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Elizabeth Sharp

Brown Miller Wealth Management, Llc

Assets Managed
$397.202M
Holdings
204
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
12.89%(2Q avg: 5.06%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Brown Miller Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 204 positions.

Assets under management

The assets under management (AUM) of Brown Miller Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 397.202M in assets, with a quarterly growth rate of 12.89% and a 2-quarter average growth rate of 5.06%. The portfolio is managed by Elizabeth Sharp, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.13%
13.34%
$52.975M
264,758 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.65%
8.18%
$32.479M
112,243 shares@ $289.36 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.5%
4.06%
$16.119M
43,213 shares@ $373.02 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.11%
3.76%
$14.913M
45,560 shares@ $327.33 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.75%
3.38%
$13.423M
37,562 shares@ $357.37 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.07%
2.27%
$8.987M
23,790 shares@ $377.76 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 4.91%
1.98%
$7.862M
227,088 shares@ $34.62 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 6.5%
1.94%
$7.7M
87,619 shares@ $87.88 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -7.89%
1.82%
$7.203M
61,321 shares@ $117.46 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.55%
1.42%
$5.614M
23,555 shares@ $238.35 avg price

1-10 of 204