Brady Martz Wealth Solutions, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2049470
Institutional-grade research for retail investors
13F Reported Value
ⓘ$586.9M
Holdings
195
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Brady Martz Wealth Solutions, LLC disclosed 195 positions worth $586.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 22 new positions and exited 6 — including a new stake in $TGT and a full exit from $IBKR. The portfolio is most concentrated in Other (76.4% of disclosed assets). All figures are sourced directly from Brady Martz Wealth Solutions, LLC’s Form 13F-HR filing with the SEC under CIK 2049470.
AI Fund Analysis
DiversifyingISHARES TR
10.1% weight
Held 6 quarters
SCHWAB STRATEGIC TR
5.9% weight
Held 6 quarters
SCHWAB STRATEGIC TR
3.4% weight
Held 6 quarters
EA SERIES TRUST
3.4% weight
Held 6 quarters
VANGUARD SCOTTSDALE FDS
3.4% weight
Held 6 quarters
ISHARES TR
5 quarters accumulating
EA SERIES TRUST
5 quarters accumulating
VANGUARD SCOTTSDALE FDS
5 quarters accumulating
AMERICAN CENTY ETF TR
5 quarters accumulating
DIMENSIONAL ETF TRUST
5 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$59.3M415,996 shSCHWAB STRATEGIC TR
—Quality
$34.6M1,135,107 shSCHWAB STRATEGIC TR
—Quality
$20.0M685,032 shEA SERIES TRUST
—Quality
$19.8M779,088 shVANGUARD SCOTTSDALE FDS
—Quality
$19.7M331,516 shAMERICAN CENTY ETF TR
—Quality
$19.3M193,233 shSCHWAB STRATEGIC TR
—Quality
$19.0M620,129 shDIMENSIONAL ETF TRUST
—Quality
$16.3M341,176 shVANGUARD INDEX FDS
—Quality
$14.3M44,595 sh- —
Quality
$14.2M341,713 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $59.3M | 415,996 |
| SCHWAB STRATEGIC TR | — | $34.6M | 1,135,107 |
| SCHWAB STRATEGIC TR | — | $20.0M | 685,032 |
| EA SERIES TRUST | — | $19.8M | 779,088 |
| VANGUARD SCOTTSDALE FDS | — | $19.7M | 331,516 |
| AMERICAN CENTY ETF TR | — | $19.3M | 193,233 |
| SCHWAB STRATEGIC TR | — | $19.0M | 620,129 |
| DIMENSIONAL ETF TRUST | — | $16.3M | 341,176 |
| VANGUARD INDEX FDS | — | $14.3M | 44,595 |
 Alps Group Inc$ALPS | — | $14.2M | 341,713 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Brady Martz Wealth Solutions, LLC's 195 positions.
Showing top 10 of 195 holdings.
Sector Allocation
Other
$448.4M
Technology
$41.9M
Healthcare
$27.8M
Financials
$23.7M
Industrials
$12.2M
Consumer Discretionary
$10.9M
Energy
$8.1M
Consumer Staples
$7.3M
Full Holdings — Brady Martz Wealth Solutions, LLC (Q1 2026)
All 195 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $59.3M | 10.1% | +3% | — |
| 2 | — | SCHWAB STRATEGIC TR | $34.6M | 5.9% | -8% | — |
| 3 | — | SCHWAB STRATEGIC TR | $20.0M | 3.4% | -15% | — |
| 4 | — | EA SERIES TRUST | $19.8M | 3.4% | +9% | — |
