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 24.84% of Brady Family Wealth's stock portfolio.
- Added to shares of these 10 stocks: APH, ETN, SHY, SO, IEFA, NVDA, WM, COST, GLD, TJX.
- Started 7 new stock positions in GLD, WEC, COP, FTNT, APH, NJR, ETN.
- Reduced shares in these 10 stocks: CRM, NKE, SBUX, GOOGL, BDX, INTU, UNH, , FDS, ACN.
- Sold out of its positions in BDX, FDS, FYX, INTU, NKE.
- Brady Family Wealth was a net buyer of stock by $9.3M.
- Brady Family Wealth has $321M in assets under management (AUM), dropping by -1.03%.
- Central Index Key (CIK): 0001971456
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Portfolio Holdings for Brady Family Wealth
Brady Family Wealth holds 110 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.0 | $26M | 101k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $17M | 60k | 287.56 |
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| Microsoft Corporation (MSFT) | 4.6 | $15M | +2% | 40k | 370.17 |
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| Broadcom (AVGO) | 4.0 | $13M | +2% | 41k | 309.51 |
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| Lowe's Companies (LOW) | 2.9 | $9.3M | 39k | 236.28 |
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| Blackrock (BLK) | 2.4 | $7.6M | +2% | 7.9k | 961.76 |
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| Stryker Corporation (SYK) | 2.3 | $7.4M | +2% | 23k | 328.59 |
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| Analog Devices (ADI) | 2.3 | $7.4M | 23k | 318.14 |
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| Chubb (CB) | 2.2 | $7.1M | 22k | 325.92 |
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| Visa Com Cl A (V) | 2.2 | $7.1M | +2% | 23k | 302.24 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.2 | $7.0M | +18% | 85k | 82.57 |
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| Johnson & Johnson (JNJ) | 2.2 | $6.9M | 28k | 244.44 |
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| Cisco Systems (CSCO) | 2.1 | $6.9M | 89k | 77.59 |
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| Phillips 66 (PSX) | 2.1 | $6.6M | +4% | 36k | 182.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $6.4M | +4% | 13k | 479.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $6.3M | +5% | 9.6k | 653.22 |
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| Amazon (AMZN) | 1.9 | $6.2M | +3% | 30k | 208.27 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $6.0M | +7% | 20k | 294.16 |
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| TJX Companies (TJX) | 1.8 | $5.9M | +7% | 37k | 159.70 |
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| Amgen (AMGN) | 1.8 | $5.9M | +2% | 17k | 351.86 |
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| Abbott Laboratories (ABT) | 1.8 | $5.8M | +4% | 57k | 102.67 |
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| Texas Instruments Incorporated (TXN) | 1.7 | $5.5M | 29k | 194.14 |
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| Pepsi (PEP) | 1.6 | $5.0M | 32k | 155.29 |
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| Costco Wholesale Corporation (COST) | 1.5 | $4.9M | +10% | 4.9k | 996.35 |
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| General Dynamics Corporation (GD) | 1.4 | $4.6M | +9% | 13k | 343.21 |
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| Broadridge Financial Solutions (BR) | 1.4 | $4.5M | +8% | 28k | 162.48 |
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| Meta Platforms Cl A (META) | 1.4 | $4.4M | +8% | 7.8k | 572.13 |
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| NVIDIA Corporation (NVDA) | 1.4 | $4.4M | +12% | 25k | 174.40 |
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| Illinois Tool Works (ITW) | 1.4 | $4.4M | +2% | 17k | 260.29 |
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| Caterpillar (CAT) | 1.3 | $4.3M | +4% | 6.1k | 708.47 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 1.3 | $4.2M | 84k | 50.84 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $4.0M | -4% | 20k | 198.29 |
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| Air Products & Chemicals (APD) | 1.2 | $3.7M | 13k | 290.49 |
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| McDonald's Corporation (MCD) | 1.2 | $3.7M | 12k | 310.79 |
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| Automatic Data Processing (ADP) | 1.1 | $3.7M | +6% | 18k | 203.18 |
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| Procter & Gamble Company (PG) | 1.1 | $3.6M | +3% | 25k | 144.44 |
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| S&p Global (SPGI) | 1.0 | $3.3M | +5% | 7.7k | 425.33 |
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| Starbucks Corporation (SBUX) | 0.9 | $3.0M | -15% | 34k | 89.59 |
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| Wal-Mart Stores (WMT) | 0.8 | $2.4M | 20k | 124.28 |
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| Amphenol Corp Cl A (APH) | 0.7 | $2.4M | NEW | 19k | 126.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $2.3M | +5% | 34k | 67.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $2.3M | +43% | 25k | 90.53 |
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| Medtronic SHS (MDT) | 0.7 | $2.2M | 26k | 86.65 |
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| Chevron Corporation (CVX) | 0.7 | $2.2M | 11k | 206.91 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $2.2M | -4% | 20k | 108.99 |
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| Eaton Corp SHS (ETN) | 0.6 | $2.1M | NEW | 5.8k | 357.67 |
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| Bank of America Corporation (BAC) | 0.6 | $2.1M | 42k | 48.75 |
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| AFLAC Incorporated (AFL) | 0.6 | $1.9M | -2% | 17k | 109.71 |
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| Nextera Energy (NEE) | 0.6 | $1.9M | 20k | 92.88 |
