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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$1.39 Billion 0.43% of portfolio
27,520
Q2 2025 Added 3.9%
$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%
$608B
$1.21 Billion 0.37% of portfolio
1,549
Q1 2025 Added 0.13%
$351B
$1.13 Billion 0.35% of portfolio
6,092
Q2 2025 Added 2.21%
$84.1B
$975 Million 0.3% of portfolio
14,450
Q2 2025 Added 0.04%
$0
$959 Million 0.3% of portfolio
4,443
Q2 2025 Reduced 7.78%
$0
$952 Million 0.29% of portfolio
11,401
Q2 2025 Added 0.21%
$51.7B
$904 Million 0.28% of portfolio
3,602
Q2 2025 Added 0.11%
$141B
$867 Million 0.27% of portfolio
24,294
Q2 2025 Reduced 4.88%
$78.6B
$870 Million 0.27% of portfolio
6,526
Q2 2025 Added 0.12%
$0
$804 Million 0.25% of portfolio
16,034
Q3 2024 Reduced 2.4%
$548B
$823 Million 0.25% of portfolio
1,465
Q2 2025 Added 0.14%
$55.6B
$760 Million 0.24% of portfolio
4,411
Q2 2025 Added 2.18%
$0
$791 Million 0.24% of portfolio
7,971
Q4 2024 Reduced 24.79%
$58.4B
$760 Million 0.24% of portfolio
17,668
Q1 2025 Added 0.06%
$423B
$729 Million 0.23% of portfolio
1
Q4 2022 New
$0
$707 Million 0.22% of portfolio
2,792
Q2 2024 Reduced 0.14%
$203B
$676 Million 0.21% of portfolio
8,541
Q1 2025 Reduced 5.02%
$0
$681 Million 0.21% of portfolio
7,403
Q1 2025 Reduced 3.64%
$146B
$641 Million 0.2% of portfolio
2,753
Q1 2025 Reduced 4.51%
$113B
$633 Million 0.2% of portfolio
1,367
Q4 2024 Reduced 10.71%
$102B
$604 Million 0.19% of portfolio
6,580
Q3 2023 Reduced 4.43%
$0
$587 Million 0.18% of portfolio
1,064
Q2 2025 Reduced 0.37%
$229B
$576 Million 0.18% of portfolio
3,948
Q2 2025 Reduced 9.35%
$0
$564 Million 0.17% of portfolio
5,597
Q3 2024 Added 0.58%
$15B
$557 Million 0.17% of portfolio
7,738
Q2 2024 Added 0.38%
$102B
$541 Million 0.17% of portfolio
2,950
Q2 2025 Reduced 13.39%
$0
$523 Million 0.16% of portfolio
3,882
Q2 2024 Reduced 0.44%
$63.8B
$466 Million 0.14% of portfolio
4,618
Q2 2025 Reduced 78.48%
$210B
$468 Million 0.14% of portfolio
1,588
Q1 2025 Added 0.19%
$0
$456 Million 0.14% of portfolio
7,137
Q2 2025 Added 0.01%
Linde PLC
-
$340 Million 0.11% of portfolio
-
Q2 2025 Reduced 18.9%
$257B
$343 Million 0.11% of portfolio
2,831
Q4 2024 Reduced 13.16%
$6.58B
$362 Million 0.11% of portfolio
6,859
Q2 2025 Reduced 0.31%
$0
$317 Million 0.1% of portfolio
5,290
Q1 2025 New
$0
$332 Million 0.1% of portfolio
6,294
Q2 2025 Reduced 3.05%
$0
$323 Million 0.1% of portfolio
10,174
Q2 2024 Added 0.6%
$14.1B
$311 Million 0.1% of portfolio
696
Q2 2025 Reduced 0.85%
$34.5B
$297 Million 0.09% of portfolio
2,848
Q2 2025 Added 0.14%
$0
$293 Million 0.09% of portfolio
2,115
Q4 2023 New
$442B
$299 Million 0.09% of portfolio
2,778
Q2 2025 Reduced 2.53%
$79.3B
$287 Million 0.09% of portfolio
1,730
Q4 2022 New
$0
$292 Million 0.09% of portfolio
2,687
Q2 2025 Reduced 13.43%

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
Track This Portfolio

Track Brady Family Wealth, LLC Portfolio

Follow Brady Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brady Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email