Brady Family Wealth, LLC Top Holdings and 13F Report (2026) About Brady Family Wealth, LLCInvestment ActivityBrady Family Wealth, LLC has $320.64 million in total holdings as of March 31, 2026.Brady Family Wealth, LLC owns shares of 110 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 5.02% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Brady Family Wealth, LLC has purchased 108 new stocks and bought additional shares in 49 stocks.Brady Family Wealth, LLC sold shares of 25 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $25,586,602Alphabet $17,125,400Microsoft $14,861,584Broadcom $12,827,196Lowe's Companies $9,253,465 Largest New Holdings this Quarter 032095101 - Amphenol $2,400,776 HoldingG29183103 - Eaton $2,078,798 Holding78463V107 - SPDR Gold Shares $398,449 Holding20825C104 - ConocoPhillips $244,200 Holding646025106 - NewJersey Resources $234,234 Holding Largest Purchases this Quarter Amphenol 19,001 shares (about $2.40M)Eaton 5,812 shares (about $2.08M)iShares 1-3 Year Treasury Bond ETF 13,100 shares (about $1.08M)Southern 7,606 shares (about $734.13K)iShares Core MSCI EAFE ETF 7,624 shares (about $690.20K) Largest Sales this Quarter Salesforce 11,897 shares (about $2.22M)Starbucks 6,306 shares (about $564.96K)Alphabet 1,081 shares (about $310.85K)UnitedHealth Group 987 shares (about $267.07K)Accenture 909 shares (about $180.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrady Family Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$25,586,602$69,792 ▲0.3%100,8188.0%Computer and TechnologyGOOGLAlphabet$17,125,400$310,853 ▼-1.8%59,5545.3%Computer and TechnologyMSFTMicrosoft$14,861,584$391,640 ▲2.7%40,1484.6%Computer and TechnologyAVGOBroadcom$12,827,196$290,936 ▲2.3%41,4444.0%Computer and TechnologyLOWLowe's Companies$9,253,465$104,909 ▲1.1%39,1632.9%Retail/WholesaleBLACKROCK INC$7,585,419$176,002 ▲2.4%7,8872.4%COMSYKStryker$7,397,269$185,655 ▲2.6%22,5122.3%MedicalADIAnalog Devices$7,378,031$47,085 ▼-0.6%23,1912.3%Computer and TechnologyCBChubb$7,122,396$35,200 ▲0.5%21,8532.2%FinanceVVisa$7,073,978$200,387 ▲2.9%23,4052.2%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$7,018,202$1,081,667 ▲18.2%84,9972.2%ManufacturingJNJJohnson & Johnson$6,928,932$43,266 ▼-0.6%28,3462.2%MedicalCSCOCisco Systems$6,876,406$122,980 ▲1.8%88,6252.1%Computer and TechnologyPSXPhillips 66$6,598,227$260,701 ▲4.1%36,2182.1%EnergyBRK.BBerkshire Hathaway$6,395,882$289,916 ▲4.7%13,3472.0%FinanceIVViShares Core S&P 500 ETF$6,284,639$301,788 ▲5.0%9,6212.0%ETFAMZNAmazon.com$6,162,926$187,235 ▲3.1%29,5911.9%Retail/WholesaleJPMJPMorgan Chase & Co.$6,002,348$397,117 ▲7.1%20,4051.9%FinanceTJXTJX Companies$5,908,037$397,170 ▲7.2%36,9951.8%Retail/WholesaleAMGNAmgen$5,903,806$137,576 ▲2.4%16,7791.8%MedicalABTAbbott Laboratories$5,825,386$263,143 ▲4.7%56,7391.8%MedicalTXNTexas Instruments$5,529,202$102,896 ▲1.9%28,4801.7%Computer and TechnologyPEPPepsiCo$4,973,998$49,383 ▼-1.0%32,0301.6%Consumer StaplesCOSTCostco Wholesale$4,864,158$453,337 ▲10.3%4,8821.5%Retail/WholesaleGDGeneral Dynamics$4,608,283$388,514 ▲9.2%13,4271.4%AerospaceBRBroadridge Financial Solutions$4,514,433$354,526 ▲8.5%27,7851.4%Computer and TechnologyMETAMeta Platforms$4,443,746$364,448 ▲8.9%7,7671.4%Computer and TechnologyNVDANVIDIA$4,431,505$484,658 ▲12.3%25,4101.4%Computer and TechnologyITWIllinois Tool Works$4,388,726$88,498 ▲2.1%16,8611.4%IndustrialsCATCaterpillar$4,299,708$181,368 ▲4.4%6,0691.3%IndustrialsNEARiShares Short Duration Bond Active ETF$4,244,113$40,210 ▼-0.9%83,4881.3%ETFACNAccenture$4,007,889$180,248 ▼-4.3%20,2121.2%Computer and TechnologyAPDAir Products and Chemicals$3,734,794$5,229 ▲0.1%12,8571.2%Basic MaterialsMCDMcDonald's$3,694,720$22,688 ▼-0.6%11,8881.2%Retail/WholesaleADPAutomatic Data Processing$3,660,508$223,905 ▲6.5%18,0161.1%Computer and TechnologyPGProcter & Gamble$3,643,463$126,962 ▲3.6%25,2251.1%Consumer StaplesSPGIS&P Global$3,258,866$174,385 ▲5.7%7,6621.0%FinanceSBUXStarbucks$3,011,241$564,960 ▼-15.8%33,6110.9%Retail/WholesaleWALMART INC$2,429,148$1,740 ▲0.1%19,5460.8%COMAPHAmphenol$2,400,776$2,400,776 ▲New Holding19,0010.