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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 10 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 QQQE DIREXION SHARES ETF TRUST 2,372.0 $234K 0.04% $98.53 +20.4%
182 DELL DELL TECHNOLOGIES INC Technology 1,409.0 $231K 0.04% NEW $164.13 +97.2%
183 SCHX SCHWAB STRATEGIC TR 8,794.0 $225K 0.04% NEW $25.64 +15.9%
184 TECHNIPFMC PLC 3,194.0 $221K 0.04% NEW $69.13
185 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,562.0 $216K 0.04% -250.0 -6.6% $60.65 -6.0%
186 CRM SALESFORCE INC Technology 1,146.0 $214K 0.04% -767.0 -40.1% $186.71 -5.5%
187 Q QNITY ELECTRONICS INC Technology 1,765.0 $204K 0.04% NEW $115.38 +37.7%
188 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 5,623.0 $203K 0.04% NEW $36.10 +10.2%
189 MRSH MARSH & MCLENNAN COS INC Financial Services 1,163.0 $202K 0.03% NEW $173.42 -7.7%
190 EC ECOPETROL S A Energy 12,788.0 $192K 0.03% NEW $14.99 -1.4%
191 SVM SILVERCORP METALS INC Basic Materials 16,715.0 $180K 0.03% +5K +46.7% $10.74 +17.0%
192 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 10,018.0 $173K 0.03% NEW $17.30 +32.4%
193 GILT GILAT SATELLITE NETWORKS LTD Technology 11,471.0 $172K 0.03% NEW $15.02 +18.7%
194 HLIT HARMONIC INC Technology 15,973.0 $143K 0.02% NEW $8.98 +91.7%
195 SPOK SPOK HLDGS INC Healthcare 12,220.0 $133K 0.02% NEW $10.90 -3.1%
Page 10 of 10  ·  195 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%