1M (4.1%)
4. JPM JPMorgan Chase & Co. — $14.9M (3.8%)
5. GOOGL ALPHABET INC — $13.4M (3.4%)
6. AVGO BROADCOM INC — $8.99M (2.3%)
7. CGXU CAPITAL GROUP INTL FOCUS EQT — $7.86M (2.0%)
8. SPYM SPDR SERIES TRUST — $7.70M (1.9%)
9. CSCO CISCO SYS INC — $7.20M (1.8%)
10. AMZN AMAZON COM INC — $5.61M (1.4%)