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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 9 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IVW ISHARES TR 2,672.0 $368K 0.06% $137.55 +0.9%
162 VRT VERTIV HOLDINGS CO Industrials 1,052.0 $352K 0.05% +9.0 +0.9% $334.82 -21.8%
163 VO VANGUARD INDEX FDS 4,316.0 $348K 0.05% NEW $80.57 +3.0%
164 SCHX SCHWAB STRATEGIC TR 11,603.0 $341K 0.05% +3K +31.9% $29.43 +2.7%
165 LIN LINDE PLC Basic Materials 636.0 $330K 0.05% +15.0 +2.4% $518.89 -6.0%
166 SPY STATE STR SPDR S&P 500 ETF T Financial Services 427.0 $319K 0.05% +11.0 +2.6% $746.24 +2.6%
167 VBR VANGUARD INDEX FDS 1,282.0 $312K 0.05% $242.99 +2.5%
168 JPIB J P MORGAN EXCHANGE TRADED F 6,348.0 $307K 0.05% -95.0 -1.5% $48.35 -1.0%
169 LINC LINCOLN EDL SVCS CORP Consumer Defensive 6,107.0 $305K 0.05% +46.0 +0.8% $49.90 -48.5%
170 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,756.0 $303K 0.05% +29.0 +1.1% $109.76 -0.4%
171 ETN EATON CORP PLC Industrials 709.0 $302K 0.05% +29.0 +4.3% $426.12 -1.6%
172 MS MORGAN STANLEY Financial Services 1,425.0 $298K 0.04% $209.04 +2.5%
173 BONDBLOXX ETF TRUST 5,809.0 $290K 0.04% +820.0 +16.4% $49.88
174 QQQE DIREXION SHARES ETF TRUST 2,372.0 $289K 0.04% $122.03 +0.6%
175 VYMI VANGUARD WHITEHALL FDS 2,914.0 $286K 0.04% $98.20 +7.2%
176 IEFA ISHARES TR 2,962.0 $286K 0.04% NEW $96.58 +4.4%
177 FCX FREEPORT MCMORAN INC Basic Materials 4,524.0 $285K 0.04% NEW $62.89 +21.9%
178 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 10,018.0 $283K 0.04% $28.24 +10.1%
179 MA MASTERCARD INCORPORATED Financial Services 550.0 $282K 0.04% $513.22 +13.1%
180 NEM NEWMONT CORP Basic Materials 3,015.0 $282K 0.04% $93.40 +40.9%
Page 9 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%