Brady Martz Wealth Solutions, LLC
•CIK: 2049470•Filing: Q4 2025
**Brady Martz Wealth Solutions, LLC** manages $568M across a diversified portfolio of 173 positions. The strategy exhibits a notable tilt toward dividend-focused and sector-specific equity exposure, evidenced by top holdings including ITOT at $60.1M and SCHV at $36.4M. Significant allocations are also maintained in growth and dividend-income vehicles, with SCHG ($26.3M) and SCHD ($19.8M) anchoring core equity exposure. The portfolio further diversifies into fixed income and specialized sectors, including VGIT ($18.7M) and SCHF ($16.5M).
Total AUM
$567.9M
QoQ Performance
+3.1%
Positions
116
Top 10 Concentration
42.2%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
SCHV
ITOT10.6%
SCHV6.4%
SCHG4.6%
SCHD3.5%
VGIT3.3%
BSVO2.9%
SCHF2.9%
AVDV2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.8%
Technology6.5%
Financial2.2%
Healthcare1.7%
Consumer1.7%
Industrial0.8%
Energy0.7%
Consumer Staples0.7%
Changes from Q3 2025
NEW26 new positions
↑58 increased
↓75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024