Institutional Fund
Brown Miller Wealth Management, LLC
Mclean, VACIK 18400845 filings on record
Portfolio Value
$351.86M
Q1 2026
Holdings
191
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-2.8%
from $361.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation13.1%
- Apple Inc8.0%
- Microsoft Corp4.5%
- Jpmorgan Chase & Co.3.8%
- Alphabet Inc3.2%
- Broadcom Inc2.1%
- Other65.4%
Portfolio Holdings
191 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 265.1K | $46.24M | 13.1% | −4.0K | Reduced |
| 2 | Apple Inc | 110.4K | $28.03M | 8.0% | +406 | Added |
| 3 | Microsoft Corp | 42.6K | $15.76M | 4.5% | +1.6K | Added |
| 4 | Jpmorgan Chase & Co. | 45.5K | $13.39M | 3.8% | +263 | Added |
| 5 | Alphabet Inc | 38.6K | $11.11M | 3.2% | +2.6K | Added |
| 6 | Broadcom Inc | 23.8K | $7.37M | 2.1% | +340 | Added |
| 7 | Capital Group Intl Focus Eqt | 216.5K | $6.38M | 1.8% | +29.4K | Added |
| 8 | Spdr Series Trust | 82.3K | $6.30M | 1.8% | +8.9K | Added |
| 9 | Nextera Energy Inc | 63.6K | $5.91M | 1.7% | +1.6K | Added |
| 10 | Cisco Sys Inc | 66.6K | $5.17M | 1.5% | −6.7K | Reduced |
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