DOSSIER · 13F-HR · Q3 2025

BRASS TAX WEALTH MANAGEMENT, INC

$602M in tracked AUM across 246 positions as of Q3 2025.

BT
CIK 0002002603 · last filed Sep 30, 2025
Total AUM
$602M
as of Q3 2025
Holdings
246
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

BRASS TAX WEALTH MANAGEMENT, INC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$602M▲ 15.8%
246 positionsLocked
2025Q2Jun 30
$519M▲ 269.5%
228 positionsLocked
2025Q1Mar 31
$141M▲ 4.5%
119 positionsLocked
2024Q4Dec 31
$135M▼ 48.4%
107 positionsLocked
2024Q3Sep 30
$261M▲ 12.7%
162 positionsLocked
2024Q2Jun 30
$231M▲ 20.6%
141 positionsLocked
2024Q1Mar 31
$192M—
111 positionsLocked