Brown Wealth Management, LLC - Q22026 Holdings

Brown Wealth Management, LLC holds 134 stocks with a total portfolio value of $ 447.18M as of Q22026. In Q22026, Brown Wealth Management, LLC added 23 new positions, increased stakes in 59 stocks, reduced 38 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (IVV), representing 17.58% of the total portfolio.