Holdings of BROWN WEALTH MANAGEMENT, LLC
103 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 61.1 % of the equity sleeve
Sector breakdown
- Funds 21.6 %
- Technology 3.7 %
- Communication 1.1 %
- Health care 1.1 %
- Financials 1.1 %
- Consumer discretionary 0.8 %
- Consumer staples 0.3 %
- Industrials 0.1 %
- Utilities 0.1 %
- Energy 0.1 %
- Unattributed 69.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 103 | 364.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | General Electric Co | 770 | 218.4K $ | |
| 102 | Surf Air Mobility Inc | 53,278 | 61.3K $ | |
| 103 | Wheels Up Experience Inc | 100,000 | 51.7K $ |