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 Market Cap. of $200 Billions or more
