BROWN WEALTH MANAGEMENT, LLC

RIA/Wealth

BROWN WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Eden Prairie, MN led by Timothy Balfour Brown, managing $355.1M across 98 long positions as of Q3 2025 with 88% ETF concentration and 54% concentrated in top 10 holdings.

MemberTimothy Balfour Brown

Portfolio Value: $355.1M
Positions: 98
Top Holding: VTV at 9.87%
Last Reported: Q3 2025

Address12100 Single Tree Lane, #175, Eden Prairie, MN, 55344, United States

Top Holdings

Largest long holdings in BROWN WEALTH MANAGEMENT, LLC's portfolio (53.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Value VTV	ETF ETF	$35.1M	9.87%	+$1.3M Bought	— 188.0K shares	Q2 2023 Held for 2y 5m
2 Vanguard Growth VUG	ETF ETF	$33.1M	9.32%	-$568.3K Sold	— 69.0K shares	Q2 2023 Held for 2y 5m
3 iShares Core S&P 500 ETF IVV	ETF ETF	$31.8M	8.95%	-$968.5K Sold	— 47.5K shares	Q1 2024 Held for 1y 8m
4 Vanguard Intermediate-Term Bond BIV	ETF ETF	$18.3M	5.16%	+$2.3M Bought	— 234.7K shares	Q1 2024 Held for 1y 8m
5 iShares National Muni Bond MUB	ETF ETF	$14.6M	4.10%	+$1.6M Bought	— 136.8K shares	Q2 2023 Held for 2y 5m
6 iShares Short-Term National Muni Bond SUB	ETF ETF	$14.4M	4.06%	+$962.2K Bought	— 135.0K shares	Q2 2023 Held for 2y 5m
7 Vanguard FTSE Developed Markets VEA	ETF ETF	$14.0M	3.95%	-$475.2K Sold	— 234.4K shares	Q2 2023 Held for 2y 5m
8 SCHO Schwab Short-Term U.S. Treasury SCHO	ETF ETF	$11.8M	3.31%	+$1.4M Bought	— 482.2K shares	Q2 2023 Held for 2y 5m
9 PSTP Innovator Power Buffer Step-Up Strategy PSTP	ETF ETF	$9.7M	2.72%	+$1.8M Bought	— 277.9K shares	Q4 2024 Held for 11 months
10 iShares MSCI Emerging Markets EEM	ETF ETF	$8.7M	2.46%	+$76.3K Bought	— 163.5K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BROWN WEALTH MANAGEMENT, LLC's latest filing

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Market Value

$355.1M

Prior: $320.6M

Q/Q Change

+10.77%

+$34.5M

Net Flows % of MV

+4.26%

Turnover Ratio

5.58%

New Purchases

7 stocks

$4.8M

Added To

50 stocks

+$21.8M

Sold Out Of

7 stocks

$3.6M

Reduced Holdings

32 stocks

-$7.8M

Increased Positions

Position	Shares Δ	Change
1 JBT Marel Corporation JBTM	New	0 → 16.5K +$2.3M
2 Alphabet Inc. GOOG	New	0 → 5.3K +$1.3M
3 Palantir Technologies Inc. PLTR	New	0 → 1.5K +$276.2K
4 Berkshire Hathaway BRK.B	New	0 → 475.0 +$238.8K
5 Morgan Stanley MS	New	0 → 1.5K +$238.0K

Decreased Positions

Position	Shares Δ	Change
1 iShares 0-5 Year TIPS Bond STIP	Sold	16.2K → 0 −$1.7M
2 Rezolve AI RZLV	Sold	200.0K → 0 −$615.0K
3 iShares Core S&P Small-Cap ETF IJR	Sold	4.5K → 0 −$494.7K
4 Diamondback Energy FANG	Sold	2.2K → 0 −$309.0K
5 AT&T T	Sold	7.0K → 0 −$203.8K