Brown Wealth Management, LLC - Q12026 Holdings

Brown Wealth Management, LLC holds 116 stocks with a total portfolio value of $ 389.28M as of Q12026. In Q12026, Brown Wealth Management, LLC added 7 new positions, increased stakes in 71 stocks, reduced 30 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IVV), representing 17.27% of the total portfolio.