Brown Miller Wealth Management, LLC

MCLEAN, VA · CIK 1840084 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMc Lean, VA

$397.2m reported value +12.9% vs Q1 2026

204positions

42.1%in top 10

29 new 82 added 44 reduced 16 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

AXXCESS WEALTH MANAGEMENT, LLC – files its own report too; $23.7m of shares are in both
CONFLUENCE INVESTMENT MANAGEMENT LLC – files its own report too; $18.1m of shares are in both

Also in the report of:

CONFLUENCE INVESTMENT MANAGEMENT LLC – $18.1m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	264,758	$53.0m13.34%	13.34%	Reduced -365	-365 -0.1%
2	APPLE INC COM AAPL	AAPL	112,243	$32.5m8.18%	8.18%	Added +1.8k	+1,812 1.6%
3	MICROSOFT CORP COM MSFT	MSFT	43,213	$16.1m4.06%	4.06%	Added +637	+637 1.5%
4	JPMORGAN CHASE & CO COM JPM	JPM	45,560	$14.9m3.75%	3.75%	Added +46	+46 0.1%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	37,562	$13.4m3.38%	3.38%	Reduced -1.1k	-1,065 -2.8%
6	BROADCOM INC COM AVGO	AVGO	23,790	$9.0m2.26%	2.26%	Reduced -17	-17 -0.1%
7	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	227,088	$7.9m1.98%	1.98%	Added +10.6k	+10,626 4.9%
8	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	87,619	$7.7m1.94%	1.94%	Added +5.3k	+5,341 6.5%
9	CISCO SYS INC COM CSCO	CSCO	61,321	$7.2m1.81%	1.81%	Reduced -5.3k	-5,255 -7.9%
10	AMAZON COM INC COM AMZN	AMZN	23,555	$5.6m1.41%	1.41%	Reduced -373	-373 -1.6%
11	NEXTERA ENERGY INC COM NEE	NEE	59,215	$5.2m1.31%	1.31%	Reduced -4.4k	-4,427 -7.0%
12	CHUBB LIMITED COM CB	CB	15,217	$5.2m1.31%	1.31%	Reduced -124	-124 -0.8%
13	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	84,782	$5.1m1.27%	1.27%	Added +4.6k	+4,565 5.7%
14	AMPHENOL CORP CL A APH	APH	27,856	$4.9m1.24%	1.24%	Added +22.7k	+22,722 442.6%
15	LINDE PLC SHS LIN	LIN	9,464	$4.9m1.24%	1.24%	Reduced -176	-176 -1.8%
16	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	13,138	$4.9m1.22%	1.22%	Unchanged
17	UNITEDHEALTH GROUP INC COM UNH	UNH	11,685	$4.9m1.22%	1.22%	Added +618	+618 5.6%
18	ANALOG DEVICES INC COM ADI	ADI	11,994	$4.8m1.20%	1.20%	Reduced -1.4k	-1,353 -10.1%
19	ABBVIE INC COM ABBV	ABBV	18,710	$4.7m1.19%	1.19%	Added +1.7k	+1,718 10.1%
20	ELI LILLY & CO COM LLY	LLY	3,921	$4.7m1.18%	1.18%	Reduced -50	-50 -1.3%
21	KINDER MORGAN INC DEL COM KMI	KMI	140,631	$4.5m1.13%	1.13%	Added +16.9k	+16,905 13.7%
22	LOWES COS INC COM LOW	LOW	19,212	$4.2m1.07%	1.07%	Added +100	+100 0.5%
23	VISA INC COM CL A V	V	11,930	$4.1m1.03%	1.03%	Added +294	+294 2.5%
24	ABBOTT LABS COM ABT	ABT	41,809	$3.8m0.96%	0.96%	Added +370	+370 0.9%
25	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	13,126	$3.7m0.93%	0.93%	Added +541	+541 4.3%
26	RTX CORPORATION COM RTX	RTX	18,985	$3.6m0.91%	0.91%	Reduced -3.2k	-3,167 -14.3%
27	ISHARES TR CORE S&P MCP ETF IJH	IJH	45,894	$3.5m0.89%	0.89%	Reduced -584	-584 -1.3%
28	DISNEY WALT CO COM DIS	DIS	36,226	$3.5m0.88%	0.88%	Added +32	+32 0.1%
29	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	35,367	$3.3m0.83%	0.83%	Added +1.7k	+1,742 5.2%
30	PROCTER AND GAMBLE CO COM PG	PG	22,189	$3.3m0.82%	0.82%	Added +688	+688 3.2%
31	GENERAL DYNAMICS CORP COM GD	GD	8,972	$3.2m0.80%	0.80%	Added +20	+20 0.2%
32	BLACKROCK INC COM BLK	BLK	3,234	$3.1m0.78%	0.78%	Added +18	+18 0.6%
