Brady Martz Wealth Solutions
Brady Martz Wealth Solutions reported 228 stocks worth $662M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are ITOT (10.7%), SCHV (6.0%) and SCHG (3.5%). Compared with Q1 2026, the fund added to ITOT, BSVO and VGIT, trimmed SCHG, AVDV and SCHD and sold out of LDOS, CRM and MRSH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ITOT Ishares TR | $70.5M | 10.7% | 429K | +13K (+3%) | 7 of 7 | |
| 2 |  SCHV Schwab US Large Cap | $39.5M | 6.0% | 1.1M | No change | 7 of 7 | |
| 3 |  SCHG Schwab Strategic TR | $23M | 3.5% | 681K | −3,901 (−1%) | 7 of 7 | |
| 4 |  BSVO EA Series Trust | $22.8M | 3.4% | 780K | +1,006 (+0%) | 7 of 7 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $20.4M | 3.1% | 346K | +14K (+4%) | 7 of 7 | |
| 6 |  AVDV Avantis International Small Cap Value ETF | $19.9M | 3.0% | 193K | −461 (−0%) | 7 of 7 | |
| 7 |  SCHD Schwab US Dividend Equity ETF | $19.5M | 3.0% | 616K | −3,903 (−1%) | 7 of 7 | |
| 8 |  DFSD Dimensional Shrt Drt Fxd | $16.6M | 2.5% | 348K | +6,615 (+2%) | 7 of 7 | |
| 9 | DIMENSIONAL ETF TRUST | $15.8M | 2.4% | 379K | +18K (+5%) | 7 of 7 | |
| 10 |  VTI Vanguard Total Stock Market ETF | $15.8M | 2.4% | 43K | −1,846 (−4%) | 6 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Brady Martz Wealth Solutions 13F FAQ
What does Brady Martz Wealth Solutions own?
Brady Martz Wealth Solutions reported 228 stocks worth $662M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are ITOT (10.7%), SCHV (6.0%) and SCHG (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Brady Martz Wealth Solutions buy and sell in Q2 2026?
Compared with Q1 2026: 37 new positions, 108 added to, 50 trimmed and 4 sold out. It sold all of LDOS, CRM and MRSH.
When will Brady Martz Wealth Solutions file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Brady Martz Wealth Solutions's portfolio worth?
The Q2 2026 filing reports $662M 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.