# EDGAR Filing Document

**Accession Number:** 0001987005
**File Stem:** 0001104659-25-076161
**Filing Date:** 2025-8
**Character Count:** 13761
**Document Hash:** ceeb1dc1f47d3d680f5246980a88b37c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-076161.hdr.sgml**: 20250811

**ACCESSION NUMBER**: 0001104659-25-076161

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250811

**DATE AS OF CHANGE**: 20250811

**EFFECTIVENESS DATE**: 20250811

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BROWN WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001987005

**ORGANIZATION NAME:**
- **EIN:** 472272344
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23327
- **FILM NUMBER:** 251202145

**BUSINESS ADDRESS:**
- **STREET 1:** 1700 PARK STREET
- **STREET 2:** SUITE 106
- **CITY:** NAPERVILLE
- **STATE:** IL
- **ZIP:** 60563
- **BUSINESS PHONE:** 630-733-8483

**MAIL ADDRESS:**
- **STREET 1:** 1700 PARK STREET
- **STREET 2:** SUITE 106
- **CITY:** NAPERVILLE
- **STATE:** IL
- **ZIP:** 60563

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BROWN WEALTH MANAGEMENT LLC<br>**Address:** 1700 Park Street<br>Suite 106<br>Naperville, IL 60563

**Form 13F File Number:** 028-23327

**CRD Number (if applicable):** 000324695

**SEC File Number (if applicable):** 801-127594

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Melissa Imbrogno<br>**Title:** Partner  COO<br>**Phone:** 630-733-8434

**Signature, Place, and Date of Signing:**

/s/ Melissa Imbrogno  Naperville, IL  08-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 98

