Brady Martz Wealth Solutions, LLC — 13F holdings

Brady Martz Wealth Solutions, LLC reported 228 holdings worth $662M in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

  1. ITOT ISHARES TR — $70.5M (10.7%)
  2. SCHV SCHWAB STRATEGIC TR — $39.5M (6.0%)
  3. SCHG SCHWAB STRATEGIC TR — $23.0M (3.5%)
  4. BSVO EA SERIES TRUST — $22.8M (3.4%)
  5. VGIT VANGUARD SCOTTSDALE FDS — $20.4M (3.1%)
  6. AVDV AMERICAN CENTY ETF TR — $19.9M (3.0%)
  7. SCHD SCHWAB STRATEGIC TR — $19.5M (3.0%)
  8. DFSD DIMENSIONAL ETF TRUST — $16.6M (2.5%)
  9. DIMENSIONAL ETF TRUST — $15.8M (2.4%)
  10. VTI VANGUARD INDEX FDS — $15.8M (2.4%)