Brady Family Wealth, LLC Top Holdings and 13F Report (2026) About Brady Family Wealth, LLCInvestment ActivityBrady Family Wealth, LLC has $345.30 million in total holdings as of September 30, 2026.Brady Family Wealth, LLC owns shares of 107 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 5.43% of the portfolio was sold this quarter.This quarter, Brady Family Wealth, LLC has purchased 113 new stocks and bought additional shares in 23 stocks.Brady Family Wealth, LLC sold shares of 49 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $30,926,420Microsoft $19,980,304Alphabet $18,493,379Broadcom $13,747,931iShares 1-3 Year Treasury Bond ETF $9,266,463 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $454,886 Holding040413205 - ARISTA NETWORKS INC $345,899 Holding038222105 - Applied Materials $239,837 Holding20825C104 - ConocoPhillips $231,528 Holding Largest Purchases this Quarter Amphenol 29,830 shares (about $2.51M)Eli Lilly and Company 1,684 shares (about $1.95M)iShares 1-3 Year Treasury Bond ETF 20,972 shares (about $1.70M)JPMorgan Ultra-Short Income ETF 20,154 shares (about $1.02M)NVIDIA 4,048 shares (about $924.48K) Largest Sales this Quarter Medtronic 22,025 shares (about $1.90M)Alphabet 4,360 shares (about $1.50M)Apple 4,433 shares (about $1.48M)Broadcom 2,088 shares (about $733.28K)Analog Devices 1,789 shares (about $709.72K) 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$30,926,420$1,476,271 ▼-4.6%92,8679.0%TechnologyMSFTMicrosoft$19,980,304$689,843 ▼-3.3%38,9565.8%TechnologyGOOGLAlphabet$18,493,379$1,500,198 ▼-7.5%53,7475.4%Communication ServicesAVGOBroadcom$13,747,931$733,279 ▼-5.1%39,1474.0%TechnologySHYiShares 1-3 Year Treasury Bond ETF$9,266,463$1,702,926 ▲22.5%114,1192.7%ETFCSCOCisco Systems$8,536,128$617,688 ▼-6.7%79,3102.5%TechnologyPSXPhillips 66$8,438,685$545,082 ▼-6.1%33,0532.4%EnergyBLACKROCK INC$8,158,057$278,320 ▼-3.3%7,7092.4%COMADIAnalog Devices$8,041,033$709,725 ▼-8.1%20,2692.3%TechnologyVVisa$8,003,187$356,448 ▼-4.3%22,2732.3%FinanceNVDANVIDIA$7,455,926$924,483 ▲14.2%32,6472.2%TechnologyIVViShares Core S&P 500 ETF$7,447,364$6,893 ▲0.1%9,7242.2%ETFJPMJPMorgan Chase & Co.$7,234,803$110,826 ▲1.6%21,8692.1%FinanceTXNTexas Instruments$7,137,371$550,386 ▼-7.2%25,4822.1%TechnologyAMZNAmazon.com$6,813,764$253,635 ▼-3.6%27,3482.0%Consumer DiscretionaryLOWLowe's Companies$6,810,303$341,123 ▼-4.8%36,9542.0%Consumer DiscretionaryAMGNAmgen$6,636,714$399,172 ▼-5.7%15,7451.9%HealthcareJNJJohnson & Johnson$6,584,757$564,151 ▼-7.9%24,8731.9%HealthcareBRK.BBerkshire Hathaway$6,339,899$272,379 ▼-4.1%12,7321.8%FinanceSYKStryker$6,338,512$42,962 ▼-0.7%23,0161.8%HealthcareCBChubb$6,065,568$593,905 ▼-8.9%18,6491.8%FinanceMETAMeta Platforms$5,666,578$50,038 ▲0.9%7,8141.6%Communication ServicesABTAbbott Laboratories$5,089,228$308,842 ▼-5.7%51,4951.5%HealthcareCOSTCostco Wholesale$4,898,214$207,544 ▲4.4%5,3811.4%Consumer StaplesTJXTJX Companies$4,733,166$123,711 ▼-2.5%35,7731.4%Consumer DiscretionaryCATCaterpillar$4,651,604$195,405 ▼-4.0%5,7371.3%IndustrialsNEARiShares Short Duration Bond Active ETF$4,647,856$414,487 ▲9.8%93,2181.3%ETFAPHAmphenol$4,581,223$2,514,682 ▲121.7%54,3441.3%TechnologyGDGeneral Dynamics$4,347,640$191,134 ▼-4.2%13,1021.3%IndustrialsITWIllinois Tool Works$4,105,026$263,463 ▼-6.0%15,9551.2%IndustrialsLLYEli Lilly and Company$4,050,944$1,948,526 ▲92.7%3,5011.2%HealthcareADPAutomatic Data Processing$3,775,562$134,445 ▼-3.4%14,6311.1%IndustrialsPEPPepsiCo$3,686,087$278,028 ▼-7.0%29,0881.1%Consumer StaplesAPDAir Products and Chemicals$3,500,209$106,564 ▼-3.0%12,5801.0%MaterialsETNEaton$3,490,171$579,260 ▲19.9%8,1221.0%IndustrialsBRBroadridge Financial Solutions$3,488,581$578,181 ▼-14.2%21,6551.0%IndustrialsPGProcter & Gamble$3,469,013$245,379 ▼-6.6%23,8781.0%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$2,845,351$1,015,157 ▲55.5%56,4890.8%ETFSBUXStarbucks$2,791,660$184,726 ▼-6.2%29,7110.8%Consumer DiscretionarySPGIS&P Global$2,691,021$56,408 ▼-2.1%6,8220.8%FinanceMCDMcDonald's$2,677,323$33,949 ▼-1.3%11,5930.8%Consumer DiscretionaryACNAccenture$2,604,565$273,769 ▼-9.5%14,2040.8%TechnologyIEFAiShares Core MSCI EAFE ETF$2,599,878$6,685 ▲0.3%26,8360.8%ETFIJHiShares Core S&P Mid-Cap ETF$2,362,759$27,773 ▼-1.2%32,8390.7%ETFBACBank of America$2,302,917$13,226 ▲0.6%42,3100.7%FinanceCVXChevron$2,189,003$12,253 ▲0.6%10,7190.6%EnergyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,129,607$4,802 ▼-0.2%20,8420.6%ETFWALMART INC$2,071,446$11,223 ▼-0.5%19,9330.6%COMAFLAflac$1,948,549$25,821 ▲1.3%17,4320.6%FinanceNSCNorfolk Southern$1,927,697$309 ▲0.0%6,2390.6%IndustrialsIJRiShares Core S&P Small-Cap ETF$1,870,542$29,929 ▼-1.6%13,7500.5%ETFABBVAbbVie$1,755,530$1,046 ▼-0.1%6,7110.5%HealthcareUSBU.S. Bancorp$1,710,5490.0%29,6150.5%FinanceXLKTechnology Select Sector SPDR Fund$1,654,283$10,570 ▼-0.6%8,4510.5%ETFGOOGAlphabet$1,615,6490.0%4,7420.5%Communication ServicesKOCoca-Cola$1,545,816$4,476 ▲0.3%17,9580.4%Consumer StaplesNEENextEra Energy$1,526,912$9,922 ▼-0.6%20,1600.4%UtilitiesUNPUnion Pacific$1,505,4230.0%5,5320.4%IndustrialsIWMiShares Russell 2000 ETF$1,223,122$6,392 ▼-0.5%4,4010.4%ETFSOSouthern$1,175,8780.0%14,1860.3%UtilitiesECLEcolab$1,024,1830.0%3,7300.3%MaterialsEMREmerson Electric$1,003,2290.0%6,4680.3%IndustrialsWMWaste Management$941,906$63,827 ▼-6.3%4,6190.3%IndustrialsLHXL3Harris Technologies$886,734$2,841 ▼-0.3%3,7450.3%IndustrialsDONWisdomTree U.S. MidCap Dividend Fund$865,0520.0%16,0340.3%ETFQQQInvesco QQQ$790,969$2,220 ▼-0.3%1,0690.2%ETFIWRiShares Russell Mid-Cap ETF$788,6370.0%7,3900.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$753,5780.0%7,9710.2%ETFBRK.ABerkshire Hathaway$747,0050.0%10.2%FinanceMPCMarathon Petroleum$684,0770.0%1,7300.2%EnergyUNHUnitedHealth Group$617,429$5,506 ▼-0.9%1,6820.2%HealthcareNOBLProShares S&P 500 Aristocrats ETF$605,5950.0%11,1940.2%ETFMRKMerck & Co., Inc.$595,771$97,939 ▼-14.1%4,1000.2%HealthcareRTXRTX$581,920$186 ▲0.0%3,1350.2%IndustrialsMAMastercard$572,426$384,375 ▼-40.2%1,0380.2%FinanceDGROiShares Core Dividend Growth ETF$540,296$980 ▲0.2%7,1670.2%ETFLMTLockheed Martin$540,2810.0%1,0610.2%IndustrialsGWWW.W. Grainger$484,6010.0%3890.1%IndustrialsEXXONMOBIL HOLDINGS CORP$454,886$454,886 ▲New Holding2,7950.1%COM SHSTFCTruist Financial$443,1000.0%9,5700.1%FinanceICEIntercontinental Exchange$442,451$4,865 ▼-1.1%2,9100.1%FinanceMDLZMondelez International$431,8600.0%7,4690.1%Consumer StaplesFTNTFortinet$420,265$20,021 ▼-4.5%2,3510.1%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$413,348$1,623 ▲0.4%5,0930.1%ETFDESWisdomTree U.S. SmallCap Dividend Fund$385,6120.0%10,1740.1%ETFIBMInternational Business Machines$349,2490.0%1,5880.1%TechnologyARISTA NETWORKS INC$345,899$345,899 ▲New Holding1,6990.1%COM SHSGLDSPDR Gold Shares$342,375$94,067 ▼-21.6%8990.1%ETFINTCIntel$335,9240.0%2,7940.1%TechnologyXLCCommunication Services Select Sector SPDR Fund$298,1760.0%2,6870.1%ETFCMICummins$295,9950.0%5730.1%IndustrialsDHRDanaher$295,2020.0%1,3320.1%HealthcareFTSMFirst Trust Enhanced Short Maturity ETF$294,7530.0%4,9530.1%ETFIWPiShares Russell Mid-Cap Growth ETF$291,1930.0%2,1150.1%ETFOMCOmnicom Group$282,8920.0%3,8420.1%Communication ServicesAEEAmeren$256,699$12,423 ▲5.1%2,5830.1%UtilitiesLINDE PLC$255,3620.0%5380.1%SHSDLNWisdomTree U.S. LargeCap Dividend Fund$254,3720.0%2,6170.1%ETFMCHPMicrochip Technology$248,8640.0%3,2000.1%TechnologyHDHome Depot$245,230$39,829 ▲19.4%8620.1%Consumer DiscretionaryShowing largest 100 holdings. 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