**Form 13F Information Table Value Total:** $321970868

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 246875 | 1330 | SH |  | SOLE |  | 0 | 0 | 1330 |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 |  | 3593696 | 26013 | SH |  | SOLE |  | 0 | 0 | 26013 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 308931 | 1753 | SH |  | SOLE |  | 0 | 0 | 1753 |
| ALTIMMUNE INC | COM NEW | 02155H200 |  | 894291 | 231083 | SH |  | SOLE |  | 0 | 0 | 231083 |
| AMAZON COM INC | COM | 023135106 |  | 1684038 | 7676 | SH |  | SOLE |  | 0 | 0 | 7676 |
| APPLE INC | COM | 037833100 |  | 2689213 | 13107 | SH |  | SOLE |  | 0 | 0 | 13107 |
| AT INC | COM | 00206R102 |  | 203767 | 7041 | SH |  | SOLE |  | 0 | 0 | 7041 |
| BLACK DIAMOND THERAPEUTICS I | COM | 09203E105 |  | 248000 | 100000 | SH |  | SOLE |  | 0 | 0 | 100000 |
| BROADCOM INC | COM | 11135F101 |  | 516844 | 1875 | SH |  | SOLE |  | 0 | 0 | 1875 |
| CHEVRON CORP NEW | COM | 166764100 |  | 219966 | 1536 | SH |  | SOLE |  | 0 | 0 | 1536 |
| CLEARSIDE BIOMEDICAL INC | COM | 185063104 |  | 80000 | 100000 | SH |  | SOLE |  | 0 | 0 | 100000 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 291042 | 294 | SH |  | SOLE |  | 0 | 0 | 294 |
| CVS HEALTH CORP | COM | 126650100 |  | 255157 | 3699 | SH |  | SOLE |  | 0 | 0 | 3699 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 309013 | 2249 | SH |  | SOLE |  | 0 | 0 | 2249 |
| DTE ENERGY CO | COM | 233331107 |  | 417886 | 3155 | SH |  | SOLE |  | 0 | 0 | 3155 |
| ELI LILLY  CO | COM | 532457108 |  | 1425760 | 1829 | SH |  | SOLE |  | 0 | 0 | 1829 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U307 |  | 244843 | 5100 | SH |  | SOLE |  | 0 | 0 | 5100 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 237674 | 5440 | SH |  | SOLE |  | 0 | 0 | 5440 |
| INNOVATOR ETFS TRUST | POWER BUFFER SET | 45783Y723 |  | 7539362 | 225910 | SH |  | SOLE |  | 0 | 0 | 225910 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 4282488 | 133494 | SH |  | SOLE |  | 0 | 0 | 133494 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C540 |  | 2830107 | 70735 | SH |  | SOLE |  | 0 | 0 | 70735 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C656 |  | 1428329 | 34931 | SH |  | SOLE |  | 0 | 0 | 34931 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N742 |  | 1379894 | 52042 | SH |  | SOLE |  | 0 | 0 | 52042 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C748 |  | 1280868 | 32215 | SH |  | SOLE |  | 0 | 0 | 32215 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C383 |  | 1189070 | 28157 | SH |  | SOLE |  | 0 | 0 | 28157 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45783Y251 |  | 1073207 | 38084 | SH |  | SOLE |  | 0 | 0 | 38084 |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | 45783Y103 |  | 509901 | 13641 | SH |  | SOLE |  | 0 | 0 | 13641 |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | 45782C680 |  | 286376 | 7078 | SH |  | SOLE |  | 0 | 0 | 7078 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C813 |  | 279456 | 6373 | SH |  | SOLE |  | 0 | 0 | 6373 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45783Y111 |  | 264860 | 10281 | SH |  | SOLE |  | 0 | 0 | 10281 |
| INTUIT | COM | 461202103 |  | 242590 | 308 | SH |  | SOLE |  | 0 | 0 | 308 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 1066192 | 14641 | SH |  | SOLE |  | 0 | 0 | 14641 |
| INVESCO EXCH TRADED FD TR II | S INTL LOW | 46138E230 |  | 412837 | 12463 | SH |  | SOLE |  | 0 | 0 | 12463 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 206865 | 375 | SH |  | SOLE |  | 0 | 0 | 375 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 3896751 | 63662 | SH |  | SOLE |  | 0 | 0 | 63662 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 299332 | 4986 | SH |  | SOLE |  | 0 | 0 | 4986 |
| ISHARES TR | CORE S ETF | 464287200 |  | 30373724 | 48919 | SH |  | SOLE |  | 0 | 0 | 48919 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 13397144 | 125984 | SH |  | SOLE |  | 0 | 0 | 125984 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 12758405 | 122113 | SH |  | SOLE |  | 0 | 0 | 122113 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 7817829 | 162061 | SH |  | SOLE |  | 0 | 0 | 162061 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 6779639 | 89159 | SH |  | SOLE |  | 0 | 0 | 89159 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 3259499 | 34724 | SH |  | SOLE |  | 0 | 0 | 34724 |
