Portfolio (Quarterly) Guide ↗

BROWN WEALTH MANAGEMENT, LLC

· CIK 0001987005

13F Portfolio $389M AUM 116 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 68 Added 25 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	INTU	INTUIT	Technology	364	$241K	0.06%	SOLD

Sector Allocation

Technology 35.1%

Financial Services 27.7%

Healthcare 11.7%

Communication Services 9.9%

Consumer Cyclical 7.5%

Consumer Defensive 3.0%

Energy 2.5%

Industrials 1.4%

Utilities 1.1%