Brady Family Wealth, LLC

13F filer · CIK 0001971456

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$346MU.S. long equity reported on 13F

Positions852 new · 6 closed

Net flow last quarter-$3.93MBuys minus sells

Top 10 positions weight37.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202685 positions
AAPLApple Inc.	$28.2M	8.13%	0.00%	-3.5%	Q4 2022
GOOGLAlphabet Inc.	$20.8M	5.99%	0.00%	-2.4%	Q4 2022
AVGOBroadcom Inc.	$15.6M	4.50%	0.00%	-0.5%	Q4 2022
MSFTMicrosoft Corp	$15M	4.34%	0.00%	+0.4%	Q4 2022
CSCOCisco Systems, Inc.	$9.99M	2.88%	0.00%	-4.0%	Q4 2022
ADIAnalog Devices Inc	$8.76M	2.53%	0.00%	-4.9%	Q4 2022
LOWLowes Companies Inc	$8.56M	2.47%	0.01%	-0.9%	Q4 2022
TXNTexas Instruments Inc	$8.18M	2.36%	0.00%	-3.6%	Q4 2022
VVisa Inc.	$7.98M	2.30%	0.00%	-0.6%	Q4 2022
BLKBlackRock, Inc.	$7.67M	2.21%	0.01%	+1.1%	Q4 2022
SYKStryker Corp	$7.3M	2.11%	0.01%	+2.9%	Q4 2022
JPMJPMorgan Chase & Co	$7.05M	2.03%	0.00%	+5.5%	Q4 2022
CBChubb Ltd	$6.98M	2.01%	0.01%	-6.3%	Q4 2022
JNJJohnson & Johnson	$6.86M	1.98%	0.00%	-4.7%	Q4 2022
AMZNAmazon Com Inc	$6.76M	1.95%	0.00%	-4.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.64M	1.92%	Not reported	-0.5%	Q4 2022
CATCaterpillar Inc	$6.37M	1.84%	0.00%	-1.5%	Q4 2022
AMGNAmgen Inc	$6.04M	1.74%	0.00%	-0.5%	Q4 2022
PSXPhillips 66	$5.95M	1.72%	0.01%	-2.8%	Q4 2022
NVDANvidia Corp	$5.72M	1.65%	0.00%	+12.6%	Q4 2022
TJXTJX Companies Inc	$5.56M	1.61%	0.00%	-0.8%	Q4 2022
ABTAbbott Laboratories	$4.96M	1.43%	0.00%	-3.7%	Q4 2022
GDGeneral Dynamics Corp	$4.85M	1.40%	0.01%	+1.9%	Q4 2022
