account_balance
Investment manager · 13F filer · SEC CIK 2049470
Brady Martz Wealth Solutions, LLC
Reported value$676Mas of Sep 30, 2026
Positions275 55 new, 8 sold out
Top 10 weight38.3%ITOT alone is 11%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
11.0%Added +4%
SCHVSchwab Strategic Tr
4.6%Trimmed −18%
BSVOEa Series Trust
3.4%Added +5%
SCHGSchwab Strategic Tr
3.4%Trimmed −7%
AVDVAmerican Centy ETF Tr
3.2%Added +4%
VGITVanguard Scottsdale FDS
3.0%Added +4%
SCHDSchwab Strategic Tr
2.6%Trimmed −13%
DUHPDfa Invt Dimensions Group In
2.5%Added +7%
DFSDDimensional ETF Trust
2.4%
VTIVanguard Index FDS
2.3%
DFEMDimensional ETF Trust
2.3%Added +4%
IDOGAlps ETF Tr
2.1%
ITOTiShares Tr
11.0%Added +4%
SCHVSchwab Strategic Tr
4.6%
BSVOEa Series Trust
3.4%+5%
SCHGSchwab Strategic Tr
3.4%−7%
AVDVAmerican Centy ETF Tr
3.2%+4%
VGITVanguard Scottsdale FDS
3.0%+4%
SCHDSchwab Strategic Tr
2.6%
DUHPDfa Invt Dimensions Group In
2.5%
DFSDDimensional ETF Trust
2.4%
VTI2.3%
DFEM2.3%
IDOG2.1%
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
ITOT iShares Tr 11.0% Added +4%
SCHV Schwab Strategic Tr 4.6% Trimmed −18%
BSVO Ea Series Trust 3.4% Added +5%
SCHG Schwab Strategic Tr 3.4% Trimmed −7%
AVDV American Centy ETF Tr 3.2% Added +4%
VGIT Vanguard Scottsdale FDS 3.0% Added +4%
SCHD Schwab Strategic Tr 2.6% Trimmed −13%
DUHP Dfa Invt Dimensions Group In 2.5% Added +7%
DFSD Dimensional ETF Trust 2.4% Held
VTI Vanguard Index FDS 2.3% Held
DFEM Dimensional ETF Trust 2.3% Added +4%
IDOG Alps ETF Tr 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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