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Brady Martz Wealth Solutions, LLC

Q2 2026 · 13F-HR

Brady Martz Wealth Solutions, LLCholdings as filed

Filed 2026-07-23 · accession 0002049470-26-000004

$662.0M
Reported value
228
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287150ITOTISHARES TR$70.5M10.7%429,338CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$39.5M5.96%1,134,296CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$23.0M3.48%681,131CommonNONE
02072L532BSVOEA SERIES TRUST$22.8M3.44%780,094CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$20.4M3.08%345,954CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$19.9M3.00%192,772CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$19.5M2.95%616,226CommonNONE
25434V864DFSDDIMENSIONAL ETF TRUST$16.6M2.51%347,791CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$15.8M2.39%379,331CommonNONE
922908769VTIVANGUARD INDEX FDS$15.8M2.39%42,749CommonNONE
25434V732DFEMDIMENSIONAL ETF TRUST$15.2M2.29%373,277CommonNONE
00162Q718IDOGALPS ETF TR$14.0M2.12%340,690CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$13.2M1.99%272,899CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$12.7M1.91%456,965CommonNONE
46435G326IDEVISHARES TR$11.9M1.80%134,086CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$11.8M1.78%346,240CommonNONE
922020805VTIPVANGUARD MALVERN FDS$11.6M1.75%230,722CommonNONE
78464A284HYMBSPDR SERIES TRUST$10.2M1.54%400,105CommonNONE
464288877EFVISHARES TR$8.9M1.35%116,476CommonNONE
11135F101AVGOBROADCOM INC$7.8M1.17%20,522CommonNONE
78463X848CWISPDR INDEX SHS FDS$7.2M1.09%177,774CommonNONE
67066G104NVDANVIDIA CORPORATION$7.1M1.07%35,458CommonNONE
037833100AAPLAPPLE INC$7.0M1.06%24,283CommonNONE
78464A805SPTMSPDR SERIES TRUST$6.9M1.04%76,076CommonNONE
46434G103IEMGISHARES INC$6.5M0.98%78,245CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$6.0M0.90%105,425CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$5.8M0.87%46,211CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.6M0.84%78,286CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$5.3M0.80%22,353CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$5.0M0.76%97,549CommonNONE
02079K305GOOGLALPHABET INC$4.4M0.66%12,182CommonNONE
464287481IWPISHARES TR$4.3M0.64%29,039CommonNONE
023135106AMZNAMAZON COM INC$4.1M0.61%17,076CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.0M0.60%12,189CommonNONE
464287473IWSISHARES TR$3.9M0.59%23,696CommonNONE
594918104MSFTMICROSOFT CORP$3.9M0.59%10,451CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$3.8M0.58%39,655CommonNONE
464288448IDVISHARES TR$3.8M0.57%91,732CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$3.7M0.57%153,847CommonNONE
78463X756EWXSPDR INDEX SHS FDS$3.6M0.54%48,460CommonNONE
78464A508SPYVSPDR SERIES TRUST$3.2M0.49%52,913CommonNONE
97717W505DONWISDOMTREE TR$3.1M0.48%55,699CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.1M0.47%52,162CommonNONE
00162Q395OUSMALPS ETF TR$3.1M0.47%65,107CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$3.0M0.46%131,546CommonNONE
464287630IWNISHARES TR$3.0M0.45%13,546CommonNONE
464287614IWFISHARES TR$3.0M0.45%23,976CommonNONE
437076102HDHOME DEPOT INC$2.9M0.44%8,233CommonNONE
921909768VXUSVANGUARD STAR FDS$2.8M0.43%32,987CommonNONE
25434V781DISVDIMENSIONAL ETF TRUST$2.8M0.43%70,238CommonNONE
882508104TXNTEXAS INSTRS INC$2.8M0.42%9,243CommonNONE
69344A818PJIOPGIM ETF TR$2.7M0.41%39,409CommonNONE