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| Norfolk Southern (NSC) | 0.6 | $1.8M | 6.2k | 287.02 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.7M | +4% | 14k | 124.31 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.6M | +9% | 1.7k | 919.77 |
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| Us Bancorp Com New (USB) | 0.5 | $1.5M | 30k | 52.01 |
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| Abbvie (ABBV) | 0.5 | $1.5M | 6.7k | 217.49 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $1.5M | +2% | 29k | 50.61 |
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| Coca-Cola Company (KO) | 0.4 | $1.4M | 18k | 76.05 |
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| Southern Company (SO) | 0.4 | $1.4M | +115% | 14k | 96.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.4M | 4.7k | 286.84 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.3M | 5.5k | 242.62 |
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| L3harris Technologies (LHX) | 0.4 | $1.2M | 3.6k | 345.15 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.1M | 8.4k | 132.90 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.1M | 4.4k | 248.03 |
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| Waste Management (WM) | 0.3 | $1.1M | +75% | 4.8k | 229.79 |
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| Ecolab (ECL) | 0.3 | $959k | 3.6k | 266.02 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $924k | 1.8k | 499.66 |
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| Emerson Electric (EMR) | 0.3 | $848k | 6.5k | 131.03 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $842k | 16k | 52.54 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $791k | 8.0k | 99.27 |
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| Merck & Co (MRK) | 0.2 | $732k | 6.1k | 120.29 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $719k | 7.4k | 97.24 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | 1.00 | 718140.00 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $636k | 1.1k | 604.35 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $593k | 5.6k | 106.01 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $588k | +2% | 1.0k | 577.16 |
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| UnitedHealth (UNH) | 0.2 | $506k | -34% | 1.9k | 270.59 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $501k | 7.1k | 70.18 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $475k | +2% | 2.8k | 169.69 |
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| salesforce (CRM) | 0.1 | $442k | -83% | 2.4k | 186.63 |
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| Truist Financial Corp equities (TFC) | 0.1 | $440k | 9.6k | 45.97 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $433k | 7.5k | 57.64 |
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| W.W. Grainger (GWW) | 0.1 | $424k | +50% | 389.00 | 1090.81 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $422k | 1.7k | 244.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $398k | NEW | 926.00 | 430.29 |
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| Intercontinental Exchange (ICE) | 0.1 | $395k | 2.5k | 157.30 |
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| International Business Machines (IBM) | 0.1 | $385k | 1.6k | 242.39 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $374k | 1.9k | 192.92 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $366k | 10k | 35.94 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $350k | 5.0k | 69.75 |
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| Wells Fargo & Company (WFC) | 0.1 | $331k | +3% | 4.2k | 79.61 |
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| Cummins (CMI) | 0.1 | $308k | 573.00 | 538.02 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $298k | 2.7k | 110.86 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $296k | 5.0k | 59.78 |
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| Omni (OMC) | 0.1 | $289k | 3.8k | 75.31 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $278k | 1.9k | 146.61 |
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| Tractor Supply Company (TSCO) | 0.1 | $276k | 6.1k | 45.30 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $271k | 2.1k | 128.12 |
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| Ameren Corporation (AEE) | 0.1 | $270k | 2.5k | 109.92 |
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| Linde SHS (LIN) | 0.1 | $269k | 542.00 | 495.76 |
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| Danaher Corporation (DHR) | 0.1 | $253k | 1.3k | 189.66 |
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| ConocoPhillips (COP) | 0.1 | $244k | NEW | 1.9k | 132.00 |
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| Home Depot (HD) | 0.1 | $241k | -4% | 733.00 | 328.89 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $234k | NEW | 4.3k | 54.92 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $234k | 2.6k | 89.33 |
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| Honeywell International (HON) | 0.1 | $225k | -37% | 996.00 | 226.03 |
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| Wec Energy Group (WEC) | 0.1 | $209k | NEW | 1.8k | 115.77 |
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| Metropcs Communications (TMUS) | 0.1 | $208k | 989.00 | 210.03 |
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| Regions Financial Corporation (RF) | 0.1 | $208k | 8.0k | 26.12 |
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| Microchip Technology (MCHP) | 0.1 | $207k | 3.2k | 64.61 |
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| Fortinet (FTNT) | 0.1 | $202k | NEW | 2.5k | 81.72 |
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| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $154k | 110k | 1.40 |
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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 2026 Q1 filed April 8, 2026
- 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