COSTCostco Wholesale Corp	$4.82M	1.39%	0.00%	+5.6%	Q4 2022
ITWIllinois Tool Works Inc	$4.59M	1.33%	0.01%	+0.7%	Q4 2022
METAMeta Platforms, Inc.	$4.36M	1.26%	Not reported	-0.3%	Q1 2023
APHAmphenol Corp	$4.32M	1.25%	0.00%	+29.0%	Q1 2026
PEPPepsico Inc	$4.24M	1.22%	0.00%	-2.3%	Q4 2022
APDAir Products & Chemicals, Inc.	$3.8M	1.10%	0.01%	+0.8%	Q4 2022
PGPROCTER & GAMBLE Co	$3.75M	1.08%	0.00%	+1.4%	Q4 2022
BRBroadridge Financial Solutions, Inc.	$3.46M	1.00%	0.02%	-9.2%	Q4 2022
ADPAutomatic Data Processing Inc	$3.39M	0.98%	0.00%	-15.9%	Q4 2022
SBUXStarbucks Corp	$3.24M	0.93%	0.00%	-5.8%	Q4 2022
MCDMcdonalds Corp	$3.17M	0.92%	0.00%	-1.2%	Q4 2022
ETNEaton Corp plc	$2.89M	0.83%	0.00%	+16.6%	Q1 2026
SPGIS&P Global Inc.	$2.84M	0.82%	0.00%	-9.1%	Q4 2022
BACBank of America Corp	$2.4M	0.69%	0.00%	0.0%	Q4 2022
WMTWalmart Inc.	$2.27M	0.66%	0.00%	+2.5%	Q4 2022
LLYELI LILLY & Co	$2.18M	0.63%	0.00%	+7.6%	Q4 2022
AFLAflac Inc	$2.02M	0.58%	0.00%	-0.5%	Q4 2022
NSCNorfolk Southern Corp	$1.96M	0.57%	0.00%	Not reported	Q4 2022
ACNAccenture plc	$1.95M	0.56%	0.00%	-22.3%	Q4 2022
MDTMedtronic plc	$1.92M	0.55%	0.00%	-5.5%	Q4 2022
USBUS Bancorp \de\	$1.79M	0.52%	0.00%	-0.1%	Q4 2022
NEENextera Energy Inc	$1.78M	0.51%	0.00%	+1.6%	Q4 2022
CVXChevron Corp	$1.77M	0.51%	0.00%	-0.4%	Q4 2022
ABBVAbbVie Inc.	$1.69M	0.49%	0.00%	-0.1%	Q4 2022
GOOGAlphabet Inc.	$1.68M	0.48%	Not reported	Not reported	Q4 2022
UNPUnion Pacific Corp	$1.5M	0.43%	0.00%	Not reported	Q4 2022
KOCoca Cola Co	$1.46M	0.42%	0.00%	-2.1%	Q4 2022

