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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 8 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HWM HOWMET AEROSPACE INC Industrials 2,047.0 $550K 0.08% NEW $268.86 +1.0%
142 SUB ISHARES TR 5,148.0 $548K 0.08% -2K -25.6% $106.47 -0.2%
143 DELL DELL TECHNOLOGIES INC Technology 1,270.0 $548K 0.08% -139.0 -9.9% $431.46 +2.4%
144 USMV ISHARES TR 5,664.0 $546K 0.08% $96.46 +4.9%
145 PM PHILIP MORRIS INTL INC Consumer Defensive 2,971.0 $537K 0.08% $180.91 +4.0%
146 ASML ASML HLDG NV Technology 266.0 $529K 0.08% -5.0 -1.9% $1989.44 -11.3%
147 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,273.0 $509K 0.08% $223.92 +25.4%
148 EOG EOG RES INC Energy 3,834.0 $497K 0.07% $129.73 +18.0%
149 DFUS DIMENSIONAL ETF TRUST 5,917.0 $485K 0.07% $81.94 +2.1%
150 SPACE EXPLORATION TECHN CORP 2,814.0 $481K 0.07% NEW $170.86
151 GOOG ALPHABET INC 1,298.0 $458K 0.07% +291.0 +28.9% $353.23
152 DUK DUKE ENERGY CORP NEW Utilities 3,578.0 $453K 0.07% NEW $126.58 -5.3%
153 WFC WELLS FARGO & CO Financial Services 5,462.0 $451K 0.07% $82.64 +1.5%
154 INTU INTUIT Technology 1,718.0 $448K 0.07% +46.0 +2.8% $260.98 +40.6%
155 FAST FASTENAL CO Industrials 9,310.0 $447K 0.07% $48.03 +6.7%
156 FLCC FEDERATED HERMES ETF TRUST 12,533.0 $440K 0.07% -2K -10.9% $35.13 +4.5%
157 PFE PFIZER INC Healthcare 17,701.0 $426K 0.06% -961.0 -5.2% $24.08 +16.6%
158 DSTL ETF SER SOLUTIONS 6,948.0 $416K 0.06% -838.0 -10.8% $59.90 +16.5%
159 SPG SIMON PPTY GROUP INC NEW Real Estate 1,680.0 $376K 0.06% +93.0 +5.9% $223.68 -2.4%
160 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,072.0 $369K 0.06% +2K +2366.7% $178.21 +17.6%
Page 8 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%