BRASS TAX WEALTH MANAGEMENT, INC — 13F holdings

BRASS TAX WEALTH MANAGEMENT, INC reported 246 holdings worth $602M in its 13F filing for Q3 2025, filed November 14, 2025.

Largest positions

  1. VOO VANGUARD INDEX FDS — $87.6M (14.6%)
  2. EFA ISHARES TR — $39.8M (6.6%)
  3. BND VANGUARD BD INDEX FDS — $38.2M (6.3%)
  4. SCHG SCHWAB STRATEGIC TR — $33.7M (5.6%)
  5. VTI VANGUARD INDEX FDS — $28.4M (4.7%)
  6. VFMF VANGUARD WELLINGTON FD — $23.9M (4.0%)
  7. DGRO ISHARES TR — $21.9M (3.6%)
  8. VB VANGUARD INDEX FDS — $18.5M (3.1%)
  9. ANGL VANECK ETF TRUST — $16.0M (2.7%)
  10. IVE ISHARES TR — $15.8M (2.6%)