Brown Miller Wealth Management, LLC
206 holdingsFiling period: 2026-06-30Current AUM: $413.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 264.8K | $53.0M | $57.2M | 13.83% | -365 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 112.2K | $32.5M | $38.6M | 9.34% | +1.8K | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 43.2K | $16.1M | $23.0M | 5.57% | +637 | 2026-06-30 |
| 4 | JPM | JPMorgan Chase & Co | 45.6K | $14.9M | $15.2M | 3.68% | +46 | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 37.6K | $13.4M | $11.9M | 2.88% | -1,065 | 2026-06-30 |
| 6 | AVGO | Broadcom Inc | 23.8K | $9.0M | $7.8M | 1.89% | -17 | 2026-06-30 |
| 7 | CGXU | Capital Group Intl Focus Eqt | 227.1K | $7.9M | $7.2M | 1.75% | +10.6K | 2026-06-30 |
| 8 | SPYM | Spdr Series Trust | 87.6K | $7.7M | $7.9M | 1.91% | +5.3K | 2026-06-30 |
| 9 | CSCO | Cisco Sys Inc | 61.3K | $7.2M | $6.8M | 1.63% | -5,255 | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 23.6K | $5.6M | $5.9M | 1.42% | -373 | 2026-06-30 |
| 11 | NEE | Nextera Energy Inc | 59.2K | $5.2M | $4.9M | 1.18% | -4,427 | 2026-06-30 |
| 12 | — | Chubb Ltd Switz | 15.2K | $5.2M | $5.2M | 1.25% | -124 | 2026-06-30 |
| 13 | VWO | Vanguard Intl Equity Index F | 84.8K | $5.1M | $4.8M | 1.16% | +4.6K | 2026-06-30 |
| 14 | APH | Amphenol Corp | 27.9K | $4.9M | $4.2M | 1.01% | +22.7K | 2026-06-30 |
| 15 | — | Linde PLC | 9.5K | $4.9M | $4.9M | 1.19% | -176 | 2026-06-30 |
| 16 | VTI | Vanguard Index Fds | 13.1K | $4.9M | $4.9M | 1.19% | -- | 2026-06-30 |
| 17 | UNH | Unitedhealth Group Inc | 11.7K | $4.9M | $4.8M | 1.16% | +618 | 2026-06-30 |
| 18 | ADI | Analog Devices Inc | 12.0K | $4.8M | $4.9M | 1.18% | -1,353 | 2026-06-30 |
| 19 | ABBV | Abbvie Inc | 18.7K | $4.7M | $5.4M | 1.30% | +1.7K | 2026-06-30 |
| 20 | LLY | Eli Lilly & Co | 3.9K | $4.7M | $5.0M | 1.21% | -50 | 2026-06-30 |
| 21 | KMI | Kinder Morgan Inc Del | 140.6K | $4.5M | $4.8M | 1.15% | +16.9K | 2026-06-30 |
| 22 | LOW | Lowes Cos Inc | 19.2K | $4.2M | $3.8M | 0.92% | +100 | 2026-06-30 |
| 23 | V | Visa Inc | 11.9K | $4.1M | $4.8M | 1.17% | +294 | 2026-06-30 |
| 24 | ABT | Abbott Laboratories | 41.8K | $3.8M | $4.4M | 1.06% | +370 | 2026-06-30 |
| 25 | IBM | International Business Machs | 13.1K | $3.7M | $3.3M | 0.80% | +541 | 2026-06-30 |
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