Brady Family Wealth, LLC Top Holdings and 13F Report (2026)

About Brady Family Wealth, LLC

Investment Activity

Brady Family Wealth, LLC has $346.49 million in total holdings as of June 30, 2026.
Brady Family Wealth, LLC owns shares of 113 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 2.47% of the portfolio was purchased this quarter.
About 2.58% of the portfolio was sold this quarter.
This quarter, Brady Family Wealth, LLC has purchased 110 new stocks and bought additional shares in 35 stocks.
Brady Family Wealth, LLC sold shares of 48 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple: $28,154,810
Alphabet: $20,765,788
Broadcom: $15,576,394
Microsoft: $15,033,190
Cisco Systems: $9,989,867

Largest New Holdings this Quarter

808524102 - Schwab US Broad Market ETF: $398,084 Holding
74933W452 - US Treasury 3 Month Bill ETF: $396,437 Holding
464288679 - iShares Short Treasury Bond ETF: $394,722 Holding
458140100 - Intel: $390,128 Holding
808524805 - Schwab International Equity ETF: $276,031 Holding

Largest Purchases this Quarter

Amphenol: 5,513 shares (about $972.05K)
iShares 1-3 Year Treasury Bond ETF: 8,150 shares (about $669.20K)
NVIDIA: 3,189 shares (about $638.09K)
Eaton: 962 shares (about $409.93K)
Schwab US Broad Market ETF: 13,746 shares (about $398.08K)

