Brady Martz Wealth Solutions, LLC - Portfolio overview

Brady Martz Wealth Solutions, LLC has 201 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 10.06%
2. SCHV - SCHWAB STRATEGIC TR, 5.88%
3. SCHG - SCHWAB STRATEGIC TR, 3.39%

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

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