BROWN WEALTH MANAGEMENT, LLC

Est. AUM

$389.3M

13F long equity, this entity only

Positions

116

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$67.2M	102896	17.27%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$28.1M	438095	7.21%	SOLE
3	VANGUARD BD INDEX FDS	INTERMED TERM	$26.8M	346701	6.87%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$19.4M	98675	4.97%	SOLE
5	VANGUARD INDEX FDS	GROWTH ETF	$18.7M	42871	4.81%	SOLE
6	ISHARES TR	NATIONAL MUN ETF	$17.9M	168750	4.60%	SOLE
7	ISHARES TR	SHRT NAT MUN ETF	$16.6M	155398	4.25%	SOLE
8	INNOVATOR ETFS TRUST	POWER BUFFER SET	$10.8M	312704	2.77%	SOLE
9	ISHARES TR	CORE MSCI INTL	$9.7M	116384	2.50%	SOLE
10	SCHWAB STRATEGIC TR	SHT TM US TRES	$9.6M	397028	2.48%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.1M	168380	2.34%	SOLE
12	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$8.2M	125219	2.11%	SOLE
13	PROSHARES TR	S&P 500 DV ARIST	$6.6M	62265	1.70%	SOLE
14	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$6.6M	136461	1.68%	SOLE
15	ISHARES TR	20 YR TR BD ETF	$6.5M	74978	1.67%	SOLE
16	VANGUARD MUN BD FDS	TAX EXEMPT BD	$6.3M	126867	1.63%	SOLE
17	JANUS DETROIT STR TR	HENDRSON AAA CL	$5.4M	106617	1.38%	SOLE
18	ISHARES TR	CORE S&P MCP ETF	$5.3M	78142	1.36%	SOLE
19	NVIDIA CORPORATION	COM	$5.1M	28984	1.30%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.9M	162248	1.27%	SOLE
21	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$4.9M	147407	1.27%	SOLE
22	APPLE INC	COM	$4.9M	19128	1.25%	SOLE
23	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.7M	160983	1.20%	SOLE
24	NEW YORK LIFE INVESTMENTS ET	NYLI HEDGE MULTI	$4.4M	128608	1.13%	SOLE
25	ISHARES TR	MSCI EMG MKT ETF	$3.4M	59569	0.87%	SOLE
26	GLOBAL X FDS	ARTIFICIAL ETF	$3.2M	68543	0.82%	SOLE
27	ISHARES TR	MSCI USA MIN VOL	$3.2M	34485	0.82%	SOLE
28	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$3.2M	14565	0.82%	SOLE
29	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$3.0M	78034	0.77%	SOLE
30	ISHARES TR	CORE MSCI EAFE	$2.6M	28573	0.66%	SOLE
31	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$2.5M	24824	0.65%	SOLE
32	VANGUARD INDEX FDS	SML CP GRW ETF	$2.0M	6583	0.51%	SOLE
33	VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	8832	0.49%	SOLE
34	ISHARES TR	MSCI EAFE MIN VL	$1.9M	20806	0.49%	SOLE
35	MICROSOFT CORP	COM	$1.9M	5072	0.48%	SOLE
36	INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.9M	72622	0.48%	SOLE
37	ELI LILLY & CO	COM	$1.8M	1966	0.46%	SOLE
38	ALPHABET INC	CAP STK CL C	$1.8M	6292	0.46%	SOLE
39	ISHARES TR	CORE S&P SCP ETF	$1.8M	14432	0.46%	SOLE
40	AMAZON COM INC	COM	$1.7M	8281	0.44%	SOLE
41	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.7M	34207	0.44%	SOLE
42	VANECK ETF TRUST	HIGH YLD MUNIETF	$1.7M	32929	0.42%	SOLE
43	INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.6M	60150	0.41%	SOLE
44	JPMORGAN CHASE & CO.	COM	$1.4M	4852	0.37%	SOLE
45	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4274	0.35%	SOLE
46	TESLA INC	COM	$1.3M	3586	0.34%	SOLE
47	JBT MAREL CORPORATION	COM	$1.1M	8832	0.29%	SOLE
48	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.1M	14649	0.28%	SOLE
49	ALPHABET INC	CAP STK CL A	$1.0M	3623	0.27%	SOLE
50	ISHARES TR	RUSSELL 3000 ETF	$986K	2660	0.25%	SOLE

1–50 of 116

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.