Brown Miller Wealth Management, LLC - Portfolio overview

Brown Miller Wealth Management, LLC has 211 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 7.85%
2. CGXU - CAPITAL GROUP INTL FOCUS EQT, 3.27%
3. SPYM - SPDR SERIES TRUST, 3.23%

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

Explore securities or join Upside Invest to compare portfolios.