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Portfolio (Quarterly) Guide ↗

BROWN WEALTH MANAGEMENT, LLC

· CIK 0001987005
13F Portfolio $447M AUM 134 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 58 Added 35 Reduced 5 Exited
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHM SPDR SERIES TRUST 18,138.0 $870K 0.20% +939.0 +5.5% $47.97 -0.4%
42 SCHD SCHWAB STRATEGIC TR 25,354.0 $804K 0.18% +10K +60.0% $31.71 +10.7%
43 SPY STATE STR SPDR S&P 500 ETF T Financial Services 969.0 $724K 0.16% +128.0 +15.2% $746.90 +2.5%
44 IEMG ISHARES INC 8,725.0 $723K 0.16% +2K +24.6% $82.84 -1.1%
45 BERKSHIRE HATHAWAY INC DEL 1,128.0 $564K 0.13% +212.0 +23.1% $500.39
46 MGK VANGUARD WORLD FD 6,368.0 $560K 0.12% +5K +413.1% $87.91 +1.1%
47 CAT CATERPILLAR INC Industrials 454.0 $483K 0.11% +20.0 +4.6% $1064.90 -23.8%
48 EW EDWARDS LIFESCIENCES CORP Healthcare 5,288.0 $478K 0.11% +59.0 +1.1% $90.46 +0.5%
49 ABBV ABBVIE INC Healthcare 1,722.0 $433K 0.10% +77.0 +4.7% $251.64 +5.6%
50 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 441.0 $413K 0.09% +13.0 +3.0% $935.47 +2.6%
51 WMT WALMART INC Consumer Defensive 3,290.0 $373K 0.08% +135.0 +4.3% $113.26 -7.0%
52 MS MORGAN STANLEY Financial Services 1,757.0 $367K 0.08% +32.0 +1.9% $208.99 +3.7%
53 CVX CHEVRON CORPORATION Energy 1,989.0 $330K 0.07% +81.0 +4.2% $165.79 +20.6%
54 MGV VANGUARD WORLD FD 1,989.0 $325K 0.07% +21.0 +1.1% $163.43 +3.1%
55 XOM EXXON MOBIL CORP Energy 2,376.0 $325K 0.07% +33.0 +1.4% $136.72 +17.5%
56 GS GOLDMAN SACHS GROUP INC Financial Services 286.0 $289K 0.07% +8.0 +2.9% $1011.05 +4.7%
57 SPYM SPDR SERIES TRUST 3,090.0 $272K 0.06% +155.0 +5.3% $87.88 +2.6%
58 ORCL ORACLE CORP Technology 1,824.0 $267K 0.06% +32.0 +1.8% $146.54 -1.2%
Page 3 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.2%
Financial Services 29.0%
Healthcare 8.5%
Consumer Cyclical 7.4%
Communication Services 4.9%
Consumer Defensive 2.8%
Energy 2.0%
Industrials 1.7%
Utilities 1.5%