BRADY FAMILY WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, BRADY FAMILY WEALTH, LLC held in its portfolio 108 assets valued at $323,996,561 (i.e. $324.00M).
The most valuable assets in the portfolio included: APPLE INC ($27.33M), ALPHABET INC ($18.98M), and MICROSOFT CORP ($18.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 108 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BRADY FAMILY WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 100543 | 27333651 | COM |
| ALPHABET INC | 60635 | 18978849 | CAP STK CL A |
| MICROSOFT CORP | 39090 | 18904852 | COM |
| BROADCOM INC | 40504 | 14018263 | COM |
| LOWES COS INC | 38719 | 9337443 | COM |
| BLACKROCK INC | 7704 | 8246161 | COM |
| VISA INC | 22742 | 7975697 | COM CL A |
| STRYKER CORPORATION | 21947 | 7713577 | COM |
| ABBOTT LABS | 54176 | 6787753 | COM |
| CHUBB LIMITED | 21745 | 6786957 | COM |
| CISCO SYS INC | 87040 | 6704712 | COM |
| AMAZON COM INC | 28692 | 6622696 | COM |
| BERKSHIRE HATHAWAY INC DEL | 12742 | 6404766 | CL B NEW |
| ANALOG DEVICES INC | 23339 | 6329441 | COM |
| ISHARES TR | 9159 | 6273199 | CORE S&P500 ETF |
| JPMORGAN CHASE & CO. | 19055 | 6139819 | COM |
| ISHARES TR | 71897 | 5954493 | 1 3 YR TREAS BD |
| JOHNSON & JOHNSON | 28523 | 5902916 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 25603 | 5713718 | COM |
| ACCENTURE PLC IRELAND | 21121 | 5666634 | SHS CLASS A |
| AMGEN INC | 16388 | 5363939 | COM |
| TJX COS INC NEW | 34508 | 5300699 | COM |
| TEXAS INSTRS INC | 27950 | 4848985 | COM |
| META PLATFORMS INC | 7130 | 4706453 | CL A |
| PEPSICO INC | 32348 | 4642541 | COM |
| PHILLIPS 66 | 34787 | 4488850 | COM |
| AUTOMATIC DATA PROCESSING IN | 16914 | 4350786 | COM |
| ISHARES U S ETF TR | 84279 | 4306644 | SHORT DURATION B |
| NVIDIA CORPORATION | 22631 | 4220683 | COM |
| GENERAL DYNAMICS CORP | 12295 | 4139177 | COM |
| ILLINOIS TOOL WKS INC | 16521 | 4069223 | COM |
| COSTCO WHSL CORP NEW | 4427 | 3817203 | COM |
| S&P GLOBAL INC | 7252 | 3789690 | COM |
| SALESFORCE INC | 14266 | 3779151 | COM |
| MCDONALDS CORP | 11961 | 3655688 | COM |
| PROCTER AND GAMBLE CO | 24346 | 3489024 | COM |
| STARBUCKS CORP | 39917 | 3361437 | COM |
| CATERPILLAR INC | 5813 | 3330133 | COM |
| AIR PRODS & CHEMS INC | 12839 | 3171559 | COM |
| MEDTRONIC PLC | 25829 | 2481174 | SHS |
| BANK AMERICA CORP | 42101 | 2315580 | COM |
| ISHARES TR | 20682 | 2278995 | IBOXX INV CP ETF |
| WALMART INC | 19532 | 2176023 | COM |
| ISHARES TR | 32310 | 2132457 | CORE S&P MCP ETF |
| AFLAC INC | 17704 | 1952220 | COM |
| NORFOLK SOUTHN CORP | 6238 | 1801115 | COM |
| NIKE INC | 27879 | 1776173 | CL B |
| ELI LILLY & CO | 1541 | 1656082 | COM |
| CHEVRON CORP NEW | 10581 | 1612707 | COM |
| ISHARES TR | 13409 | 1611543 | CORE S&P SCP ETF |
| NEXTERA ENERGY INC | 19875 | 1595558 | COM |
