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CIK: 0002049470
Total reported value
$662.0M
$662.0M
149 檔
24.1%
According to the latest 13F quarterly dataset, Brady Martz Wealth Solutions, LLC managed an equity portfolio of $662.0M at the end of Q3 2025, spanning 149 distinct U.S. exchange-listed positions.
In Q3 2025, Brady Martz Wealth Solutions, LLC displayed an active expansion posture, initiating 6 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.83% | +0.55% | +5.92% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 7.14% | +0.06% | -3.30% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.89% | +0.08% | -1.61% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.92% | -0.29% | -6.47% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.24% | -0.28% | +5.08% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.98% | -0.02% | -2.54% | |
| 7 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.80% | +0.07% | +5.57% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 2.62% | -0.27% | +4.78% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.37% | -0.29% | +2.36% | |
| 10 | IDOG | Alps International Sector Di | ETF-Other | 2.21% | -0.31% | +0.00% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.05% | -0.05% | — | |
| 12 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.98% | +0.13% | +7.79% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.88% | +0.08% | +1.80% | |
| 14 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.86% | -0.17% | -3.10% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.77% | -0.11% | +3.37% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.60% | -0.03% | +3.91% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.52% | -0.03% | -0.52% | |
| 18 | DIHP | Dimensional International Hi | ETF-Other | 1.52% | -0.03% | +6.89% | |
| 19 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.51% | -0.03% | +10.30% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.46% | +0.09% | +0.31% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.42% | -0.12% | +0.30% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.39% | -0.10% | — | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.38% | -0.02% | -0.19% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | -0.01% | +1.12% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | -0.17% | -1.81% | |
| 26 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.13% | -0.02% | -4.18% | |
| 27 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.12% | +0.02% | -1.52% | |
| 28 | FMB | First Trust Managed Municipa | ETF-Other | 1.02% | -0.10% | -4.53% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.97% | — | -1.16% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.97% | -0.01% | -0.50% | |
| 31 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.84% | -0.15% | -7.56% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.81% | -0.01% | -1.24% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.80% | -0.08% | -0.48% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.03% | +0.61% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.67% | -0.01% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | +0.15% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.05% | -3.48% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.02% | — | |
| 39 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.59% | -0.06% | +0.05% | |
| 40 | IDV | Ishares International Select | ETF-Other | 0.58% | -0.08% | +1.05% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.58% | +0.01% | +0.15% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.56% | +0.04% | -0.96% | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.55% | +0.03% | +0.02% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.05% | -1.04% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.52% | -0.02% | +0.37% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | +0.02% | -0.02% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.02% | +0.51% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | — | +0.33% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.46% | -0.01% | -3.15% | |
| 50 | DISV | Dimensional International Sm | ETF-Other | 0.45% | -0.04% | +0.04% |
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 149 disclosed positions in Q3 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 ITOT, SCHV, SCHG) accounted for 24.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPTM
市值: $6.2M
Top Position Liquidated / Trimmed
SCHV
前期市值: $42.2M
During Q3 2025, Brady Martz Wealth Solutions, LLC's top holdings by market value included ITOT (9.8%)、SCHV (7.1%)、SCHG (4.9%). The largest single position, ITOT, represented 9.8% of total portfolio value.
In Q3 2025, Brady Martz Wealth Solutions, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 21 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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