Brady Family Wealth, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.2B, Microsoft Corp with a value of $20.7B, Alphabet Inc. with a value of $15.5B, Broadcom Inc. with a value of $14.1B, and Lowes Companies Inc with a value of $9.82B.

Examining the 13F form we can see an increase of $65.2M in the current position value, from $323B 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: $98.3 Billion
Financial Services: $39.5 Billion
Healthcare: $33.8 Billion
ETFs: $32.7 Billion
Consumer Cyclical: $31.9 Billion
Industrials: $23.9 Billion
Communication Services: $22.5 Billion
Consumer Defensive: $16.4 Billion
Other: $14.7 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $323 Billion
  • Prior Value $323 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 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.