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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTIP VANGUARD MALVERN FDS 33,977.0 $1.7M 0.38% -230.0 -0.7% $50.23 -0.8%
42 IWV ISHARES TR 3,987.0 $1.7M 0.38% +1K +49.9% $426.35 +2.3%
43 JPM JPMORGAN CHASE & CO Financial Services 5,007.0 $1.6M 0.37% +155.0 +3.2% $327.33 +9.0%
44 VTI VANGUARD INDEX FDS 4,179.0 $1.5M 0.35% -95.0 -2.2% $370.05 +2.2%
45 HOOD ROBINHOOD MKTS INC Financial Services 15,373.0 $1.5M 0.34% +2K +11.4% $100.28 +11.8%
46 IJR ISHARES TR 10,180.0 $1.5M 0.34% -4K -29.5% $148.31 -1.1%
47 MSFT MICROSOFT CORP Technology 3,809.0 $1.4M 0.32% -1K -24.9% $373.02 +31.8%
48 TSLA TESLA INC Consumer Cyclical 3,149.0 $1.3M 0.30% -437.0 -12.2% $420.60 -16.7%
49 GOOGL ALPHABET INC Communication Services 3,705.0 $1.3M 0.30% +82.0 +2.3% $357.37 -2.9%
50 JBT MAREL CORPORATION 8,832.0 $1.3M 0.29% $145.00
51 AVGO BROADCOM INC Technology 2,993.0 $1.1M 0.25% +255.0 +9.3% $377.75 -5.6%
52 SPLV INVESCO EXCH TRADED FD TR II 14,652.0 $1.1M 0.24% $74.90 +1.0%
53 INNOVATOR ETFS TRUST 38,764.0 $1.1M 0.24% +5K +13.9% $27.56
54 INNOVATOR ETFS TRUST 37,689.0 $1.1M 0.24% +5K +14.6% $28.21
55 INNOVATOR ETFS TRUST 38,638.0 $1.1M 0.24% +5K +15.1% $27.39
56 IWO ISHARES TR 2,481.0 $977K 0.22% -41.0 -1.6% $393.98 -2.1%
57 RSP INVESCO EXCHANGE TRADED FD T 4,473.0 $952K 0.21% +415.0 +10.2% $212.78 +4.2%
58 VOO VANGUARD INDEX FDS 1,372.0 $943K 0.21% +38.0 +2.9% $686.99 +2.5%
59 CVS CVS HEALTH CORP Healthcare 8,917.0 $922K 0.21% -3K -25.4% $103.45 -10.2%
60 SHM SPDR SERIES TRUST 18,138.0 $870K 0.20% +939.0 +5.5% $47.97 -0.4%
Page 3 of 7  ·  134 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%