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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 4 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HYD VANECK ETF TRUST 47,476.0 $2.4M 0.37% -3K -5.6% $51.51 -2.5%
62 CSCO CISCO SYS INC Technology 20,468.0 $2.4M 0.36% +1K +5.3% $117.46 -5.5%
63 SLYV SPDR SERIES TRUST 21,708.0 $2.4M 0.36% $109.11 +1.2%
64 TSLA TESLA INC Consumer Cyclical 5,548.0 $2.3M 0.35% +136.0 +2.5% $420.59 -13.7%
65 JMUB J P MORGAN EXCHANGE TRADED F 45,810.0 $2.3M 0.35% -709.0 -1.5% $50.66 -1.9%
66 ABBV ABBVIE INC Healthcare 9,028.0 $2.3M 0.34% +228.0 +2.6% $251.65 +5.3%
67 SLYG SPDR SERIES TRUST 18,975.0 $2.3M 0.34% $119.13 -2.6%
68 AMD ADVANCED MICRO DEVICES INC Technology 3,879.0 $2.3M 0.34% -212.0 -5.2% $580.91 -18.5%
69 AMGN AMGEN INC Healthcare 6,139.0 $2.2M 0.34% +136.0 +2.3% $362.12 +21.3%
70 QUAL ISHARES TR 9,494.0 $2.1M 0.32% $219.42 +1.7%
71 CVX CHEVRON CORPORATION Energy 12,380.0 $2.1M 0.31% +235.0 +1.9% $165.76 +23.8%
72 GE GE AEROSPACE Industrials 5,223.0 $2.0M 0.29% +1K +38.7% $373.70 -6.8%
73 IBM INTERNATIONAL BUSINESS MACHS Technology 6,926.0 $1.9M 0.29% $281.22 -16.2%
74 XOM EXXON MOBIL CORP Energy 13,740.0 $1.9M 0.28% $136.72 +20.8%
75 VOT VANGUARD INDEX FDS 6,128.0 $1.9M 0.28% $306.31 -0.3%
76 LRCX LAM RESEARCH CORP Technology 4,252.0 $1.8M 0.28% -169.0 -3.8% $433.33 -27.5%
77 MO ALTRIA GROUP INC Consumer Defensive 25,218.0 $1.8M 0.27% +291.0 +1.2% $71.95 -8.1%
78 VUG VANGUARD INDEX FDS 20,475.0 $1.8M 0.27% +17K +494.9% $86.14 +1.6%
79 DFAX DIMENSIONAL ETF TRUST 47,614.0 $1.8M 0.27% $36.84 +3.6%
80 NFLX NETFLIX INC. Communication Services 24,270.0 $1.7M 0.26% +585.0 +2.5% $71.40 +11.5%
Page 4 of 12  ·  228 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%