Brady Family Wealth
Latest statistics and disclosures from Brady Family Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, MSFT, AVGO, LOW, and represent 27.34% of Brady Family Wealth's stock portfolio.
- Added to shares of these 10 stocks: XLK, SHY, IEFA, WFC, INTU, RF, ADP, TMUS, NVDA, WM.
- Started 4 new stock positions in TMUS, INTU, WFC, RF.
- Reduced shares in these 10 stocks: GOOGL, RY, AVGO, AAPL, TXN, MSFT, , SBUX, NKE, XLV.
- Sold out of its positions in CMCSA, FTNT, NJR, RY, WEC, ZTS.
- Brady Family Wealth was a net seller of stock by $-6.4M.
- Brady Family Wealth has $324M in assets under management (AUM), dropping by 0.30%.
- Central Index Key (CIK): 0001971456
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Portfolio Holdings for Brady Family Wealth
Brady Family Wealth holds 108 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.4 | $27M | -2% | 101k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $19M | -4% | 61k | 313.00 |
|
| Microsoft Corporation (MSFT) | 5.8 | $19M | -2% | 39k | 483.62 |
|
| Broadcom (AVGO) | 4.3 | $14M | -5% | 41k | 346.10 |
|
| Lowe's Companies (LOW) | 2.9 | $9.3M | 39k | 241.16 |
|
|
| Blackrock (BLK) | 2.5 | $8.2M | -2% | 7.7k | 1070.37 |
|
| Visa Com Cl A (V) | 2.5 | $8.0M | -2% | 23k | 350.70 |
|
| Stryker Corporation (SYK) | 2.4 | $7.7M | 22k | 351.46 |
|
|
| Abbott Laboratories (ABT) | 2.1 | $6.8M | 54k | 125.29 |
|
|
| Chubb (CB) | 2.1 | $6.8M | 22k | 312.12 |
|
|
| Cisco Systems (CSCO) | 2.1 | $6.7M | -2% | 87k | 77.03 |
|
| Amazon (AMZN) | 2.0 | $6.6M | -3% | 29k | 230.82 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $6.4M | -3% | 13k | 502.65 |
|
| Analog Devices (ADI) | 2.0 | $6.3M | 23k | 271.20 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $6.3M | 9.2k | 684.92 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $6.1M | 19k | 322.22 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.8 | $6.0M | +10% | 72k | 82.82 |
|
| Johnson & Johnson (JNJ) | 1.8 | $5.9M | -2% | 29k | 206.95 |
|
| Broadridge Financial Solutions (BR) | 1.8 | $5.7M | 26k | 223.17 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $5.7M | -3% | 21k | 268.29 |
|
| Amgen (AMGN) | 1.7 | $5.4M | -2% | 16k | 327.31 |
|
| TJX Companies (TJX) | 1.6 | $5.3M | -3% | 35k | 153.61 |
|
| Texas Instruments Incorporated (TXN) | 1.5 | $4.8M | -8% | 28k | 173.49 |
|
| Meta Platforms Cl A (META) | 1.5 | $4.7M | +2% | 7.1k | 660.09 |
|
| Pepsi (PEP) | 1.4 | $4.6M | -3% | 32k | 143.52 |
|
| Phillips 66 (PSX) | 1.4 | $4.5M | 35k | 129.04 |
|
|
| Automatic Data Processing (ADP) | 1.3 | $4.4M | +4% | 17k | 257.23 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 1.3 | $4.3M | 84k | 51.10 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $4.2M | +4% | 23k | 186.50 |
|
| General Dynamics Corporation (GD) | 1.3 | $4.1M | -3% | 12k | 336.66 |
|
| Illinois Tool Works (ITW) | 1.3 | $4.1M | -5% | 17k | 246.31 |
|
| Costco Wholesale Corporation (COST) | 1.2 | $3.8M | 4.4k | 862.25 |
|
|
| S&p Global (SPGI) | 1.2 | $3.8M | 7.3k | 522.57 |
|
|
| salesforce (CRM) | 1.2 | $3.8M | 14k | 264.91 |
|
|
| McDonald's Corporation (MCD) | 1.1 | $3.7M | 12k | 305.63 |
|
|
| Procter & Gamble Company (PG) | 1.1 | $3.5M | 24k | 143.31 |
|
|
| Starbucks Corporation (SBUX) | 1.0 | $3.4M | -10% | 40k | 84.21 |
|
| Caterpillar (CAT) | 1.0 | $3.3M | 5.8k | 572.88 |
|
|
| Air Products & Chemicals (APD) | 1.0 | $3.2M | -5% | 13k | 247.03 |
|
| Medtronic SHS (MDT) | 0.8 | $2.5M | -5% | 26k | 96.06 |
|
| Bank of America Corporation (BAC) | 0.7 | $2.3M | 42k | 55.00 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $2.3M | 21k | 110.19 |
|
|
| Wal-Mart Stores (WMT) | 0.7 | $2.2M | 20k | 111.41 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $2.1M | -2% | 32k | 66.00 |
|
| AFLAC Incorporated (AFL) | 0.6 | $2.0M | 18k | 110.27 |
|
|
| Norfolk Southern (NSC) | 0.6 | $1.8M | 6.2k | 288.73 |
|
|
| Nike CL B (NKE) | 0.5 | $1.8M | -15% | 28k | 63.71 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.7M | 1.5k | 1074.68 |
|
|
| Chevron Corporation (CVX) | 0.5 | $1.6M | -2% | 11k | 152.42 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.6M | -3% | 13k | 120.18 |
|
| Nextera Energy (NEE) | 0.5 | $1.6M | 20k | 80.28 |
|
|
| Us Bancorp Del Com New (USB) | 0.5 | $1.6M | 30k | 53.36 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $1.6M | +44% | 17k | 89.46 |
|
| Abbvie (ABBV) | 0.5 | $1.5M | 6.7k | 228.49 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.5M | 4.7k | 313.77 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.4M | +5% | 28k | 50.59 |
|
