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Portfolio (Quarterly) Guide ↗

Brady Martz Wealth Solutions, LLC

· CIK 0002049470
13F Portfolio $568M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New
Page 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VYMI VANGUARD WHITEHALL FDS 2,914.0 $262K 0.05% NEW $90.00 +11.2%
162 AGG ISHARES TR 2,547.0 $254K 0.04% NEW $99.88 -0.9%
163 SNPS SYNOPSYS INC Technology 538.0 $253K 0.04% NEW $469.72 +1.0%
164 NEM NEWMONT CORP Basic Materials 2,518.0 $251K 0.04% NEW $99.85 +8.5%
165 IJR ISHARES TR 2,061.0 $248K 0.04% NEW $120.18 +16.2%
166 QQQE DIREXION SHS ETF TR 2,369.0 $242K 0.04% NEW $102.31 +15.9%
167 EFA ISHARES TR 2,416.0 $232K 0.04% NEW $96.03 +9.1%
168 UNP UNION PAC CORP Industrials 918.0 $212K 0.04% NEW $231.42 +16.1%
169 F FORD MTR CO Consumer Cyclical 16,127.0 $212K 0.04% NEW $13.12 +25.5%
170 ASML ASML HOLDING N V Technology 197.0 $211K 0.04% NEW $1069.86 +50.5%
171 DAL DELTA AIR LINES INC DEL Industrials 2,966.0 $206K 0.04% NEW $69.40 +17.9%
172 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,812.0 $206K 0.04% NEW $53.93 +5.6%
173 SVM SILVERCORP METALS INC Basic Materials 11,396.0 $95K 0.02% NEW $8.34 +50.5%
Page 9 of 9  ·  173 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 34.5%
Financial Services 13.1%
Healthcare 10.7%
Industrials 8.8%
Communication Services 8.7%
Consumer Cyclical 8.7%
Consumer Defensive 7.6%
Energy 6.4%
Basic Materials 1.3%
Utilities 0.3%