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CIK: 0002049470
Total reported value
$662.0M
$662.0M
140 檔
21.2%
According to the latest 13F quarterly dataset, Brady Martz Wealth Solutions, LLC managed an equity portfolio of $662.0M at the end of Q4 2024, spanning 140 distinct U.S. exchange-listed positions.
During Q4 2024, Brady Martz Wealth Solutions, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | ETF-Other | 10.30% | +0.06% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.74% | +0.08% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.13% | -0.29% | — | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.07% | +0.55% | — | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.66% | -0.02% | — | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.63% | -0.03% | — | |
| 7 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 2.61% | -0.17% | — | |
| 8 | IDOG | Alps International Sector Di | ETF-Other | 2.42% | -0.31% | — | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.31% | -0.08% | — | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.93% | -0.12% | — | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.65% | -0.02% | — | |
| 12 | FMB | First Trust Managed Municipa | ETF-Other | 1.55% | -0.10% | — | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.40% | -0.10% | — | |
| 14 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.39% | -0.15% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.09% | — | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | -0.01% | — | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.27% | — | — | |
| 18 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.23% | -0.03% | — | |
| 19 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.23% | -0.02% | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.13% | -0.01% | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | -0.17% | — | |
| 22 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.07% | -0.01% | — | |
| 23 | DFSD | Dimensional Short Duration | ETF-Other | 1.00% | -0.27% | — | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.93% | -0.29% | — | |
| 25 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.90% | +0.08% | — | |
| 26 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.89% | +0.03% | — | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.88% | -0.28% | — | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.86% | -0.01% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.03% | — | |
| 30 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.83% | +0.07% | — | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.80% | -0.06% | — | |
| 32 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.76% | -0.03% | — | |
| 33 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.73% | +0.13% | — | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.02% | — | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.71% | +0.01% | — | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | -0.03% | — | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.05% | — | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.69% | -0.02% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | — | |
| 40 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.66% | -0.05% | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.05% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.63% | +0.02% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.02% | — | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.61% | -0.11% | — | |
| 45 | IDV | Ishares International Select | ETF-Other | 0.55% | -0.08% | — | |
| 46 | DIHP | Dimensional International Hi | ETF-Other | 0.55% | -0.03% | — | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | -0.01% | — | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.52% | +0.11% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.12% | — | |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.50% | +0.01% | — |
According to official SEC Form 13F filings, Brady Martz Wealth Solutions, LLC reported a total U.S. public equity portfolio value of $662.0M across 140 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHV, SCHG, SCHD) accounted for 21.2% of total reported equity market value during Q4 2024.
During Q4 2024, Brady Martz Wealth Solutions, LLC's top holdings by market value included SCHV (10.3%)、SCHG (7.7%)、SCHD (7.1%). The largest single position, SCHV, represented 10.3% of total portfolio value.
In Q4 2024, Brady Martz Wealth Solutions, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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