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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
Page 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EW EDWARDS LIFESCIENCES CORP Healthcare 5,229.0 $419K 0.11% +245.0 +4.9% $80.08 +11.3%
82 XOM EXXON MOBIL CORP Energy 2,343.0 $398K 0.10% +57.0 +2.5% $169.66 -19.8%
83 CVX CHEVRON CORP NEW Energy 1,908.0 $395K 0.10% +83.0 +4.5% $206.93 -17.0%
84 WMT WALMART INC Consumer Defensive 3,155.0 $392K 0.10% +536.0 +20.5% $124.28 -4.1%
85 PG PROCTER AND GAMBLE CO Consumer Defensive 2,679.0 $387K 0.10% +291.0 +12.2% $144.45 +5.3%
86 PSEP INNOVATOR ETFS TRUST 8,966.0 $386K 0.10% $43.06 +6.3%
87 IVE ISHARES TR 1,753.0 $370K 0.10% +89.0 +5.3% $211.15 +7.1%
88 ABBV ABBVIE INC Healthcare 1,645.0 $358K 0.09% -69.0 -4.0% $217.49 +7.3%
89 NFLX NETFLIX INC Communication Services 3,673.0 $353K 0.09% +954.0 +35.1% $96.15 -25.2%
90 SCHX SCHWAB STRATEGIC TR 13,711.0 $352K 0.09% +80.0 +0.6% $25.64 +12.5%
91 ONDS ONDAS HLDGS INC Technology 35,000.0 $316K 0.08% NEW $9.04 -14.2%
92 JNJ JOHNSON & JOHNSON Healthcare 1,289.0 $315K 0.08% +271.0 +26.6% $244.44 -2.0%
93 CAT CATERPILLAR INC Industrials 434.0 $307K 0.08% +32.0 +8.0% $708.46 +38.3%
94 PJUN INNOVATOR ETFS TRUST 7,347.0 $307K 0.08% $41.83 +2.4%
95 PAUG INNOVATOR ETFS TRUST 7,078.0 $302K 0.08% $42.72 +6.1%
96 PLTR PALANTIR TECHNOLOGIES INC Technology 2,055.0 $301K 0.08% +206.0 +11.1% $146.28 -22.9%
97 DDFN INNOVATOR ETFS TRUST 15,783.0 $300K 0.08% NEW $19.00 +5.1%
98 PJUL INNOVATOR ETFS TRUST 6,378.0 $293K 0.07% $45.97 +6.0%
99 MGV VANGUARD WORLD FD 1,968.0 $285K 0.07% +271.0 +16.0% $144.96 +11.7%
100 MS MORGAN STANLEY Financial Services 1,725.0 $284K 0.07% +147.0 +9.3% $164.53 +33.9%
Page 5 of 6  ·  116 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 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%