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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
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 681,131.0 $23.0M 3.48% -4K -0.6% $33.84 +4.4%
2 SCHD SCHWAB STRATEGIC TR 616,226.0 $19.5M 2.95% -4K -0.6% $31.71 +10.7%
3 VTI VANGUARD INDEX FDS 42,749.0 $15.8M 2.39% -2K -4.1% $370.04 +2.2%
4 HYMB SPDR SERIES TRUST 400,105.0 $10.2M 1.54% -5K -1.3% $25.44 -2.5%
5 NVDA NVIDIA CORPORATION Technology 35,458.0 $7.1M 1.07% -6K -14.9% $200.09 +7.3%
6 AVUV AMERICAN CENTY ETF TR 46,211.0 $5.8M 0.87% -2K -3.5% $124.76 +1.4%
7 FMB FIRST TR EXCH TRADED FD III 97,549.0 $5.0M 0.76% -2K -2.5% $51.37 -2.3%
8 IWP ISHARES TR 29,039.0 $4.3M 0.64% -175.0 -0.6% $146.41 -1.9%
9 IWS ISHARES TR 23,696.0 $3.9M 0.59% -478.0 -2.0% $164.60 +4.5%
10 MMIT NEW YORK LIFE INVTS ACTIVE E 153,847.0 $3.7M 0.57% -21K -12.1% $24.35 -1.5%
11 OUSM ALPS ETF TR 65,107.0 $3.1M 0.47% -720.0 -1.1% $47.52 +5.1%
12 SCHZ SCHWAB STRATEGIC TR 131,546.0 $3.0M 0.46% -4K -3.1% $23.13 -1.6%
13 VXUS VANGUARD STAR FDS 32,987.0 $2.8M 0.43% -242.0 -0.7% $85.49 +2.6%
14 DFSV DIMENSIONAL ETF TRUST 69,908.0 $2.7M 0.41% -3K -4.0% $38.79 +3.9%
15 HYD VANECK ETF TRUST 47,476.0 $2.4M 0.37% -3K -5.6% $51.51 -2.5%
16 JMUB J P MORGAN EXCHANGE TRADED F 45,810.0 $2.3M 0.35% -709.0 -1.5% $50.66 -1.9%
17 AMD ADVANCED MICRO DEVICES INC Technology 3,879.0 $2.3M 0.34% -212.0 -5.2% $580.91 -18.5%
18 LRCX LAM RESEARCH CORP Technology 4,252.0 $1.8M 0.28% -169.0 -3.8% $433.33 -27.5%
19 MUB ISHARES TR 13,375.0 $1.4M 0.22% -413.0 -3.0% $107.62 -2.1%
20 VIGI VANGUARD WHITEHALL FDS 14,925.0 $1.4M 0.21% -149.0 -1.0% $93.38 +5.6%
Page 1 of 3  ·  42 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 34.8%
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%