Brown Miller Wealth Management, LLC

RIA/Wealth

Brown Miller Wealth Management, LLC is a RIA/Wealth based in Mclean, VA led by David Alan Miller, reporting $827.9M in AUM as of Q3 2025 with 38% Technology concentration.

FounderDavid Alan Miller

Portfolio Value: $353.2M
Positions: 192
Top Holding: NVDA at 14.65%
Last Reported: Q3 2025

Address8280 Greensboro Drive, Suite 220, Mclean, VA, 22102, United States

Top Holdings

Largest long holdings in Brown Miller Wealth Management, LLC's portfolio (43.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$51.7M	14.65%	-$1.8M Sold	0.00% 277.3K shares	Q4 2020 Held for 4y 11m
2 Apple AAPL	Consumer Electronics Technology	$28.6M	8.09%	-$77.9K Sold	0.00% 112.2K shares	Q4 2020 Held for 4y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$21.2M	5.99%	+$176.1K Bought	0.00% 40.8K shares	Q4 2020 Held for 4y 11m
4 JPMorgan Chase JPM	Banks - Diversified Financial Services	$14.3M	4.05%	+$94.3K Bought	0.00% 45.4K shares	Q4 2020 Held for 4y 11m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$7.9M	2.24%	+$17.3K Bought	0.00% 32.6K shares	Q4 2020 Held for 4y 11m
6 Broadcom Inc. AVGO	Semiconductors Technology	$7.7M	2.18%	+$70.9K Bought	0.00% 23.4K shares	Q4 2020 Held for 4y 11m
7 Abbott ABT	Medical - Devices Healthcare	$5.5M	1.56%	-$147.7K Sold	0.00% 41.1K shares	Q4 2020 Held for 4y 11m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$5.3M	1.49%	+$63.2K Bought	0.00% 24.0K shares	Q4 2020 Held for 4y 11m
9 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$5.1M	1.44%	+$254.9K Bought	— 64.8K shares	Q1 2025 Held for 8 months
10 Cisco Systems, Inc. CSCO	Communication Equipment Technology	$5.0M	1.42%	+$54.1K Bought	0.00% 73.5K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Brown Miller Wealth Management, LLC's latest filing

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Market Value

$353.2M

Prior: $321.9M

Q/Q Change

+9.74%

+$31.4M

Net Flows % of MV

+0.926%

Turnover Ratio

4.6%

New Purchases

17 stocks

$8.2M

Added To

89 stocks

+$9.2M

Sold Out Of

17 stocks

$9.6M

Reduced Holdings

31 stocks

-$4.6M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P SmallCap Momentum XSMO	New	0 → 25.2K +$1.9M
2 BITB Bitwise Bitcoin BITB	New	0 → 12.4K +$773.5K
3 Invesco S&P 500 Momentum SPMO	New	0 → 6.1K +$733.8K
4 Mondelez International MDLZ	New	0 → 8.7K +$543.8K
5 Comfort Systems USA FIX	New	0 → 526.0 +$434.0K

Decreased Positions

Position	Shares Δ	Change
1 Amgen AMGN	Sold	7.8K → 0 −$2.2M
2 SPDR Portfolio S&P 600 Small Cap ETF SPSM	Sold	37.1K → 0 −$1.6M
3 NVO Novo Nordisk NVO	Sold	13.7K → 0 −$942.7K
4 Consumer Staples Select Sector SPDR Fund XLP	Sold	8.2K → 0 −$663.8K
5 Brown & Brown BRO	Sold	4.1K → 0 −$449.5K

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Analytics

Portfolio insights and performance metrics for Brown Miller Wealth Management, LLC

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Sector Allocation

Technology

38.10%

Financial Services

13.10%

ETF

12.90%

Healthcare

7.20%

Consumer Cyclical

5.80%

Industrials

5.20%

Communication Services

4.80%

Consumer Defensive

3.30%

Utilities

2.50%

Energy

1.80%

Basic Materials

1.60%

Real Estate

1.60%

Market Cap Distribution

Mega Cap (> $200B)

57.18%

Large Cap ($10B - $200B)

26.41%

Mid Cap ($2B - $10B)

1.10%

Small Cap ($300M - $2B)

0.44%

N/A (ETF or Unknown)

14.86%

Portfolio Concentration

Top 10 Holdings %

43.11%

Top 20 Holdings %

55.39%

Top 50 Holdings %

77.32%

Top 100 Holdings %

90.27%