Brown Miller Wealth Management, LLC: 13F holdings
CIK 18400842026Q2
| Positions | 204 |
|---|---|
| Reported value | $397.2m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 264,758 | $53.0m | 13.3% |
| AAPL APPLE INC | 112,243 | $32.5m | 8.2% |
| MSFT MICROSOFT CORP | 43,213 | $16.1m | 4.1% |
| JPM JPMORGAN CHASE & CO | 45,560 | $14.9m | 3.8% |
| GOOGL ALPHABET INC | 37,562 | $13.4m | 3.4% |
| AVGO BROADCOM INC | 23,790 | $9.0m | 2.3% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 227,088 | $7.9m | 2.0% |
| SPYM SPDR SERIES TRUST | 87,619 | $7.7m | 1.9% |
| CSCO CISCO SYS INC | 61,321 | $7.2m | 1.8% |
| AMZN AMAZON COM INC | 23,555 | $5.6m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840084")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.