account_balance
Investment manager · 13F filer · SEC CIK 2095497
Michael Brady & Co., LLC
Reported value$110Mas of Sep 30, 2026
Positions55 0 new, 3 sold out
Top 10 weight75.7%CGGR alone is 15%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CGGRCapital Group Growth ETF
14.6%Trimmed −2%
CGDVCapital Group Dividend Value
14.0%Trimmed −3%
CGUSCapital Group Core Equity Et
10.5%
CGMUCapital GRP Fixed Incm ETF T
9.3%Added +3%
CGGOCapital Group GBL Growth Eqt
8.6%
CGXUCapital Group Intl Focus Eqt
8.1%
CGBLCapital Group Core Balanced
5.1%Trimmed −5%
AAPLApple Inc.
2.2%
IJRiShares Tr
1.7%
CGMM1.5%
CGCP1.4%
CGGRCapital Group Growth ETF
14.6%Trimmed −2%
CGDVCapital Group Dividend Value
14.0%Trimmed −3%
CGUSCapital Group Core Equity Et
10.5%
CGMUCapital GRP Fixed Incm ETF T
9.3%+3%
CGGOCapital Group GBL Growth Eqt
8.6%
CGXUCapital Group Intl Focus Eqt
8.1%
CGBL5.1%
AAPL2.2%IJR
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
CGGR Capital Group Growth ETF 14.6% Trimmed −2%
CGDV Capital Group Dividend Value 14.0% Trimmed −3%
CGUS Capital Group Core Equity Et 10.5% Held
CGMU Capital GRP Fixed Incm ETF T 9.3% Added +3%
CGGO Capital Group GBL Growth Eqt 8.6% Held
CGXU Capital Group Intl Focus Eqt 8.1% Held
CGBL Capital Group Core Balanced 5.1% Trimmed −5%
AAPL Apple Inc. 2.2% HeldIJR iShares Tr 1.7% Held
MSFT Microsoft Corp 1.6% HeldCGMM Capital Group Equity ETF Tr 1.5% Added +16%
CGCP Capital GRP Fixed Incm ETF T 1.4% Added +6%
What changed
Biggest moves since Jun 30, 2026
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