| US BANCORP DEL | 29628 | 1580938 | COM NEW |
| ISHARES TR | 17343 | 1551508 | CORE MSCI EAFE |
| ABBVIE INC | 6661 | 1521972 | COM |
| ALPHABET INC | 4742 | 1487911 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 28258 | 1429572 | ULTRA SHRT ETF |
| COCA COLA CO | 18305 | 1279695 | COM |
| UNION PAC CORP | 5532 | 1279662 | COM |
| SELECT SECTOR SPDR TR | 8442 | 1215395 | STATE STREET TEC |
| ISHARES TR | 4424 | 1089124 | RUSSELL 2000 ETF |
| L3HARRIS TECHNOLOGIES INC | 3601 | 1057137 | COM |
| MASTERCARD INCORPORATED | 1849 | 1055557 | CL A |
| ECOLAB INC | 3626 | 951898 | COM |
| UNITEDHEALTH GROUP INC | 2855 | 942464 | COM |
| EMERSON ELEC CO | 6483 | 860460 | COM |
| WISDOMTREE TR | 16034 | 827371 | US MIDCAP DIVID |
| ISHARES TR | 7971 | 796143 | CORE US AGGBD ET |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ISHARES TR | 7397 | 712154 | RUS MID CAP ETF |
| MERCK & CO INC | 6081 | 640102 | COM |
| INVESCO QQQ TR | 991 | 608588 | UNIT SER 1 |
| WASTE MGMT INC DEL | 2713 | 596073 | COM |
| PROSHARES TR | 5597 | 582479 | S&P 500 DV ARIST |
| SOUTHERN CO | 6580 | 573776 | COM |
| LOCKHEED MARTIN CORP | 1052 | 508789 | COM |
| ISHARES TR | 7139 | 495578 | CORE DIV GRWTH |
| TRUIST FINL CORP | 9581 | 471491 | COM |
| INTERNATIONAL BUSINESS MACHS | 1588 | 470381 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2513 | 407052 | COM |
| MONDELEZ INTL INC | 7436 | 400282 | CL A |
| WELLS FARGO CO NEW | 4003 | 373052 | COM |
| RTX CORPORATION | 1941 | 356004 | COM |
| ISHARES INC | 5096 | 342567 | CORE MSCI EMKT |
| WISDOMTREE TR | 10174 | 340335 | US SMALLCAP DIVD |
| EXXON MOBIL CORP | 2743 | 330149 | COM |
| SELECT SECTOR SPDR TR | 2687 | 316314 | STATE STREET COM |
| HONEYWELL INTL INC | 1598 | 311754 | COM |
| OMNICOM GROUP INC | 3842 | 310248 | COM |
| BECTON DICKINSON & CO | 1577 | 306048 | COM |
| DANAHER CORPORATION | 1334 | 305480 | COM |
| TRACTOR SUPPLY CO | 6101 | 305111 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5021 | 300909 | FIRST TR ENH NEW |
| INTUIT | 447 | 296102 | COM |
| SELECT SECTOR SPDR TR | 1903 | 294584 | STATE STREET HEA |
| CUMMINS INC | 573 | 292488 | COM |
| ISHARES TR | 2115 | 289628 | RUS MD CP GR ETF |
| MARATHON PETE CORP | 1730 | 281350 | COM |
| HOME DEPOT INC | 771 | 265301 | COM |
| WW GRAINGER INC | 258 | 260335 | COM |
| AMEREN CORP | 2458 | 245456 | COM |
| LINDE PLC | 546 | 232809 | SHS |
| WISDOMTREE TR | 2617 | 230505 | US LARGECAP DIVD |
| NORTHERN DYNASTY MINERALS LT | 110000 | 216700 | COM NEW |
| REGIONS FINANCIAL CORP NEW | 7951 | 215472 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 1818 | 205736 | COM SHS |
| MICROCHIP TECHNOLOGY INC. | 3200 | 203904 | COM |
| FACTSET RESH SYS INC | 696 | 201972 | COM |
| T-MOBILE US INC | 989 | 200807 | COM |
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