Brady Family Wealth

Brady Family Wealth as of Dec. 31, 2025

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 101k 271.86
Alphabet Cap Stk Cl A (GOOGL) 5.9 $19M 61k 313.00
Microsoft Corporation (MSFT) 5.8 $19M 39k 483.62
Broadcom (AVGO) 4.3 $14M 41k 346.10
Lowe's Companies (LOW) 2.9 $9.3M 39k 241.16
Blackrock (BLK) 2.5 $8.2M 7.7k 1070.37
Visa Com Cl A (V) 2.5 $8.0M 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 87k 77.03
Amazon (AMZN) 2.0 $6.6M 29k 230.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $6.4M 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 72k 82.82
Johnson & Johnson (JNJ) 1.8 $5.9M 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 21k 268.29
Amgen (AMGN) 1.7 $5.4M 16k 327.31
TJX Companies (TJX) 1.6 $5.3M 35k 153.61
Texas Instruments Incorporated (TXN) 1.5 $4.8M 28k 173.49
Meta Platforms Cl A (META) 1.5 $4.7M 7.1k 660.09
Pepsi (PEP) 1.4 $4.6M 32k 143.52
Phillips 66 (PSX) 1.4 $4.5M 35k 129.04
Automatic Data Processing (ADP) 1.3 $4.4M 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 23k 186.50
General Dynamics Corporation (GD) 1.3 $4.1M 12k 336.66
Illinois Tool Works (ITW) 1.3 $4.1M 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 40k 84.21
Caterpillar (CAT) 1.0 $3.3M 5.8k 572.88
Air Products & Chemicals (APD) 1.0 $3.2M 13k 247.03
Medtronic SHS (MDT) 0.8 $2.5M 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 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 28k 63.71
Eli Lilly & Co. (LLY) 0.5 $1.7M 1.5k 1074.68
Chevron Corporation (CVX) 0.5 $1.6M 11k 152.42
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.6M 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 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 28k 50.59
Coca-Cola Company (KO) 0.4 $1.3M 18k 69.91
Union Pacific Corporation (UNP) 0.4 $1.3M 5.5k 231.32
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $1.2M 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 1.8k 570.88
Ecolab (ECL) 0.3 $952k 3.6k 262.52
UnitedHealth (UNH) 0.3 $943k 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
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $609k 991.00 614.12
Waste Management (WM) 0.2 $596k 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
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 2.5k 161.98
Mondelez Intl Cl A (MDLZ) 0.1 $400k 7.4k 53.83
Wells Fargo & Company (WFC) 0.1 $373k 4.0k 93.19
Raytheon Technologies Corp (RTX) 0.1 $356k 1.9k 183.41
Ishares Core Msci Emkt (IEMG) 0.1 $343k 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 1.6k 195.09
Omni (OMC) 0.1 $310k 3.8k 80.75
Becton, Dickinson and (BDX) 0.1 $306k 1.6k 194.07
Danaher Corporation (DHR) 0.1 $306k 1.3k 229.00
Tractor Supply Company (TSCO) 0.1 $305k 6.1k 50.01
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $301k 5.0k 59.93
Intuit (INTU) 0.1 $296k 447.00 662.42
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $295k 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 771.00 344.10
W.W. Grainger (GWW) 0.1 $260k 258.00 1009.05
Ameren Corporation (AEE) 0.1 $246k 2.5k 99.86
Linde SHS (LIN) 0.1 $233k 546.00 426.39
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $231k 2.6k 88.08
Northern Dynasty Minerals Lt Com New (NAK) 0.1 $217k 110k 1.97
Regions Financial Corporation (RF) 0.1 $216k 8.0k 27.10
First Tr Exchange-traded A Com Shs (FYX) 0.1 $206k 1.8k 113.17
Microchip Technology (MCHP) 0.1 $204k 3.2k 63.72
FactSet Research Systems (FDS) 0.1 $202k 696.00 290.19
Metropcs Communications (TMUS) 0.1 $201k 989.00 203.04