Brady Martz Wealth Solutions, LLC Purchases in Q4 2025

Brady Martz Wealth Solutions, LLC

  • $568 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
32.4K
+ 8.72%
$142.79 - $150.05 $4.63M - $4.87M
404K $60.1B
VEA
Vanguard Ftse Developed Market

ETFs
56.7K
+ 274.22%
$59.18 - $62.09 $3.36M - $3.52M
77.4K $4.84B
AVDV
American Centy ETF Tr Avantis

ETFs
27K
+ 18.41%
$87.37 - $90.92 $2.36M - $2.46M
174K $16.3B
IEMG
Ishares Inc

ETFs
45.8K
+ 85.63%
N/A
99.3K $6.68B
EWX
Spdr S&P Emerging Markets Smal

ETFs
29.4K
New
$65.53 - $67.79 $1.93M - $1.99M
29.4K $1.93B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
26.3K
+ 15.23%
$47.98 - $48.33 $1.26M - $1.27M
199K $9.59B
DUHP
Dimensional ETF Tr Dimensional

ETFs
32.1K
+ 11.11%
$37.18 - $38.47 $1.19M - $1.24M
321K $12.2B
Ea Series Trust
33.6K
+ 4.93%
N/A
716K $16.7B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
26.9K
+ 8.35%
$31.28 - $33.46 $842K - $900K
349K $11.5B
DIHP
Dimensional ETF Tr Dimensional

ETFs
24.7K
+ 8.98%
$30.11 - $31.43 $744K - $777K
300K $9.5B
ORCL
Oracle Corp

Technology
5.24K
+ 544.39%
$217.57 - $313.0 $1.14M - $1.64M
6.2K $1.21B
IDEV
Ishares Core Msci Intl Develop

ETFs
8.02K
+ 7.28%
$79.1 - $82.39 $634K - $661K
118K $9.74B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.38K
+ 215.91%
$600.51 - $631.95 $831K - $875K
2.03K $1.27B
Tidal Trust I
30.3K
New
N/A
30.3K $875M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.72K
+ 73.01%
$475.68 - $513.11 $820K - $884K
4.08K $2.05B
GOOGL
Alphabet Inc.

Communication Services
786
+ 9.41%
$236.57 - $291.31 $186K - $229K
9.14K $2.86B
VGIT
Vanguard Intermediate Term Tre

ETFs
14.3K
+ 4.81%
$59.84 - $60.54 $857K - $867K
312K $18.7B
Allspring Exchange Traded Fu
29.1K
New
N/A
29.1K $728M
LLY
Eli Lilly & CO

Healthcare
402
+ 55.14%
$799.57 - $1025.28 $321K - $412K
1.13K $1.22B
WMT
Walmart Inc.

Consumer Defensive
5.38K
+ 237.81%
$101.18 - $109.03 $545K - $587K
7.65K $852M
V
Visa Inc.

Financial Services
1.58K
+ 40.83%
$325.75 - $352.42 $516K - $558K
5.46K $1.91B
VGT
Vanguard Information Technolog

ETFs
723
New
$736.33 - $801.52 $532K - $579K
723 $545M
GE
General Electric CO

Industrials
1.74K
+ 147.54%
$291.49 - $314.28 $507K - $547K
2.92K $900M
VTV
Vanguard Value ETF

ETFs
2.77K
New
$182.87 - $189.72 $506K - $525K
2.77K $528M
EFV
Msci Eafe Value ETF

ETFs
1.72K
+ 1.52%
$66.73 - $70.99 $115K - $122K
115K $8.19B
AAPL
Apple Inc.

Technology
945
+ 6.32%
$245.27 - $275.25 $232K - $260K
15.9K $4.32B
NFLX
Netflix Inc

Communication Services
17.6K
+ 1653.66%
$110.29 - $1241.35 $1.94M - $21.9M
18.7K $1.75B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.47K
New
$280.66 - $305.09 $411K - $447K
1.47K $446M
KKR
Kkr & Co. Inc.

Financial Services
3.48K
New
$117.52 - $127.65 $409K - $444K
3.48K $444M
MRK
Merck & Co., Inc.

Healthcare
572
+ 3.22%
$82.49 - $92.93 $47.2K - $53.2K
18.3K $1.93B
Pgim ETF Tr
7.08K
New
N/A
7.08K $434M
VUG
Vanguard Growth ETF

ETFs
831
+ 31.71%
$470.44 - $504.26 $391K - $419K
3.45K $1.68B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
9.56K
New
$43.03 - $44.7 $411K - $427K
9.56K $418M
CAT
Caterpillar Inc

Industrials
644
+ 135.58%
$480.82 - $585.49 $310K - $377K
1.12K $641M
MSFT
Microsoft Corp

Technology
1.24K
+ 22.17%
$496.82 - $542.07 $618K - $674K
6.85K $3.31B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.8K
+ 6.65%
$49.98 - $50.22 $640K - $643K
205K $10.2B
AMZN
Amazon Com Inc

Consumer Cyclical
1.31K
+ 14.66%
$213.04 - $254.0 $279K - $332K
10.2K $2.36B
EBAY
Ebay Inc

Consumer Cyclical
4.33K
New
$80.85 - $99.58 $350K - $431K
4.33K $377M
DHI
Horton D R Inc

Consumer Cyclical
2.59K
New
$142.43 - $174.95 $369K - $453K
2.59K $373M
DSTL
ETF Ser Solution Distillate Us

ETFs
6.03K
New
$56.27 - $58.55 $339K - $353K
6.03K $355M
WAL
Western Alliance Bancorporation

Financial Services
4.22K
New
$70.32 - $87.42 $297K - $369K
4.22K $355M
Federated Hermes ETF Trust
10.9K
New
N/A
10.9K $353M
INTU
Intuit Inc

Technology
541
+ 99.08%
$641.79 - $683.39 $347K - $370K
1.09K $720M
MU
Micron Technology Inc

Technology
361
+ 19.46%
$181.6 - $253.3 $65.6K - $91.4K
2.22K $632M
AMGN
Amgen Inc

Healthcare
343
+ 7.46%
$290.13 - $341.71 $99.5K - $117K
4.94K $1.62B
QQQ
Invesco Qqq Trust, Series 1

ETFs
500
New
$589.5 - $635.77 $295K - $318K
500 $307M
IDV
Ishares Tr

ETFs
1.33K
+ 1.51%
$35.91 - $38.56 $47.7K - $51.2K
89K $3.51B
GOOG
Alphabet Inc.

Communication Services
976
New
$237.49 - $291.74 $232K - $285K
976 $306M
Ge Vernova Inc
430
New
N/A
430 $281M
Activity Summary
Buys All Purchases 84 New Holdings 26 Increased Positions 58 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Brady Martz Wealth Solutions, LLC Portfolio

Follow Brady Martz Wealth Solutions, 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 Martz Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Martz Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email