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Portfolio (Quarterly) Guide ↗

Brady Martz Wealth Solutions, LLC

· CIK 0002049470
13F Portfolio $587M AUM 195 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 73 Added 63 Reduced 6 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WAL WESTERN ALLIANCE BANCORP Financial Services 6,991.0 $495K 0.08% +3K +65.6% $70.85 +11.0%
62 QQQ INVESCO QQQ TR Financial Services 835.0 $482K 0.08% +335.0 +67.0% $577.00 +27.5%
63 DSTL ETF SER SOLUTIONS 7,786.0 $451K 0.08% +2K +29.2% $57.88 +3.1%
64 FLCC FEDERATED HERMES ETF TRUST 14,070.0 $434K 0.07% +3K +29.6% $30.85 +14.5%
65 DFUS DIMENSIONAL ETF TRUST 5,909.0 $419K 0.07% +39.0 +0.7% $70.91 +16.0%
66 IJR ISHARES TR 3,271.0 $407K 0.07% +1K +58.7% $124.31 +12.3%
67 ASML ASML HLDG NV Technology 271.0 $358K 0.06% +74.0 +37.6% $1320.83 +21.8%
68 ACN ACCENTURE PLC IRELAND Technology 1,725.0 $342K 0.06% +337.0 +24.3% $198.29 -10.0%
69 NEM NEWMONT CORP Basic Materials 3,015.0 $326K 0.06% +497.0 +19.7% $108.25 -0.0%
70 JPIB J P MORGAN EXCHANGE TRADED F 6,443.0 $308K 0.05% +175.0 +2.8% $47.82 +0.9%
71 GOOG ALPHABET INC Communication Services 1,007.0 $289K 0.05% +31.0 +3.2% $286.98 +34.9%
72 UNP UNION PAC CORP Industrials 1,019.0 $247K 0.04% +101.0 +11.0% $242.53 +10.4%
73 SVM SILVERCORP METALS INC Basic Materials 16,715.0 $180K 0.03% +5K +46.7% $10.74 +16.3%
Page 4 of 4  ·  73 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 33.1%
Financial Services 11.0%
Consumer Defensive 10.5%
Communication Services 9.5%
Healthcare 9.5%
Consumer Cyclical 9.1%
Industrials 8.3%
Energy 7.3%
Basic Materials 1.3%
Utilities 0.3%