33	ALPHABET INC CAP STK CL C GOOG	GOOG	8,362	$3.0m0.74%	0.74%	Reduced -116	-116 -1.4%
34	MERCK & CO INC COM MRK	MRK	22,736	$2.9m0.74%	0.74%	Unchanged
35	STRYKER CORPORATION COM SYK	SYK	9,097	$2.9m0.72%	0.72%	Added +1.6k	+1,613 21.6%
36	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,702	$2.9m0.72%	0.72%	Reduced -24	-24 -0.4%
37	CHEVRON CORP NEW COM CVX	CVX	16,731	$2.8m0.70%	0.70%	Added +1.1k	+1,058 6.8%
38	PHILIP MORRIS INTL INC COM PM	PM	14,933	$2.7m0.68%	0.68%	Added +115	+115 0.8%
39	PROLOGIS INC. COM PLD	PLD	19,199	$2.6m0.65%	0.65%	Reduced -106	-106 -0.6%
40	REALTY INCOME CORP COM O	O	41,583	$2.6m0.65%	0.65%	Added +659	+659 1.6%
41	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	15,946	$2.6m0.65%	0.65%	Added +747	+747 4.9%
42	SNOWFLAKE INC CL A SNOW	SNOW	9,799	$2.5m0.63%	0.63%	Added +1.8k	+1,838 23.1%
43	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	25,958	$2.1m0.52%	0.52%	Added +1.7k	+1,749 7.2%
44	XYLEM INC COM XYL	XYL	17,358	$2.1m0.52%	0.52%	Added +479	+479 2.8%
45	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	16,491	$2.0m0.51%	0.51%	Added +231	+231 1.4%
46	ISHARES TR CORE S&P500 ETF IVV	IVV	2,691	$2.0m0.51%	0.51%	Reduced -46	-46 -1.7%
47	VANGUARD INDEX FDS MID CAP ETF VO	VO	24,551	$2.0m0.50%	0.50%	Reduced -333	-333 -1.3%
48	ARES CAPITAL CORP COM ARCC	ARCC	102,473	$1.9m0.48%	0.48%	Added +22.1k	+22,137 27.6%
49	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	16,654	$1.9m0.47%	0.47%	Reduced -4.7k	-4,681 -21.9%
50	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	19,958	$1.8m0.46%	0.46%	Added +4.6k	+4,576 29.8%
51	D-WAVE QUANTUM INC COM QBTS	QBTS	72,421	$1.7m0.44%	0.44%	Unchanged
52	MASTERCARD INCORPORATED CL A MA	MA	3,344	$1.7m0.43%	0.43%	Reduced -58	-58 -1.7%
53	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	27,332	$1.7m0.42%	0.42%	Added +940	+940 3.6%
54	TRANE TECHNOLOGIES PLC SHS TT	TT	3,364	$1.7m0.42%	0.42%	Added +24	+24 0.7%
55	GERMAN AMERN BANCORP INC COM GABC	GABC	34,369	$1.6m0.41%	0.41%	Unchanged
56	QXO INC COM NEW QXO	QXO	91,528	$1.6m0.40%	0.40%	Added +19.0k	+18,978 26.2%
57	QUALCOMM INC COM QCOM	QCOM	8,298	$1.5m0.39%	0.39%	Reduced -612	-612 -6.9%
58	STARBUCKS CORP COM SBUX	SBUX	14,685	$1.5m0.38%	0.38%	Reduced -2.1k	-2,056 -12.3%
59	LOCKHEED MARTIN CORP COM LMT	LMT	2,921	$1.5m0.37%	0.37%	Reduced -188	-188 -6.0%
60	TRACTOR SUPPLY CO COM TSCO	TSCO	47,024	$1.5m0.37%	0.37%	Added +3.9k	+3,896 9.0%
61	ARCH CAP GROUP LTD ORD ACGL	ACGL	15,107	$1.5m0.37%	0.37%	Reduced -202	-202 -1.3%
62	BLACKSTONE INC COM BX	BX	12,207	$1.4m0.36%	0.36%	Added +721	+721 6.3%
63	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	24,079	$1.4m0.34%	0.34%	Added +852	+852 3.7%
64	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	15,077	$1.3m0.33%	0.33%	Reduced -217	-217 -1.4%
65	FASTENAL CO COM FAST	FAST	24,801	$1.2m0.30%	0.30%	Reduced -167	-167 -0.7%
66	ENTERGY CORP NEW COM ETR	ETR	9,885	$1.1m0.29%	0.29%	Added +4.5k	+4,481 82.9%
67	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,122	$1.1m0.28%	0.28%	Reduced -413	-413 -7.5%
68	JOHNSON & JOHNSON COM JNJ	JNJ	4,154	$1.1m0.27%	0.27%	Reduced -89	-89 -2.1%
69	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	17,324	$1.0m0.26%	0.26%	Added +1.3k	+1,317 8.2%
70	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	16,804	$1.0m0.26%	0.26%	Added +1.3k	+1,321 8.5%
