Portfolio (Quarterly) Guide ↗

BRADY FAMILY WEALTH, LLC

· CIK 0001971456

13F Portfolio $324M AUM 108 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 4 New 18 Added 51 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RY	ROYAL BK CDA	Financial Services	5,374	$792K	0.24%	SOLD
2	CMCSA	COMCAST CORP NEW	Communication Services	12,311	$387K	0.12%	SOLD
3	WEC	WEC ENERGY GROUP INC	Utilities	1,865	$214K	0.07%	SOLD
4	ZTS	ZOETIS INC	Healthcare	1,423	$208K	0.06%	SOLD
5	—	FORTINET INC	—	2,466	$207K	0.06%	SOLD
6	NJR	NEW JERSEY RES CORP	Utilities	4,265	$205K	0.06%	SOLD

Sector Allocation

Technology 34.8%

Financial Services 14.9%

Healthcare 11.9%

Consumer Cyclical 10.8%

Communication Services 9.1%

Industrials 8.2%

Consumer Defensive 5.6%

Energy 2.4%

Basic Materials 1.6%

Utilities 0.9%