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BRADY FAMILY WEALTH, LLC

Updated 3 days ago

Managed by Brady Family Wealth, Llc • Latest filing Q3 2026

Portfolio value
$345.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$324M
Q1 2026$320.6M
Q2 2026$346.5M
Q3 2026$345.3M

Top holdings

107 positions as of Q3 2026

View filing
A

APPLE INC

Value
$30.9M
Shares
92.9K
% Port
8.96%
M

MICROSOFT CORP

Value
$20M
Shares
39.0K
% Port
5.79%
G

ALPHABET INC

Value
$18.5M
Shares
53.7K
% Port
5.36%
A

BROADCOM INC

Value
$13.7M
Shares
39.1K
% Port
3.98%
B

ISHARES TR

Value
$9.3M
Shares
114.1K
% Port
2.68%
C

CISCO SYS INC

Value
$8.5M
Shares
79.3K
% Port
2.47%
P

PHILLIPS 66

Value
$8.4M
Shares
33.1K
% Port
2.44%
B

BLACKROCK INC

Value
$8.2M
Shares
7.7K
% Port
2.36%
A

ANALOG DEVICES INC

Value
$8M
Shares
20.3K
% Port
2.33%
V

VISA INC

Value
$8M
Shares
22.3K
% Port
2.32%
N

NVIDIA CORPORATION

Value
$7.5M
Shares
32.6K
% Port
2.16%
E

ISHARES TR

Value
$7.4M
Shares
9.7K
% Port
2.16%
J

JPMORGAN CHASE & CO

Value
$7.2M
Shares
21.9K
% Port
2.10%
T

TEXAS INSTRS INC

Value
$7.1M
Shares
25.5K
% Port
2.07%
A

AMAZON COM INC

Value
$6.8M
Shares
27.3K
% Port
1.97%
L

LOWES COS INC

Value
$6.8M
Shares
37.0K
% Port
1.97%
A

AMGEN INC

Value
$6.6M
Shares
15.7K
% Port
1.92%
J

JOHNSON & JOHNSON

Value
$6.6M
Shares
24.9K
% Port
1.91%
B

BERKSHIRE HATHAWAY INC DEL

Value
$6.3M
Shares
12.7K
% Port
1.84%
S

STRYKER CORPORATION

Value
$6.3M
Shares
23.0K
% Port
1.84%

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