DOSSIER · 13F-HR · Q2 2026

Brady Martz Wealth Solutions, LLC

$662M in tracked AUM across 228 positions as of Q2 2026.

BM
CIK 0002049470 · last filed Jun 30, 2026
Total AUM
$662M
as of Q2 2026
Holdings
228
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Brady Martz Wealth Solutions, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$71M429K10.7%
02
SCHV
SCHWAB STRATEGIC TR
$39M1.1M6.0%
03
SCHG
SCHWAB STRATEGIC TR
$23M681K3.5%
04
BSVO
EA SERIES TRUST
$23M780K3.4%
05
VGIT
VANGUARD SCOTTSDALE FDS
$20M346K3.1%
06
AVDV
AMERICAN CENTY ETF TR
$20M193K3.0%
07
SCHD
SCHWAB STRATEGIC TR
$20M616K3.0%
08
DFSD
DIMENSIONAL ETF TRUST
$17M348K2.5%
09
DUHP
DIMENSIONAL ETF TRUST
$16M379K2.4%
10
VTI
VANGUARD INDEX FDS
$16M43K2.4%

Filing history

2026Q2Jun 30
$662M 12.8%
228 positionsView →
2026Q1Mar 31
$587M 3.3%
195 positionsView →
2025Q4Dec 31
$568M 3.1%
173 positionsView →
2025Q3Sep 30
$551M 6.6%
149 positionsView →
2025Q2Jun 30
$517M 17.0%
146 positionsLocked
2025Q1Mar 31
$442M 6.6%
139 positionsLocked
2024Q4Dec 31
$415M
140 positionsLocked