§ 13F · FUND PROFILE
Brady Martz Wealth Solutions, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 173Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$567.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 404K | $60.1T | 10.6% | NEW |
| 2 | SCHV | SCHWAB STRATEGIC TR | 1.23M | $36.4T | 6.4% | NEW |
| 3 | SCHG | SCHWAB STRATEGIC TR | 807K | $26.3T | 4.6% | NEW |
| 4 | SCHD | SCHWAB STRATEGIC TR | 723K | $19.8T | 3.5% | NEW |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 312K | $18.7T | 3.3% | NEW |
| 6 | BSVO | EA SERIES TRUST | 716K | $16.7T | 2.9% | NEW |
| 7 | SCHF | SCHWAB STRATEGIC TR | 686K | $16.5T | 2.9% | NEW |
| 8 | AVDV | AMERICAN CENTY ETF TR | 174K | $16.3T | 2.9% | NEW |
| 9 | DFSD | DIMENSIONAL ETF TRUST | 323K | $15.5T | 2.7% | NEW |
| 10 | IDOG | ALPS ETF TR | 342K | $13.2T | 2.3% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed