Filed: 7/13/2026ACC: 0001725547-26-000226
📋 What this filing means
BRADY FAMILY WEALTH, LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $346.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$346.49M
Total AUM (reported)
1.88M
Total Shares
Allocation by class
COM$246.81M71.2%
CAP STK CL A$20.77M6.0%
CL A$10.76M3.1%
COM CL A$7.98M2.3%
1 3 YR TREAS BD$7.65M2.2%
CORE S&P500 ETF$7.28M2.1%
CL B NEW$6.64M1.9%
Portfolio Concentration
Top 3$64.50M18.6%
4–10$66.17M19.1%
11–25$95.95M27.7%
Rest$119.88M34.6%
Top 3 weight
18.6%
Top 10 weight
37.7%
Voting Authority Distribution
Total shares with voting rights: 1.88M
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
1.88M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole113
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings113
Rows:
APPLE INC
SOLEShares97.30K
TypeSH
Market value$28.15M
8.13%
Sole
0.00
Shared
0.00
None
97.30K
ALPHABET INC
SOLEShares58.11K
TypeSH
Market value$20.77M
5.99%
Sole
0.00
Shared
0.00
None
58.11K
BROADCOM INC
SOLEShares41.23K
TypeSH
Market value$15.58M
4.50%
Sole
0.00
Shared
0.00
None
41.23K
MICROSOFT CORP
SOLEShares40.30K
TypeSH
Market value$15.03M
4.34%
Sole
0.00
Shared
0.00
None
40.30K
CISCO SYS INC
SOLEShares85.05K
TypeSH
Market value$9.99M
2.88%
Sole
0.00
Shared
0.00
None
85.05K
ANALOG DEVICES INC
SOLEShares22.06K
TypeSH
Market value$8.76M
2.53%
Sole
0.00
Shared
0.00
None
22.06K
LOWES COS INC
SOLEShares38.80K
TypeSH
Market value$8.56M
2.47%
Sole
0.00
Shared
0.00
None
38.80K
TEXAS INSTRS INC
SOLEShares27.45K
TypeSH
Market value$8.18M
2.36%
Sole
0.00
Shared
0.00
None
27.45K
VISA INC
SOLEShares23.27K
TypeSH
Market value$7.98M
2.30%
Sole
0.00
Shared
0.00
None
23.27K
BLACKROCK INC
SOLEShares7.97K
TypeSH
Market value$7.67M
2.21%
Sole
0.00
Shared
0.00
None
7.97K
ISHARES TR
SOLEShares93.15K
TypeSH
Market value$7.65M
2.21%
Sole
0.00
Shared
0.00
None
93.15K
STRYKER CORPORATION
SOLEShares23.17K
TypeSH
Market value$7.30M
2.11%
Sole
0.00
Shared
0.00
None
23.17K
ISHARES TR
SOLEShares9.71K
TypeSH
Market value$7.28M
2.10%
Sole
0.00
Shared
0.00
None
9.71K
JPMORGAN CHASE & CO
SOLEShares21.53K
TypeSH
Market value$7.05M
2.03%
Sole
0.00
Shared
0.00
None
21.53K
CHUBB LIMITED
SOLEShares20.48K
TypeSH
Market value$6.98M
2.01%
Sole
0.00
Shared
0.00
None
20.48K
JOHNSON & JOHNSON
SOLEShares27K
TypeSH
Market value$6.86M
1.98%
Sole
0.00
Shared
0.00
None
27K
AMAZON COM INC
SOLEShares28.37K
TypeSH
Market value$6.76M
1.95%
Sole
0.00
Shared
0.00
None
28.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.28K
TypeSH
Market value$6.64M
1.92%
Sole
0.00
Shared
0.00
None
13.28K
CATERPILLAR INC
SOLEShares5.98K
TypeSH
Market value$6.37M
1.84%
Sole
0.00
Shared
0.00
None
5.98K
AMGEN INC
SOLEShares16.69K
