Brady Martz Wealth Solutions, LLC
CIK 2049470
13F filing for Q2 2026・No. 3,315
- Holdings
- US$662.01M
- Quarter change
- +US$75.13M
- Entries
- 228
- Net bought (estimate)
- +US$16.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 4
- Cut 57
- Added 112
- Corporate actions 0
- Unchanged 22
Largest holdings
228 stocks worth US$662.01M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE S&P TTL STK | Added | 429,338 | US$70.53M | 10.65% |
| SCHWAB STRATEGIC TRUS LCAP VA ETF | Cut | 1,134,296 | US$39.48M | 5.96% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Cut | 681,131 | US$23.05M | 3.48% |
| EA SERIES TRUSTBRID OMN SMA ETF | Added | 780,094 | US$22.77M | 3.44% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 345,954 | US$20.4M | 3.08% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Cut | 192,772 | US$19.87M | 3.00% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Cut | 616,226 | US$19.54M | 2.95% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 347,791 | US$16.61M | 2.51% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 379,331 | US$15.83M | 2.39% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 42,749 | US$15.82M | 2.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.