Brady Martz Wealth Solutions, LLC
Brady Martz Wealth Solutions, LLC reported 228 positions worth $662.0M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: ITOT (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $70.5M | 10.65% | 429,338 | — | — | |
| ▸ 2 | SCHV | SH | $39.5M | 5.96% | 1,134,296 | — | — | |
| ▸ 3 | SCHG | SH | $23.0M | 3.48% | 681,131 | — | — | |
| ▸ 4 | BSVO | SH | $22.8M | 3.44% | 780,094 | — | — | |
| ▸ 5 | VGIT | SH | $20.4M | 3.08% | 345,954 | — | — | |
| ▸ 6 | AVDV | SH | $19.9M | 3.00% | 192,772 | — | — | |
| ▸ 7 | SCHD | SH | $19.5M | 2.95% | 616,226 | — | — | |
| ▸ 8 | DFSD | SH | $16.6M | 2.51% | 347,791 | — | — | |
| ▸ 9 | DUHP | SH | $15.8M | 2.39% | 379,331 | — | — | |
| ▸ 10 | VTI | SH | $15.8M | 2.39% | 42,749 | — | — |
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Frequently Asked Questions
What stocks does Brady Martz Wealth Solutions, LLC hold as of Q2 2026?
Brady Martz Wealth Solutions, LLC reported 228 positions worth $662.0M in its Q2 2026 13F filing. Largest positions: ITOT (10.7%), SCHV (6.0%), SCHG (3.5%), BSVO (3.4%) and VGIT (3.1%).
What did Brady Martz Wealth Solutions, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Brady Martz Wealth Solutions, 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.