TypeSH
Market value$6.04M
1.74%
Sole
0.00
Shared
0.00
None
16.69K
PHILLIPS 66
SOLEShares35.19K
TypeSH
Market value$5.95M
1.72%
Sole
0.00
Shared
0.00
None
35.19K
NVIDIA CORPORATION
SOLEShares28.60K
TypeSH
Market value$5.72M
1.65%
Sole
0.00
Shared
0.00
None
28.60K
TJX COS INC NEW
SOLEShares36.71K
TypeSH
Market value$5.56M
1.61%
Sole
0.00
Shared
0.00
None
36.71K
ABBOTT LABORATORIES
SOLEShares54.62K
TypeSH
Market value$4.96M
1.43%
Sole
0.00
Shared
0.00
None
54.62K
GENERAL DYNAMICS CORP
SOLEShares13.68K
TypeSH
Market value$4.85M
1.40%
Sole
0.00
Shared
0.00
None
13.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 97.30K | SH | $28.15M 8.13% | 0.00 | 0.00 | 97.30K |
ALPHABET INCSOLE | CAP STK CL A | 58.11K | SH | $20.77M 5.99% | 0.00 | 0.00 | 58.11K |
BROADCOM INCSOLE | COM | 41.23K | SH | $15.58M 4.50% | 0.00 | 0.00 | 41.23K |
MICROSOFT CORPSOLE | COM | 40.30K | SH | $15.03M 4.34% | 0.00 | 0.00 | 40.30K |
CISCO SYS INCSOLE | COM | 85.05K | SH | $9.99M 2.88% | 0.00 | 0.00 | 85.05K |
ANALOG DEVICES INCSOLE | COM | 22.06K | SH | $8.76M 2.53% | 0.00 | 0.00 | 22.06K |
LOWES COS INCSOLE | COM | 38.80K | SH | $8.56M 2.47% | 0.00 | 0.00 | 38.80K |
TEXAS INSTRS INCSOLE | COM | 27.45K | SH | $8.18M 2.36% | 0.00 | 0.00 | 27.45K |
VISA INCSOLE | COM CL A | 23.27K | SH | $7.98M 2.30% | 0.00 | 0.00 | 23.27K |
BLACKROCK INCSOLE | COM | 7.97K | SH | $7.67M 2.21% | 0.00 | 0.00 | 7.97K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 93.15K | SH | $7.65M 2.21% | 0.00 | 0.00 | 93.15K |
STRYKER CORPORATIONSOLE | COM | 23.17K | SH | $7.30M 2.11% | 0.00 | 0.00 | 23.17K |
ISHARES TRSOLE | CORE S&P500 ETF | 9.71K | SH | $7.28M 2.10% | 0.00 | 0.00 | 9.71K |
JPMORGAN CHASE & COSOLE | COM | 21.53K | SH | $7.05M 2.03% | 0.00 | 0.00 | 21.53K |
CHUBB LIMITEDSOLE | COM | 20.48K | SH | $6.98M 2.01% | 0.00 | 0.00 | 20.48K |
JOHNSON & JOHNSONSOLE | COM | 27K | SH | $6.86M 1.98% | 0.00 | 0.00 | 27K |
AMAZON COM INCSOLE | COM | 28.37K | SH | $6.76M 1.95% | 0.00 | 0.00 | 28.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.28K | SH | $6.64M 1.92% | 0.00 | 0.00 | 13.28K |
CATERPILLAR INCSOLE | COM | 5.98K | SH | $6.37M 1.84% | 0.00 | 0.00 | 5.98K |
AMGEN INCSOLE | COM | 16.69K | SH | $6.04M 1.74% | 0.00 | 0.00 | 16.69K |
PHILLIPS 66SOLE | COM | 35.19K | SH | $5.95M 1.72% | 0.00 | 0.00 | 35.19K |
NVIDIA CORPORATIONSOLE | COM | 28.60K | SH | $5.72M 1.65% | 0.00 | 0.00 | 28.60K |
TJX COS INC NEWSOLE | COM | 36.71K | SH | $5.56M 1.61% | 0.00 | 0.00 | 36.71K |
ABBOTT LABORATORIESSOLE | COM | 54.62K | SH | $4.96M 1.43% | 0.00 | 0.00 | 54.62K |
GENERAL DYNAMICS CORPSOLE | COM | 13.68K | SH | $4.85M 1.40% | 0.00 | 0.00 | 13.68K |
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