Q1 2026Reported Apr 8, 202689 positions
AAPLApple Inc.	$25.6M	7.98%	0.00%	+0.3%	Q4 2022
GOOGLAlphabet Inc.	$17.1M	5.34%	0.00%	-1.8%	Q4 2022
MSFTMicrosoft Corp	$14.9M	4.63%	0.00%	+2.7%	Q4 2022
AVGOBroadcom Inc.	$12.8M	4.00%	0.00%	+2.3%	Q4 2022
LOWLowes Companies Inc	$9.25M	2.89%	0.01%	+1.2%	Q4 2022
BLKBlackRock, Inc.	$7.59M	2.37%	0.01%	+2.4%	Q4 2022
SYKStryker Corp	$7.4M	2.31%	0.01%	+2.6%	Q4 2022
ADIAnalog Devices Inc	$7.38M	2.30%	0.00%	-0.6%	Q4 2022
CBChubb Ltd	$7.12M	2.22%	0.01%	+0.5%	Q4 2022
VVisa Inc.	$7.07M	2.21%	0.00%	+2.9%	Q4 2022
JNJJohnson & Johnson	$6.93M	2.16%	0.00%	-0.6%	Q4 2022
CSCOCisco Systems, Inc.	$6.88M	2.14%	0.00%	+1.8%	Q4 2022
PSXPhillips 66	$6.6M	2.06%	0.01%	+4.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.4M	1.99%	Not reported	+4.8%	Q4 2022
AMZNAmazon Com Inc	$6.16M	1.92%	0.00%	+3.1%	Q4 2022
JPMJPMorgan Chase & Co	$6M	1.87%	0.00%	+7.1%	Q4 2022
TJXTJX Companies Inc	$5.91M	1.84%	0.00%	+7.2%	Q4 2022
AMGNAmgen Inc	$5.9M	1.84%	0.00%	+2.4%	Q4 2022
ABTAbbott Laboratories	$5.83M	1.82%	0.00%	+4.7%	Q4 2022
TXNTexas Instruments Inc	$5.53M	1.72%	0.00%	+1.9%	Q4 2022
PEPPepsico Inc	$4.97M	1.55%	0.00%	-1.0%	Q4 2022
COSTCostco Wholesale Corp	$4.86M	1.52%	0.00%	+10.3%	Q4 2022
GDGeneral Dynamics Corp	$4.61M	1.44%	0.01%	+9.2%	Q4 2022
BRBroadridge Financial Solutions, Inc.	$4.51M	1.41%	0.02%	+8.5%	Q4 2022
METAMeta Platforms, Inc.	$4.44M	1.39%	Not reported	+8.9%	Q1 2023
NVDANvidia Corp	$4.43M	1.38%	0.00%	+12.3%	Q4 2022
ITWIllinois Tool Works Inc	$4.39M	1.37%	0.01%	+2.1%	Q4 2022
CATCaterpillar Inc	$4.3M	1.34%	0.00%	+4.4%	Q4 2022
ACNAccenture plc	$4.01M	1.25%	0.00%	-4.3%	Q4 2022
APDAir Products & Chemicals, Inc.	$3.73M	1.16%	0.01%	+0.1%	Q4 2022
MCDMcdonalds Corp	$3.69M	1.15%	0.00%	-0.6%	Q4 2022
ADPAutomatic Data Processing Inc	$3.66M	1.14%	0.00%	+6.5%	Q4 2022
PGPROCTER & GAMBLE Co	$3.64M	1.14%	0.00%	+3.6%	Q4 2022
SPGIS&P Global Inc.	$3.26M	1.02%	0.00%	+5.7%	Q4 2022
SBUXStarbucks Corp	$3.01M	0.94%	0.00%	-15.8%	Q4 2022
WMTWalmart Inc.	$2.43M	0.76%	0.00%	+0.1%	Q4 2022
APHAmphenol Corp	$2.4M	0.75%	0.00%	New	Q1 2026
MDTMedtronic plc	$2.25M	0.70%	0.00%	+0.4%	Q4 2022
CVXChevron Corp	$2.21M	0.69%	0.00%	+1.2%	Q4 2022
ETNEaton Corp plc	$2.08M	0.65%	0.00%	New	Q1 2026
BACBank of America Corp	$2.05M	0.64%	0.00%	-0.1%	Q4 2022
AFLAflac Inc	$1.9M	0.59%	0.00%	-2.3%	Q4 2022
NEENextera Energy Inc	$1.85M	0.58%	0.00%	+0.5%	Q4 2022
NSCNorfolk Southern Corp	$1.79M	0.56%	0.00%	Not reported	Q4 2022
LLYELI LILLY & Co	$1.55M	0.48%	0.00%	+9.5%	Q4 2022
USBUS Bancorp \de\	$1.54M	0.48%	0.00%	0.0%	Q4 2022
ABBVAbbVie Inc.	$1.46M	0.46%	0.00%	+0.9%	Q4 2022
KOCoca Cola Co	$1.39M	0.43%	0.00%	-0.1%	Q4 2022
SOSouthern Co	$1.37M	0.43%	0.00%	+115.6%	Q4 2022
GOOGAlphabet Inc.	$1.36M	0.42%	Not reported	Not reported	Q4 2022

