Brown Miller Wealth Management
Brown Miller Wealth Management reported 199 stocks worth $411M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are NVDA (14.7%), AAPL (9.1%) and MSFT (5.4%). Compared with Q2 2026, the fund opened new positions in CEG, IVW and XOM, added to GOOGL, SPYM and AVGO, trimmed NVDA, AAPL and JPM and sold out of TSCO, DBP and GLD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $60.4M | 14.7% | 264K | −397 (−0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $37.2M | 9.1% | 112K | −667 (−1%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $22.1M | 5.4% | 43K | No change | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $14.8M | 3.6% | 45K | −686 (−2%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $14.6M | 3.6% | 42K | +4,918 (+13%) | 8 of 8 | |
| 6 |  SPYM Spdr Series Trust | $8.7M | 2.1% | 97K | +9,064 (+10%) | 7 of 8 | |
| 7 |  AVGO Broadcom Inc | $8.5M | 2.1% | 24K | +516 (+2%) | 8 of 8 | |
| 8 |  CGXU Capital Group Intrtnl | $8.4M | 2.0% | 245K | +18K (+8%) | 8 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $6.6M | 1.6% | 61K | −436 (−1%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $5.8M | 1.4% | 23K | −188 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TSCO Tractor Supply Co | $1.5M | 47K |
 DBP Invesco DB Precious Metals Fun | $597K | 6,461 |
 GLD Spdr Gold TR | $587K | 1,594 |
 IEV Blackrock, Inc. | $553K | 7,591 |
 EIX Edison Intl | $553K | 7,425 |
🔒 Free account: see all 21.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Brown Miller Wealth Management 13F FAQ
What does Brown Miller Wealth Management own?
Brown Miller Wealth Management reported 199 stocks worth $411M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are NVDA (14.7%), AAPL (9.1%) and MSFT (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Brown Miller Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 73 added to, 45 trimmed and 21 sold out. New positions include CEG, IVW and XOM. It sold all of TSCO, DBP and GLD.
When will Brown Miller Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Brown Miller Wealth Management's portfolio worth?
The Q3 2026 filing reports $411M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.