Sponsored

The Analysis of BROWN WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, BROWN WEALTH MANAGEMENT, LLC holds 116 types of securities in its portfolio with a total value $389.3M. In the most recent quarter, they have increased their positions in VEA (+74.2K shares, valued at $4.8M), BIV (+50.4K shares, valued at $3.9M), VWO (+50.9K shares, valued at $2.8M); decreased their positions in GLTR (-13.2K shares, valued at $2.9M), JAAA (-53.2K shares, valued at $2.7M), AIQ (-50.1K shares, valued at $2.3M); initiated new positions in N/A (+4.1K shares, valued at $778.8K), AAOI (+5.2K shares, valued at $436.4K), ONDS (+35.0K shares, valued at $316.4K).

1M P&L

+11.0M+2.80%

3M P&L

-88.9M-18.04%

HY P&L

-77.4M-16.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A350.7M

92.2%

2Semiconductors5.3M

1.4%

3Consumer Electronics4.9M

1.3%

Top Industries by Stock Count

1N/A70 stocks

68.0%

2Drug Manufacturers - General3 stocks

2.9%

3Capital Markets3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR102.9K shares1.31%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS438.1K shares20.37%2026-03-312026-04-09

BIV VANGUARD BD INDEX FDS346.7K shares17.03%2026-03-312026-04-09

VTV VANGUARD INDEX FDS98.7K shares8.90%2026-03-312026-04-09

VUG VANGUARD INDEX FDS42.9K shares7.93%2026-03-312026-04-09

MUB ISHARES TR168.8K shares7.27%2026-03-312026-04-09

SUB ISHARES TR155.4K shares3.58%2026-03-312026-04-09

PSTP INNOVATOR ETFS TRUST312.7K shares7.47%2026-03-312026-04-09

Sponsored

IDEV ISHARES TR116.4K shares14.80%2026-03-312026-04-09

SCHO SCHWAB STRATEGIC TR397.0K shares3.08%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F168.4K shares43.33%2026-03-312026-04-09

VWOB VANGUARD WHITEHALL FDS125.2K shares41.27%2026-03-312026-04-09

NOBL PROSHARES TR62.3K shares3.81%2026-03-312026-04-09

BNDX VANGUARD CHARLOTTE FDS136.5K shares9.38%2026-03-312026-04-09

TLT ISHARES TR75.0K shares4.12%2026-03-312026-04-09

VTEB VANGUARD MUN BD FDS126.9K shares1.18%2026-03-312026-04-09

Sponsored

JAAA JANUS DETROIT STR TR106.6K shares-33.28%2026-03-312026-04-09

IJH ISHARES TR78.1K shares-14.39%2026-03-312026-04-09

NVDA NVIDIA CORPORATION29.0K shares44.33%2026-03-312026-04-09

SCHV SCHWAB STRATEGIC TR162.2K shares0.46%2026-03-312026-04-09

BALT INNOVATOR ETFS TRUST147.4K shares2.20%2026-03-312026-04-09

AAPL APPLE INC19.1K shares6.96%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR161.0K shares3.17%2026-03-312026-04-09

QAI NEW YORK LIFE INVESTMENTS ET128.6K shares-16.42%2026-03-312026-04-09

Sponsored

EEM ISHARES TR59.6K shares4.64%2026-03-312026-04-09

AIQ GLOBAL X FDS68.5K shares-42.22%2026-03-312026-04-09

USMV ISHARES TR34.5K shares-0.19%2026-03-312026-04-09

GLTR ABRDN PRECIOUS METALS BASKET14.6K shares-47.54%2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF78.0K shares18.10%2026-03-312026-04-09

