SEC Form 13F · Q3 2026

BROWN WEALTH MANAGEMENT, LLC

Institutional Holdings Report

13F-HRIL
$455.8M
Portfolio Value
135
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
BROWN WEALTH MANAGEMENT, LLC
CIK
1987005
Accession No.
0001104659-26-117251
Location
NAPERVILLE, IL
Form Type
13F-HR
Portfolio Value
$455.8M
Holdings Reported
135
Reporting Period
Q3 2026
Filed
October 20, 2026

About this Filing

BROWN WEALTH MANAGEMENT, LLC is an institutional investment manager based in NAPERVILLE, IL reporting approximately $455.8M in 13(f) securities across 135 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.