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

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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