IEFA ISHARES TR28.6K shares-0.93%2026-03-312026-04-09

VTES VANGUARD WELLINGTON FD24.8K shares6.50%2026-03-312026-04-09

VBK VANGUARD INDEX FDS6.6K shares0.61%2026-03-312026-04-09

Sponsored

VBR VANGUARD INDEX FDS8.8K shares-4.69%2026-03-312026-04-09

EFAV ISHARES TR20.8K shares-0.07%2026-03-312026-04-09

MSFT MICROSOFT CORP5.1K shares13.32%2026-03-312026-04-09

ZDEK INNOVATOR ETFS TRUST72.6K shares-7.36%2026-03-312026-04-09

LLY ELI LILLY & CO2.0K shares1.55%2026-03-312026-04-09

ALPHABET INC ALPHABET INC6.3K shares2.36%2026-03-312026-04-09

IJR ISHARES TR14.4K shares-33.99%2026-03-312026-04-09

AMZN AMAZON COM INC8.3K shares2.69%2026-03-312026-04-09

Sponsored

VTIP VANGUARD MALVERN FDS34.2K shares2.97%2026-03-312026-04-09

HYD VANECK ETF TRUST32.9K shares-1.32%2026-03-312026-04-09

ZNOV INNOVATOR ETFS TRUST60.1K shares0.00%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO.4.9K shares51.11%2026-03-312026-04-09

VTI VANGUARD INDEX FDS4.3K shares4.96%2026-03-312026-04-09

TSLA TESLA INC3.6K shares9.46%2026-03-312026-04-09

JBTM JBT MAREL CORPORATION8.8K shares-29.47%2026-03-312026-04-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II14.6K shares0.01%2026-03-312026-04-09

Sponsored

ALPHABET INC ALPHABET INC3.6K shares26.55%2026-03-312026-04-09

IWV ISHARES TR2.7K shares24.88%2026-03-312026-04-09

HOOD ROBINHOOD MKTS INC13.8K shares10.63%2026-03-312026-04-09

ZSEP INNOVATOR ETFS TRUST34.0K shares-14.17%2026-03-312026-04-09

ZMAR INNOVATOR ETFS TRUST32.9K shares-14.24%2026-03-312026-04-09

ZJUN INNOVATOR ETFS TRUST33.6K shares-14.29%2026-03-312026-04-09

CVS CVS HEALTH CORP12.0K shares-2.80%2026-03-312026-04-09

BROADCOM INC BROADCOM INC2.7K shares-14.76%2026-03-312026-04-09

Sponsored

SHM SPDR SERIES TRUST17.2K shares1.45%2026-03-312026-04-09

META META PLATFORMS INC1.4K shares21.79%2026-03-312026-04-09

HYMB SPDR SERIES TRUST32.7K shares4.58%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares14.11%2026-03-312026-04-09

IWO ISHARES TR2.5K shares-18.91%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR1.4K shares270.68%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.1K sharesnew addition2026-03-312026-04-09

SCHH SCHWAB STRATEGIC TR36.2K shares-29.88%2026-03-312026-04-09

Sponsored

IWN ISHARES TR3.9K shares-19.36%2026-03-312026-04-09

ALT ALTIMMUNE INC236.1K shares-8.71%2026-03-312026-04-09

XDSQ INNOVATOR ETFS TRUST17.7K shares0.53%2026-03-312026-04-09

ZJUL INNOVATOR ETFS TRUST21.2K shares-5.29%2026-03-312026-04-09

TRV TRAVELERS COMPANIES INC2.0K shares1.84%2026-03-312026-04-09

SPY SPDR S&P 500 ETF TR841 shares-3.67%2026-03-312026-04-09

IVW ISHARES TR4.6K shares3.36%2026-03-312026-04-09

IEMG ISHARES INC7.0K shares40.46%2026-03-312026-04-09

Sponsored

SCHD SCHWAB STRATEGIC TR15.8K shares0.44%2026-03-312026-04-09

PDEC INNOVATOR ETFS TRUST11.3K shares0.00%2026-03-312026-04-09

MGK VANGUARD WORLD FD1.2K shares-0.24%2026-03-312026-04-09

DTE DTE ENERGY CO3.1K shares-0.07%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL916 shares21.49%2026-03-312026-04-09

AAOI APPLIED OPTOELECTRONICS INC5.2K sharesnew addition2026-03-312026-04-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.4K shares-0.04%2026-03-312026-04-09

