§ 13F · FUND PROFILE
Brady Martz Wealth Solutions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 195Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 416K | $59M | 10.1% | +3% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 1.14M | $35M | 5.9% | −8% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 685K | $20M | 3.4% | −15% |
| 4 | BSVO | EA SERIES TRUST | 779K | $20M | 3.4% | +9% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 332K | $20M | 3.4% | +6% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 193K | $19M | 3.3% | +11% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 620K | $19M | 3.2% | −14% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 341K | $16M | 2.8% | +6% |
| 9 | VTI | VANGUARD INDEX FDS | 45K | $14M | 2.4% | +30% |
| 10 | IDOG | ALPS ETF TR | 342K | $14M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRADY SIGNAL
AC read
Brady Martz Wealth Solutions, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed