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Portfolio (Quarterly) Guide ↗

BROWN WEALTH MANAGEMENT, LLC

· CIK 0001987005
13F Portfolio $380M AUM 110 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New
Page 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PG PROCTER AND GAMBLE CO Consumer Defensive 2,388.0 $342K 0.09% NEW $143.34 +6.8%
82 IEMG ISHARES INC 4,985.0 $335K 0.09% NEW $67.22 +21.4%
83 PLTR PALANTIR TECHNOLOGIES INC Technology 1,849.0 $329K 0.09% NEW $177.75 -35.8%
84 PJUN INNOVATOR ETFS TRUST 7,347.0 $308K 0.08% NEW $41.88 +2.6%
85 PAUG INNOVATOR ETFS TRUST 7,078.0 $306K 0.08% NEW $43.25 +5.1%
86 EMB ISHARES TR 3,143.0 $303K 0.08% NEW $96.28 +0.3%
87 PJUL INNOVATOR ETFS TRUST 6,378.0 $296K 0.08% NEW $46.43 +4.9%
88 WMT WALMART INC Consumer Defensive 2,619.0 $292K 0.08% NEW $111.41 +7.3%
89 ORCL ORACLE CORP Technology 1,446.0 $282K 0.07% NEW $194.93 -18.9%
90 COST COSTCO WHSL CORP NEW Consumer Defensive 325.0 $280K 0.07% NEW $862.34 +11.4%
91 MS MORGAN STANLEY Financial Services 1,578.0 $280K 0.07% NEW $177.51 +24.8%
92 CVX CHEVRON CORP NEW Energy 1,825.0 $278K 0.07% NEW $152.43 +12.3%
93 XOM EXXON MOBIL CORP Energy 2,286.0 $275K 0.07% NEW $120.34 +12.9%
94 INNOVATOR ETFS TRUST 10,281.0 $275K 0.07% NEW $26.71
95 FSEP FIRST TR EXCHNG TRADED FD VI 5,100.0 $263K 0.07% NEW $51.56 +6.2%
96 CAIE CALAMOS ETF TR 9,611.0 $257K 0.07% NEW $26.74 +1.0%
97 AGG ISHARES TR 2,569.0 $257K 0.07% NEW $99.88 -0.7%
98 NFLX NETFLIX INC Communication Services 2,719.0 $255K 0.07% NEW $93.76 -23.0%
99 INTU INTUIT Technology 364.0 $241K 0.06% NEW $662.42 -59.7%
100 MGV VANGUARD WORLD FD 1,697.0 $240K 0.06% NEW $141.17 +15.4%
Page 5 of 6  ·  110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 32.8%
Technology 31.4%
Healthcare 12.2%
Communication Services 9.4%
Consumer Cyclical 8.1%
Consumer Defensive 2.2%
Energy 1.9%
Industrials 1.1%
Utilities 1.0%