| 5 | — | VANGUARD SCOTTSDALE FDS | $19.7M | 3.4% | +6% | — |
| 6 | — | AMERICAN CENTY ETF TR | $19.3M | 3.3% | +11% | — |
| 7 | — | SCHWAB STRATEGIC TR | $19.0M | 3.2% | -14% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $16.3M | 2.8% | +6% | — |
| 9 | — | VANGUARD INDEX FDS | $14.3M | 2.4% | +30% | — |
| 10 | $ALPS | Alps Group Inc | $14.2M | 2.4% | -0% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $13.3M | 2.3% | +12% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $13.0M | 2.2% | +7% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $11.9M | 2.0% | +24% | — |
| 14 | — | SCHWAB STRATEGIC TR | $11.3M | 1.9% | -33% | — |
| 15 | — | VANGUARD MALVERN FDS | $10.9M | 1.9% | +6% | — |
| 16 | — | ISHARES TR | $10.7M | 1.8% | +9% | — |
| 17 | — | DIMENSIONAL ETF TRUST | $10.6M | 1.8% | +10% | — |
| 18 | — | SPDR SERIES TRUST | $10.1M | 1.7% | -1% | — |
| 19 | — | ISHARES TR | $8.5M | 1.4% | -0% | — |
| 20 |  $NVDA | NVIDIA CORP | $7.3M | 1.2% | +19% | 90.2 |
| 21 |  $STT | STATE STREET CORP | $6.5M | 1.1% | +0% | 61.5 |
| 22 |  $AVGO | Broadcom Inc. | $6.3M | 1.1% | +3% | 86.4 |
| 23 |  $AAPL | Apple Inc. | $6.1M | 1.0% | +50% | 76.1 |
| 24 | — | SPDR SERIES TRUST | $6.0M | 1.0% | +0% | — |
| 25 | — | J P MORGAN EXCHANGE TRADED F | $6.0M | 1.0% | -23% | — |
| 26 | — | ISHARES INC | $5.4M | 0.9% | -22% | — |
| 27 | — | AMERICAN CENTY ETF TR | $5.3M | 0.9% | -9% | — |
| 28 | — | FIRST TR EXCH TRADED FD III | $5.1M | 0.9% | -0% | — |
| 29 | — | VANGUARD TAX-MANAGED FDS | $5.0M | 0.8% | +0% | — |
| 30 | — | VANGUARD SPECIALIZED FUNDS | $4.8M | 0.8% | +0% | — |
| 31 | — | NEW YORK LIFE INVTS ACTIVE E | $4.2M | 0.7% | -2% | — |
| 32 | — | ISHARES TR | $3.8M | 0.7% | +0% | — |
| 33 | — | ISHARES TR | $3.7M | 0.6% | -23% | — |
| 34 |  $MSFT | MICROSOFT CORP | $3.7M | 0.6% | +47% | 83.7 |
| 35 |  $JPM | JPMORGAN CHASE & CO | $3.5M | 0.6% | +19% | 35.6 |
| 36 | — | ISHARES TR | $3.5M | 0.6% | -25% | — |
| 37 |  $GOOG | Alphabet Inc. | $3.5M | 0.6% | +33% | 80.2 |
| 38 |  $AMZN | AMAZON COM INC | $3.4M | 0.6% | +61% | 74.6 |
| 39 | — | AMERICAN CENTY ETF TR | $3.2M | 0.5% | -0% | — |
| 40 | — | SCHWAB STRATEGIC TR | $3.2M | 0.5% | -15% | — |
| 41 | — | SPDR INDEX SHS FDS | $3.1M | 0.5% | +58% | — |
| 42 | — | SPDR SERIES TRUST | $3.0M | 0.5% | +2% | — |
| 43 |  $WT | WisdomTree, Inc. | $2.9M | 0.5% | +0% | 62.9 |
| 44 | $ALPS | Alps Group Inc | $2.9M | 0.5% | +588% | — |
| 45 | — | VANGUARD INTL EQUITY INDEX F | $2.8M | 0.5% | -0% | — |
| 46 | — | DIMENSIONAL ETF TRUST | $2.8M | 0.5% | -0% | — |
| 47 |  $META | Meta Platforms, Inc. | $2.7M | 0.5% | +44% | 80.9 |
| 48 |  $HD | HOME DEPOT, INC. | $2.7M | 0.5% | +17% | 69.2 |