30303M102METAMETA PLATFORMS INC$2.7M0.41%4,856CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$2.7M0.41%69,908CommonNONE
922908363VOOVANGUARD INDEX FDS$2.6M0.40%3,848CommonNONE
58933Y105MRKMERCK & CO INC$2.6M0.40%20,562CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.6M0.39%5,165CommonNONE
886364363HFGMTIDAL TRUST I$2.5M0.38%83,178CommonNONE
92826C839VVISA INC$2.5M0.38%7,321CommonNONE
191216100KOCOCA COLA CO$2.5M0.37%30,156CommonNONE
92189H409HYDVANECK ETF TRUST$2.4M0.37%47,476CommonNONE
17275R102CSCOCISCO SYS INC$2.4M0.36%20,468CommonNONE
78464A300SLYVSPDR SERIES TRUST$2.4M0.36%21,708CommonNONE
88160R101TSLATESLA INC$2.3M0.35%5,548CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$2.3M0.35%45,810CommonNONE
00287Y109ABBVABBVIE INC$2.3M0.34%9,028CommonNONE
78464A201SLYGSPDR SERIES TRUST$2.3M0.34%18,975CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.3M0.34%3,879CommonNONE
031162100AMGNAMGEN INC$2.2M0.34%6,139CommonNONE
46432F339QUALISHARES TR$2.1M0.31%9,494CommonNONE
166764100CVXCHEVRON CORPORATION$2.1M0.31%12,380CommonNONE
369604301GEGE AEROSPACE$2.0M0.29%5,223CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.9M0.29%6,926CommonNONE
30231G102XOMEXXON MOBIL CORP$1.9M0.28%13,740CommonNONE
922908538VOTVANGUARD INDEX FDS$1.9M0.28%6,128CommonNONE
512807306LRCXLAM RESEARCH CORP$1.8M0.28%4,252CommonNONE
02209S103MOALTRIA GROUP INC$1.8M0.27%25,218CommonNONE
922908736VUGVANGUARD INDEX FDS$1.8M0.27%20,475CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$1.8M0.26%47,614CommonNONE
64110L106NFLXNETFLIX INC.$1.7M0.26%24,270CommonNONE
532457108LLYELI LILLY & CO$1.7M0.25%1,399CommonNONE
149123101CATCATERPILLAR INC$1.7M0.25%1,570CommonNONE
68389X105ORCLORACLE CORP$1.5M0.22%10,086CommonNONE
464288414MUBISHARES TR$1.4M0.22%13,375CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$1.4M0.21%14,925CommonNONE
464287507IJHISHARES TR$1.3M0.20%17,358CommonNONE
060505104BACBANK OF AMER CORP$1.2M0.19%21,639CommonNONE
87612E106TGTTARGET CORP$1.2M0.19%9,408CommonNONE
01989A209APLUALLSPRING EXCHANGE TRADED FU$1.2M0.19%49,871CommonNONE
931142103WMTWALMART INC$1.2M0.18%10,347CommonNONE
09290D101BLKBLACKROCK INC$1.2M0.18%1,212CommonNONE
300426103ECGEVERUS CONSTR GROUP$1.2M0.18%6,982CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.1M0.17%4,394CommonNONE
742718109PGPROCTER & GAMBLE CO$1.1M0.17%7,707CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.1M0.17%2,355CommonNONE
78464A839MDYVSPDR SERIES TRUST$1.1M0.17%11,640CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.1M0.17%949CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.17%2,148CommonNONE
20825C104COPCONOCOPHILLIPS$1.1M0.16%10,249CommonNONE
78464A664SPTLSPDR SERIES TRUST$1.0M0.16%39,767CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.16%4,084CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.15%24,223CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.0M0.15%13,367CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$969,9970.15%1,037CommonNONE
46434G764EMXCISHARES INC$967,2080.15%9,455CommonNONE
46432F834IXUSISHARES TR$962,5120.15%10,085CommonNONE
72201R866MUNIPIMCO ETF TR$928,0050.14%17,643CommonNONE
278642103EBAYEBAY INC.$896,0230.14%8,018CommonNONE
78468R200FLRNSPDR SERIES TRUST$861,7950.13%27,935CommonNONE
36828A101GEVGE VERNOVA INC$858,8250.13%731CommonNONE
81762P102NOWSERVICENOW INC$793,2470.12%7,990CommonNONE
902973304USBUS BANCORP$789,2200.12%13,067CommonNONE
92189F676SMHVANECK ETF TRUST$783,7890.12%1,195CommonNONE
