Brown Miller Wealth Management, LLC has disclosed its latest holdings in a recent SEC filing, revealing a total value of $410.5 million as of September 30, 2026. This filing is significant as it provides insight into the firm’s investment strategy and its positioning within the wealth management sector.

The firm, based in McLean, Virginia, is primarily involved in wealth management services. According to the SEC filing, the report, which is categorized as a 13F-HR, includes details about the firm’s investment allocations and the overall value of its portfolio.

Background

Brown Miller Wealth Management, LLC, incorporated in Virginia, operates in the wealth management industry, providing services that include investment advice and portfolio management. The firm has been active in filing reports with the SEC, as demonstrated by its recent filings, including the latest 13F-HR submitted on November 2, 2026, with an accession number of 0001840084-26-000005.

What the Filing Says

The filing indicates that Brown Miller Wealth Management has a total of 288 entries in its holdings report. The total value of these holdings is reported at $410,515,723. This figure reflects the firm's investment discretion and the strategies employed in managing its portfolio.

Impact

This update may affect various stakeholders, including clients of Brown Miller Wealth Management, who rely on the firm’s expertise in managing their investments. Additionally, competitors in the wealth management sector may analyze these holdings to gauge market trends and adjust their strategies accordingly.

What's Next

The filing does not specify what happens next for Brown Miller Wealth Management, but it is likely that the firm will continue to monitor its investments and adjust its portfolio based on market conditions and client needs.