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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 8 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PJIO PGIM ETF TR 7,079.0 $434K 0.08% NEW $61.28 +8.5%
142 OUSM ALPS ETF TR 9,561.0 $418K 0.07% NEW $43.74 +6.4%
143 SMH VANECK ETF TRUST 1,157.0 $417K 0.07% NEW $360.13 +66.7%
144 FAST FASTENAL CO Industrials 10,316.0 $414K 0.07% NEW $40.13 +11.4%
145 IVV ISHARES TR 583.0 $399K 0.07% NEW $684.94 +10.6%
146 T AT&T INC Communication Services 15,732.0 $391K 0.07% NEW $24.84 -0.2%
147 EBAY EBAY INC. Consumer Cyclical 4,333.0 $377K 0.07% NEW $87.10 +27.7%
148 DHI D R HORTON INC Consumer Cyclical 2,590.0 $373K 0.07% NEW $144.03 +1.8%
149 ACN ACCENTURE PLC IRELAND Technology 1,388.0 $372K 0.07% NEW $268.30 -33.4%
150 DSTL ETF SER SOLUTIONS 6,027.0 $355K 0.06% NEW $58.90 +1.3%
151 WAL WESTERN ALLIANCE BANCORP Financial Services 4,221.0 $355K 0.06% NEW $84.07 -6.6%
152 FLCC FEDERATED HERMES ETF TRUST 10,855.0 $353K 0.06% NEW $32.49 +8.9%
153 IVW ISHARES TR 2,669.0 $329K 0.06% NEW $123.26 +13.2%
154 QQQ INVESCO QQQ TR Financial Services 500.0 $307K 0.05% NEW $613.99 +19.8%
155 GOOG ALPHABET INC Communication Services 976.0 $306K 0.05% NEW $313.86 +23.1%
156 JPIB J P MORGAN EXCHANGE TRADED F 6,268.0 $305K 0.05% NEW $48.70 -0.9%
157 ADBE ADOBE INC Technology 829.0 $290K 0.05% NEW $349.99 -30.8%
158 SPY SPDR S&P 500 ETF TR Financial Services 420.0 $286K 0.05% NEW $681.42 +10.7%
159 GEV GE VERNOVA INC Utilities 430.0 $281K 0.05% NEW $653.57 +53.1%
160 VBR VANGUARD INDEX FDS 1,282.0 $272K 0.05% NEW $211.79 +11.2%
Page 8 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%