71	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	23,603	$999.1k0.25%	0.25%	Unchanged
72	MCDONALDS CORP COM MCD	MCD	3,669	$991.9k0.25%	0.25%	Added +601	+601 19.6%
73	VERIZON COMMUNICATIONS INC COM VZ	VZ	23,390	$990.3k0.25%	0.25%	Added +780	+780 3.5%
74	CARPENTER TECHNOLOGY CORP COM CRS	CRS	1,597	$985.2k0.25%	0.25%	Added +74	+74 4.9%
75	AMERICAN TOWER CORP NEW COM AMT	AMT	5,845	$956.1k0.24%	0.24%	Added +78	+78 1.4%
76	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	9,478	$954.2k0.24%	0.24%	Added +4.0k	+4,028 73.9%
77	CORNING INC COM GLW	GLW	3,670	$937.6k0.24%	0.24%	Unchanged
78	COSTCO WHSL CORP NEW COM COST	COST	977	$913.7k0.23%	0.23%	Added +23	+23 2.4%
79	DEERE & CO COM DE	DE	1,417	$898.8k0.23%	0.23%	Added +24	+24 1.7%
80	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	18,668	$881.1k0.22%	0.22%	Unchanged
81	FLEX LTD ORD FLEX	FLEX	5,322	$862.5k0.22%	0.22%	New
82	ISHARES TR MSCI USA VALUE VLUE	VLUE	4,271	$853.4k0.21%	0.21%	Added +280	+280 7.0%
83	INVESCO EXCHANGE TRADED FD T S&P500 EQL IND RSPN	RSPN	13,023	$833.4k0.21%	0.21%	New
84	WALMART INC COM WMT	WMT	7,265	$822.9k0.21%	0.21%	Unchanged
85	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,440	$814.1k0.20%	0.20%	Added +87	+87 2.6%
86	EMCOR GROUP INC COM EME	EME	966	$801.7k0.20%	0.20%	Added +53	+53 5.8%
87	GE VERNOVA INC COM GEV	GEV	675	$793.2k0.20%	0.20%	Reduced -360	-360 -34.8%
88	APPLIED MATLS INC COM AMAT	AMAT	1,096	$792.4k0.20%	0.20%	New
89	SELECT SECTOR SPDR TR INDL XLI	XLI	4,231	$783.7k0.20%	0.20%	Added +250	+250 6.3%
90	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	20,917	$768.9k0.19%	0.19%	Added +13	+13 0.1%
91	ALTRIA GROUP INC COM MO	MO	10,600	$762.7k0.19%	0.19%	Unchanged
92	MARATHON PETE CORP COM MPC	MPC	2,976	$760.9k0.19%	0.19%	Unchanged
93	GILEAD SCIENCES INC COM GILD	GILD	5,996	$757.6k0.19%	0.19%	Reduced -62	-62 -1.0%
94	COMFORT SYS USA INC COM FIX	FIX	370	$733.4k0.18%	0.18%	Reduced -218	-218 -37.1%
95	NOVO-NORDISK A S ADR NVO	NVO	14,950	$716.7k0.18%	0.18%	Added +430	+430 3.0%
96	ISHARES TR MSCI EMG MKT ETF EEM	EEM	10,397	$711.3k0.18%	0.18%	Added +603	+603 6.2%
97	HOME DEPOT INC COM HD	HD	1,963	$692.2k0.17%	0.17%	Added +1	+1 0.1%
98	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,266	$680.7k0.17%	0.17%	Reduced -3	-3 -0.1%
99	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,194	$656.0k0.17%	0.17%	Unchanged
100	SNAP ON INC COM SNA	SNA	1,597	$642.6k0.16%	0.16%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ZOETIS INC ZTS	ZTS	10,759	$1.3m10.8k shares
HONEYWELL INTL INC		1,588	$718.1k1.6k shares
ISHARES TR IVW	IVW	5,339	$603.9k5.3k shares
BITWISE BITCOIN ETF TR BITB	BITB	16,321	$600.8k16.3k shares
NEWMONT CORP NEM	NEM	4,590	$496.8k4.6k shares
ENSIGN GROUP INC ENSG	ENSG	2,199	$443.1k2.2k shares
ISHARES TR MTUM	MTUM	1,842	$442.1k1.8k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	2,807	$410.6k2.8k shares
CNX RES CORP CNX	CNX	10,510	$405.2k10.5k shares
SOMNIGROUP INTERNATIONAL INC SGI	SGI	5,200	$384.4k5.2k shares
TENET HEALTHCARE CORP THC	THC	1,932	$364.6k1.9k shares
BITWISE ETHEREUM ETF ETHW	ETHW	24,008	$360.1k24.0k shares
MEDPACE HLDGS INC MEDP	MEDP	741	$355.8k741 shares
EVERCORE INC EVR	EVR	894	$266.9k894 shares
KEYSIGHT TECHNOLOGIES INC KEYS	KEYS	922	$260.3k922 shares
PHILLIPS 66 PSX	PSX	1,136	$206.9k1.1k shares