Brady Martz Wealth Solutions, LLC Portfolio Holdings

Brady Martz Wealth Solutions, LLC

  • $517 Billion
  • Q2 2025

Brady Martz Wealth Solutions, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $517 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $47.4B, Schwab Strategic Tr Us Large C with a value of $38.6B, Schwab Strategic Tr Us Large C with a value of $25.1B, Schwab Strategic Tr Us Dividen with a value of $22.4B, and Vanguard Intermediate Term Tre with a value of $16.9B.

Examining the 13F form we can see an increase of $75.2B in the current position value, from $442B to 517B.

Brady Martz Wealth Solutions, LLC is based out at Grand Forks, ND

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

Portfolio value $517 Billion
ETFs: $416 Billion
Technology: $28.6 Billion
Financial Services: $10.2 Billion
Consumer Defensive: $8.44 Billion
Healthcare: $7.97 Billion
Communication Services: $7.6 Billion
Industrials: $7.13 Billion
Consumer Cyclical: $6.8 Billion
Other: $6.12 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.4 Billion 9.17% of portfolio
350,866
Q2 2025 Added 73.34%
$0
$38.6 Billion 7.47% of portfolio
1,396,345
Q2 2025 Reduced 12.11%
$0
$25.1 Billion 4.85% of portfolio
858,063
Q2 2025 Reduced 22.02%
$0
$22.4 Billion 4.33% of portfolio
845,526
Q2 2025 Reduced 17.98%
$0
$16.9 Billion 3.28% of portfolio
283,187
Q2 2025 Added 106.52%
$0
$16 Billion 3.1% of portfolio
724,600
Q2 2025 Reduced 6.79%
$0
$13.7 Billion 2.65% of portfolio
285,564
Q2 2025 Added 82.97%
$0
$11.6 Billion 2.24% of portfolio
342,116
Q2 2025 Reduced 1.72%
$0
$11.4 Billion 2.2% of portfolio
143,518
Q2 2025 Added 43.85%
$0
$10.5 Billion 2.03% of portfolio
423,307
Q2 2025 Reduced 2.02%
$0
$10.4 Billion 2.02% of portfolio
34,343
Q2 2025 Added 0.29%
$0
$9.53 Billion 1.84% of portfolio
268,086
Q2 2025 Added 59.7%
$0
$9.39 Billion 1.82% of portfolio
316,458
Q2 2025 Added 31.26%
$0
$9.36 Billion 1.81% of portfolio
186,159
Q2 2025 Added 76.61%
$0
$8.06 Billion 1.56% of portfolio
105,969
Q2 2025 Added 45.67%
$0
$7.76 Billion 1.5% of portfolio
136,431
Q2 2025 Reduced 2.06%
$0
$7.67 Billion 1.48% of portfolio
85,136
Q2 2025 Reduced 1.56%
$0
$7.6 Billion 1.47% of portfolio
257,652
Q2 2025 Added 67.32%
$0
$7.43 Billion 1.44% of portfolio
156,680
Q2 2025 Added 291.37%
$0
$7.18 Billion 1.39% of portfolio
113,036
Q2 2025 Added 1.46%
$0
$6.13 Billion 1.19% of portfolio
123,935
Q2 2025 Reduced 0.65%
$0
$6.1 Billion 1.18% of portfolio
186,640
Q2 2025 Added 0.26%
$0
$5.81 Billion 1.12% of portfolio
77,581
Q2 2025 New
$0
$5.79 Billion 1.12% of portfolio
116,265
Q2 2025 Reduced 9.33%
$0
$5.29 Billion 1.02% of portfolio
38,125
Q2 2025 Reduced 5.32%
$0
$5.11 Billion 0.99% of portfolio
24,958
Q2 2025 Added 1.4%
$0
$4.93 Billion 0.95% of portfolio
206,903
Q2 2025 Reduced 13.25%
$0
$4.39 Billion 0.85% of portfolio
188,746
Q2 2025 Reduced 47.87%
$0
$4.29 Billion 0.83% of portfolio
32,480
Q2 2025 Reduced 3.43%
$0
$3.46 Billion 0.67% of portfolio
21,063
Q2 2025 Reduced 2.57%
$0
$3.33 Billion 0.64% of portfolio
55,447
Q2 2025 Reduced 1.72%
$0
$3.21 Billion 0.62% of portfolio
63,851
Q1 2025 Reduced 1.5%
$0
$3.1 Billion 0.6% of portfolio
59,176
Q2 2025 Reduced 3.32%
$0
$2.99 Billion 0.58% of portfolio
86,748
Q2 2025 Added 2.32%
$0
$2.84 Billion 0.55% of portfolio
32,051
Q2 2025 Reduced 14.88%
$0
$2.82 Billion 0.55% of portfolio
17,902
Q2 2025 Added 0.22%
$0
$2.82 Billion 0.55% of portfolio
41,191
Q2 2025 Added 131.22%
$0
$2.75 Billion 0.53% of portfolio
54,885
Q2 2025 Reduced 2.08%
$0
$2.6 Billion 0.5% of portfolio
6,134
Q2 2025 Reduced 3.7%
$0
$2.55 Billion 0.49% of portfolio
51,389
Q2 2025 Reduced 7.41%
$0
$2.44 Billion 0.47% of portfolio
35,256
Q2 2025 Reduced 5.68%
$0
$2.3 Billion 0.45% of portfolio
70,030
Q2 2025 Added 160.03%
$0
$2.01 Billion 0.39% of portfolio
68,356
Q2 2025 New
$0
$1.79 Billion 0.35% of portfolio
22,459
Q2 2025 Reduced 8.64%
$0
$1.75 Billion 0.34% of portfolio
6,162
Q2 2025 Reduced 5.0%
$0
$1.73 Billion 0.34% of portfolio
65,262
Q2 2025 Reduced 60.6%
$0
$1.57 Billion 0.3% of portfolio
15,035
Q2 2025 Reduced 39.53%
$0
$1.48 Billion 0.29% of portfolio
8,075
Q2 2025 Added 395.4%
$0
$1.4 Billion 0.27% of portfolio
47,614
Q2 2025 Reduced 1.47%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $517 Billion
  • Prior Value $442 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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