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 101–110 of 110
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 402 | $100K–$500K | SH |
| CHAT | TIDAL TRUST II | 4K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 365 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 253 | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 669 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 511 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 938 | $100K–$500K | SH |