Largest Sales this Quarter

Apple: 3,518 shares (about $1.02M)
Automatic Data Processing: 2,864 shares (about $641.41K)
Accenture: 4,515 shares (about $561.86K)
Alphabet: 1,447 shares (about $517.12K)
Chubb: 1,378 shares (about $469.53K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$28,154,810	$1,017,971 â–¼	-3.5%	97,300	8.1%	Computer and Technology
GOOGL Alphabet	$20,765,788	$517,117 â–¼	-2.4%	58,107	6.0%	Computer and Technology
AVGO Broadcom	$15,576,394	$78,949 â–¼	-0.5%	41,235	4.5%	Computer and Technology
MSFT Microsoft	$15,033,190	$57,072 â–²	0.4%	40,301	4.3%	Computer and Technology
CSCO Cisco Systems	$9,989,867	$420,037 â–¼	-4.0%	85,049	2.9%	Computer and Technology
ADI Analog Devices	$8,760,861	$449,998 â–¼	-4.9%	22,058	2.5%	Computer and Technology
LOW Lowe's Companies	$8,556,047	$78,935 â–¼	-0.9%	38,805	2.5%	Retail/Wholesale
TXN Texas Instruments	$8,181,118	$307,906 â–¼	-3.6%	27,447	2.4%	Computer and Technology
V Visa	$7,982,111	$48,033 â–¼	-0.6%	23,265	2.3%	Business Services
BLACKROCK INC	$7,665,148	$81,728 â–²	1.1%	7,972	2.2%	COM
SHY iShares 1-3 Year Treasury Bond ETF	$7,648,300	$669,196 â–²	9.6%	93,147	2.2%	Manufacturing
SYK Stryker	$7,295,572	$207,797 â–²	2.9%	23,172	2.1%	Medical
IVV iShares Core S&P 500 ETF	$7,275,298	$70,394 â–²	1.0%	9,715	2.1%	ETF
JPM JPMorgan Chase & Co.	$7,048,837	$369,561 â–²	5.5%	21,534	2.0%	Finance
CB Chubb	$6,976,567	$469,534 â–¼	-6.3%	20,475	2.0%	Finance
JNJ Johnson & Johnson	$6,858,178	$340,826 â–¼	-4.7%	27,004	2.0%	Medical
AMZN Amazon.com	$6,760,762	$291,967 â–¼	-4.1%	28,366	2.0%	Retail/Wholesale
BRK.B Berkshire Hathaway	$6,644,679	$34,027 â–¼	-0.5%	13,279	1.9%	Finance
CAT Caterpillar	$6,366,089	$96,908 â–¼	-1.5%	5,978	1.8%	Industrials
AMGN Amgen	$6,044,408	$31,504 â–¼	-0.5%	16,692	1.7%	Medical
PSX Phillips 66	$5,948,525	$174,121 â–¼	-2.8%	35,188	1.7%	Energy
NVDA NVIDIA	$5,722,378	$638,087 â–²	12.6%	28,599	1.7%	Computer and Technology
TJX TJX Companies	$5,561,250	$43,480 â–¼	-0.8%	36,708	1.6%	Retail/Wholesale
ABT Abbott Laboratories	$4,956,246	$192,279 â–¼	-3.7%	54,620	1.4%	Medical
GD General Dynamics	$4,845,232	$88,913 â–²	1.9%	13,678	1.4%	Aerospace
COST Costco Wholesale	$4,820,113	$253,493 â–²	5.6%	5,153	1.4%	Retail/Wholesale
ITW Illinois Tool Works	$4,592,363	$31,916 â–²	0.7%	16,979	1.3%	Industrials
META Meta Platforms	$4,362,696	$12,392 â–¼	-0.3%	7,745	1.3%	Computer and Technology
APH Amphenol	$4,322,318	$972,054 â–²	29.0%	24,514	1.2%	Computer and Technology
NEAR iShares Short Duration Bond Active ETF	$4,301,285	$71,785 â–²	1.7%	84,905	1.2%	ETF
PEP PepsiCo	$4,235,633	$101,280 â–¼	-2.3%	31,282	1.2%	Consumer Staples
APD Air Products and Chemicals	$3,800,513	$31,077 â–²	0.8%	12,963	1.1%	Basic Materials
PG Procter & Gamble	$3,749,204	$50,152 â–²	1.4%	25,567	1.1%	Consumer Staples
BR Broadridge Financial Solutions	$3,457,181	$347,991 â–¼	-9.1%	25,244	1.0%	Computer and Technology
ADP Automatic Data Processing	$3,393,355	$641,405 â–¼	-15.9%	15,152	1.0%	Computer and Technology
SBUX Starbucks	$3,237,048	$197,634 â–¼	-5.8%	31,677	0.9%	Retail/Wholesale
MCD McDonald's	$3,173,482	$40,006 â–¼	-1.2%	11,740	0.9%	Retail/Wholesale
ETN Eaton	$2,886,582	$409,934 â–²	16.6%	6,774	0.8%	Industrials
SPGI S&P Global	$2,836,490	$283,853 â–¼	-9.1%	6,965	0.8%	Finance
IEFA iShares Core MSCI EAFE ETF	$2,585,163	$173,844 â–²	7.2%	26,767	0.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,561,959	$66,700 â–¼	-2.5%	33,225	0.7%	ETF
BAC Bank of America	$2,396,993	$855 â–¼	0.0%	42,067	0.7%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,278,400	$119,106 â–²	5.5%	20,889	0.7%	Finance
WALMART INC	$2,269,840	$56,064 â–²	2.5%	20,041	0.7%	COM
LLY Eli Lilly and Company	$2,179,364	$154,726 â–²	7.6%	1,817	0.6%	Medical
IJR iShares Core S&P Small-Cap ETF	$2,071,929	$1,038 â–²	0.1%	13,970	0.6%	ETF
AFL Aflac	$2,016,817	$11,021 â–¼	-0.5%	17,201	0.6%	Finance
NSC Norfolk Southern	$1,962,548		0.0%	6,238	0.6%	Transportation
ACN Accenture	$1,953,392	$561,863 â–¼	-22.3%	15,697	0.6%	Computer and Technology
