Brady Martz Wealth Solutions, LLC

Brady Martz Wealth Solutions, LLC reported 228 holdings worth US$662M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 23, 2026

Brady Martz Wealth Solutions, LLC reported 228 holdings worth US$662M as of Jun 30, 2026. Largest: Broadcom Inc., Nvidia Corporation and Apple Inc. Filed Jul 23, 2026 (Form 13F).

Holdings
228
Value as reported
US$662M

The filing in full

CompanySharesValue as reported% of portfolio
Broadcom Inc.20,522US$7.75M1.2%
Nvidia Corporation35,458US$7.09M1.1%
Apple Inc24,283US$7.03M1.1%
Alphabet Inc (google) Class C13,465US$4.81M0.73%
Amazon.com, Inc.17,076US$4.07M0.61%
Jp Morgan Chase & Co.12,189US$3.99M0.60%
Microsoft Corp.10,451US$3.9M0.59%
Home Depot, Inc. (the)8,233US$2.9M0.44%
Texas Instruments Incorporated9,243US$2.75M0.42%
Meta Platforms, Inc.4,856US$2.74M0.41%
Merck & Company, Inc.20,562US$2.64M0.40%
Berkshire Hathaway Inc.5,165US$2.58M0.39%
Visa Inc.7,321US$2.51M0.38%
Coca-cola Company (the)30,156US$2.45M0.37%
Cisco Systems, Inc.20,468US$2.4M0.36%
Tesla, Inc.5,548US$2.33M0.35%
Abbvie Inc.9,028US$2.27M0.34%
Advanced Micro Devices Inc3,879US$2.25M0.34%
Amgen Inc.6,139US$2.22M0.34%
Chevron Corporation12,380US$2.05M0.31%
Ge Aerospace5,223US$1.95M0.29%
International Business Machines Corporation6,926US$1.95M0.29%
Exxon Mobil Corporation13,740US$1.88M0.28%
Lam Research Corporation4,252US$1.84M0.28%
Altria Group, Inc.25,218US$1.81M0.27%
Netflix, Inc.24,270US$1.73M0.26%
Eli Lilly And Company1,399US$1.68M0.25%
Caterpillar, Inc.1,570US$1.67M0.25%
Oracle Corporation10,086US$1.48M0.22%
Bank Of America Corporation21,639US$1.23M0.19%
Target Corporation9,408US$1.23M0.19%
Walmart Inc.10,347US$1.17M0.18%
Blackrock, Inc.1,212US$1.17M0.18%
Everus Construction Group, Inc.6,982US$1.16M0.18%
Valero Energy Corporation4,394US$1.14M0.17%
Procter & Gamble Company (the)7,707US$1.13M0.17%
Taiwan Semiconductor Manufacturing Co., Ltd.2,355US$1.12M0.17%
Micron Technology, Inc.949US$1.1M0.17%
Lockheed Martin Corporation2,148US$1.09M0.17%
Conocophillips10,249US$1.07M0.16%
Johnson & Johnson4,084US$1.04M0.16%
Verizon Communications Inc.24,223US$1.03M0.15%
Archer-daniels-midland Company13,367US$1.02M0.15%
Costco Wholesale Corporation1,037US$970K0.15%
Ebay Inc.8,018US$896K0.14%
Ge Vernova Inc.731US$859K0.13%
Servicenow, Inc.7,990US$793K0.12%
U.s. Bancorp13,067US$789K0.12%
3m Company4,832US$782K0.12%
Pepsico, Inc.5,594US$757K0.11%
Illinois Tool Works Inc.2,600US$703K0.11%
D.r. Horton, Inc.4,279US$697K0.11%
American Express Company2,007US$679K0.10%
Mdu Resources Group, Inc.28,628US$607K0.09%
Deere & Company955US$606K0.09%
Cummins Inc.840US$599K0.09%
Western Alliance Bancorporation7,187US$591K0.09%
Knife Riv Holding Co.7,005US$586K0.09%
Unitedhealth Group Incorporated1,392US$579K0.09%
Aehr Test Systems5,815US$559K0.08%
Kkr & Co. Inc.6,002US$551K0.08%
Howmet Aerospace Inc.2,047US$550K0.08%
Dell Technologies Inc.1,270US$548K0.08%
Philip Morris International Inc2,971US$537K0.08%
Asml Holding Nv266US$529K0.08%
Automatic Data Processing, Inc.2,273US$509K0.08%
Eog Resources, Inc.3,834US$497K0.08%
Space Exploration Technologies Corp2,814US$481K0.07%
Duke Energy Corporation (holding Company)3,578US$453K0.07%
Wells Fargo & Company5,462US$451K0.07%
Intuit Inc.1,718US$448K0.07%
Fastenal Company9,310US$447K0.07%
Pfizer, Inc.17,701US$426K0.06%
Simon Property Group, Inc.1,680US$376K0.06%
Booking Holdings Inc. Common Stock2,072US$369K0.06%
Vertiv Holdings, Llc1,052US$352K0.05%
Lincoln Educational Services Corporation6,107US$305K0.05%
Kimberly-clark Corporation2,756US$303K0.05%
Morgan Stanley1,425US$298K0.04%
Freeport-mcmoran, Inc.4,524US$285K0.04%
Lindblad Expeditions Holdings Inc.10,018US$283K0.04%
Mastercard Incorporated550US$282K0.04%
Newmont Corporation3,015US$282K0.04%
Netapp, Inc.1,803US$279K0.04%
Qnity Electronics, Inc.1,706US$279K0.04%
Delta Air Lines, Inc.2,968US$278K0.04%
Union Pacific Corporation1,021US$278K0.04%
Harmonic Inc.16,788US$274K0.04%
American Electric Power Company, Inc.2,000US$274K0.04%
Sanmina Corporation1,076US$272K0.04%
Enova International, Inc.1,122US$270K0.04%
Ford Mtr Co Del19,345US$269K0.04%
Arrow Electronics, Inc.1,257US$268K0.04%
The Hartford Insurance Group, Inc.2,024US$268K0.04%
General Dynamics Corporation756US$268K0.04%
At&t Inc.12,875US$267K0.04%
Intuitive Surgical, Inc.661US$263K0.04%
Douglas Dynamics, Inc.4,862US$262K0.04%
Aar Corp.1,787US$255K0.04%
Nextera Energy, Inc.2,907US$255K0.04%

Every holding of Brady Martz Wealth Solutions, LLC

Source

View original at SEC

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