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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 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK OF AMER CORP Financial Services 21,639.0 $1.2M 0.19% -129.0 -0.6% $56.98 +8.3%
22 MDYV SPDR SERIES TRUST 11,640.0 $1.1M 0.17% -194.0 -1.6% $94.85 +0.9%
23 MU MICRON TECHNOLOGY INC Technology 949.0 $1.1M 0.17% -68.0 -6.7% $1154.29 -16.2%
24 SPTL SPDR SERIES TRUST 39,767.0 $1.0M 0.16% -3K -6.6% $26.23 -4.3%
25 IXUS ISHARES TR 10,085.0 $963K 0.14% -141.0 -1.4% $95.44 +2.6%
26 MUNI PIMCO ETF TR 17,643.0 $928K 0.14% -641.0 -3.5% $52.60 -1.7%
27 USB US BANCORP Financial Services 13,067.0 $789K 0.12% -634.0 -4.6% $60.40 +2.7%
28 MDYG SPDR SERIES TRUST 5,854.0 $656K 0.10% -255.0 -4.2% $112.09 -1.7%
29 VTV VANGUARD INDEX FDS 2,925.0 $637K 0.10% -246.0 -7.8% $217.93 +3.9%
30 DE DEERE & CO Industrials 955.0 $606K 0.09% -14.0 -1.4% $634.30 +2.1%
31 AEHR AEHR TEST SYS Technology 5,815.0 $559K 0.08% -530.0 -8.3% $96.06 +5.9%
32 SUB ISHARES TR 5,148.0 $548K 0.08% -2K -25.6% $106.47 -0.2%
33 DELL DELL TECHNOLOGIES INC Technology 1,270.0 $548K 0.08% -139.0 -9.9% $431.46 +2.4%
34 ASML ASML HLDG NV Technology 266.0 $529K 0.08% -5.0 -1.9% $1989.44 -11.3%
35 FLCC FEDERATED HERMES ETF TRUST 12,533.0 $440K 0.07% -2K -10.9% $35.13 +4.5%
36 PFE PFIZER INC Healthcare 17,701.0 $426K 0.06% -961.0 -5.2% $24.08 +16.6%
37 DSTL ETF SER SOLUTIONS 6,948.0 $416K 0.06% -838.0 -10.8% $59.90 +16.5%
38 JPIB J P MORGAN EXCHANGE TRADED F 6,348.0 $307K 0.05% -95.0 -1.5% $48.35 -1.0%
39 Q QNITY ELECTRONICS INC Technology 1,706.0 $279K 0.04% -59.0 -3.3% $163.31 -21.1%
40 T AT&T INC Communication Services 12,875.0 $267K 0.04% -486.0 -3.6% $20.70 +22.3%
Page 2 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%