Q4 2025Reported Jan 7, 202686 positions
AAPLApple Inc.	$27.3M	8.44%	0.00%	-2.3%	Q4 2022
GOOGLAlphabet Inc.	$19M	5.86%	0.00%	-4.7%	Q4 2022
MSFTMicrosoft Corp	$18.9M	5.83%	0.00%	-2.1%	Q4 2022
AVGOBroadcom Inc.	$14M	4.33%	0.00%	-5.2%	Q4 2022
LOWLowes Companies Inc	$9.34M	2.88%	0.01%	-0.9%	Q4 2022
BLKBlackRock, Inc.	$8.25M	2.55%	0.01%	-2.2%	Q4 2022
VVisa Inc.	$7.98M	2.46%	0.00%	-2.8%	Q4 2022
SYKStryker Corp	$7.71M	2.38%	0.01%	-0.6%	Q4 2022
ABTAbbott Laboratories	$6.79M	2.10%	0.00%	-1.5%	Q4 2022
CBChubb Ltd	$6.79M	2.09%	0.01%	-1.4%	Q4 2022
CSCOCisco Systems, Inc.	$6.7M	2.07%	0.00%	-2.1%	Q4 2022
AMZNAmazon Com Inc	$6.62M	2.04%	0.00%	-3.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.4M	1.98%	Not reported	-3.7%	Q4 2022
ADIAnalog Devices Inc	$6.33M	1.95%	0.00%	-1.2%	Q4 2022
JPMJPMorgan Chase & Co	$6.14M	1.90%	0.00%	-0.2%	Q4 2022
JNJJohnson & Johnson	$5.9M	1.82%	0.00%	-2.8%	Q4 2022
BRBroadridge Financial Solutions, Inc.	$5.71M	1.76%	0.02%	-0.8%	Q4 2022
ACNAccenture plc	$5.67M	1.75%	0.00%	-3.6%	Q4 2022
AMGNAmgen Inc	$5.36M	1.66%	0.00%	-2.1%	Q4 2022
TJXTJX Companies Inc	$5.3M	1.64%	0.00%	-3.3%	Q4 2022
TXNTexas Instruments Inc	$4.85M	1.50%	0.00%	-8.2%	Q4 2022
METAMeta Platforms, Inc.	$4.71M	1.45%	Not reported	+2.0%	Q1 2023
PEPPepsico Inc	$4.64M	1.43%	0.00%	-3.5%	Q4 2022
PSXPhillips 66	$4.49M	1.39%	0.01%	+0.1%	Q4 2022
ADPAutomatic Data Processing Inc	$4.35M	1.34%	0.00%	+4.9%	Q4 2022
NVDANvidia Corp	$4.22M	1.30%	0.00%	+4.9%	Q4 2022
GDGeneral Dynamics Corp	$4.14M	1.28%	0.00%	-3.2%	Q4 2022
ITWIllinois Tool Works Inc	$4.07M	1.26%	0.01%	-5.3%	Q4 2022
COSTCostco Wholesale Corp	$3.82M	1.18%	0.00%	-1.9%	Q4 2022
SPGIS&P Global Inc.	$3.79M	1.17%	0.00%	+1.2%	Q4 2022
CRMSalesforce, Inc.	$3.78M	1.17%	0.00%	-1.8%	Q4 2022
MCDMcdonalds Corp	$3.66M	1.13%	0.00%	+0.9%	Q4 2022
PGPROCTER & GAMBLE Co	$3.49M	1.08%	0.00%	+1.2%	Q4 2022
SBUXStarbucks Corp	$3.36M	1.04%	0.00%	-10.0%	Q4 2022
CATCaterpillar Inc	$3.33M	1.03%	0.00%	-2.0%	Q4 2022
APDAir Products & Chemicals, Inc.	$3.17M	0.98%	0.01%	-5.4%	Q4 2022
MDTMedtronic plc	$2.48M	0.77%	0.00%	-5.3%	Q4 2022
BACBank of America Corp	$2.32M	0.71%	0.00%	-0.1%	Q4 2022
WMTWalmart Inc.	$2.18M	0.67%	0.00%	+0.6%	Q4 2022
AFLAflac Inc	$1.95M	0.60%	0.00%	-0.3%	Q4 2022
NSCNorfolk Southern Corp	$1.8M	0.56%	0.00%	Not reported	Q4 2022
NKENIKE, Inc.	$1.78M	0.55%	0.00%	-15.1%	Q4 2022
LLYELI LILLY & Co	$1.66M	0.51%	0.00%	-0.5%	Q4 2022
CVXChevron Corp	$1.61M	0.50%	0.00%	-2.8%	Q4 2022
NEENextera Energy Inc	$1.6M	0.49%	0.00%	-0.1%	Q4 2022
USBUS Bancorp \de\	$1.58M	0.49%	0.00%	0.0%	Q4 2022
ABBVAbbVie Inc.	$1.52M	0.47%	0.00%	+2.0%	Q4 2022
GOOGAlphabet Inc.	$1.49M	0.46%	Not reported	Not reported	Q4 2022
KOCoca Cola Co	$1.28M	0.39%	0.00%	-0.2%	Q4 2022
UNPUnion Pacific Corp	$1.28M	0.39%	0.00%	-2.9%	Q4 2022

