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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 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISRG INTUITIVE SURGICAL INC Healthcare 661.0 $263K 0.04% -4.0 -0.6% $397.68 -4.7%
42 VONG VANGUARD SCOTTSDALE FDS 1,663.0 $213K 0.03% -684.0 -29.1% $127.81 -1.4%
Page 3 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%