CIK 1987005
BROWN WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
110
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 110
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 102K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 296K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 364K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 40K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 91K | $1M+ | SH |
| MUB | ISHARES TR | 157K | $1M+ | SH |
| SUB | ISHARES TR | 150K | $1M+ | SH |
| PSTP | INNOVATOR ETFS TRUST | 291K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 385K | $1M+ | SH |
| IDEV | ISHARES TR | 101K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 160K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 117K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 125K | $1M+ | SH |
| TLT | ISHARES TR | 72K | $1M+ | SH |
| NOBL | PROSHARES TR | 60K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 119K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 125K | $1M+ | SH |
| IJH | ISHARES TR | 91K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 89K | $1M+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 28K | $1M+ | SH |
| QAI | NEW YORK LIFE INVESTMENTS ET | 154K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 156K | $1M+ | SH |
| AAPL | APPLE INC | 18K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 144K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 162K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 20K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 66K | $1M+ | SH |
| USMV | ISHARES TR | 35K | $1M+ | SH |
| EEM | ISHARES TR | 57K | $1M+ | SH |
| IJR | ISHARES TR | 22K | $1M+ | SH |
| IEFA | ISHARES TR | 29K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 23K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| ZDEK | INNOVATOR ETFS TRUST | 78K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| JBTM | JBT MAREL CORPORATION | 13K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| EFAV | ISHARES TR | 21K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 33K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 33K | $1M+ | SH |
| ZNOV | INNOVATOR ETFS TRUST | 60K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 12K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 52K | $1M+ | SH |
| ZSEP | INNOVATOR ETFS TRUST | 40K | $1M+ | SH |