| 49 | — | VANGUARD STAR FDS | $2.6M | 0.4% | +0% | — |
| 50 | — | ISHARES TR | $2.6M | 0.4% | -25% | — |
| 51 | — | DIMENSIONAL ETF TRUST | $2.6M | 0.4% | +1% | — |
| 52 | — | ISHARES TR | $2.5M | 0.4% | -3% | — |
| 53 | — | VANECK ETF TRUST | $2.5M | 0.4% | -8% | — |
| 54 |  $CVX | CHEVRON CORP | $2.5M | 0.4% | -10% | 54.7 |
| 55 |  $MRK | Merck & Co., Inc. | $2.4M | 0.4% | +10% | 70.9 |
| 56 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.4M | 0.4% | +23% | 64.5 |
| 57 |  $XOM | EXXON MOBIL CORP | $2.3M | 0.4% | +5% | 61.8 |
| 58 | — | J P MORGAN EXCHANGE TRADED F | $2.3M | 0.4% | -2% | — |
| 59 |  $NFLX | NETFLIX INC | $2.3M | 0.4% | +27% | 86.7 |
| 60 |  $KO | COCA COLA CO | $2.2M | 0.4% | +9% | 74 |
| 61 | — | TIDAL TRUST I | $2.2M | 0.4% | +125% | — |
| 62 |  $V | VISA INC. | $2.2M | 0.4% | +31% | 83.5 |
| 63 | — | PGIM ETF TR | $2.1M | 0.4% | +448% | — |
| 64 |  $AMGN | AMGEN INC | $2.1M | 0.4% | +22% | 79.5 |
| 65 | — | VANGUARD INDEX FDS | $2.1M | 0.4% | +73% | — |
| 66 | — | SPDR SERIES TRUST | $2.1M | 0.3% | -0% | — |
| 67 |  $TSLA | Tesla, Inc. | $2.0M | 0.3% | +23% | 50.1 |
| 68 |  $ABBV | AbbVie Inc. | $1.9M | 0.3% | +21% | 59.3 |
| 69 | — | SPDR SERIES TRUST | $1.8M | 0.3% | -39% | — |
| 70 | — | ISHARES TR | $1.8M | 0.3% | +18% | — |
| 71 |  $TXN | TEXAS INSTRUMENTS INC | $1.8M | 0.3% | -16% | 70.4 |
| 72 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.3% | -14% | 66.7 |
| 73 |  $MO | ALTRIA GROUP, INC. | $1.6M | 0.3% | +14% | 72.1 |
| 74 | — | DIMENSIONAL ETF TRUST | $1.6M | 0.3% | +0% | — |
| 75 | — | VANGUARD INDEX FDS | $1.6M | 0.3% | +0% | — |
| 76 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.3% | +24% | 72.3 |
| 77 | — | VANGUARD INDEX FDS | $1.5M | 0.3% | -0% | — |
| 78 | — | ISHARES TR | $1.5M | 0.3% | +2% | — |
| 79 |  $ORCL | ORACLE CORP | $1.4M | 0.3% | +59% | 67.2 |
| 80 | — | VANGUARD WHITEHALL FDS | $1.3M | 0.2% | -2% | — |
| 81 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 0.2% | -15% | 65 |
| 82 |  $WMT | Walmart Inc. | $1.3M | 0.2% | +34% | 63.2 |
| 83 |  $LLY | ELI LILLY & Co | $1.3M | 0.2% | +21% | 89.3 |
| 84 |  $COP | CONOCOPHILLIPS | $1.3M | 0.2% | +0% | 74.8 |
| 85 | — | ALLSPRING EXCHANGE TRADED FU | $1.2M | 0.2% | +71% | — |
| 86 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.2% | -8% | 71.6 |
| 87 |  $BLK | BlackRock, Inc. | $1.2M | 0.2% | -4% | 70.3 |
| 88 | — | ISHARES TR | $1.2M | 0.2% | +119% | — |
| 89 | — | SPDR SERIES TRUST | $1.1M | 0.2% | -13% | — |
| 90 |  $CAT | CATERPILLAR INC | $1.1M | 0.2% | +40% | 67.8 |
| 91 |  $TGT | TARGET CORP | $1.1M | 0.2% | NEW | 53.1 |
| 92 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.2% | +18% | 72.9 |
