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Home > Institutional Investor > Brady Martz Wealth Solutions, Llc > Profile

Instuitional Investor - Brady Martz Wealth Solutions, Llc

Fund Profile
Filing Period:
Fund Name: Brady Martz Wealth Solutions, Llc
Portfolio Value $441,709,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,588,699 $42,227,615 9.56%
2.
Schwab Strategic Trust
 FNDF 1,030,824 $28,821,835 6.53%
3.
Schwab Strategic Trust
 FNDF 1,100,380 $27,553,509 6.24%
4.
Ishares Trust
 IEF 202,410 $24,696,104 5.59%
5.
Schwab Strategic Trust
 FNDF 777,421 $15,377,382 3.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)