What does BROWN WEALTH MANAGEMENT, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

BROWN WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$67M103K17.3%

VANGUARD TAX-MANAGED FDS

$28M438K7.2%

VANGUARD BD INDEX FDS

$27M347K6.9%

VANGUARD INDEX FDS

$19M99K5.0%

VANGUARD INDEX FDS

$19M43K4.8%

ISHARES TR

$18M169K4.6%

ISHARES TR

$17M155K4.3%

INNOVATOR ETFS TRUST

$11M313K2.8%

ISHARES TR

$10M116K2.5%

SCHWAB STRATEGIC TR

$10M397K2.5%

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