Filed: 10/9/2025ACC: 0001725547-25-004110
📋 What this filing means
BRADY FAMILY WEALTH, LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $323.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$323.03M
Total AUM (reported)
1.84M
Total Shares
Allocation by class
COM$238.89M74.0%
CAP STK CL A$15.47M4.8%
CL A$8.04M2.5%
COM CL A$7.98M2.5%
CL B NEW$6.65M2.1%
CORE S&P500 ETF$6.13M1.9%
SHS CLASS A$5.40M1.7%
Portfolio Concentration
Top 3$62.34M19.3%
4–10$63.27M19.6%
11–25$84.53M26.2%
Rest$112.89M34.9%
Top 3 weight
19.3%
Top 10 weight
38.9%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.84M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings110
Rows:
APPLE INC
SOLEShares102.86K
TypeSH
Market value$26.19M
8.11%
Sole
0.00
Shared
0.00
None
102.86K
MICROSOFT CORP
SOLEShares39.92K
TypeSH
Market value$20.68M
6.40%
Sole
0.00
Shared
0.00
None
39.92K
ALPHABET INC
SOLEShares63.62K
TypeSH
Market value$15.47M
4.79%
Sole
0.00
Shared
0.00
None
63.62K
BROADCOM INC
SOLEShares42.74K
TypeSH
Market value$14.10M
4.37%
Sole
0.00
Shared
0.00
None
42.74K
LOWES COS INC
SOLEShares39.06K
TypeSH
Market value$9.82M
3.04%
Sole
0.00
Shared
0.00
None
39.06K
BLACKROCK INC
SOLEShares7.88K
TypeSH
Market value$9.18M
2.84%
Sole
0.00
Shared
0.00
None
7.88K
STRYKER CORPORATION
SOLEShares22.09K
TypeSH
Market value$8.16M
2.53%
Sole
0.00
Shared
0.00
None
22.09K
VISA INC
SOLEShares23.38K
TypeSH
Market value$7.98M
2.47%
Sole
0.00
Shared
0.00
None
23.38K
ABBOTT LABS
SOLEShares55.01K
TypeSH
Market value$7.37M
2.28%
Sole
0.00
Shared
0.00
None
55.01K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.24K
TypeSH
Market value$6.65M
2.06%
Sole
0.00
Shared
0.00
None
13.24K
AMAZON COM INC
SOLEShares29.80K
TypeSH
Market value$6.54M
2.03%
Sole
0.00
Shared
0.00
None
29.80K
CHUBB LIMITED
SOLEShares22.06K
TypeSH
Market value$6.23M
1.93%
Sole
0.00
Shared
0.00
None
22.06K
BROADRIDGE FINL SOLUTIONS IN
SOLEShares25.80K
TypeSH
Market value$6.14M
1.90%
Sole
0.00
Shared
0.00
None
25.80K
ISHARES TR
SOLEShares9.16K
TypeSH
Market value$6.13M
1.90%
Sole
0.00
Shared
0.00
None
9.16K
CISCO SYS INC
SOLEShares88.89K
TypeSH
Market value$6.08M
1.88%
Sole
0.00
Shared
0.00
None
88.89K
JPMORGAN CHASE & CO.
