Brady Family Wealth
Brady Family Wealth reported 107 stocks worth $345M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (9.0%), MSFT (5.8%) and GOOGL (5.4%). Compared with Q2 2026, the fund opened new positions in XOM and ANET, added to SHY, NVDA and JPM, trimmed AAPL, MSFT and GOOGL and sold out of SCHB, TBIL and SHV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $30.9M | 9.0% | 93K | −4,433 (−5%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $20M | 5.8% | 39K | −1,345 (−3%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $18.5M | 5.4% | 54K | −4,360 (−8%) | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $13.7M | 4.0% | 39K | −2,088 (−5%) | 8 of 8 | |
| 5 |  SHY Ishares 1-3 Year Treasry | $9.3M | 2.7% | 114K | +21K (+23%) | 8 of 8 | |
| 6 |  CSCO Cisco Sys Inc | $8.5M | 2.5% | 79K | −5,739 (−7%) | 8 of 8 | |
| 7 |  PSX Phillips 66 | $8.4M | 2.4% | 33K | −2,135 (−6%) | 8 of 8 | |
| 8 |  BLK Blackrock Inc | $8.2M | 2.4% | 7,709 | −263 (−3%) | 8 of 8 | |
| 9 |  ADI Analog Devices Inc | $8M | 2.3% | 20K | −1,789 (−8%) | 8 of 8 | |
| 10 |  V Visa Inc | $8M | 2.3% | 22K | −992 (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SCHB Schwab US Broad Market ETF | $398K | 14K |
 TBIL US Treasury 3 Month Bill | $396K | 7,951 |
 SHV Ishares TR | $395K | 3,577 |
 XOM Exxon Mobil Corp | $382K | 2,795 |
 WFC Wells Fargo Co New | $343K | 4,153 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Brady Family Wealth 13F FAQ
What does Brady Family Wealth own?
Brady Family Wealth reported 107 stocks worth $345M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (9.0%), MSFT (5.8%) and GOOGL (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Brady Family Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 20 added to, 48 trimmed and 10 sold out. New positions include XOM and ANET. It sold all of SCHB, TBIL and SHV.
When will Brady Family Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Brady Family Wealth's portfolio worth?
The Q3 2026 filing reports $345M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.