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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 4 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWN ISHARES TR 3,753.0 $830K 0.19% -112.0 -2.9% $221.22 +1.5%
62 SCHD SCHWAB STRATEGIC TR 25,354.0 $804K 0.18% +10K +60.0% $31.71 +10.7%
63 HYMB SPDR SERIES TRUST 29,854.0 $759K 0.17% -3K -8.8% $25.44 -2.3%
64 SPHY SPDR SERIES TRUST 31,554.0 $740K 0.17% NEW $23.44 -0.3%
65 SCHH SCHWAB STRATEGIC TR 31,233.0 $740K 0.17% -5K -13.8% $23.68 +2.2%
66 AMD ADVANCED MICRO DEVICES INC Technology 1,266.0 $735K 0.16% -16.0 -1.2% $580.91 -17.5%
67 SPY STATE STR SPDR S&P 500 ETF T Financial Services 969.0 $724K 0.16% +128.0 +15.2% $746.90 +2.5%
68 IEMG ISHARES INC 8,725.0 $723K 0.16% +2K +24.6% $82.84 -1.1%
69 ALT ALTIMMUNE INC Healthcare 236,136.0 $718K 0.16% $3.04 +5.3%
70 JEPI J P MORGAN EXCHANGE TRADED F 12,570.0 $710K 0.16% NEW $56.48 +2.9%
71 META META PLATFORMS INC Communication Services 1,189.0 $670K 0.15% -242.0 -16.9% $563.39 +1.2%
72 MU MICRON TECHNOLOGY INC Technology 576.0 $665K 0.15% NEW $1154.36 -19.2%
73 IVW ISHARES TR 4,558.0 $627K 0.14% $137.53 +0.9%
74 INNOVATOR ETFS TRUST 20,012.0 $600K 0.13% -1K -5.5% $29.97
75 BERKSHIRE HATHAWAY INC DEL 1,128.0 $564K 0.13% +212.0 +23.1% $500.39
76 XDSQ INNOVATOR ETFS TRUST 13,140.0 $564K 0.13% -5K -25.9% $42.96 +3.3%
77 TRV TRAVELERS COMPANIES INC Financial Services 1,707.0 $564K 0.13% -289.0 -14.5% $330.16 +12.0%
78 MGK VANGUARD WORLD FD 6,368.0 $560K 0.12% +5K +413.1% $87.91 +1.1%
79 LLY ELI LILLY & CO Healthcare 461.0 $553K 0.12% -2K -76.5% $1199.43 +2.8%
80 AAOI APPLIED OPTOELECTRONICS INC Technology 3,505.0 $519K 0.12% -2K -32.1% $148.16 -23.6%
Page 4 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%