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
01
VOO
VANGUARD INDEX FDS
$88M143K14.6%
02
EFA
ISHARES TR
$40M426K6.6%
03
BND
VANGUARD BD INDEX FDS
$38M513K6.3%
04
SCHG
SCHWAB STRATEGIC TR
$34M1.1M5.6%
05
VTI
VANGUARD INDEX FDS
$28M87K4.7%
06
VFMF
VANGUARD WELLINGTON FD
$24M166K4.0%
07
DGRO
ISHARES TR
$22M321K3.6%
08
VB
VANGUARD INDEX FDS
$19M73K3.1%
09
ANGL
VANECK ETF TRUST
$16M537K2.7%
10
IVE
ISHARES TR
$16M76K2.6%

Filing history

2025Q3Sep 30
$602M 15.8%
246 positionsView →
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