Current Market Value 321,874,868
Current Holdings 189
Most Recent File Date 2025-07-22
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Brown Miller Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-22 2025-06-30 13F-HR 189 321,875
2025-04-17 2025-03-31 13F-HR 180 288,966
2025-02-10 2024-12-31 13F-HR 120 260,771
2025-02-11 2024-09-30 13F-HR/A 1 R 127 257,299
2024-10-10 2024-09-30 13F-HR 127 257
2025-02-11 2024-06-30 13F-HR/A 1 R 122 240,765
2024-07-12 2024-06-30 13F-HR 122 241
2025-02-11 2024-03-31 13F-HR/A 1 R 122 226,844
2024-04-17 2024-03-31 13F-HR 122 227
2025-02-11 2023-12-31 13F-HR/A 1 R 123 200,054
2024-01-18 2023-12-31 13F-HR 123 200
2025-02-11 2023-09-30 13F-HR/A 1 R 118 179,089
2023-10-17 2023-09-30 13F-HR 118 179
2025-02-11 2023-06-30 13F-HR/A 1 R 121 185,305
2023-07-18 2023-06-30 13F-HR 121 185
2025-02-11 2023-03-31 13F-HR/A 1 R 118 169,014
2023-04-10 2023-03-31 13F-HR 118 169
2025-02-11 2022-12-31 13F-HR/A 1 R 119 158,195
2023-01-12 2022-12-31 13F-HR 119 158
2022-10-11 2022-09-30 13F-HR 112 141,016
2022-07-18 2022-06-30 13F-HR 114 147,009
2022-04-14 2022-03-31 13F-HR 120 172,872
2022-01-25 2021-12-31 13F-HR 118 174,795
2021-10-20 2021-09-30 13F-HR 122 159,329
2021-07-26 2021-06-30 13F-HR 118 156,544
2021-04-21 2021-03-31 13F-HR 115 141,474
2021-04-19 2020-12-31 13F-HR/A 1 N 2 1,829
2021-01-26 2020-12-31 13F-HR 105 131,364