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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
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGG ISHARES TR 2,384.0 $237K 0.04% -163.0 -6.4% $99.27 -0.3%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,562.0 $216K 0.04% -250.0 -6.6% $60.65 -6.5%
63 CRM SALESFORCE INC Technology 1,146.0 $214K 0.04% -767.0 -40.1% $186.71 -3.9%
Page 4 of 4  ·  63 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 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%