BROWN WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19870052026Q2
| Positions | 134 |
|---|
| Reported value | $447.2m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 134 (+18 vs prior quarter) |
|---|
| Reported value | $447.2m (+14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 104,951 | $78.6m | 17.6% |
| VEA VANGUARD TAX-MANAGED FDS | 445,636 | $31.8m | 7.1% |
| BIV VANGUARD BD INDEX FDS | 388,428 | $29.8m | 6.7% |
| VTV VANGUARD INDEX FDS | 105,387 | $23.0m | 5.1% |
| VUG VANGUARD INDEX FDS | 256,846 | $22.1m | 4.9% |
| MUB ISHARES TR | 193,485 | $20.8m | 4.7% |
| SUB ISHARES TR | 168,105 | $17.9m | 4.0% |
| VWO VANGUARD INTL EQUITY INDEX F | 191,994 | $11.5m | 2.6% |
| VGK ISHARES TR | 128,558 | $11.4m | 2.6% |
| INNOVATOR ETFS TRUST | 275,784 | $10.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1987005")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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