BRADY FAMILY WEALTH, LLC

CIK 0001971456 · SAINT LOUIS, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

BRADY FAMILY WEALTH, LLC reported 113 positions worth $346.5M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: AAPL (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$346.5M
2026 Q2
Positions
113
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.7%
Est. Net Flow (Q)
2026 Q2
10 / 113 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$28.2M8.13%97,300
2GOOGLALPHABET INCSH$20.8M5.99%58,107
3AVGOBROADCOM INCSH$15.6M4.50%41,235
4MSFTMICROSOFT CORPSH$15.0M4.34%40,301
5CSCOCISCO SYS INCSH$10.0M2.88%85,049
6ADIANALOG DEVICES INCSH$8.8M2.53%22,058
7LOWLOWES COS INCSH$8.6M2.47%38,805
8TXNTEXAS INSTRS INCSH$8.2M2.36%27,447
9VVISA INCSH$8.0M2.30%23,265
10BLKBLACKROCK INCSH$7.7M2.21%7,972

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BRADY FAMILY WEALTH, LLC hold as of Q2 2026?

BRADY FAMILY WEALTH, LLC reported 113 positions worth $346.5M in its Q2 2026 13F filing. Largest positions: AAPL (8.1%), GOOGL (6.0%), AVGO (4.5%), MSFT (4.3%) and CSCO (2.9%).

What did BRADY FAMILY WEALTH, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BRADY FAMILY WEALTH, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.