Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brady Martz Wealth Solutions, LLC (CIK 2049470) reported $586.9M across 194 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($59.3M, 10.10%), SCHV ($34.6M, 5.90%), SCHG ($20.0M, 3.40%), BSVO ($19.8M, 3.37%), VGIT ($19.7M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $59.3M | 10.10% | 415,996 | Added |
| 2 | SCHV | SCHWAB STRATEGIC TR | $34.6M | 5.90% | 1.1M | Trimmed |
| 3 | SCHG | SCHWAB STRATEGIC TR | $20.0M | 3.40% | 685,032 | Trimmed |
| 4 | BSVO | EA SERIES TRUST | $19.8M | 3.37% | 779,088 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $19.7M | 3.36% | 331,516 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $19.3M | 3.29% | 193,233 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $19.0M | 3.24% | 620,129 | Trimmed |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $16.3M | 2.78% | 341,176 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $14.3M | 2.44% | 44,595 | Added |
| 10 | IDOG | ALPS ETF TR | $14.2M | 2.43% | 341,713 | Trimmed |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $13.3M | 2.26% | 361,179 | Added |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $13.0M | 2.21% | 374,932 | Added |
| 13 | DFNM | DIMENSIONAL ETF TRUST | $11.9M | 2.02% | 247,711 | Added |
| 14 | SCHF | SCHWAB STRATEGIC TR | $11.3M | 1.93% | 456,998 | Trimmed |
| 15 | VTIP | VANGUARD MALVERN FDS | $10.9M | 1.86% | 218,355 | Added |
| 16 | IDEV | ISHARES TR | $10.7M | 1.83% | 128,377 | Added |
| 17 | DIHP | DIMENSIONAL ETF TRUST | $10.6M | 1.81% | 329,608 | Added |
| 18 | HYMB | SPDR SERIES TRUST | $10.1M | 1.71% | 405,317 | Trimmed |
| 19 | EFV | ISHARES TR | $8.5M | 1.45% | 114,673 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $7.3M | 1.24% | 41,670 | Added |
| 21 | CWI | SPDR INDEX SHS FDS | $6.5M | 1.11% | 178,309 | Hold |
| 22 | AVGO | BROADCOM INC | $6.3M | 1.08% | 20,439 | Added |
| 23 | AAPL | APPLE INC | $6.1M | 1.03% | 23,929 | Added |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.0M | 1.02% | 105,119 | Trimmed |
| 25 | SPTM | SPDR SERIES TRUST | $6.0M | 1.02% | 76,076 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31