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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 8 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FLCC FEDERATED HERMES ETF TRUST 14,070.0 $434K 0.07% +3K +29.6% $30.85 +14.5%
142 FAST FASTENAL CO Industrials 9,323.0 $433K 0.07% -993.0 -9.6% $46.40 -4.0%
143 AXP AMERICAN EXPRESS CO Financial Services 1,406.0 $425K 0.07% -129.0 -8.4% $302.50 +3.5%
144 DFUS DIMENSIONAL ETF TRUST 5,909.0 $419K 0.07% +39.0 +0.7% $70.91 +16.0%
145 VGT VANGUARD WORLD FD 583.0 $407K 0.07% -140.0 -19.4% $697.72 -82.9%
146 IJR ISHARES TR 3,271.0 $407K 0.07% +1K +58.7% $124.31 +12.3%
147 QTUM ETF SER SOLUTIONS 3,655.0 $392K 0.07% NEW $107.30 +48.1%
148 T AT&T INC Communication Services 13,361.0 $387K 0.07% -2K -15.1% $28.99 -14.4%
149 XAR SPDR SERIES TRUST 1,422.0 $361K 0.06% NEW $253.98 +13.9%
150 ASML ASML HLDG NV Technology 271.0 $358K 0.06% +74.0 +37.6% $1320.83 +22.0%
151 BKNG BOOKING HOLDINGS INC Consumer Cyclical 84.0 $353K 0.06% -61.0 -42.1% $4201.20 -96.0%
152 MU MICRON TECHNOLOGY INC Technology 1,017.0 $344K 0.06% -1K -54.1% $337.84 +178.3%
153 ACN ACCENTURE PLC IRELAND Technology 1,725.0 $342K 0.06% +337.0 +24.3% $198.29 -10.0%
154 GEV GE VERNOVA INC Utilities 380.0 $332K 0.06% -50.0 -11.6% $872.90 +15.1%
155 NEM NEWMONT CORP Basic Materials 3,015.0 $326K 0.06% +497.0 +19.7% $108.25 +0.0%
156 JPIB J P MORGAN EXCHANGE TRADED F 6,443.0 $308K 0.05% +175.0 +2.8% $47.82 +1.0%
157 LIN LINDE PLC Basic Materials 621.0 $308K 0.05% -448.0 -41.9% $495.93 +1.1%
158 ISRG INTUITIVE SURGICAL INC Healthcare 665.0 $307K 0.05% -320.0 -32.5% $460.99 -7.9%
159 IVW ISHARES TR 2,671.0 $302K 0.05% $113.09 +23.5%
160 SPG SIMON PPTY GROUP INC NEW Real Estate 1,587.0 $296K 0.05% NEW $186.53 +10.9%
Page 8 of 10  ·  195 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%