BRADY FAMILY WEALTH, LLC
CIK: 0001971456SEC EDGAR →
Portfolio Value
$324.0M
Holdings
108
As of
Q4 2025
New Positions
4
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 100,543 | $27.3M | 8.44% |
| 2 | ALPHABET INC | 60,635 | $19.0M | 5.86% |
| 3 | MICROSOFT CORP | 39,090 | $18.9M | 5.83% |
| 4 | BROADCOM INC | 40,504 | $14.0M | 4.33% |
| 5 | LOWES COS INC | 38,719 | $9.3M | 2.88% |
| 6 | BLACKROCK INC | 7,704 | $8.2M | 2.55% |
| 7 | VISA INC | 22,742 | $8.0M | 2.46% |
| 8 | STRYKER CORPORATION | 21,947 | $7.7M | 2.38% |
| 9 | ABBOTT LABS | 54,176 | $6.8M | 2.09% |
| 10 | CHUBB LIMITED | 21,745 | $6.8M | 2.09% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 13 | $98.5M | 30.4% |
| Financial Services | 36 | $73.5M | 22.7% |
| Healthcare | 11 | $33.6M | 10.4% |
| Consumer Cyclical | 8 | $30.6M | 9.5% |
| Communication Services | 5 | $25.7M | 7.9% |
| Industrials | 14 | $23.2M | 7.2% |
| Consumer Defensive | 6 | $15.8M | 4.9% |
| Unknown | 4 | $9.3M | 2.9% |
| Energy | 4 | $6.7M | 2.1% |
| Basic Materials | 4 | $4.6M | 1.4% |
| Utilities | 3 | $2.4M | 0.7% |