| 93 |  $VLO | VALERO ENERGY CORP/TX | $1.1M | 0.2% | -13% | 51.4 |
| 94 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.2% | +29% | 74.8 |
| 95 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.2% | -18% | 68.4 |
| 96 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.0M | 0.2% | -14% | 67 |
| 97 | — | SPDR SERIES TRUST | $1.0M | 0.2% | -12% | — |
| 98 |  $JNJ | JOHNSON & JOHNSON | $987,921 | 0.2% | -16% | 72.8 |
| 99 |  $ADM | Archer-Daniels-Midland Co | $971,647 | 0.2% | NEW | 49.4 |
| 100 | — | PIMCO ETF TR | $954,242 | 0.2% | -2% | — |
| 101 |  $LRCX | LAM RESEARCH CORP | $944,615 | 0.2% | -6% | 82.4 |
| 102 | — | ISHARES TR | $885,981 | 0.1% | +4% | — |
| 103 |  $PEP | PEPSICO INC | $863,122 | 0.1% | -9% | 62.7 |
| 104 | — | SPDR SERIES TRUST | $859,839 | 0.1% | -10% | — |
| 105 |  $AMD | ADVANCED MICRO DEVICES INC | $832,232 | 0.1% | -4% | 78.8 |
| 106 |  $ECG | Everus Construction Group, Inc. | $804,343 | 0.1% | +0% | 67 |
| 107 |  $NOW | ServiceNow, Inc. | $795,939 | 0.1% | +29% | 76 |
| 108 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $783,368 | 0.1% | +58% | — |
| 109 | — | ISHARES INC | $739,566 | 0.1% | -15% | — |
| 110 | — | ISHARES TR | $737,193 | 0.1% | +7% | — |
| 111 |  $INTU | INTUIT INC. | $723,028 | 0.1% | +54% | 82 |
| 112 |  $EBAY | EBAY INC | $716,691 | 0.1% | +82% | 69.3 |
| 113 |  $USB | US BANCORP DE | $712,606 | 0.1% | -47% | 71.4 |
| 114 |  $MMM | 3M CO | $701,751 | 0.1% | -5% | 60.7 |
| 115 |  $ITW | ILLINOIS TOOL WORKS INC | $674,992 | 0.1% | -14% | 71.2 |
| 116 | — | ISHARES TR | $672,600 | 0.1% | +0% | — |
| 117 | — | VANGUARD INDEX FDS | $622,150 | 0.1% | +15% | — |
| 118 | — | ISHARES TR | $589,195 | 0.1% | +55% | — |
| 119 | $STT | STATE STREET CORP | $586,248 | 0.1% | -21% | 61.5 |
| 120 | — | VANGUARD INDEX FDS | $576,760 | 0.1% | +0% | — |
| 121 |  $DHI | HORTON D R INC /DE/ | $573,031 | 0.1% | +61% | 54.6 |
| 122 |  $MDU | MDU RESOURCES GROUP INC | $570,518 | 0.1% | +0% | 31.6 |
| 123 |  $KNF | Knife River Corp | $554,077 | 0.1% | +0% | 45.8 |
| 124 |  $EOG | EOG RESOURCES INC | $551,540 | 0.1% | -55% | 71.1 |
| 125 |  $DE | DEERE & CO | $545,682 | 0.1% | -12% | 57.4 |
| 126 |  $KKR | KKR & Co. Inc. | $540,153 | 0.1% | +68% | 49.8 |
| 127 | — | ISHARES TR | $526,887 | 0.1% | -61% | — |
| 128 | — | ISHARES TR | $525,279 | 0.1% | +0% | — |
| 129 |  $PFE | PFIZER INC | $524,035 | 0.1% | -64% | 69 |
| 130 | — | TIDAL TRUST I | $523,761 | 0.1% | -18% | — |
| 131 | — | VANGUARD INDEX FDS | $519,485 | 0.1% | +11% | — |
| 132 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $495,312 | 0.1% | +66% | 56.1 |
