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Portfolio (Quarterly) Guide ↗

BROWN WEALTH MANAGEMENT, LLC

· CIK 0001987005
13F Portfolio $389M AUM 116 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 68 Added 25 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 4,058.0 $779K 0.20% NEW $191.91 +9.1%
2 AAOI APPLIED OPTOELECTRONICS INC Technology 5,159.0 $436K 0.11% NEW $84.59 +76.8%
3 ONDS ONDAS HLDGS INC Technology 35,000.0 $316K 0.08% NEW $9.04 -6.2%
4 DDFN INNOVATOR ETFS TRUST 15,783.0 $300K 0.08% NEW $19.00 +5.5%
5 MRK MERCK & CO INC Healthcare 1,995.0 $240K 0.06% NEW $120.29 -0.6%
6 SRFM SURF AIR MOBILITY INC Industrials 53,278.0 $61K 0.02% NEW $1.15 -9.6%
7 WHEELS UP EXPERIENCE INC 100,000.0 $52K 0.01% NEW $0.52

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 35.1%
Financial Services 27.7%
Healthcare 11.7%
Communication Services 9.9%
Consumer Cyclical 7.5%
Consumer Defensive 3.0%
Energy 2.5%
Industrials 1.4%
Utilities 1.1%