Brady Martz Wealth Solutions, LLC Top Holdings and 13F Report (2025) About Brady Martz Wealth Solutions, LLCInvestment ActivityBrady Martz Wealth Solutions, LLC has $414.54 million in total holdings as of December 31, 2024.Brady Martz Wealth Solutions, LLC owns shares of 140 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab U.S. Large-Cap Value ETF $42,696,781Schwab U.S. Large-Cap Growth ETF $32,076,025Schwab US Dividend Equity ETF $29,549,610iShares Core S&P Total U.S. Stock Market ETF $21,032,512Schwab International Equity ETF $15,153,073 Sector AllocationMap of 500 Largest Holdings ofBrady Martz Wealth Solutions, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHVSchwab U.S. Large-Cap Value ETF$42,696,7811,630,89310.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$32,076,0251,165,9777.7%ETFSCHDSchwab US Dividend Equity ETF$29,549,6101,073,7507.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$21,032,512164,2785.1%ETFSCHFSchwab International Equity ETF$15,153,073821,3053.7%ETFAVUVAvantis U.S. Small Cap Value ETF$10,922,599112,1992.6%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$10,799,956428,5702.6%ETFIDOGALPS International Sector Dividend Dogs ETF$10,041,369348,1902.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$9,558,451425,1982.3%ETFJEPIJPMorgan Equity Premium Income ETF$8,002,218139,1691.9%ETFVIGIVanguard International Dividend Appreciation ETF$6,834,87986,5501.6%ETFFMBFirst Trust Managed Municipal ETF$6,440,274127,2531.6%ManufacturingEFViShares MSCI EAFE Value ETF$5,822,090111,4061.4%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$5,750,810240,3181.4%ETFAVGOBroadcom$5,638,91625,0951.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$5,402,142125,6021.3%ETFIWPiShares Russell Mid-Cap Growth ETF$5,257,30141,0151.3%ETFSPTLSPDR Portfolio Long Term Treasury ETF$5,119,008200,4311.2%ETFCWISPDR MSCI ACWI ex-US ETF$5,101,880184,6501.2%ETFVIGVanguard Dividend Appreciation ETF$4,704,81424,1051.1%ETFNVDANVIDIA$4,575,69534,7271.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$4,452,26634,1511.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$4,128,33288,2881.0%ETFAVDVAvantis International Small Cap Value ETF$3,855,42760,3070.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,733,444145,6100.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$3,679,69140,4850.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,628,08163,1300.9%ETFVOEVanguard Mid-Cap Value ETF$3,560,82021,9060.9%ETFAAPLApple$3,551,71915,2250.9%Computer and TechnologyBSVOEA Bridgeway Omni Small-Cap Value ETF$3,446,336159,4050.8%ETFHYDVanEck High Yield Muni ETF$3,328,55864,8210.8%ETFIDEViShares Core MSCI International Developed Markets ETF$3,138,09049,0250.8%ETFDUHPDimensional US High Profitability ETF$3,025,57589,8330.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,004,91458,9430.7%ETFIWNiShares Russell 2000 Value ETF$2,929,71317,9510.7%ETFMUBiShares National Muni Bond ETF$2,888,90827,4220.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,866,23355,7850.7%ETFDONWisdomTree U.S. MidCap Dividend Fund$2,859,68655,8420.7%FinanceJPMJPMorgan Chase & Co.$2,820,77711,3980.7%FinanceJMUBJPMorgan Municipal ETF$2,752,51855,2770.7%ETFMSFTMicrosoft$2,724,5536,5550.