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CIK: 0002049470
Total reported value
$662.0M
$662.0M
139 檔
20.9%
As reported in its official Q1 2025 Form 13F filing, Brady Martz Wealth Solutions, LLC's tracked investment portfolio stood at $662.0M with 139 total positions.
In Q1 2025, Brady Martz Wealth Solutions, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHV | Schwab US Large-cap Value | ETF-Other | 9.56% | +0.06% | -2.59% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.53% | -0.29% | -4.00% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.24% | +0.08% | -5.63% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.59% | +0.55% | +23.21% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.48% | -0.02% | -5.34% | |
| 6 | IDOG | Alps International Sector Di | ETF-Other | 2.49% | -0.31% | -0.03% | |
| 7 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 2.47% | -0.17% | +0.81% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.18% | -0.03% | -1.41% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.13% | -0.05% | — | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.90% | -0.08% | -14.84% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.84% | -0.28% | +117.21% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.80% | -0.12% | +0.09% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.68% | -0.27% | +76.77% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.62% | -0.02% | -0.08% | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.58% | -0.29% | +65.44% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.49% | -0.10% | -0.00% | |
| 17 | FMB | First Trust Managed Municipa | ETF-Other | 1.46% | -0.10% | +0.77% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.44% | +0.08% | +65.58% | |
| 19 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 1.43% | +0.07% | +103.28% | |
| 20 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.29% | -0.15% | -0.76% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.28% | -0.01% | -0.68% | |
| 22 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.26% | +0.13% | +86.87% | |
| 23 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.25% | -0.02% | +0.82% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.19% | -0.11% | +101.34% | |
| 25 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.13% | -0.03% | +48.39% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.08% | -0.01% | +2.11% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.07% | — | -1.83% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.02% | -0.03% | -17.36% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.96% | -0.01% | -1.52% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.09% | -1.07% | |
| 31 | DIHP | Dimensional International Hi | ETF-Other | 0.94% | -0.03% | +71.37% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | -0.17% | -0.34% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.79% | -0.01% | -1.31% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.03% | -0.49% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.74% | -0.06% | -1.50% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.02% | +3.84% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.71% | +0.03% | -7.00% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.05% | +1.13% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | -0.39% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.63% | -0.02% | +0.37% | |
| 41 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.63% | -0.05% | +0.41% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.61% | +0.01% | -0.50% | |
| 43 | IDV | Ishares International Select | ETF-Other | 0.60% | -0.08% | +0.60% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | -0.03% | -9.34% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.05% | +1.45% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.02% | +1.61% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | -0.01% | -1.14% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | +0.02% | -4.15% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | -0.01% | -1.02% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | — | +0.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.1% | NEW | New buy |
| 2 | VGIT | Vanguard Intermediate-term T | +1% | +117.21% | Add |
| 3 | DFSD | Dimensional Short Duration | +0.7% | +76.77% | Add |
| 4 | AVDV | Avantis Intl S/c Value ETF | +0.7% | +65.44% | Add |
| 5 | BSVO | EA Bridgeway Omni Sm-Cp Val | +0.6% | +103.28% | Add |
| 6 | VTIP | Vanguard Short-term Tips | +0.6% | +101.34% | Add |
| 7 | DFEM | Dimensional Emrg Mrkt Core | +0.5% | +65.58% | Add |
| 8 | DUHP | Dimensional US High Profi Et | +0.5% | +86.87% | Add |
| 9 | ITOT | Ishares Core S&p Total U.s. | +0.5% | +23.21% | Add |
| 10 | DIHP | Dimensional International Hi | +0.4% | +71.37% | Add |
| 11 | IDEV | Ishares Core Msci Dev Mkts | +0.4% | +48.39% | Add |
| 12 | DFNM | Dimensional National Muni Bd | +0.3% | +162.24% | Add |
| 13 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -0.00% | Trim |
| 14 | IDOG | Alps International Sector Di | +0.1% | -0.03% | Trim |
| 15 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | New buy |
| 16 | IDV | Ishares International Select | +0.1% | +0.60% | Add |
| 17 | AMT | American Tower CORP | +0.1% | NEW | New buy |
| 18 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | NEW | New buy |
| 19 | VZ | Verizon Communications Inc | 0% | -1.94% | Trim |
| 20 | IBM | Intl Business Machines CORP | 0% | +0.64% | Add |
| 21 | KO | Coca-cola Co/the | 0% | -1.02% | Trim |
| 22 | CWI | State Street Spdr Msci Acwi | 0% | +0.82% | Add |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.68% | Trim |
| 24 | VIGI | Vanguard Int Div App Indx Fd | 0% | -0.08% | Trim |
| 25 | BLDR | Builders Firstsource Inc | -0.1% | EXIT | Sold out |
| 26 | ECG | Everus Construction Group | -0.1% | -1.47% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | Sold out |
| 28 | AGG | Ishares Core U.s. Aggregate | -0.1% | EXIT | Sold out |
| 29 | VGT | Vanguard Info Tech ETF | -0.1% | EXIT | Sold out |
| 30 | AMZN | Amazon.com Inc | -0.1% | +0.16% | Add |
| 31 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | -0.1% | -14.99% | Trim |
| 32 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.64% | Add |
| 33 | MSFT | Microsoft CORP | -0.1% | +1.45% | Add |
| 34 | MDYV | Ss Spdr S&p 400 Mc Val ETF | -0.1% | -11.30% | Trim |
| 35 | IWN | Ishares Russell 2000 Value E | -0.1% | -0.50% | Trim |
| 36 | IWF | Ishares Russell 1000 Growth | -0.1% | -4.15% | Trim |
| 37 | MUB | Ishares National Muni Bond E | -0.1% | -9.34% | Trim |
| 38 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -1.52% | Trim |
| 39 | TSLA | Tesla Inc | -0.2% | -0.50% | Trim |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.2% | -7.00% | Trim |
| 41 | SCHF | Schwab Intl Equity ETF | -0.2% | -5.34% | Trim |
| 42 | IWP | Ishares Russell Mid-cap Grow | -0.2% | -1.83% | Trim |
| 43 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.2% | -17.36% | Trim |
| 44 | NVDA | Nvidia CORP | -0.3% | -0.34% | Trim |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | -0.4% | -14.84% | Trim |
| 46 | AVGO | Broadcom Inc | -0.4% | -1.07% | Trim |
| 47 | AVUV | Avantis US Small Cap Value | -0.5% | -1.41% | Trim |
| 48 | SCHD | Schwab US Dvd Equity ETF | -0.6% | -4.00% | Trim |
| 49 | SCHV | Schwab US Large-cap Value | -0.7% | -2.59% | Trim |
| 50 | SCHG | Schwab US Large-cap Growth | -1.5% | -5.63% | Trim |
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 139 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHV, SCHD, SCHG) accounted for 20.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $9.4M
Top Position Liquidated / Trimmed
VGT
前期市值: $312.9K
During Q1 2025, Brady Martz Wealth Solutions, LLC's top holdings by market value included SCHV (9.6%)、SCHD (6.5%)、SCHG (6.2%). The largest single position, SCHV, represented 9.6% of total portfolio value.
In Q1 2025, Brady Martz Wealth Solutions, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 25 holdings, and fully liquidating 4 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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