13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002049470
Total reported value
$662.0M
$662.0M
173 檔
24.4%
In Q4 2025, Brady Martz Wealth Solutions, LLC's U.S. equity holdings reached a combined market value of $662.0M, distributed across 173 disclosed stock positions.
In Q4 2025, Brady Martz Wealth Solutions, LLC displayed an active expansion posture, initiating 7 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 | 10.58% | +0.55% | +8.72% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 6.41% | +0.06% | -9.00% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.64% | +0.08% | -4.41% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.49% | -0.29% | -8.58% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.29% | -0.28% | +4.81% | |
| 6 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.94% | +0.07% | +4.93% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.91% | -0.02% | -2.80% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.88% | -0.29% | +18.41% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 2.73% | -0.27% | +7.92% | |
| 10 | IDOG | Alps International Sector Di | ETF-Other | 2.32% | -0.31% | -0.01% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.15% | +0.13% | +11.11% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.03% | +0.08% | +8.35% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.03% | -0.05% | — | |
| 14 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.80% | -0.17% | -0.13% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.79% | -0.11% | +6.65% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.72% | -0.03% | +7.28% | |
| 17 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.69% | -0.03% | +15.23% | |
| 18 | DIHP | Dimensional International Hi | ETF-Other | 1.67% | -0.03% | +8.98% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.44% | -0.10% | +1.52% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.37% | -0.12% | -0.34% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.09% | -18.84% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.18% | +0.05% | +85.63% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | -0.17% | +3.98% | |
| 24 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.13% | -0.02% | -0.30% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.11% | +0.02% | -0.43% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.95% | -0.03% | -37.40% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.91% | — | +0.04% | |
| 28 | FMB | First Trust Managed Municipa | ETF-Other | 0.90% | -0.10% | -9.59% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | -0.01% | -11.01% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.85% | -0.01% | +274.22% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.80% | -0.01% | — | |
| 32 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.76% | -0.15% | -6.68% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.03% | +6.32% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.65% | -0.08% | -15.37% | |
| 35 | IDV | Ishares International Select | ETF-Other | 0.62% | -0.08% | +1.51% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.05% | +22.17% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | — | -9.94% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.57% | +0.01% | +0.30% | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.54% | +0.04% | -2.61% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.02% | -12.11% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.52% | +0.03% | -2.40% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.02% | -0.16% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.07% | +9.41% | |
| 44 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.50% | -0.02% | +0.52% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | -0.01% | -58.51% | |
| 46 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.49% | -0.06% | -14.44% | |
| 47 | DISV | Dimensional International Sm | ETF-Other | 0.47% | -0.04% | +0.39% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.44% | -0.01% | -2.73% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.02% | +5.86% | |
| 50 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.42% | -0.05% | -2.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +0.8% | +8.72% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.6% | +274.22% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.5% | +85.63% | Add |
| 4 | AVDV | Avantis Intl S/c Value ETF | +0.5% | +18.41% | Add |
| 5 | DFNM | Dimensional National Muni Bd | +0.2% | +15.23% | Add |
| 6 | DUHP | Dimensional US High Profi Et | +0.2% | +11.11% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | +544.39% | Add |
| 8 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +8.35% | Add |
| 9 | DIHP | Dimensional International Hi | +0.2% | +8.98% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.2% | +215.91% | Add |
| 11 | BSVO | EA Bridgeway Omni Sm-Cp Val | +0.1% | +4.93% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +73.01% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.41% | Add |
| 14 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +7.28% | Add |
| 15 | DFSD | Dimensional Short Duration | +0.1% | +7.92% | Add |
| 16 | IDOG | Alps International Sector Di | +0.1% | -0.01% | Trim |
| 17 | LLY | Eli Lilly & Co | +0.1% | +55.14% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +237.81% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +40.83% | Add |
| 20 | GE | General Electric | +0.1% | +147.54% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | +1653.66% | Add |
| 22 | AAPL | Apple Inc | +0.1% | +6.32% | Add |
| 23 | VGIT | Vanguard Intermediate-term T | +0.1% | +4.81% | Add |
| 24 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +1.52% | Add |
| 25 | CSCO | Cisco Systems Inc | -0.1% | -35.36% | Trim |
| 26 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.1% | -24.14% | Trim |
| 27 | FAST | Fastenal Co | -0.1% | -46.86% | Trim |
| 28 | MO | Altria Group Inc | -0.1% | -17.73% | Trim |
| 29 | HYD | Vaneck High Yield Muni ETF | -0.1% | -14.44% | Trim |
| 30 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -11.01% | Trim |
| 31 | FMB | First Trust Managed Municipa | -0.1% | -9.59% | Trim |
| 32 | PEP | Pepsico Inc | -0.1% | -44.95% | Trim |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | -0.2% | -15.37% | Trim |
| 34 | BLK | Blackrock Inc | -0.2% | -34.03% | Trim |
| 35 | VZ | Verizon Communications Inc | -0.2% | -46.18% | Trim |
| 36 | AVGO | Broadcom Inc | -0.3% | -18.84% | Trim |
| 37 | SCHG | Schwab US Large-cap Growth | -0.3% | -4.41% | Trim |
| 38 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -8.58% | Trim |
| 39 | AVUV | Avantis US Small Cap Value | -0.6% | -37.40% | Trim |
| 40 | VOE | Vanguard Mid-cap Value ETF | -0.6% | -87.92% | Trim |
| 41 | SCHV | Schwab US Large-cap Value | -0.7% | -9.00% | Trim |
| 42 | VWO | Vanguard Ftse Emerging Marke | -0.7% | -58.51% | Trim |
| 43 | VIGI | Vanguard Int Div App Indx Fd | -1.1% | -81.82% | Trim |
| 44 | EWX | State Street Spdr S&p Emergi | — | NEW | New buy |
| 45 | HFGM | Unltd Hfgm Global Macro ETF | — | NEW | New buy |
| 46 | APLU | Allspring Core Plus ETF | — | NEW | New buy |
| 47 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 48 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 49 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 50 | KKR | Kkr & Co Inc | — | NEW | New buy |
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 173 disclosed positions in Q4 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 24.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
EWX
市值: $1.9M
Top Position Liquidated / Trimmed
SCHV
前期市值: $39.3M
During Q4 2025, Brady Martz Wealth Solutions, LLC's top holdings by market value included ITOT (10.6%)、SCHV (6.4%)、SCHG (4.6%). The largest single position, ITOT, represented 10.6% of total portfolio value.
In Q4 2025, Brady Martz Wealth Solutions, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 20 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.