COST COSTCO WHSL CORP NEW428 shares31.69%2026-03-312026-04-09

Sponsored

EW EDWARDS LIFESCIENCES CORP5.2K shares4.92%2026-03-312026-04-09

XOM EXXON MOBIL CORP2.3K shares2.49%2026-03-312026-04-09

CVX CHEVRON CORP NEW1.9K shares4.55%2026-03-312026-04-09

WMT WALMART INC3.2K shares20.47%2026-03-312026-04-09

PG PROCTER AND GAMBLE CO2.7K shares12.19%2026-03-312026-04-09

PSEP INNOVATOR ETFS TRUST9.0K shares0.00%2026-03-312026-04-09

IVE ISHARES TR1.8K shares5.35%2026-03-312026-04-09

ABBV ABBVIE INC1.6K shares-4.03%2026-03-312026-04-09

Sponsored

NFLX NETFLIX INC3.7K shares35.09%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR13.7K shares0.59%2026-03-312026-04-09

ONDS ONDAS HLDGS INC35.0K sharesnew addition2026-03-312026-04-09

JNJ JOHNSON & JOHNSON1.3K shares26.62%2026-03-312026-04-09

CAT CATERPILLAR INC434 shares7.96%2026-03-312026-04-09

PJUN INNOVATOR ETFS TRUST7.3K shares0.00%2026-03-312026-04-09

PAUG INNOVATOR ETFS TRUST7.1K shares0.00%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC2.1K shares11.14%2026-03-312026-04-09

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST15.8K sharesnew addition2026-03-312026-04-09

PJUL INNOVATOR ETFS TRUST6.4K shares0.00%2026-03-312026-04-09

MGV VANGUARD WORLD FD2.0K shares15.97%2026-03-312026-04-09

MS MORGAN STANLEY1.7K shares9.32%2026-03-312026-04-09

ZAUG INNOVATOR ETFS TRUST10.3K shares0.00%2026-03-312026-04-09

CHAT TIDAL TRUST II4.3K shares10.41%2026-03-312026-04-09

ORCL ORACLE CORP1.8K shares23.93%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC1.3K shares36.67%2026-03-312026-04-09

Sponsored

FSEP FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2026-03-312026-04-09

EMB ISHARES TR2.7K shares-13.49%2026-03-312026-04-09

AGG ISHARES TR2.5K shares-1.52%2026-03-312026-04-09

CAIE CALAMOS ETF TR9.7K shares0.85%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-04-09

DTM DT MIDSTREAM INC1.8K shares1.37%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC278 shares9.88%2026-03-312026-04-09

SPYM SPDR SERIES TRUST2.9K shares6.03%2026-03-312026-04-09

Sponsored

GLD SPDR GOLD TR516 shares0.98%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE770 shares15.10%2026-03-312026-04-09

SRFM SURF AIR MOBILITY INC53.3K sharesnew addition2026-03-312026-04-09

WHEELS UP EXPERIENCE INC WHEELS UP EXPERIENCE INC100.0K sharesnew addition2026-03-312026-04-09

