Long-term investor
Brown Wealth Management, LLC @brownwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001987005).
Record
- Tracked since 2025-06-30 (441 days), 96 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +12.1% · all +12.1%
- Max drawdown n/a · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 17.6% · long · since 2025-06-30
- VEA · 7.1% · long · since 2025-06-30
- BIV · 6.7% · long · since 2025-06-30
- VTV · 5.1% · long · since 2025-06-30
- VUG · 4.9% · long · since 2025-06-30
- MUB · 4.7% · long · since 2025-06-30
- SUB · 4.0% · long · since 2025-06-30
- VWO · 2.6% · long · since 2025-06-30
- IDEV · 2.6% · long · since 2025-06-30
- PSTP · 2.3% · long · since 2025-06-30
- SCHO · 2.2% · long · since 2025-06-30
- JAAA · 2.0% · long · since 2025-06-30