Q3 2025Reported Oct 9, 202588 positions
AAPLApple Inc.	$26.2M	8.11%	0.00%	-5.0%	Q4 2022
MSFTMicrosoft Corp	$20.7M	6.40%	0.00%	-6.8%	Q4 2022
GOOGLAlphabet Inc.	$15.5M	4.79%	0.00%	-3.5%	Q4 2022
AVGOBroadcom Inc.	$14.1M	4.37%	0.00%	-1.8%	Q4 2022
LOWLowes Companies Inc	$9.82M	3.04%	0.01%	-4.9%	Q4 2022
BLKBlackRock, Inc.	$9.18M	2.84%	0.01%	-5.8%	Q4 2022
SYKStryker Corp	$8.16M	2.53%	0.01%	-1.8%	Q4 2022
VVisa Inc.	$7.98M	2.47%	0.00%	-2.4%	Q4 2022
ABTAbbott Laboratories	$7.37M	2.28%	0.00%	-3.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.65M	2.06%	Not reported	+0.6%	Q4 2022
AMZNAmazon Com Inc	$6.54M	2.03%	0.00%	-7.8%	Q4 2022
CBChubb Ltd	$6.23M	1.93%	0.01%	+1.2%	Q4 2022
BRBroadridge Financial Solutions, Inc.	$6.14M	1.90%	0.02%	-5.3%	Q4 2022
CSCOCisco Systems, Inc.	$6.08M	1.88%	0.00%	-12.2%	Q4 2022
JPMJPMorgan Chase & Co	$6.02M	1.86%	0.00%	+44.5%	Q4 2022
ADIAnalog Devices Inc	$5.81M	1.80%	0.00%	-11.1%	Q4 2022
TXNTexas Instruments Inc	$5.59M	1.73%	0.00%	-2.5%	Q4 2022
JNJJohnson & Johnson	$5.44M	1.68%	0.00%	-7.8%	Q4 2022
ACNAccenture plc	$5.4M	1.67%	0.00%	-7.4%	Q4 2022
TJXTJX Companies Inc	$5.16M	1.60%	0.00%	-0.3%	Q4 2022
METAMeta Platforms, Inc.	$5.13M	1.59%	Not reported	+14.5%	Q1 2023
ADPAutomatic Data Processing Inc	$4.73M	1.47%	0.00%	-5.2%	Q4 2022
PSXPhillips 66	$4.73M	1.46%	0.01%	-7.3%	Q4 2022
AMGNAmgen Inc	$4.72M	1.46%	0.00%	-3.7%	Q4 2022
PEPPepsico Inc	$4.71M	1.46%	0.00%	-7.8%	Q4 2022
ITWIllinois Tool Works Inc	$4.55M	1.41%	0.01%	+0.6%	Q4 2022
GDGeneral Dynamics Corp	$4.33M	1.34%	0.00%	-8.9%	Q4 2022
COSTCostco Wholesale Corp	$4.18M	1.29%	0.00%	-0.4%	Q4 2022
NVDANvidia Corp	$4.02M	1.25%	0.00%	+3.2%	Q4 2022
SBUXStarbucks Corp	$3.75M	1.16%	0.00%	-5.0%	Q4 2022
APDAir Products & Chemicals, Inc.	$3.7M	1.15%	0.01%	+2.1%	Q4 2022
PGPROCTER & GAMBLE Co	$3.7M	1.14%	0.00%	+1.3%	Q4 2022
MCDMcdonalds Corp	$3.6M	1.11%	0.00%	-12.3%	Q4 2022
SPGIS&P Global Inc.	$3.49M	1.08%	0.00%	-0.8%	Q4 2022
CRMSalesforce, Inc.	$3.44M	1.07%	0.00%	-15.4%	Q4 2022
CATCaterpillar Inc	$2.83M	0.88%	0.00%	+11.4%	Q4 2022
MDTMedtronic plc	$2.6M	0.80%	0.00%	-13.7%	Q4 2022
NKENIKE, Inc.	$2.29M	0.71%	0.00%	-20.8%	Q4 2022
BACBank of America Corp	$2.17M	0.67%	0.00%	0.0%	Q4 2022
WMTWalmart Inc.	$2M	0.62%	0.00%	-0.6%	Q4 2022
AFLAflac Inc	$1.98M	0.61%	0.00%	-11.3%	Q4 2022
NSCNorfolk Southern Corp	$1.87M	0.58%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$1.69M	0.52%	0.00%	-14.5%	Q4 2022
ABBVAbbVie Inc.	$1.51M	0.47%	0.00%	+7.2%	Q4 2022
NEENextera Energy Inc	$1.5M	0.46%	0.00%	-9.2%	Q4 2022
USBUS Bancorp \de\	$1.43M	0.44%	0.00%	-17.2%	Q4 2022
UNPUnion Pacific Corp	$1.35M	0.42%	0.00%	0.0%	Q4 2022
UNHUnitedhealth Group Inc	$1.27M	0.39%	0.00%	-31.2%	Q4 2022
KOCoca Cola Co	$1.22M	0.38%	0.00%	-3.8%	Q4 2022
LLYELI LILLY & Co	$1.18M	0.37%	0.00%	Not reported	Q4 2022

Premium opens every quarter this fund has filed