Portfolio (Quarterly) Guide ↗

BRADY FAMILY WEALTH, LLC

· CIK 0001971456

13F Portfolio $346M AUM 113 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 13 New 45 Added 25 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CRM	SALESFORCE INC	Technology	14,266	$3.8M	1.17%	SOLD
2	NKE	NIKE INC	Consumer Cyclical	27,879	$1.8M	0.55%	SOLD
3	HON	HONEYWELL INTL INC	Industrials	1,598	$312K	0.10%	SOLD
4	BDX	BECTON DICKINSON & CO	Healthcare	1,577	$306K	0.09%	SOLD
5	TSCO	TRACTOR SUPPLY CO	Consumer Cyclical	6,101	$305K	0.09%	SOLD
6	INTU	INTUIT	Technology	447	$296K	0.09%	SOLD
7	FDS	FACTSET RESH SYS INC	Financial Services	696	$202K	0.06%	SOLD
8	TMUS	T-MOBILE US INC	Communication Services	989	$201K	0.06%	SOLD

Sector Allocation

Technology 34.7%

Financial Services 14.3%

Healthcare 11.0%

Industrials 10.4%

Consumer Cyclical 9.3%

Communication Services 8.6%

Consumer Defensive 5.7%

Energy 2.9%

Basic Materials 1.8%

Utilities 1.2%