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Disclosed positions
BROWN WEALTH MANAGEMENT, LLC: source evidence dated 2026-07-21T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $78,596,908
- Reported amount
- 104,951
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001104659-26-084985Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $78,596,908 | 104,951 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $31,751,572 | 445,636 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $29,792,440 | 388,428 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $22,966,916 | 105,387 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $22,124,731 | 256,846 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $20,822,815 | 193,485 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $17,898,176 | 168,105 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $11,460,149 | 191,994 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $11,442,973 | 128,558 | SH | None |
| INNOVATOR ETFS TRUST | PSTP | POWER BUFFER SET | $10,144,716 | 275,784 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $9,896,379 | 409,958 | SH | None |
| JANUS DETROIT STR TR | JAAA | HENDRSON AAA CL | $8,863,243 | 175,545 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $7,274,501 | 129,532 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $7,177,097 | 148,195 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $7,103,372 | 82,196 | SH | None |
| GLOBAL X FDS | AIQ | ARTIFICIAL ETF | $6,495,850 | 99,007 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $6,152,198 | 79,785 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,959,503 | 29,784 | SH | None |
| APPLE INC | AAPL | COM | $5,776,452 | 19,963 | SH | None |
| VANGUARD WHITEHALL FDS | VWOB | EM MK GOV BD ETF | $5,735,325 | 85,296 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $5,679,904 | 112,295 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $5,604,494 | 161,002 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $5,363,016 | 158,482 | SH | None |
| INNOVATOR ETFS TRUST | BALT | DEFINED WLT SHLD | $5,340,363 | 155,832 | SH | None |
| NEW YORK LIFE INVESTMENTS ET | QAI | NYLI HEDGE MULTI | $4,861,036 | 132,815 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $4,212,276 | 61,574 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $3,374,141 | 101,356 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN VOL | $3,311,178 | 34,327 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $2,799,786 | 28,989 | SH | None |
| ABRDN PRECIOUS METALS BASKET | GLTR | PHYSCL PRECS MET | $2,718,518 | 15,007 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $2,393,978 | 6,546 | SH | None |
| VANGUARD WELLINGTON FD | VTES | SHORT TRM TAX EX | $2,287,686 | 22,581 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,200,584 | 6,228 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $2,187,111 | 9,001 | SH | None |
| INNOVATOR ETFS TRUST | ZDEK | EQUITY DEFINED P | $2,066,018 | 78,199 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,039,475 | 8,557 | SH | None |
| INNOVATOR ETFS TRUST | PJUN | US EQTY PWR BUF | $1,963,334 | 45,416 | SH | None |
| VANECK ETF TRUST | HYD | HIGH YLD MUNIETF | $1,879,615 | 36,490 | SH | None |
| ISHARES TR | EFAV | MSCI EAFE MIN VL | $1,810,773 | 20,645 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,743,801 | 2,368 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $1,706,675 | 33,977 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $1,699,854 | 3,987 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,638,954 | 5,007 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,546,458 | 4,179 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $1,541,604 | 15,373 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,509,809 | 10,180 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,420,820 | 3,809 | SH | None |
| TESLA INC | TSLA | COM | $1,324,469 | 3,149 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,324,054 | 3,705 | SH | None |
| JBT MAREL CORPORATION | JBTM | COM | $1,280,640 | 8,832 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.