SOLEShares19.09K
TypeSH
Market value$6.02M
1.86%
Sole
0.00
Shared
0.00
None
19.09K
ANALOG DEVICES INC
SOLEShares23.63K
TypeSH
Market value$5.81M
1.80%
Sole
0.00
Shared
0.00
None
23.63K
TEXAS INSTRS INC
SOLEShares30.44K
TypeSH
Market value$5.59M
1.73%
Sole
0.00
Shared
0.00
None
30.44K
JOHNSON & JOHNSON
SOLEShares29.35K
TypeSH
Market value$5.44M
1.68%
Sole
0.00
Shared
0.00
None
29.35K
ACCENTURE PLC IRELAND
SOLEShares21.90K
TypeSH
Market value$5.40M
1.67%
Sole
0.00
Shared
0.00
None
21.90K
ISHARES TR
SOLEShares64.98K
TypeSH
Market value$5.39M
1.67%
Sole
0.00
Shared
0.00
None
64.98K
TJX COS INC NEW
SOLEShares35.68K
TypeSH
Market value$5.16M
1.60%
Sole
0.00
Shared
0.00
None
35.68K
META PLATFORMS INC
SOLEShares6.99K
TypeSH
Market value$5.13M
1.59%
Sole
0.00
Shared
0.00
None
6.99K
AUTOMATIC DATA PROCESSING IN
SOLEShares16.13K
TypeSH
Market value$4.73M
1.47%
Sole
0.00
Shared
0.00
None
16.13K
PHILLIPS 66
SOLEShares34.75K
TypeSH
Market value$4.73M
1.46%
Sole
0.00
Shared
0.00
None
34.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 102.86K | SH | $26.19M 8.11% | 0.00 | 0.00 | 102.86K |
MICROSOFT CORPSOLE | COM | 39.92K | SH | $20.68M 6.40% | 0.00 | 0.00 | 39.92K |
ALPHABET INCSOLE | CAP STK CL A | 63.62K | SH | $15.47M 4.79% | 0.00 | 0.00 | 63.62K |
BROADCOM INCSOLE | COM | 42.74K | SH | $14.10M 4.37% | 0.00 | 0.00 | 42.74K |
LOWES COS INCSOLE | COM | 39.06K | SH | $9.82M 3.04% | 0.00 | 0.00 | 39.06K |
BLACKROCK INCSOLE | COM | 7.88K | SH | $9.18M 2.84% | 0.00 | 0.00 | 7.88K |
STRYKER CORPORATIONSOLE | COM | 22.09K | SH | $8.16M 2.53% | 0.00 | 0.00 | 22.09K |
VISA INCSOLE | COM CL A | 23.38K | SH | $7.98M 2.47% | 0.00 | 0.00 | 23.38K |
ABBOTT LABSSOLE | COM | 55.01K | SH | $7.37M 2.28% | 0.00 | 0.00 | 55.01K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.24K | SH | $6.65M 2.06% | 0.00 | 0.00 | 13.24K |
AMAZON COM INCSOLE | COM | 29.80K | SH | $6.54M 2.03% | 0.00 | 0.00 | 29.80K |
CHUBB LIMITEDSOLE | COM | 22.06K | SH | $6.23M 1.93% | 0.00 | 0.00 | 22.06K |
BROADRIDGE FINL SOLUTIONS INSOLE | COM | 25.80K | SH | $6.14M 1.90% | 0.00 | 0.00 | 25.80K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.16K | SH | $6.13M 1.90% | 0.00 | 0.00 | 9.16K |
CISCO SYS INCSOLE | COM | 88.89K | SH | $6.08M 1.88% | 0.00 | 0.00 | 88.89K |
JPMORGAN CHASE & CO.SOLE | COM | 19.09K | SH | $6.02M 1.86% | 0.00 | 0.00 | 19.09K |
ANALOG DEVICES INCSOLE | COM | 23.63K | SH | $5.81M 1.80% | 0.00 | 0.00 | 23.63K |
TEXAS INSTRS INCSOLE | COM | 30.44K | SH | $5.59M 1.73% | 0.00 | 0.00 | 30.44K |
JOHNSON & JOHNSONSOLE | COM | 29.35K | SH | $5.44M 1.68% | 0.00 | 0.00 | 29.35K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 21.90K | SH | $5.40M 1.67% | 0.00 | 0.00 | 21.90K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 64.98K | SH | $5.39M 1.67% | 0.00 | 0.00 | 64.98K |
TJX COS INC NEWSOLE | COM | 35.68K | SH | $5.16M 1.60% | 0.00 | 0.00 | 35.68K |
META PLATFORMS INCSOLE | CL A | 6.99K | SH | $5.13M 1.59% | 0.00 | 0.00 | 6.99K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 16.13K | SH | $4.73M 1.47% | 0.00 | 0.00 | 16.13K |
PHILLIPS 66SOLE | COM | 34.75K | SH | $4.73M 1.46% | 0.00 | 0.00 | 34.75K |
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