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BRADY FAMILY WEALTH, LLC - Portfolio Stock Holdings

BRADY FAMILY WEALTH, LLC disclosed 119 stock positions in a recent SEC 13F filing. $346,494,233 of stock holdings were filed, with the largest holdings including AAPL, GOOGL, and AVGO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $312,717,507 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

119

Est. Stock Holding Value:

$346,494,233

Top Stock Holdings By Sector

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Portfolio Stock Holdings - BRADY FAMILY WEALTH, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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