MDT Medtronic	$1,917,973	$110,696 â–¼	-5.5%	24,517	0.6%	Medical
JPST JPMorgan Ultra-Short Income ETF	$1,837,461	$378,516 â–²	25.9%	36,335	0.5%	ETF
USB U.S. Bancorp	$1,788,732	$1,510 â–¼	-0.1%	29,615	0.5%	Finance
NEE NextEra Energy	$1,780,933	$28,701 â–²	1.6%	20,291	0.5%	Utilities
CVX Chevron	$1,766,898	$7,459 â–¼	-0.4%	10,659	0.5%	Energy
ABBV AbbVie	$1,689,763	$1,761 â–¼	-0.1%	6,715	0.5%	Medical
GOOG Alphabet	$1,675,346		0.0%	4,742	0.5%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$1,620,373	$12,003 â–²	0.7%	8,505	0.5%	ETF
UNP Union Pacific	$1,504,704		0.0%	5,532	0.4%	Transportation
KO CocaCola	$1,455,212	$31,614 â–¼	-2.1%	17,906	0.4%	Consumer Staples
SO Southern	$1,357,742		0.0%	14,186	0.4%	Utilities
IWM iShares Russell 2000 ETF	$1,329,329		0.0%	4,424	0.4%	Finance
WM Waste Management	$1,099,244	$38,112 â–²	3.6%	4,932	0.3%	Business Services
LHX L3Harris Technologies	$1,091,738	$47,947 â–²	4.6%	3,757	0.3%	Aerospace
ECL Ecolab	$1,039,215	$34,826 â–²	3.5%	3,730	0.3%	Basic Materials
EMR Emerson Electric	$925,933	$1,002 â–¼	-0.1%	6,468	0.3%	Industrials
DON WisdomTree U.S. MidCap Dividend Fund	$906,260		0.0%	16,034	0.3%	Finance
MA Mastercard	$891,096	$58,550 â–¼	-6.2%	1,735	0.3%	Business Services
IWR iShares Russell Mid-Cap ETF	$815,316		0.0%	7,390	0.2%	ETF
QQQ Invesco QQQ	$789,394	$39,764 â–²	5.3%	1,072	0.2%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$788,970		0.0%	7,971	0.2%	Finance
BRK.A Berkshire Hathaway	$748,850		0.0%	1	0.2%	Finance
UNH UnitedHealth Group	$705,324	$71,073 â–¼	-9.2%	1,697	0.2%	Medical
NOBL ProShares S&P 500 Aristocrats ETF	$628,655	$314,328 â–²	100.0%	11,194	0.2%	ETF
MRK Merck & Co., Inc.	$613,459	$167,950 â–¼	-21.5%	4,774	0.2%	Medical
RTX RTX	$594,686	$226,945 â–²	61.7%	3,134	0.2%	Aerospace
DGRO iShares Core Dividend Growth ETF	$542,176	$834 â–²	0.2%	7,154	0.2%	ETF
LMT Lockheed Martin	$540,503	$4,585 â–²	0.9%	1,061	0.2%	Aerospace
GWW W.W. Grainger	$529,196		0.0%	389	0.2%	Industrials
TFC Truist Financial	$476,787	$548 â–¼	-0.1%	9,570	0.1%	Finance
IBM International Business Machines	$446,561		0.0%	1,588	0.1%	Computer and Technology
MPC Marathon Petroleum	$442,309		0.0%	1,730	0.1%	Energy
MDLZ Mondelez International	$432,009	$2,834 â–¼	-0.7%	7,469	0.1%	Consumer Staples
GLD SPDR Gold Shares	$422,163	$81,044 â–²	23.8%	1,146	0.1%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$420,247	$4,225 â–²	1.0%	5,073	0.1%	ETF
DES WisdomTree U.S. SmallCap Dividend Fund	$413,897		0.0%	10,174	0.1%	Finance
CMI Cummins	$408,669		0.0%	573	0.1%	Auto/Tires/Trucks
SCHB Schwab US Broad Market ETF	$398,084	$398,084 â–²	New Holding	13,746	0.1%	ETF
TBIL US Treasury 3 Month Bill ETF	$396,437	$396,437 â–²	New Holding	7,951	0.1%	ETF
SHV iShares Short Treasury Bond ETF	$394,722	$394,722 â–²	New Holding	3,577	0.1%	ETF
INTC Intel	$390,128	$390,128 â–²	New Holding	2,794	0.1%	Computer and Technology
XOM ExxonMobil	$382,196	$684 â–¼	-0.2%	2,795	0.1%	Energy
FTNT Fortinet	$378,366	$461 â–¼	-0.1%	2,463	0.1%	Computer and Technology
ICE Intercontinental Exchange	$362,225	$52,819 â–²	17.1%	2,942	0.1%	Finance
WFC Wells Fargo & Company	$343,178	$83 â–²	0.0%	4,153	0.1%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$309,657		0.0%	2,115	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$300,661	$159 â–¼	-0.1%	1,895	0.1%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$295,843	$60 â–¼	0.0%	4,953	0.1%	Manufacturing
MCHP Microchip Technology	$291,840		0.0%	3,200	0.1%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$287,858		0.0%	2,687	0.1%	ETF
OMC Omnicom Group	$279,819		0.0%	3,842	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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Brady Family Wealth, LLC Top Holdings and 13F Report (2026)

About Brady Family Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Brady Family Wealth, LLC Top Holdings and 13F Report (2026)

About Brady Family Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrady Family Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools