Brady Family Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 107 separate positions, with a total value of $345,301,132.
The filing lists a diverse portfolio of U.S. and international equities. Major U.S. technology companies, including Microsoft Corporation, Apple Inc., and NVIDIA Corporation, are among the largest holdings. The portfolio also includes significant positions in Visa Inc. and JPMorgan Chase & Co.
Outside of individual stocks, the firm holds substantial stakes in exchange-traded funds (ETFs). The iShares Core S&P 500 ETF is the largest ETF holding, followed by the iShares 1-3 Year Treasury Bond ETF and the iShares Core S&P Mid Cap ETF.
Other notable positions in the filing include UnitedHealth Group Inc., Eli Lilly & Co., and Procter & Gamble Co. The filing indicates that all positions are held in a discretionary manner.