| Coca-Cola Company (KO) | 0.4 | $1.3M | 18k | 69.91 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $1.3M | -2% | 5.5k | 231.32 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.4 | $1.2M | +199% | 8.4k | 143.97 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.1M | 4.4k | 246.19 |
|
|
| L3harris Technologies (LHX) | 0.3 | $1.1M | 3.6k | 293.57 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.1M | +5% | 1.8k | 570.88 |
|
| Ecolab (ECL) | 0.3 | $952k | 3.6k | 262.52 |
|
|
| UnitedHealth (UNH) | 0.3 | $943k | -22% | 2.9k | 330.11 |
|
| Emerson Electric (EMR) | 0.3 | $861k | 6.5k | 132.73 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $827k | 16k | 51.60 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $796k | 8.0k | 99.88 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $712k | 7.4k | 96.28 |
|
|
| Merck & Co (MRK) | 0.2 | $640k | 6.1k | 105.26 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $609k | -7% | 991.00 | 614.12 |
|
| Waste Management (WM) | 0.2 | $596k | +34% | 2.7k | 219.71 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $583k | 5.6k | 104.07 |
|
|
| Southern Company (SO) | 0.2 | $574k | 6.6k | 87.20 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $509k | 1.1k | 483.64 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $496k | 7.1k | 69.42 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $472k | 9.6k | 49.21 |
|
|
| International Business Machines (IBM) | 0.1 | $470k | 1.6k | 296.21 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $407k | +22% | 2.5k | 161.98 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $400k | -17% | 7.4k | 53.83 |
|
| Wells Fargo & Company (WFC) | 0.1 | $373k | NEW | 4.0k | 93.19 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $356k | -5% | 1.9k | 183.41 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $343k | +54% | 5.1k | 67.22 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $340k | 10k | 33.45 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $330k | 2.7k | 120.36 |
|
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $316k | 2.7k | 117.72 |
|
|
| Honeywell International (HON) | 0.1 | $312k | -24% | 1.6k | 195.09 |
|
| Omni (OMC) | 0.1 | $310k | 3.8k | 80.75 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $306k | -45% | 1.6k | 194.07 |
|
| Danaher Corporation (DHR) | 0.1 | $306k | 1.3k | 229.00 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $305k | -10% | 6.1k | 50.01 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $301k | -5% | 5.0k | 59.93 |
|
| Intuit (INTU) | 0.1 | $296k | NEW | 447.00 | 662.42 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $295k | -50% | 1.9k | 154.80 |
|
| Cummins (CMI) | 0.1 | $293k | 573.00 | 510.45 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $290k | 2.1k | 136.94 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $281k | 1.7k | 162.63 |
|
|
| Home Depot (HD) | 0.1 | $265k | -4% | 771.00 | 344.10 |
|
| W.W. Grainger (GWW) | 0.1 | $260k | 258.00 | 1009.05 |
|
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| Ameren Corporation (AEE) | 0.1 | $246k | 2.5k | 99.86 |
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| Linde SHS (LIN) | 0.1 | $233k | 546.00 | 426.39 |
|
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $231k | 2.6k | 88.08 |
|
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| Northern Dynasty Minerals Lt Com New (NAK) | 0.1 | $217k | 110k | 1.97 |
|
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| Regions Financial Corporation (RF) | 0.1 | $216k | NEW | 8.0k | 27.10 |
|
| First Tr Exchange-traded A Com Shs (FYX) | 0.1 | $206k | -5% | 1.8k | 113.17 |
|
| Microchip Technology (MCHP) | 0.1 | $204k | 3.2k | 63.72 |
|
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| FactSet Research Systems (FDS) | 0.1 | $202k | 696.00 | 290.19 |
|
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| Metropcs Communications (TMUS) | 0.1 | $201k | NEW | 989.00 | 203.04 |
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Past Filings by Brady Family Wealth
SEC 13F filings are viewable for Brady Family Wealth going back to 2022
- Brady Family Wealth 2025 Q4 filed Jan. 7, 2026
- Brady Family Wealth 2025 Q3 filed Oct. 9, 2025
- Brady Family Wealth 2025 Q2 filed July 10, 2025
- Brady Family Wealth 2025 Q1 filed April 21, 2025
- Brady Family Wealth 2024 Q4 filed Jan. 14, 2025
- Brady Family Wealth 2024 Q3 filed Oct. 15, 2024
- Brady Family Wealth 2024 Q2 filed July 15, 2024
- Brady Family Wealth 2024 Q1 filed May 13, 2024
- Brady Family Wealth 2023 Q4 filed Feb. 9, 2024
- Brady Family Wealth 2023 Q3 filed Oct. 27, 2023
- Brady Family Wealth 2023 Q2 filed July 19, 2023
- Brady Family Wealth 2023 Q1 filed May 5, 2023
- Brady Family Wealth 2022 Q4 filed April 10, 2023