88579Y101MMM3M CO$782,3490.12%4,832CommonNONE
713448108PEPPEPSICO INC$757,4920.11%5,594CommonNONE
46434V456IQLTISHARES TR$722,0430.11%14,572CommonNONE
452308109ITWILLINOIS TOOL WKS INC$703,0920.11%2,600CommonNONE
922908595VBKVANGUARD INDEX FDS$697,9070.11%1,908CommonNONE
23331A109DHID R HORTON INC$696,9730.11%4,279CommonNONE
464287200IVVISHARES TR$696,2220.11%930CommonNONE
025816109AXPAMERICAN EXPRESS CO$678,9490.10%2,007CommonNONE
46090E103QQQINVESCO QQQ TR$663,3020.10%901CommonNONE
464287648IWOISHARES TR$661,4590.10%1,679CommonNONE
78464A821MDYGSPDR SERIES TRUST$656,1890.10%5,854CommonNONE
26922A420QTUMETF SER SOLUTIONS$639,6900.10%3,868CommonNONE
922908744VTVVANGUARD INDEX FDS$637,4460.10%2,925CommonNONE
92189F601NLRVANECK ETF TRUST$631,3950.10%5,444CommonNONE
886364371HFEQTIDAL TRUST I$611,2310.09%24,846CommonNONE
552690109MDUMDU RES GROUP INC$607,2030.09%28,628CommonNONE
244199105DEDEERE & CO$605,7520.09%955CommonNONE
231021106CMICUMMINS INC$599,3680.09%840CommonNONE
78464A631XARSPDR SERIES TRUST$592,5540.09%2,088CommonNONE
957638109WALWESTERN ALLIANCE BANCORP$590,7850.09%7,187CommonNONE
498894104KNFKNIFE RIVER CORP$585,9680.09%7,005CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$578,6920.09%1,392CommonNONE
00760J108AEHRAEHR TEST SYS$558,5890.08%5,815CommonNONE
922908512VOEVANGUARD INDEX FDS$557,0340.08%2,819CommonNONE
464287804IJRISHARES TR$552,7150.08%3,727CommonNONE
92204A702VGTVANGUARD WORLD FD$552,6600.08%4,624CommonNONE
48251W104KKRKKR & CO INC$550,8790.08%6,002CommonNONE
443201108HWMHOWMET AEROSPACE INC$550,3560.08%2,047CommonNONE
464288158SUBISHARES TR$548,1080.08%5,148CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$547,9540.08%1,270CommonNONE
46429B697USMVISHARES TR$546,3490.08%5,664CommonNONE
718172109PMPHILIP MORRIS INTL INC$537,4840.08%2,971CommonNONE
N07059210ASMLASML HLDG NV$529,1910.08%266CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$508,9620.08%2,273CommonNONE
26875P101EOGEOG RES INC$497,3930.08%3,834CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$484,8390.07%5,917CommonNONE
84615Q103SPCXSPACE EXPLORATION TECHN CORP$480,8000.07%2,814CommonNONE
02079K107GOOGALPHABET INC$458,4880.07%1,298CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$452,9030.07%3,578CommonNONE
949746101WMT2WELLS FARGO & CO$451,3860.07%5,462CommonNONE
461202103INTUINTUIT$448,3550.07%1,718CommonNONE
311900104FASTFASTENAL CO$447,1640.07%9,310CommonNONE
31423L503FLCCFEDERATED HERMES ETF TRUST$440,3390.07%12,533CommonNONE
717081103PFEPFIZER INC$426,2340.06%17,701CommonNONE
26922A321DSTLETF SER SOLUTIONS$416,1850.06%6,948CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$375,7750.06%1,680CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$369,2450.06%2,072CommonNONE
464287309IVWISHARES TR$367,5220.06%2,672CommonNONE
92537N108VRTVERTIV HOLDINGS CO$352,2310.05%1,052CommonNONE
922908629VOVANGUARD INDEX FDS$347,7400.05%4,316CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$341,4760.05%11,603CommonNONE
G54950103LINLINDE PLC$330,0150.05%636CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$318,6430.05%427CommonNONE
922908611VBRVANGUARD INDEX FDS$311,5130.05%1,282CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$306,9260.05%6,348CommonNONE
533535100LINCLINCOLN EDL SVCS CORP$304,7390.05%6,107CommonNONE
494368103KMBKIMBERLY-CLARK CORP$302,5100.05%2,756CommonNONE
G29183103ETNEATON CORP PLC$302,1190.05%709CommonNONE
