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Portfolio (Quarterly) Guide ↗

BRADY FAMILY WEALTH, LLC

· CIK 0001971456
13F Portfolio $323M AUM Filed Oct 9, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 110 New
Page 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DLN WISDOMTREE TR 2,617.0 $228K 0.07% NEW $87.03 +8.8%
102 IEMG ISHARES INC 3,303.0 $218K 0.07% NEW $65.92 +20.6%
103 WEC WEC ENERGY GROUP INC Utilities 1,865.0 $214K 0.07% NEW $114.59 -2.6%
104 FYX FIRST TR EXCHANGE-TRADED ALP 1,933.0 $211K 0.07% NEW $108.98 +18.2%
105 ZTS ZOETIS INC Healthcare 1,423.0 $208K 0.06% NEW $146.35 -48.4%
106 FORTINET INC 2,466.0 $207K 0.06% NEW $84.08
107 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,200.0 $206K 0.06% NEW $64.22 +51.1%
108 NJR NEW JERSEY RES CORP Utilities 4,265.0 $205K 0.06% NEW $48.15 +20.0%
109 FDS FACTSET RESH SYS INC Financial Services 706.0 $202K 0.06% NEW $286.49 -30.2%
110 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 110,000.0 $132K 0.04% NEW $1.20 +81.7%
Page 6 of 6  ·  110 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 34.6%
Financial Services 14.8%
Healthcare 11.9%
Consumer Cyclical 11.3%
Industrials 8.4%
Communication Services 7.9%
Consumer Defensive 5.8%
Energy 2.5%
Basic Materials 1.8%
Utilities 1.0%