ETF Holders

Brown Miller Wealth Management, LLC ETF holdings

Mclean, VA

Reported $69.1M in 49 ETFs in its Form 13F for June 30, 2026.

ETF value
$69.1M
ETFs held
49
Change from prior quarter
+16.7%
With price moves
ETFs as a share of its 13F
17.4%
of $397.2M

Top 10 of 49 ETF holdings

TickerFundValueSharesChange
CGXUCapital Group International Focus Equity ETF$7.9M227,088+10,626 shares
SPYMState Street SPDR Portfolio S&P 500 ETF$7.7M87,619+5,341 shares
VWOVanguard FTSE Emerging Markets ETF$5.1M84,782+4,565 shares
VTIVanguard Morningstar Total Stock Market ETF$4.9M13,138No change
IJHiShares Core S&P Mid-Cap ETF$3.5M45,894−584 shares
XSMOInvesco S&P SmallCap Momentum ETF$3.3M35,367+1,742 shares
SPMOInvesco S&P 500 Momentum ETF$2.6M15,946+747 shares
GLDMSPDR Gold MiniShares$2.1M25,958+1,749 shares
IVViShares Core S&P 500 ETF$2.0M2,691−46 shares
VOVanguard Morningstar Mid-Cap ETF$2.0M24,551+18,330 shares
39 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001840084. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Brown Miller Wealth Management, LLC own?

Brown Miller Wealth Management, LLC reported 49 ETF positions worth $69.1M in its Form 13F for June 30, 2026. The largest was CGXU, at $7.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.