BROWN WEALTH MANAGEMENT, LLC
CIK 1987005
13F filing for Q2 2026・No. 4,191
- Holdings
- US$447.18M
- Quarter change
- +US$57.9M
- Entries
- 134
- Net bought (estimate)
- +US$23.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 23
- Sold out 5
- Cut 39
- Added 58
- Corporate actions 0
- Unchanged 14
Largest holdings
134 stocks worth US$447.18M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 104,951 | US$78.6M | 17.58% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 445,636 | US$31.75M | 7.10% |
| VANGUARD BD INDEX FDSINTERMED TERM | Added | 388,428 | US$29.79M | 6.66% |
| VANGUARD INDEX FDSVALUE ETF | Added | 105,387 | US$22.97M | 5.14% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 256,846 | US$22.12M | 4.95% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 193,485 | US$20.82M | 4.66% |
| ISHARES TRSHRT NAT MUN ETF | Added | 168,105 | US$17.9M | 4.00% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 191,994 | US$11.46M | 2.56% |
| ISHARES TRCORE MSCI INTL | Added | 128,558 | US$11.44M | 2.56% |
| INNOVATOR ETFS TRUSTPOWER BUFFER SET | Cut | 275,784 | US$10.14M | 2.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.