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Melissa Imbrogno

Brown Wealth Management, Llc

Assets Managed
$447.18M
Holdings
134
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
14.88%(2Q avg: 8.65%)
Sustained Growth
12 quarters

Portfolio positions

This chart displays the top 10 holdings in Brown Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Brown Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 12 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 447.18M in assets, with a quarterly growth rate of 14.88% and a 2-quarter average growth rate of 8.65%. The portfolio is managed by Melissa Imbrogno, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2%
17.58%
$78.597M
104,951 shares@ $748.9 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.73%
7.11%
$31.752M
445,636 shares@ $71.26 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 12.04%
6.67%
$29.792M
388,428 shares@ $76.71 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 6.81%
5.14%
$22.967M
105,387 shares@ $217.93 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 499.12%
4.95%
$22.125M
256,846 shares@ $86.15 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 14.66%
4.66%
$20.823M
193,485 shares@ $107.62 avg price
SUB
Ishares Short-term National
Recent Activity
Increased 8.18%
4.01%
$17.898M
168,105 shares@ $106.48 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 14.03%
2.57%
$11.46M
191,994 shares@ $59.7 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 10.47%
2.56%
$11.443M
128,558 shares@ $89.02 avg price
PSTP
Innovator Pwr Buff Su St Etf
Recent Activity
Decreased -11.8%
2.27%
$10.145M
275,784 shares@ $36.79 avg price

1-10 of 134