Brady Martz Wealth Solutions, LLC Portfolio Holdings

Brady Martz Wealth Solutions, LLC

  • $568 Billion
  • Q4 2025

Brady Martz Wealth Solutions, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $568 Billion distributed in 173 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 $60.1B, Schwab Strategic Tr Us Large C with a value of $36.4B, Schwab Strategic Tr Us Large C with a value of $26.3B, Schwab Strategic Tr Us Dividen with a value of $19.8B, and Vanguard Intermediate Term Tre with a value of $18.7B.

Examining the 13F form we can see an increase of $17.1B in the current position value, from $551B to 568B.

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 $568 Billion
ETFs: $448 Billion
Technology: $33 Billion
Financial Services: $12.9 Billion
Healthcare: $10.4 Billion
Communication Services: $8.54 Billion
Consumer Cyclical: $8.47 Billion
Industrials: $8.07 Billion
Consumer Defensive: $7.41 Billion
Other: $6.57 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $568 Billion
  • Prior Value $551 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 26 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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