13F Insight
DOSSIER · 13F-HR · Q2 2026

BROWN WEALTH MANAGEMENT, LLC

$447M in tracked AUM across 134 positions as of Q2 2026.

BW
CIK 0001987005 · last filed Jun 30, 2026
Total AUM
$447M
as of Q2 2026
Holdings
134
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BROWN WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$79M105K17.6%02
VEA
VANGUARD TAX-MANAGED FDS
$32M446K7.1%03
BIV
VANGUARD BD INDEX FDS
$30M388K6.7%04
VTV
VANGUARD INDEX FDS
$23M105K5.1%05
VUG
VANGUARD INDEX FDS
$22M257K4.9%06
MUB
ISHARES TR
$21M193K4.7%07
SUB
ISHARES TR
$18M168K4.0%08
VWO
VANGUARD INTL EQUITY INDEX F
$11M192K2.6%09
IDEV
ISHARES TR
$11M129K2.6%10
PSTP
INNOVATOR ETFS TRUST
$10M276K2.3%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$210M▲ 8.7%
83 positionsLocked
Showing 12 of 13