| ISHARES TR | INTL TREA BD ETF | 464288117 |  | 2642938 | 61321 | SH |  | SOLE |  | 0 | 0 | 61321 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 2618917 | 29676 | SH |  | SOLE |  | 0 | 0 | 29676 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2146910 | 25718 | SH |  | SOLE |  | 0 | 0 | 25718 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 1744497 | 20753 | SH |  | SOLE |  | 0 | 0 | 20753 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 1663048 | 16160 | SH |  | SOLE |  | 0 | 0 | 16160 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 1077609 | 3770 | SH |  | SOLE |  | 0 | 0 | 3770 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 936279 | 5935 | SH |  | SOLE |  | 0 | 0 | 5935 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 724949 | 2065 | SH |  | SOLE |  | 0 | 0 | 2065 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 494654 | 4526 | SH |  | SOLE |  | 0 | 0 | 4526 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 486422 | 4418 | SH |  | SOLE |  | 0 | 0 | 4418 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 458899 | 4626 | SH |  | SOLE |  | 0 | 0 | 4626 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 320293 | 1639 | SH |  | SOLE |  | 0 | 0 | 1639 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 299981 | 3239 | SH |  | SOLE |  | 0 | 0 | 3239 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 6742402 | 132855 | SH |  | SOLE |  | 0 | 0 | 132855 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 813487 | 2806 | SH |  | SOLE |  | 0 | 0 | 2806 |
| META PLATFORMS INC | CL A | 30303M102 |  | 624451 | 846 | SH |  | SOLE |  | 0 | 0 | 846 |
| MICROSOFT CORP | COM | 594918104 |  | 1983844 | 3988 | SH |  | SOLE |  | 0 | 0 | 3988 |
| NETFLIX INC | COM | 64110L106 |  | 356209 | 266 | SH |  | SOLE |  | 0 | 0 | 266 |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | 45409B107 |  | 3507076 | 108511 | SH |  | SOLE |  | 0 | 0 | 108511 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2641265 | 16718 | SH |  | SOLE |  | 0 | 0 | 16718 |
| ORACLE CORP | COM | 68389X105 |  | 303896 | 1390 | SH |  | SOLE |  | 0 | 0 | 1390 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 369463 | 2319 | SH |  | SOLE |  | 0 | 0 | 2319 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 4591215 | 45593 | SH |  | SOLE |  | 0 | 0 | 45593 |
| REZOLVE AI LTD | ORD SHS | G75398100 |  | 615000 | 200000 | SH |  | SOLE |  | 0 | 0 | 200000 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 1672794 | 17866 | SH |  | SOLE |  | 0 | 0 | 17866 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 10309083 | 422850 | SH |  | SOLE |  | 0 | 0 | 422850 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 7627679 | 360476 | SH |  | SOLE |  | 0 | 0 | 360476 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 6964390 | 248285 | SH |  | SOLE |  | 0 | 0 | 248285 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 5596044 | 221188 | SH |  | SOLE |  | 0 | 0 | 221188 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 4506437 | 154277 | SH |  | SOLE |  | 0 | 0 | 154277 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 4193852 | 151567 | SH |  | SOLE |  | 0 | 0 | 151567 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 2574573 | 96498 | SH |  | SOLE |  | 0 | 0 | 96498 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 417985 | 15773 | SH |  | SOLE |  | 0 | 0 | 15773 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 252973 | 10351 | SH |  | SOLE |  | 0 | 0 | 10351 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 531559 | 860 | SH |  | SOLE |  | 0 | 0 | 860 |
| SPDR SER TR | NUVEEN BLOOMBERG | 78464A284 |  | 778312 | 31409 | SH |  | SOLE |  | 0 | 0 | 31409 |
| SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 |  | 732612 | 15317 | SH |  | SOLE |  | 0 | 0 | 15317 |
| TESLA INC | COM | 88160R101 |  | 719818 | 2266 | SH |  | SOLE |  | 0 | 0 | 2266 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 516620 | 1931 | SH |  | SOLE |  | 0 | 0 | 1931 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 1758227 | 35017 | SH |  | SOLE |  | 0 | 0 | 35017 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 15847517 | 204907 | SH |  | SOLE |  | 0 | 0 | 204907 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 31977304 | 180929 | SH |  | SOLE |  | 0 | 0 | 180929 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 30763743 | 70173 | SH |  | SOLE |  | 0 | 0 | 70173 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 2518866 | 9095 | SH |  | SOLE |  | 0 | 0 | 9095 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 2508090 | 12861 | SH |  | SOLE |  | 0 | 0 | 12861 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1232132 | 4054 | SH |  | SOLE |  | 0 | 0 | 4054 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 549342 | 967 | SH |  | SOLE |  | 0 | 0 | 967 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 201027 | 2257 | SH |  | SOLE |  | 0 | 0 | 2257 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 644186 | 13024 | SH |  | SOLE |  | 0 | 0 | 13024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 3345488 | 66550 | SH |  | SOLE |  | 0 | 0 | 66550 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 6093772 | 124287 | SH |  | SOLE |  | 0 | 0 | 124287 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 13813492 | 242299 | SH |  | SOLE |  | 0 | 0 | 242299 |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | 921935870 |  | 2417061 | 23948 | SH |  | SOLE |  | 0 | 0 | 23948 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 5521567 | 84492 | SH |  | SOLE |  | 0 | 0 | 84492 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 284463 | 777 | SH |  | SOLE |  | 0 | 0 | 777 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 214435 | 1634 | SH |  | SOLE |  | 0 | 0 | 1634 |

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