617446448MSMORGAN STANLEY$297,8820.04%1,425CommonNONE
09789C671PCMMBONDBLOXX ETF TRUST$289,7240.04%5,809CommonNONE
25459Y207QQQEDIREXION SHARES ETF TRUST$289,4530.04%2,372CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$286,1550.04%2,914CommonNONE
46432F842IEFAISHARES TR$286,0700.04%2,962CommonNONE
35671D857FCXFREEPORT MCMORAN INC$284,5140.04%4,524CommonNONE
535219109LINDLINDBLAD EXPEDITIONS HLDGS I$282,9080.04%10,018CommonNONE
57636Q104MAMASTERCARD INCORPORATED$282,2710.04%550CommonNONE
651639106NEMNEWMONT CORP$281,6010.04%3,015CommonNONE
64110D104NTAPNETAPP INC$279,0320.04%1,803CommonNONE
74743L100QQNITY ELECTRONICS INC$278,6070.04%1,706CommonNONE
247361702DALDELTA AIR LINES INC$278,0280.04%2,968CommonNONE
907818108UNPUNION PAC CORP$277,5950.04%1,021CommonNONE
413160102HLITHARMONIC INC$274,1480.04%16,788CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$273,6200.04%2,000CommonNONE
801056102SANMSANMINA CORP$272,3140.04%1,076CommonNONE
29357K103ENVAENOVA INTL INC$270,0990.04%1,122CommonNONE
345370860FFORD MTR CO$268,8970.04%19,345CommonNONE
042735100ARWARROW ELECTRS INC$268,2560.04%1,257CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$268,2200.04%2,024CommonNONE
369550108GDGENERAL DYNAMICS CORP$267,6950.04%756CommonNONE
00206R102TAT&T INC$266,5060.04%12,875CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$262,8660.04%661CommonNONE
25960R105PLOWDOUGLAS DYNAMICS INC$262,3050.04%4,862CommonNONE
000361105AIRAAR CORP$255,4160.04%1,787CommonNONE
65339F101NEENEXTERA ENERGY INC$255,1770.04%2,907CommonNONE
913915104UTIUNIVERSAL TECHNICAL INST INC$254,0110.04%5,939CommonNONE
46432F388VLUEISHARES TR$252,9590.04%1,266CommonNONE
464287465EFAISHARES TR$250,9740.04%2,416CommonNONE
464287226AGGISHARES TR$247,1880.04%2,497CommonNONE
03957W106AROCARCHROCK INC$246,9470.04%6,066CommonNONE
125141101CECOCECO ENVIRONMENTAL CORP$245,0890.04%2,701CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$242,2070.04%483CommonNONE
37045V100GMGENERAL MTRS CO$238,9480.04%3,100CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$229,4670.03%1,844CommonNONE
G87110105FTITECHNIPFMC PLC$223,4310.03%3,370CommonNONE
002474104AZZAZZ INC$222,9620.03%1,438CommonNONE
464287499IWRISHARES TR$221,6330.03%2,009CommonNONE
689648103OTTROTTER TAIL CORP$220,9910.03%2,456CommonNONE
032108607BLOKAMPLIFY ETF TR$220,6450.03%3,523CommonNONE
688239201OSKOSHKOSH CORP$218,0950.03%1,421CommonNONE
47804J727JDVIJOHN HANCOCK EXCHANGE TRADED$217,5460.03%5,640CommonNONE
040413205ANETARISTA NETWORKS INC$217,4460.03%1,280CommonNONE
422806109HEIHEICO CORP NEW$216,2070.03%607CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$212,5480.03%1,663CommonNONE
92645B103VCTRVICTORY CAP HLDGS INC DEL$210,5700.03%2,505CommonNONE
458665304TILEINTERFACE INC$208,6600.03%5,822CommonNONE
07556Q881BZHBEAZER HOMES USA INC$208,0470.03%7,417CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$205,7930.03%3,572CommonNONE
253651202DBDDIEBOLD NIXDORF INC$204,8130.03%2,409CommonNONE
N00985106AERAERCAP HOLDINGS NV$203,6550.03%1,397CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$203,4750.03%1,068CommonNONE
30161Q104EXELEXELIXIS INC$203,4390.03%3,739CommonNONE
629377508NRGNRG ENERGY INC$202,2930.03%1,385CommonNONE
279158109ECECOPETROL S A$182,1010.03%12,788CommonNONE
82835P103SVMSILVERCORP METALS INC$178,6390.03%17,687CommonNONE
M51474118GILTGILAT SATELLITE NETWORKS LTD$152,6790.02%11,471CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.