BROWN WEALTH MANAGEMENT, LLC Portfolio Holdings
Q3 2025•98 long positions•$355.1M portfolio value
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Holding105 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $35.1M 9.87% | +$1.3M Bought | — 188.0K shares | 180.9K → 188.0K +$1.3M | +3.88% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $33.1M 9.32% | -$568.3K Sold | — 69.0K shares | 70.2K → 69.0K −$568.3K | -1.69% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $31.8M 8.95% | -$968.5K Sold | — 47.5K shares | 48.9K → 47.5K −$968.5K | -2.96% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $18.3M 5.16% | +$2.3M Bought | — 234.7K shares | 204.9K → 234.7K +$2.3M | +14.52% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $14.6M 4.1% | +$1.6M Bought | — 136.8K shares | 122.1K → 136.8K +$1.6M | +11.99% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.4M 4.06% | +$962.2K Bought | — 135.0K shares | 126.0K → 135.0K +$962.2K | +7.15% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.0M 3.95% | -$475.2K Sold | — 234.4K shares | 242.3K → 234.4K −$475.2K | -3.27% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $11.8M 3.31% | +$1.4M Bought | — 482.2K shares | 422.9K → 482.2K +$1.4M | +14.04% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $9.7M 2.72% | +$1.8M Bought | — 277.9K shares | 225.9K → 277.9K +$1.8M | +23.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.7M 2.46% | +$76.3K Bought | — 163.5K shares | 162.1K → 163.5K +$76.3K | +0.88% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $7.4M 2.08% | +$651.4K Bought | — 145.7K shares | 132.9K → 145.7K +$651.4K | +9.65% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.4M 2.08% | +$17.5K Bought | — 248.9K shares | 248.3K → 248.9K +$17.5K | +0.24% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.2M 2.03% | +$62.9K Bought | — 89.9K shares | 89.2K → 89.9K +$62.9K | +0.88% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.1M 1.71% | -$1.7M Sold | — 281.1K shares | 360.5K → 281.1K −$1.7M | -22.01% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.0M 1.7% | -$134.3K Sold | — 216.4K shares | 221.2K → 216.4K −$134.3K | -2.18% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.0M 1.7% | -$187.8K Sold | — 120.5K shares | 124.3K → 120.5K −$187.8K | -3.02% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.9M 1.66% | +$241.7K Bought | — 88.1K shares | 84.5K → 88.1K +$241.7K | +4.28% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.6M 1.59% | +$950.5K Bought | — 54.8K shares | 45.6K → 54.8K +$950.5K | +20.23% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $5.0M 1.41% | +$4.7M Bought | — 101.1K shares | 5.4K → 101.1K +$4.7M | +1,758.51% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.9M 1.37% | -$61.7K Sold | — 152.3K shares | 154.3K → 152.3K −$61.7K | -1.25% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $4.7M 1.33% | +$352.7K Bought | — 144.2K shares | 133.5K → 144.2K +$352.7K | +8.05% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.5M 1.28% | +$1.2M Bought | — 89.4K shares | 66.6K → 89.4K +$1.2M | +34.38% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.5M 1.26% | +$45.4K Bought | — 153.1K shares | 151.6K → 153.1K +$45.4K | +1.03% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $4.4M 1.24% | +$100.6K Bought | — 26.6K shares | 26.0K → 26.6K +$100.6K | +2.34% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.1M 1.16% | -$23.4K Sold | — 63.3K shares | 63.7K → 63.3K −$23.4K | -0.57% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $4.0M 1.12% | +$642.2K Bought | 0.0% 15.6K shares | 13.1K → 15.6K +$642.2K | +19.24% | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.9M 1.09% | +$204.0K Bought | — 114.6K shares | 108.5K → 114.6K +$204.0K | +5.59% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.3M 0.923% | -$26.4K Sold | — 34.4K shares | 34.7K → 34.4K −$26.4K | -0.8% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.2M 0.891% | +$551.7K Bought | — 74.3K shares | 61.3K → 74.3K +$551.7K | +21.12% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.1M 0.864% | +$416.3K Bought | — 34.3K shares | 29.7K → 34.3K +$416.3K | +15.7% | — — | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $3.0M 0.838% | -$142.0K Sold | 0.0% 16.0K shares | 16.7K → 16.0K −$142.0K | -4.55% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.9M 0.828% | +$339.5K Bought | — 109.1K shares | 96.5K → 109.1K +$339.5K | +13.05% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.7M 0.763% | +$2.7K Bought | — 9.1K shares | 9.1K → 9.1K +$2.7K | +0.1% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.7M 0.761% | +$17.9K Bought | — 12.9K shares | 12.9K → 12.9K +$17.9K | +0.67% | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $2.4M 0.67% | +$314.9K Bought | 0.0% 4.6K shares | 4.0K → 4.6K +$314.9K | +15.25% | $3.85T Mega Cap | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $2.3M 0.653% | +$2.3M New | 0.032% 16.5K shares | 0 → 16.5K +$2.3M | New | $7.3B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.3M 0.651% | +$68.2K Bought | — 26.5K shares | 25.7K → 26.5K +$68.2K | +3.04% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.3M 0.651% | -$127.6K Sold | — 22.7K shares | 23.9K → 22.7K −$127.6K | -5.23% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $2.0M 0.563% | -$557.5K Sold | 0.002% 14.0K shares | 17.9K → 14.0K −$557.5K | -21.8% | $127.24B Large Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $1.9M 0.525% | +$180.5K Bought | 0.0% 8.5K shares | 7.7K → 8.5K +$180.5K | +10.71% | $2.34T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.8M 0.494% | -$6.4K Sold | — 20.7K shares | 20.8K → 20.7K −$6.4K | -0.37% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.7M 0.471% | +$1.7M Bought | — 43.6K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 0.467% | -$125.2K Sold | — 32.6K shares | 35.0K → 32.6K −$125.2K | -7.03% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.5M 0.422% | — | — 34.9K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Drug Manufacturers - General Healthcare | $1.4M 0.386% | -$25.2K Sold | 0.0% 1.8K shares | 1.8K → 1.8K −$25.2K | -1.8% | $684.00B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.3M 0.377% | +$12.3K Bought | — 32.5K shares | 32.2K → 32.5K +$12.3K | +0.93% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.3M 0.375% | +$3.0K Bought | — 4.1K shares | 4.1K → 4.1K +$3.0K | +0.22% | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $1.3M 0.361% | +$1.3M New | 0.0% 5.3K shares | 0 → 5.3K +$1.3M | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 0.359% | -$1.7M Sold | — 30.3K shares | 70.7K → 30.3K −$1.7M | -57.11% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.2M 0.348% | — | — 28.2K shares | — | — | — — | Q2 2023 Held for 2y 5m |
