Brady Family Wealth

Brady Family Wealth as of March 31, 2026

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