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 51–100 of 110
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ZMAR | INNOVATOR ETFS TRUST | 38K | $1M+ | SH |
| ZJUN | INNOVATOR ETFS TRUST | 39K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 15K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| IWO | ISHARES TR | 3K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 12K | $500K+ | SH |
| ALT | ALTIMMUNE INC | 259K | $500K+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| IWN | ISHARES TR | 5K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| SHM | SPDR SERIES TRUST | 17K | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 31K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| XDSQ | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| ZJUL | INNOVATOR ETFS TRUST | 22K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 873 | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| IVW | ISHARES TR | 4K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 1K | $500K+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 5K | $100K–$500K | SH |
| IDLV | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 3K | $100K–$500K | SH |
| PSEP | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 754 | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| IEMG | ISHARES INC | 5K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PJUN | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| PAUG | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| EMB | ISHARES TR | 3K | $100K–$500K | SH |
| PJUL | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 325 | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| ZAUG | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| FSEP | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| CAIE | CALAMOS ETF TR | 10K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| INTU | INTUIT | 364 | $100K–$500K | SH |
| MGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |