Q2 2026 13F · SEC CIK 1971456

Brady Family Wealth, LLC

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $346.5M
Reported positions: 113
Top holdings a year, 3 yrs: +15.2%
Assets under management: $312.7M

Brady Family Wealth, LLC is a wealth manager that reported 113 positions worth $346.5M in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Apple Inc (AAPL, 8.1%), Alphabet Inc (GOOGL, 6.0%), Broadcom Inc (AVGO, 4.5%). A portfolio copying its top holdings returned 15.2% a year over the last 3 years, against 20.4% for the S&P 500.

Brady Family Wealth, LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Brady Family Wealth, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	8.1%	8.0%	97,300	-3.5%	$28.2M
GOOGLAlphabet Inc	6.0%	5.3%	58,107	-2.4%	$20.8M
AVGOBroadcom Inc	4.5%	4.0%	41,235	-0.5%	$15.6M
MSFTMicrosoft Corp	4.3%	4.6%	40,301	+0.4%	$15.0M
CSCOCisco Sys Inc	2.9%	2.1%	85,049	-4.0%	$10.0M
ADIAnalog Devices Inc	2.5%	2.3%	22,058	-4.9%	$8.8M
LOWLowes Cos Inc	2.5%	2.9%	38,805	-0.9%	$8.6M
TXNTexas Instruments Inc	2.4%	1.7%	27,447	-3.6%	$8.2M
VVisa Inc Com Cl A	2.3%	2.2%	23,265	-0.6%	$8.0M
BLKBlackrock Inc	2.2%	2.4%	7,972	+1.1%	$7.7M
SHYiShs Lehman 1-3Tsy	2.2%	2.2%	93,147	+9.6%	$7.6M
SYKStryker Corporation	2.1%	2.3%	23,172	+2.9%	$7.3M
IVVIshares Core S&p 500 ETF	2.1%	2.0%	9,715	+1.0%	$7.3M
JPMJpmorgan Chase & Co	2.0%	1.9%	21,534	+5.5%	$7.0M
CBChubb Limited Com	2.0%	2.2%	20,475	-6.3%	$7.0M
JNJJohnson & Johnson	2.0%	2.2%	27,004	-4.7%	$6.9M
AMZNAmazon Com Inc Com	2.0%	1.9%	28,366	-4.1%	$6.8M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.0%	13,279	-0.5%	$6.6M
CATCaterpillar Inc Com	1.8%	1.3%	5,978	-1.5%	$6.4M
AMGNAmgen Inc Com	1.7%	1.8%	16,692	-0.5%	$6.0M
PSXPhillips 66	1.7%	2.1%	35,188	-2.8%	$5.9M
NVDANvidia Corporation Com	1.7%	1.4%	28,599	+12.6%	$5.7M
TJXTjx Cos Inc New Com	1.6%	1.8%	36,708	-0.8%	$5.6M
ABTAbbott Laboratories	1.4%	1.8%	54,620	-3.7%	$5.0M
GDGeneral Dynamics Corp	1.4%	1.4%	13,678	+1.9%	$4.8M
COSTCostco Whsl Corp New	1.4%	1.5%	5,153	+5.6%	$4.8M
ITWIllinois Tool Works Inc.	1.3%	1.4%	16,979	+0.7%	$4.6M
METAMeta Platforms Inc Class A	1.3%	1.4%	7,745	-0.3%	$4.4M
APHAmphenol Corp	1.2%	0.7%	24,514	+29.0%	$4.3M
NEARIshares Short Duration Bond Active ETF	1.2%	1.3%	84,905	+1.7%	$4.3M
PEPPepsico Inc	1.2%	1.6%	31,282	-2.3%	$4.2M
APDAir Products and Chemicals Inc	1.1%	1.2%	12,963	+0.8%	$3.8M
PGProcter & Gamble Co Com	1.1%	1.1%	25,567	+1.4%	$3.7M
BRBroadridge Financial Solutions	1.0%	1.4%	25,244	-9.1%	$3.5M
ADPAutomatic Data Processing Inc Com	1.0%	1.1%	15,152	-15.9%	$3.4M
SBUXStarbucks Corp Com	0.9%	0.9%	31,677	-5.8%	$3.2M
MCDMcdonalds Corp Com	0.9%	1.2%	11,740	-1.2%	$3.2M
ETNEaton Corp PLC	0.8%	0.6%	6,774	+16.6%	$2.9M
SPGIS&P Global Inc.	0.8%	1.0%	6,965	-9.1%	$2.8M
IEFAIshares Core Msci Eafe ETF	0.7%	0.7%	26,767	+7.2%	$2.6M
IJHIshares Tr	0.7%	0.7%	33,225	-2.5%	$2.6M
BACBank of Amer Corp	0.7%	0.6%	42,067	-0.0%	$2.4M
LQDIshares Tr	0.7%	0.7%	20,889	+5.5%	$2.3M
WMTWalmart Inc	0.7%	0.8%	20,041	+2.5%	$2.3M
LLYLilly Eli & Co	0.6%	—	1,817	—	$2.2M
IJRIshares Core S&p Small Cap ETF	0.6%	—	13,970	—	$2.1M
AFLAflac Inc	0.6%	0.6%	17,201	-0.5%	$2.0M
NSCNorfolk Southn Corp	0.6%	0.6%	6,238	+0.0%	$2.0M
ACNAccenture PLC Ireland Shs Class A	0.6%	1.3%	15,697	-22.3%	$2.0M
MDTMedtronic PLC	0.6%	0.7%	24,517	-5.5%	$1.9M

What Brady Family Wealth, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.8% /yr; S&P 500 +20.1%
3 years: +15.2% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$346.5M	113
Q1 2026	$320.6M	110
Q4 2025	$324.0M	108
Q3 2025	$323.0M	110
Q2 2025	$323.0M	113
Q1 2025	$312.6M	113
Q4 2024	$325.9M	115
Q3 2024	$333.1M	118
Q2 2024	$309.9M	116
Q1 2024	$308.4M	117
Q4 2023	$291.9M	119
Q3 2023	$258.7M	112

Questions about Brady Family Wealth, LLC's portfolio

What stocks does Brady Family Wealth, LLC own?

Brady Family Wealth, LLC's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 113 positions worth $346.5M. The largest are Apple Inc (AAPL) at 8.1%, Alphabet Inc (GOOGL) at 6.0%, Broadcom Inc (AVGO) at 4.5%, Microsoft Corp (MSFT) at 4.3% and Cisco Sys Inc (CSCO) at 2.9%.

What did Brady Family Wealth, LLC buy last quarter?

In Q2 2026, Brady Family Wealth, LLC added Amphenol Corp (APH) (+29.0% shares), Eaton Corp PLC (ETN) (+16.6% shares) and Nvidia Corporation Com (NVDA) (+12.6% shares), compared with its Q1 2026 filing.

What did Brady Family Wealth, LLC sell last quarter?

In Q2 2026, Brady Family Wealth, LLC cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Nextera Energy Inc Com (NEE), Accenture PLC Ireland Shs Class A (ACN) (-22.3% shares), Automatic Data Processing Inc Com (ADP) (-15.9% shares) and Broadridge Financial Solutions (BR) (-9.1% shares), compared with its Q1 2026 filing.

How has Brady Family Wealth, LLC's portfolio performed?

A portfolio copying Brady Family Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.8% against +20.1%.

When is Brady Family Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Brady Family Wealth, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Brady Family Wealth, LLC manage?

Brady Family Wealth, LLC reported $312.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $346.5M.