What does BRASS TAX WEALTH MANAGEMENT, INC hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · 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.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$88M143K14.6%

ISHARES TR

$40M426K6.6%

VANGUARD BD INDEX FDS

$38M513K6.3%

SCHWAB STRATEGIC TR

$34M1.1M5.6%

VANGUARD INDEX FDS

$28M87K4.7%

VANGUARD WELLINGTON FD

$24M166K4.0%

ISHARES TR

$22M321K3.6%

VANGUARD INDEX FDS

$19M73K3.1%

VANECK ETF TRUST

$16M537K2.7%

ISHARES TR

$16M76K2.6%

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