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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	INNOVATOR ETFS TRUST	—	60,150	$1.6M	0.41%	SOLD
2	AGG	ISHARES TR	—	2,530	$251K	0.07%	SOLD
3	GLD	SPDR GOLD TR	Financial Services	516	$222K	0.06%	SOLD
4	SRFM	SURF AIR MOBILITY INC	Industrials	53,278	$61K	0.02%	SOLD
5	—	WHEELS UP EXPERIENCE INC	—	100,000	$52K	0.01%	SOLD

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%