| 133 |  $PM | Philip Morris International Inc. | $491,225 | 0.1% | NEW | 80.5 |
| 134 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $481,793 | 0.1% | +67% | — |
| 135 |  $ADP | AUTOMATIC DATA PROCESSING INC | $461,823 | 0.1% | -41% | 77.9 |
| 136 |  $CMI | CUMMINS INC | $451,628 | 0.1% | -1% | 58.9 |
| 137 | — | ETF SER SOLUTIONS | $450,654 | 0.1% | +29% | — |
| 138 | — | VANECK ETF TRUST | $444,455 | 0.1% | -94% | — |
| 139 | — | VANECK ETF TRUST | $443,594 | 0.1% | +0% | — |
| 140 |  $WFC | WELLS FARGO & COMPANY/MN | $434,660 | 0.1% | +0% | — |
| 141 | — | FEDERATED HERMES ETF TRUST | $434,071 | 0.1% | +30% | — |
| 142 |  $FAST | FASTENAL CO | $432,582 | 0.1% | -10% | 73.5 |
| 143 |  $AXP | AMERICAN EXPRESS CO | $425,309 | 0.1% | -8% | 73.2 |
| 144 | — | DIMENSIONAL ETF TRUST | $419,007 | 0.1% | +1% | — |
| 145 | — | VANGUARD WORLD FD | $406,771 | 0.1% | -19% | — |
| 146 | — | ISHARES TR | $406,618 | 0.1% | +59% | — |
| 147 | — | ETF SER SOLUTIONS | $392,182 | 0.1% | -39% | — |
| 148 |  $T | AT&T INC. | $387,339 | 0.1% | -15% | 71.9 |
| 149 | — | SPDR SERIES TRUST | $361,160 | 0.1% | -100% | — |
| 150 |  $ASML | ASML HOLDING NV | $357,945 | 0.1% | +38% | — |
| 151 |  $BKNG | Booking Holdings Inc. | $352,901 | 0.1% | -42% | 55.3 |
| 152 |  $MU | MICRON TECHNOLOGY INC | $343,583 | 0.1% | -54% | 88.4 |
| 153 |  $ACN | Accenture plc | $342,050 | 0.1% | +24% | — |
| 154 |  $GEV | GE Vernova Inc. | $331,702 | 0.1% | -12% | 70.1 |
| 155 |  $NEM | NEWMONT Corp /DE/ | $326,374 | 0.1% | +20% | 88.3 |
| 156 | — | J P MORGAN EXCHANGE TRADED F | $308,104 | 0.1% | +3% | — |
| 157 |  $LIN | LINDE PLC | $307,974 | 0.1% | -42% | — |
| 158 |  $ISRG | INTUITIVE SURGICAL INC | $306,558 | 0.1% | -32% | 81.4 |
| 159 | — | ISHARES TR | $302,073 | 0.1% | +0% | — |
| 160 |  $SPG | SIMON PROPERTY GROUP INC. | $296,023 | 0.1% | NEW | 76.9 |
| 161 |  $GOOGL | Alphabet Inc. | $288,985 | 0.1% | +3% | 80.2 |
| 162 | — | VANGUARD INDEX FDS | $278,515 | 0.1% | +0% | — |
| 163 |  $MA | Mastercard Inc | $275,392 | 0.1% | -32% | 81.7 |
| 164 | — | VANGUARD WHITEHALL FDS | $274,615 | 0.1% | +0% | — |
| 165 |  $SPY | SPDR S&P 500 ETF TRUST | $270,343 | 0.1% | -1% | — |
| 166 |  $KMB | KIMBERLY CLARK CORP | $263,046 | 0.0% | -52% | 61.7 |
| 167 |  $VRT | Vertiv Holdings Co | $261,355 | 0.0% | NEW | 82.7 |
| 168 | — | VANGUARD SCOTTSDALE FDS | $257,442 | 0.0% | -99% | — |
| 169 |  $GD | GENERAL DYNAMICS CORP | $249,381 | 0.0% | NEW | 73 |
| 170 |  $LDOS | Leidos Holdings, Inc. | $247,277 | 0.0% | NEW | 73.4 |
| 171 |  $UNP | UNION PACIFIC CORP | $247,136 | 0.0% | +11% | 74 |
| 172 |  $LINC | LINCOLN EDUCATIONAL SERVICES CORP | $246,561 | 0.0% | NEW | 47.6 |
