Portfolio (Quarterly) Guide ↗

Brady Martz Wealth Solutions, LLC

· CIK 0002049470

13F Portfolio $662M AUM 228 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 37 New 87 Added 42 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	LEIDOS HOLDINGS INC	—	1,590	$247K	0.04%	SOLD
2	CRM	SALESFORCE INC	Technology	1,146	$214K	0.04%	SOLD
3	MRSH	MARSH & MCLENNAN COS INC	Financial Services	1,163	$202K	0.03%	SOLD
4	SPOK	SPOK HLDGS INC	Healthcare	12,220	$133K	0.02%	SOLD

Sector Allocation

Technology 34.8%

Financial Services 10.5%

Industrials 10.3%

Consumer Cyclical 9.7%

Consumer Defensive 9.1%

Healthcare 9.0%

Communication Services 7.7%

Energy 5.4%

Utilities 1.7%

Basic Materials 1.3%