IVV

ISHARES TR

1.31%

Shares102.9K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

20.37%

Shares438.1K

Event2026-03-31

Filed2026-04-09

BIV

VANGUARD BD INDEX FDS

17.03%

Shares346.7K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

8.90%

Shares98.7K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

7.93%

Shares42.9K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

7.27%

Shares168.8K

Event2026-03-31

Filed2026-04-09

SUB

ISHARES TR

3.58%

Shares155.4K

Event2026-03-31

Filed2026-04-09

PSTP

INNOVATOR ETFS TRUST

7.47%

Shares312.7K

Event2026-03-31

Filed2026-04-09

IDEV

ISHARES TR

14.80%

Shares116.4K

Event2026-03-31

Filed2026-04-09

SCHO

SCHWAB STRATEGIC TR

3.08%

Shares397.0K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

43.33%

Shares168.4K

Event2026-03-31

Filed2026-04-09

VWOB

VANGUARD WHITEHALL FDS

41.27%

Shares125.2K

Event2026-03-31

Filed2026-04-09

NOBL

PROSHARES TR

3.81%

Shares62.3K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

9.38%

Shares136.5K

Event2026-03-31

Filed2026-04-09

TLT

ISHARES TR

4.12%

Shares75.0K

Event2026-03-31

Filed2026-04-09

VTEB

VANGUARD MUN BD FDS

1.18%

Shares126.9K

Event2026-03-31

Filed2026-04-09

JAAA

JANUS DETROIT STR TR

-33.28%

Shares106.6K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

-14.39%

Shares78.1K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

44.33%

Shares29.0K

Event2026-03-31

Filed2026-04-09

SCHV

SCHWAB STRATEGIC TR

0.46%

Shares162.2K

Event2026-03-31

Filed2026-04-09

BALT

INNOVATOR ETFS TRUST

2.20%

Shares147.4K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

6.96%

Shares19.1K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

3.17%

Shares161.0K

Event2026-03-31

Filed2026-04-09

QAI

NEW YORK LIFE INVESTMENTS ET

-16.42%

Shares128.6K

Event2026-03-31

Filed2026-04-09

EEM

ISHARES TR

4.64%

Shares59.6K

Event2026-03-31

Filed2026-04-09

AIQ

GLOBAL X FDS

-42.22%

Shares68.5K

Event2026-03-31

Filed2026-04-09

USMV

ISHARES TR

-0.19%

Shares34.5K

Event2026-03-31

Filed2026-04-09

GLTR

ABRDN PRECIOUS METALS BASKET

-47.54%

Shares14.6K

Event2026-03-31

Filed2026-04-09

IBIT

ISHARES BITCOIN TRUST ETF

18.10%

Shares78.0K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

-0.93%

Shares28.6K

Event2026-03-31

Filed2026-04-09

VTES

VANGUARD WELLINGTON FD

6.50%

Shares24.8K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

0.61%

Shares6.6K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

-4.69%

Shares8.8K

Event2026-03-31

Filed2026-04-09

EFAV

ISHARES TR

-0.07%

Shares20.8K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

13.32%

Shares5.1K

Event2026-03-31

Filed2026-04-09

ZDEK

INNOVATOR ETFS TRUST

-7.36%

Shares72.6K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

1.55%

Shares2.0K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

2.36%

Shares6.3K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-33.99%

Shares14.4K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

2.69%

Shares8.3K

Event2026-03-31

Filed2026-04-09

VTIP

VANGUARD MALVERN FDS

2.97%

Shares34.2K

Event2026-03-31

Filed2026-04-09

HYD

VANECK ETF TRUST

-1.32%

Shares32.9K

Event2026-03-31

Filed2026-04-09

ZNOV

INNOVATOR ETFS TRUST

0.00%

Shares60.1K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO.

51.11%

Shares4.9K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

4.96%

Shares4.3K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

9.46%

Shares3.6K

Event2026-03-31

Filed2026-04-09

JBTM

JBT MAREL CORPORATION

-29.47%

Shares8.8K

Event2026-03-31

Filed2026-04-09

INVESCO EXCH TRADED FD TR II

0.01%

Shares14.6K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

26.55%

Shares3.6K

Event2026-03-31

Filed2026-04-09

IWV

ISHARES TR

24.88%

Shares2.7K

Event2026-03-31

Filed2026-04-09

HOOD

ROBINHOOD MKTS INC

10.63%

Shares13.8K

Event2026-03-31

Filed2026-04-09

ZSEP

INNOVATOR ETFS TRUST

-14.17%

Shares34.0K

Event2026-03-31

Filed2026-04-09

ZMAR

INNOVATOR ETFS TRUST

-14.24%

Shares32.9K

Event2026-03-31

Filed2026-04-09

ZJUN

INNOVATOR ETFS TRUST

-14.29%

Shares33.6K

Event2026-03-31

Filed2026-04-09

CVS

CVS HEALTH CORP

-2.80%

Shares12.0K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

-14.76%

Shares2.7K

Event2026-03-31

Filed2026-04-09

SHM

SPDR SERIES TRUST

1.45%

Shares17.2K

Event2026-03-31

Filed2026-04-09