§ 13F · FUND PROFILE
Brady Martz Wealth Solutions, LLC.
AUM · $662M (13F)Positions · 228Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 429K | $71M | 10.7% | +3% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 1.13M | $39M | 6.0% | ±0% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 681K | $23M | 3.5% | −1% |
| 4 | BSVO | EA SERIES TRUST | 780K | $23M | 3.4% | ±0% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 346K | $20M | 3.1% | +4% |
| 6 | AVDV | AMERICAN CENTY ETF TR | 193K | $20M | 3.0% | ±0% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 616K | $20M | 3.0% | −1% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 348K | $17M | 2.5% | +2% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 379K | $16M | 2.4% | +5% |
| 10 | VTI | VANGUARD INDEX FDS | 43K | $16M | 2.4% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRADY SIGNAL
AC read
Brady Martz Wealth Solutions, LLC is a Other fund managing $662 million in assets. The fund runs a broad portfolio of 228 positions.
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