13F Insight
DOSSIER · 13F-HR · Q3 2026

BROWN WEALTH MANAGEMENT, LLC

$456M in tracked AUM across 135 positions as of Q3 2026.

BW
CIK 0001987005 · last filed Sep 30, 2026
Total AUM
$456M
as of Q3 2026
Holdings
135
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BROWN WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$78M102K17.1%02
VEA
VANGUARD TAX-MANAGED FDS
$32M451K7.0%03
BIV
VANGUARD BD INDEX FDS
$30M411K6.6%04
VUG
VANGUARD INDEX FDS
$24M272K5.4%05
VTV
VANGUARD INDEX FDS
$24M109K5.2%06
MUB
ISHARES TR
$21M211K4.7%07
SUB
ISHARES TR
$19M183K4.2%08
IDEV
ISHARES TR
$12M135K2.6%09
VWO
VANGUARD INTL EQUITY INDEX F
$12M197K2.6%10
SCHO
SCHWAB STRATEGIC TR
$10M432K2.3%

Filing history

2026Q3Sep 30
$456M▲ 1.9%
135 positionsView →2026Q2Jun 30
$447M▲ 14.9%
134 positionsView →2026Q1Mar 31
$389M▲ 2.4%
116 positionsView →2025Q4Dec 31
$380M▲ 6.7%
110 positionsView →2025Q3Sep 30
$356M▲ 10.6%
99 positionsLocked2025Q2Jun 30
$322M▲ 10.7%
98 positionsLocked2025Q1Mar 31
$291M▲ 3.1%
93 positionsLocked2024Q4Dec 31
$282M▲ 1.8%
85 positionsLocked2024Q3Sep 30
$277M▲ 11.7%
88 positionsLocked2024Q2Jun 30
$248M▲ 2.6%
89 positionsLocked2024Q1Mar 31
$242M▲ 7.0%
90 positionsLocked2023Q4Dec 31
$226M▲ 7.6%
89 positionsLocked
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