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,302,084$120,203 ▲5.5%34,0900.7%ETFIEFAiShares Core MSCI EAFE ETF$2,260,247$690,196 ▲44.0%24,9670.7%ETFMDTMedtronic$2,246,988$8,925 ▲0.4%25,9320.7%MedicalCVXChevron$2,214,735$25,450 ▲1.2%10,7040.7%EnergyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,157,700$96,457 ▼-4.3%19,7970.7%FinanceETNEaton$2,078,798$2,078,798 ▲New Holding5,8120.6%IndustrialsBACBank of America$2,051,493$926 ▼0.0%42,0820.6%FinanceAFLAflac$1,897,434$44,871 ▼-2.3%17,2950.6%FinanceNEENextEra Energy$1,854,248$8,266 ▲0.4%19,9640.6%UtilitiesNSCNorfolk Southern$1,790,4080.0%6,2380.6%TransportationIJRiShares Core S&P Small-Cap ETF$1,735,703$68,866 ▲4.1%13,9630.5%ETFLLYEli Lilly and Company$1,552,572$135,206 ▲9.5%1,6880.5%MedicalUSBU.S. Bancorp$1,541,564$624 ▲0.0%29,6400.5%FinanceABBVAbbVie$1,461,968$13,267 ▲0.9%6,7220.5%MedicalJPSTJPMorgan Ultra-Short Income ETF$1,460,099$29,961 ▲2.1%28,8500.5%ETFKOCocaCola$1,391,327$760 ▼-0.1%18,2950.4%Consumer StaplesSOSouthern$1,369,233$734,131 ▲115.6%14,1860.4%UtilitiesGOOGAlphabet$1,360,1730.0%4,7420.4%Computer and TechnologyUNPUnion Pacific$1,342,1740.0%5,5320.4%TransportationLHXL3Harris Technologies$1,239,769$3,106 ▼-0.2%3,5920.4%AerospaceXLKTechnology Select Sector SPDR Fund$1,121,9420.0%8,4420.3%ETFIWMiShares Russell 2000 ETF$1,097,2650.0%4,4240.3%FinanceWMWaste Management$1,094,030$470,610 ▲75.5%4,7610.3%Business ServicesECLEcolab$959,002$5,586 ▼-0.6%3,6050.3%Basic MaterialsMAMastercard$923,8710.0%1,8490.3%Business ServicesEMREmerson Electric$848,390$1,048 ▼-0.1%6,4750.3%IndustrialsDONWisdomTree U.S. MidCap Dividend Fund$842,4430.0%16,0340.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$791,2810.0%7,9710.2%FinanceMRKMerck & Co., Inc.$731,5020.0%6,0810.2%MedicalIWRiShares Russell Mid-Cap ETF$718,575$681 ▼-0.1%7,3900.2%ETFBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceLMTLockheed Martin$635,7780.0%1,0520.2%AerospaceNOBLProShares S&P 500 Aristocrats ETF$593,3380.0%5,5970.2%ETFQQQInvesco QQQ$587,548$15,583 ▲2.7%1,0180.2%FinanceUNHUnitedHealth Group$505,462$267,072 ▼-34.6%1,8680.2%MedicalDGROiShares Core Dividend Growth ETF$501,273$281 ▲0.1%7,1430.2%ETFXOMExxonMobil$475,127$9,672 ▲2.1%2,8000.1%EnergyCRMSalesforce$442,138$2,220,395 ▼-83.4%2,3690.1%Computer and TechnologyTFCTruist Financial$440,4480.0%9,5810.1%FinanceMDLZMondelez International$433,340$4,727 ▲1.1%7,5180.1%Consumer StaplesGWWW.W. Grainger$424,325$142,896 ▲50.8%3890.1%IndustrialsMPCMarathon Petroleum$422,4310.0%1,7300.1%EnergyGLDSPDR Gold Shares$398,449$398,449 ▲New Holding9260.1%FinanceICEIntercontinental Exchange$395,2900.0%2,5130.1%FinanceIBMInternational Business Machines$384,9150.0%1,5880.1%Computer and TechnologyRTXRTX$373,888$579 ▼-0.2%1,9380.1%AerospaceDESWisdomTree U.S. SmallCap Dividend Fund$365,6700.0%10,1740.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$350,285$5,162 ▼-1.5%5,0220.1%ETFWFCWells Fargo & Company$330,555$11,862 ▲3.7%4,1520.1%FinanceCMICummins$308,2850.0%5730.1%Auto/Tires/TrucksXLCCommunication Services Select Sector SPDR Fund$297,8810.0%2,6870.1%ETFFTSMFirst Trust Enhanced Short Maturity ETF$296,150$4,005 ▼-1.3%4,9540.1%ManufacturingOMCOmnicom Group$289,3470.0%3,8420.1%Business ServicesXLVHealth Care Select Sector SPDR Fund$277,973$1,026 ▼-0.4%1,8960.1%ETFTSCOTractor Supply$276,3750.0%6,1010.1%Retail/WholesaleIWPiShares Russell Mid-Cap Growth ETF$270,9740.0%2,1150.1%ETFAEEAmeren$270,1830.0%2,4580.1%UtilitiesLINDE PLC$268,702$1,983 ▼-0.7%5420.1%SHSDHRDanaher$253,0090.0%1,3340.1%MedicalCOPConocoPhillips$244,200$244,200 ▲New Holding1,8500.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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