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Brown Wealth Management, LLC
Brown Wealth Management, LLC is a wealth management and investment advisory firm headquartered in Conyers, Georgia, United States. The firm provides comprehensive financial planning, investment advice, and wealth management services to individuals, families, and professionals. Brown Wealth Management was established to serve its clients with financial expertise and a client-centric approach. The firm has a local focus in the Georgia market and offers personal service through a team of experienced advisors.
Investment Strategy
Brown Wealth Management, LLC offers individualized wealth management and financial planning services, focusing on goal-based portfolio construction, risk management, and tailored investment solutions for individuals and families. Their strategy emphasizes client education, long-term planning, and adapting investment approaches to match clients’ changing financial needs and objectives. They pride themselves on building lasting relationships and providing clear financial guidance for lasting security.
Latest 13F Filing Activity
Brown Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 95 equity positions with a total 13F market value of $322M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Proshares TR among other positions. Brown Wealth Management, LLC reduced exposure to Ishares TR, Ishares TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 9.93% | $32.0M | 180,929 | $157.77 | $176.74 | +$793.5K |
V VUG | VANGUARD INDEX FDS | 9.55% | $30.8M | 70,173 | $329.53 | $438.40 | +$6.1M |
I IVV | ISHARES TR | 9.43% | $30.4M | 48,919 | $552.15 | $620.90 | +$5.5M |
B BIV | VANGUARD BD INDEX FDS | 4.92% | $15.8M | 204,907 | $75.44 | $77.34 | +$2.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.29% | $13.8M | 242,299 | $46.03 | $57.01 | +$1.1M |
Industry Allocation
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