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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
Page 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LIN LINDE PLC Basic Materials 538.0 $279K 0.08% -8.0 -1.5% $518.94 -5.7%
102 AEE AMEREN CORP Utilities 2,458.0 $278K 0.08% $113.04 -6.1%
103 SCHF SCHWAB STRATEGIC TR 9,965.0 $276K 0.08% NEW $27.70 +2.2%
104 GLW CORNING INC Technology 1,000.0 $255K 0.07% NEW $255.43 -41.7%
105 HD HOME DEPOT INC Consumer Cyclical 722.0 $255K 0.07% -49.0 -6.4% $352.68 -6.4%
106 DHR DANAHER CORP DEL Healthcare 1,332.0 $254K 0.07% $190.54 +13.4%
107 DLN WISDOMTREE TR 2,617.0 $252K 0.07% $96.32 +4.5%
108 RF REGIONS FINANCIAL CORP NEW Financial Services 7,939.0 $240K 0.07% $30.20 +0.4%
109 FYX FIRST TR EXCHANGE-TRADED ALP 1,660.0 $240K 0.07% -158.0 -8.7% $144.30 -1.3%
110 IWB ISHARES TR 556.0 $228K 0.07% NEW $409.50 +2.8%
111 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 110,000.0 $211K 0.06% $1.92 -12.5%
112 WEC WEC ENERGY GROUP INC Utilities 1,790.0 $209K 0.06% NEW $116.77 -9.0%
113 VUG VANGUARD INDEX FDS 2,413.0 $208K 0.06% NEW $86.14 +2.8%
Page 6 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%