| 173 | — | BONDBLOXX ETF TRUST | $245,309 | 0.0% | NEW | — |
| 174 |  $ETN | Eaton Corp plc | $243,216 | 0.0% | NEW | — |
| 175 |  $UNH | UNITEDHEALTH GROUP INC | $241,364 | 0.0% | -33% | 66.8 |
| 176 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $237,845 | 0.0% | -44% | 63.7 |
| 177 | — | ISHARES TR | $236,660 | 0.0% | -6% | — |
| 178 |  $AEHR | AEHR TEST SYSTEMS | $235,273 | 0.0% | NEW | 16.3 |
| 179 | — | ISHARES TR | $234,666 | 0.0% | +0% | — |
| 180 |  $MS | MORGAN STANLEY | $234,512 | 0.0% | NEW | — |
| 181 | — | DIREXION SHARES ETF TRUST | $233,715 | 0.0% | +0% | — |
| 182 |  $DELL | Dell Technologies Inc. | $231,259 | 0.0% | NEW | 76 |
| 183 | — | SCHWAB STRATEGIC TR | $225,478 | 0.0% | -99% | — |
| 184 |  $FTI | TechnipFMC plc | $220,801 | 0.0% | NEW | — |
| 185 |  $BMY | BRISTOL MYERS SQUIBB CO | $216,052 | 0.0% | -7% | 70.1 |
| 186 |  $CRM | Salesforce, Inc. | $213,975 | 0.0% | -40% | 75.2 |
| 187 |  $Q | Qnity Electronics, Inc. | $203,646 | 0.0% | NEW | — |
| 188 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $202,990 | 0.0% | NEW | 54.5 |
| 189 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $201,682 | 0.0% | NEW | 71.5 |
| 190 |  $EC | ECOPETROL S.A. | $191,692 | 0.0% | NEW | — |
| 191 |  $SVM | SILVERCORP METALS INC | $179,519 | 0.0% | +47% | — |
| 192 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $173,311 | 0.0% | NEW | 53.8 |
| 193 |  $GILT | GILAT SATELLITE NETWORKS LTD | $172,294 | 0.0% | NEW | — |
| 194 |  $HLIT | HARMONIC INC. | $143,438 | 0.0% | NEW | 53 |
| 195 |  $SPOK | Spok Holdings, Inc | $133,198 | 0.0% | NEW | 48.9 |
New Positions (22)
$TGT TARGET CORP$1.1M$ADM Archer-Daniels-Midland Co$971,647$PM Philip Morris International Inc.$491,225$SPG SIMON PROPERTY GROUP INC.$296,023$VRT Vertiv Holdings Co$261,355$GD GENERAL DYNAMICS CORP$249,381$LDOS Leidos Holdings, Inc.$247,277$LINC LINCOLN EDUCATIONAL SERVICES CORP$246,561 BONDBLOXX ETF TRUST$245,309
$ETN Eaton Corp plc$243,216$AEHR AEHR TEST SYSTEMS$235,273$MS MORGAN STANLEY$234,512$DELL Dell Technologies Inc.$231,259$FTI TechnipFMC plc$220,801$Q Qnity Electronics, Inc.$203,646
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Brady Martz Wealth Solutions, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Brady Martz Wealth Solutions, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Brady Martz Wealth Solutions, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Brady Martz Wealth Solutions, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Brady Martz Wealth Solutions, LLC (SEC CIK: 2049470), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Brady Martz Wealth Solutions, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.