Brady Family Wealth, LLC Portfolio Holdings

Brady Family Wealth, LLC

  • $323 Billion
  • Q2 2025

Brady Family Wealth, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.2B, Microsoft Corp with a value of $21.3B, Broadcom Inc. with a value of $12B, Alphabet Inc. with a value of $11.6B, and Lowes Companies Inc with a value of $9.11B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $313B to 323B.

Brady Family Wealth, LLC is based out at Saint Louis, MO

Below you can find more details about Brady Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $323 Billion
Technology: $98 Billion
Financial Services: $40.6 Billion
Healthcare: $35.4 Billion
Consumer Cyclical: $32.4 Billion
ETFs: $32.4 Billion
Industrials: $23.2 Billion
Communication Services: $19 Billion
Consumer Defensive: $17.5 Billion
Other: $15.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$22.2 Billion 6.88% of portfolio
108,270
Q2 2025 Reduced 1.52%
$3.95T
$21.3 Billion 6.6% of portfolio
42,838
Q2 2025 Reduced 3.65%
$127B
$12 Billion 3.71% of portfolio
43,504
Q2 2025 Reduced 0.26%
$1.21T
$11.6 Billion 3.6% of portfolio
65,926
Q2 2025 Reduced 0.24%
$152B
$9.11 Billion 2.82% of portfolio
41,048
Q2 2025 Reduced 0.72%
$142B
$8.9 Billion 2.76% of portfolio
22,495
Q2 2025 Reduced 1.76%
$551B
$8.51 Billion 2.63% of portfolio
23,962
Q2 2025 Reduced 3.67%
$229B
$7.72 Billion 2.39% of portfolio
56,788
Q2 2025 Reduced 0.98%
$2.26T
$7.09 Billion 2.2% of portfolio
32,321
Q2 2025 Reduced 2.89%
$150B
$7.07 Billion 2.19% of portfolio
23,659
Q2 2025 Reduced 0.89%
$293B
$7.02 Billion 2.17% of portfolio
101,201
Q2 2025 Reduced 2.78%
$40.5B
$6.62 Billion 2.05% of portfolio
27,240
Q2 2025 Reduced 1.71%
$177B
$6.48 Billion 2.01% of portfolio
31,228
Q2 2025 Reduced 2.49%
$621B
$6.39 Billion 1.98% of portfolio
13,158
Q2 2025 Reduced 2.63%
$119B
$6.33 Billion 1.96% of portfolio
26,580
Q2 2025 Reduced 1.12%
$112B
$6.31 Billion 1.95% of portfolio
21,791
Q2 2025 Reduced 1.72%
$152B
$4.85 Billion 1.5% of portfolio
17,376
Q2 2025 Reduced 2.14%
$452B
$4.86 Billion 1.5% of portfolio
31,820
Q2 2025 Reduced 1.97%
$202B
$4.8 Billion 1.49% of portfolio
36,374
Q2 2025 Reduced 1.15%
$232B
$4.68 Billion 1.45% of portfolio
17,168
Q2 2025 Reduced 0.28%
$1.78T
$4.51 Billion 1.4% of portfolio
6,104
Q2 2025 Added 3.99%
$439B
$4.49 Billion 1.39% of portfolio
4,531
Q2 2025 Reduced 0.46%
$57.7B
$4.47 Billion 1.38% of portfolio
37,480
Q2 2025 Reduced 3.87%
$155B
$4.42 Billion 1.37% of portfolio
35,796
Q2 2025 Reduced 2.39%
$80B
$4.29 Billion 1.33% of portfolio
17,340
Q2 2025 Reduced 1.38%
$108B
$4.28 Billion 1.32% of portfolio
46,664
Q2 2025 Reduced 3.5%
$86.2B
$4.07 Billion 1.26% of portfolio
13,938
Q2 2025 Reduced 0.84%
$222B
$3.95 Billion 1.22% of portfolio
13,505
Q2 2025 Added 3.7%
$859B
$3.83 Billion 1.19% of portfolio
13,213
Q2 2025 Reduced 0.23%
$182B
$3.81 Billion 1.18% of portfolio
7,223
Q2 2025 Reduced 0.7%
$368B
$3.78 Billion 1.17% of portfolio
23,755
Q2 2025 Reduced 0.79%
$64.2B
$3.75 Billion 1.16% of portfolio
13,297
Q2 2025 Reduced 1.9%
$456B
$3.3 Billion 1.02% of portfolio
20,905
Q2 2025 Added 1.47%
$94.4B
$2.94 Billion 0.91% of portfolio
41,442
Q2 2025 Reduced 13.35%
$122B
$2.75 Billion 0.85% of portfolio
31,584
Q2 2025 Reduced 2.51%
$65.4B
$2.11 Billion 0.65% of portfolio
20,026
Q2 2025 Reduced 0.06%
$218B
$2.07 Billion 0.64% of portfolio
5,324
Q2 2025 Added 672.71%
$24.3B
$2 Billion 0.62% of portfolio
20,743
Q2 2025 Reduced 2.36%
$381B
$1.99 Billion 0.62% of portfolio
42,149
Q2 2025 Reduced 0.47%
$281B
$1.91 Billion 0.59% of portfolio
19,530
Q2 2025 Added 1.22%
$302B
$1.82 Billion 0.56% of portfolio
12,735
Q2 2025 Reduced 0.27%
$245B
$1.67 Billion 0.52% of portfolio
5,360
Q2 2025 Reduced 16.29%
$68B
$1.62 Billion 0.5% of portfolio
35,806
Q2 2025 Reduced 4.27%
$64.4B
$1.6 Billion 0.49% of portfolio
6,238
Q2 2025 Reduced 1.76%
$141B
$1.52 Billion 0.47% of portfolio
21,909
Q2 2025 Added 4.36%
$1.24T
$1.49 Billion 0.46% of portfolio
8,422
Q1 2025 Added 0.2%
$78.8B
$1.43 Billion 0.44% of portfolio
5,292
Q2 2025 Reduced 5.42%
$306B
$1.35 Billion 0.42% of portfolio
19,069
Q1 2025 Added 0.07%
$135B
$1.31 Billion 0.41% of portfolio
5,693
Q1 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $323 Billion
  • Prior Value $313 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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