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,627,1646,6460.6%ETFHDHome Depot$2,541,8546,4710.6%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,540,07152,3510.6%ManufacturingIDViShares International Select Dividend ETF$2,298,88184,2700.6%ETFDIHPDimensional International High Profitability ETF$2,259,82889,8540.5%ETFVXUSVanguard Total International Stock ETF$2,205,45737,8100.5%ETFTXNTexas Instruments$2,160,22911,1640.5%Computer and TechnologyCVXChevron$2,094,82713,3510.5%Oils/EnergySLYVSPDR S&P 600 Small CapValue ETF$2,080,11923,9510.5%ETFKOCoca-Cola$1,974,12431,8200.5%Consumer StaplesAMZNAmazon.com$1,957,6628,9900.5%Retail/WholesaleIBMInternational Business Machines$1,940,1658,9100.5%Computer and TechnologyVZVerizon Communications$1,900,88749,6570.5%Computer and TechnologyBLACKROCK INC$1,840,0611,9100.4%COMMDYVSPDR S&P 400 Mid Cap Value ETF$1,807,39422,2750.4%ETFMRKMerck & Co., Inc.$1,787,60817,9390.4%MedicalMETAMeta Platforms$1,768,4072,9760.4%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$1,675,4646,4860.4%ETFTSLATesla$1,672,2434,2190.4%Auto/Tires/TrucksPEPPepsiCo$1,644,63311,3460.4%Consumer StaplesGOOGLAlphabet$1,567,2358,2630.4%Computer and TechnologyPFEPfizer$1,524,22757,7140.4%MedicalCSCOCisco Systems$1,442,23124,3090.3%Computer and TechnologyXOMExxon Mobil$1,411,75412,8670.3%Oils/EnergyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,372,76126,7230.3%ETFMOAltria Group$1,370,41826,6830.3%Consumer StaplesMDYGSPDR S&P 400 Mid CapGrowth ETF$1,362,59515,4660.3%ETFUSBU.S. Bancorp$1,343,54127,3860.3%FinanceIWOiShares Russell 2000 Growth ETF$1,276,3884,4520.3%ETFLMTLockheed Martin$1,265,7142,6130.3%AerospaceAMGNAmgen$1,245,2884,6620.3%MedicalAVEMAvantis Emerging Markets Equity ETF$1,233,78221,3790.3%ETFEOGEOG Resources$1,217,5208,9680.3%Oils/EnergyVVisa$1,214,7543,9300.3%Business ServicesDFAXDimensional World ex U.S. Core Equity 2 ETF$1,187,93148,3290.3%ETFBACBank of America$1,149,67325,1130.3%FinanceCOSTCostco Wholesale$1,146,5251,2500.3%Retail/WholesaleADPAutomatic Data Processing$1,065,5193,6530.3%Business ServicesABBVAbbVie$1,053,5006,0010.3%MedicalBRK.BBerkshire Hathaway$1,015,2682,2560.2%FinanceUNHUnitedHealth Group$978,2351,7990.2%MedicalPGProcter & Gamble$972,4106,0870.2%Consumer StaplesFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$958,03731,0950.2%ETFJNJJohnson & Johnson$887,8616,1340.2%MedicalCOPConocoPhillips$887,5998,4630.2%Oils/EnergyMMM3M$887,4746,4680.2%Multi-Sector ConglomeratesNFLXNetflix$883,0741,0660.2%Consumer DiscretionarySUBiShares Short-Term National Muni Bond ETF$873,4648,2950.2%ETFLLYEli Lilly and Company$847,6781,1380.2%MedicalNOWServiceNow$841,5338160.2%Computer and TechnologyVUGVanguard Growth ETF$810,4872,0070.2%ETFITWIllinois Tool Works$789,3973,1210.2%Industrial ProductsBKNGBooking$751,9311570.2%Retail/WholesaleKMBKimberly-Clark$748,9485,9360.2%Consumer StaplesDFNMDimensional National Municipal Bond ETF$726,50915,2660.2%ETFFASTFastenal$722,5759,7990.2%Retail/WholesaleVLOValero Energy$703,3935,2470.2%Oils/EnergyDISVDimensional International Small Cap Value ETF$701,50526,7240.2%ETFKNFKnife River$674,8146,7340.2%ConstructionShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
