BRASS TAX WEALTH MANAGEMENT, INC - Portfolio overview

BRASS TAX WEALTH MANAGEMENT, INC has 246 reported holdings in this dataset, with the latest filing dated 2025-11-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 14.57%
2. EFA - ISHARES TR, 6.62%
3. BND - VANGUARD BD INDEX FDS, 6.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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