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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 $586,879,524
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 415,996 $59,250,247 10.1%
2.
Schwab Strategic Trust
 FNDF 1,135,107 $34,620,778 5.9%
3.
Schwab Strategic Trust
 FNDF 685,032 $19,954,996 3.4%
4.
Ea Series Trust
 779,088 $19,765,463 3.37%
5.
Vanguard Scottsdale Funds
 331,516 $19,741,778 3.36%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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