Brass Tax Wealth Management, Inc Portfolio Holdings

Brass Tax Wealth Management, Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $278 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $24M, Ishares Core S&P U.S. Value Et with a value of $21.3M, Spdr Portfolio with a value of $20.9M, First Tr ETF Viii Tcw Opportun with a value of $20.7M, and Vaneck Morningstar Wide Moat E with a value of $20.1M.

Examining the 13F form we can see an decrease of $192B in the current position value, from $192B to 278M.

Brass Tax Wealth Management, Inc is based out at Cincinnati, OH

Below you can find more details about Brass Tax Wealth Management, Inc portfolio as well as his latest detailed transactions.