BRADY FAMILY WEALTH, LLC
•CIK: 1971456•Filing: Q4 2025
**BRADY FAMILY WEALTH, LLC** manages $324M across a portfolio of 108 positions, exhibiting a concentrated, large-cap technology bias. Top holdings are anchored by mega-cap names, notably AAPL ($27.3M), GOOGL ($19.0M), and MSFT ($18.9M), representing significant allocation weight. The fund maintains diversified exposure across sectors, with notable secondary positions in AVGO ($14.0M) and established industrials like LOW ($9.3M). This structure suggests a core focus on market leaders within the technology and consumer sectors.
Total AUM
$324.0M
QoQ Performance
+0.3%
Positions
92
Top 10 Concentration
38.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOGL
MSFT
AAPL8.4%
GOOGL5.9%
MSFT5.8%
AVGO4.3%
LOW2.9%
BLK2.5%
V2.5%
SYK2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology34.4%
Other27.8%
Financial12.4%
Consumer9.6%
Healthcare7.9%
Consumer Staples2.0%
ETF1.9%
Industrial1.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW4 new positions
↑21 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023