13F Filings History of BROWN WEALTH MANAGEMENT, LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$356,088,076
Signature - Title
Melissa Imbrogno - Partner & COO
Location
Naperville, IL
Summary
This page shows a list of all the recent 13F filings made by BROWN WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BROWN WEALTH MANAGEMENT, LLC reported 99 stock holdings with total value $356,088,076 as of Q3 2025. Top holdings included VTV, VUG, IVV, BIV, and MUB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 99 $356,088,076 +$28,199,856 -$11,856,656 +$16,343,200 VTV, VUG, IVV, BIV, MUB 13F-HR 04 Nov 2025, 15:29
Q2 2025 98 $321,970,868 +$39,360,472 -$26,036,860 +$13,323,612 VTV, VUG, IVV, BIV, VEA 13F-HR 11 Aug 2025, 16:13
Q1 2025 93 $290,807,755 +$39,210,037 -$27,742,086 +$11,467,951 VTV, IVV, VUG, SUB, MUB 13F-HR 07 May 2025, 10:46
Q4 2024 85 $282,116,989 +$43,279,524 -$17,081,137 +$26,198,387 VTV, VUG, BIV, IVV, VEA 13F-HR 13 Feb 2025, 18:08
Q3 2024 88 $277,113,491 +$34,143,383 -$17,970,047 +$16,173,336 VTV, VUG, BIV, IVV, VEA 13F-HR 14 Nov 2024, 10:42
Q2 2024 89 $248,100,399 +$21,496,521 -$15,488,728 +$6,007,793 VTV, VUG, VEA, BIV, IVV 13F-HR 13 Aug 2024, 12:42
Q1 2024 90 $241,796,190 +$92,956,522 -$86,483,791 +$6,472,731 VTV, VEA, VUG, BIV, IVV 13F-HR 13 May 2024, 15:43
Q4 2023 89 $225,994,938 +$27,871,927 -$29,205,017 -$1,333,090 VEA, SCHX, BND, SUB, MUB 13F-HR 14 Feb 2024, 17:26
Q3 2023 83 $210,119,663 +$62,082,005 -$38,757,779 +$23,324,226 VEA, SCHX, BND, MUB, IDEV 13F-HR 14 Nov 2023, 17:09
Q2 2023 93 $193,383,636 $0 $0 $0 SCHX, VEA, BND, SUB, VTEB 13F-HR 08 Aug 2023, 10:20