Brady Martz Wealth Solutions, LLC: 13F holdings
CIK 20494702026Q2
| Positions | 228 |
|---|
| Reported value | $662.0m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 228 (+33 vs prior quarter) |
|---|
| Reported value | $662.0m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 429,338 | $70.5m | 10.7% |
| SCHV SCHWAB STRATEGIC TR | 1,134,296 | $39.5m | 6.0% |
| SCHG SCHWAB STRATEGIC TR | 681,131 | $23.0m | 3.5% |
| BSVO EA SERIES TRUST | 780,094 | $22.8m | 3.4% |
| VGIT VANGUARD SCOTTSDALE FDS | 345,954 | $20.4m | 3.1% |
| AVDV AMERICAN CENTY ETF TR | 192,772 | $19.9m | 3.0% |
| SCHD SCHWAB STRATEGIC TR | 616,226 | $19.5m | 3.0% |
| DFSD DIMENSIONAL ETF TRUST | 347,791 | $16.6m | 2.5% |
| DIMENSIONAL ETF TRUST | 379,331 | $15.8m | 2.4% |
| VTI VANGUARD INDEX FDS | 42,749 | $15.8m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2049470")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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