§ 13F · FUND PROFILE
BRADY FAMILY WEALTH, LLC.
AUM · $346M (13F)Positions · 113Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 97K | $28M | 8.1% | −3% |
| 2 | GOOGL | ALPHABET INC | 58K | $21M | 6.0% | −2% |
| 3 | AVGO | BROADCOM INC | 41K | $16M | 4.5% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 40K | $15M | 4.3% | ±0% |
| 5 | CSCO | CISCO SYS INC | 85K | $10M | 2.9% | −4% |
| 6 | ADI | ANALOG DEVICES INC | 22K | $9M | 2.5% | −5% |
| 7 | LOW | LOWES COS INC | 39K | $9M | 2.5% | −1% |
| 8 | TXN | TEXAS INSTRS INC | 27K | $8M | 2.4% | −4% |
| 9 | V | VISA INC | 23K | $8M | 2.3% | −1% |
| 10 | BLK | BLACKROCK INC | 8K | $8M | 2.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRADY SIGNAL
AC read
BRADY FAMILY WEALTH, LLC is a Other fund managing $346 million in assets. The fund runs a portfolio of 113 positions.
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