Portfolio (Quarterly) Guide ↗

Brady Martz Wealth Solutions, LLC

· CIK 0002049470

13F Portfolio $587M AUM 195 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 28 New 73 Added 63 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBKR	INTERACTIVE BROKERS GROUP IN	Financial Services	7,164	$461K	0.08%	SOLD
2	UPS	UNITED PARCEL SERVICE INC	Industrials	4,487	$445K	0.08%	SOLD
3	ADBE	ADOBE INC	Technology	829	$290K	0.05%	SOLD
4	SNPS	SYNOPSYS INC	Technology	538	$253K	0.04%	SOLD
5	F	FORD MTR CO	Consumer Cyclical	16,127	$212K	0.04%	SOLD
6	DAL	DELTA AIR LINES INC DEL	Industrials	2,966	$206K	0.04%	SOLD

Sector Allocation

Technology 33.1%

Financial Services 11.0%

Consumer Defensive 10.5%

Communication Services 9.5%

Healthcare 9.5%

Consumer Cyclical 9.1%

Industrials 8.3%

Energy 7.3%

Basic Materials 1.3%

Utilities 0.3%