account_balance
Investment manager · 13F filer · SEC CIK 1971456
Brady Family Wealth, LLC
Follow Brady Family Wealth
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$345Mas of Sep 30, 2026
Positions107 3 new, 9 sold out
Top 10 weight38.7%AAPL alone is 9%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.0%Trimmed −5%
MSFTMicrosoft Corp
5.8%Trimmed −3%
GOOGLAlphabet Inc.
5.4%Trimmed −8%
AVGOBroadcom Inc.
4.0%Trimmed −5%
SHYiShares Tr
2.7%Added +23%
CSCOCisco Systems, Inc.
2.5%Trimmed −7%
PSXPhillips 66
2.4%Trimmed −6%
BLKBlackRock, Inc.
2.4%Trimmed −3%
ADIAnalog Devices Inc
2.3%Trimmed −8%
VVisa Inc.
2.3%Trimmed −4%
NVDANVIDIA Corp
2.2%Added +14%
IVViShares Tr
2.2%
AAPLApple Inc.
9.0%Trimmed −5%
MSFTMicrosoft Corp
5.8%−3%
GOOGLAlphabet Inc.
5.4%
AVGOBroadcom Inc.
4.0%
SHY2.7%
CSCO2.5%PSX2.4%BLK2.4%ADI2.3%V2.3%NVDA2.2%IVV2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.0% Trimmed −5%MSFT Microsoft Corp 5.8% Trimmed −3%GOOGL Alphabet Inc. 5.4% Trimmed −8%AVGO Broadcom Inc. 4.0% Trimmed −5%
SHY iShares Tr 2.7% Added +23%
CSCO Cisco Systems, Inc. 2.5% Trimmed −7%PSX Phillips 66 2.4% Trimmed −6%BLK BlackRock, Inc. 2.4% Trimmed −3%ADI Analog Devices Inc 2.3% Trimmed −8%V Visa Inc. 2.3% Trimmed −4%NVDA NVIDIA Corp 2.2% Added +14%IVV iShares Tr 2.2% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.