BROWN WEALTH MANAGEMENT, LLC - Portfolio overview

BROWN WEALTH MANAGEMENT, LLC has 124 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 16.31%
2. VEA - VANGUARD TAX-MANAGED FDS, 6.81%
3. BIV - VANGUARD BD INDEX FDS, 6.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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