BM

Brady Martz Wealth Solutions, LLC

13F
Brady Martz Wealth Solutions, LLC
Last update 2025-07-14 146 Stocks (11 new)
Value $517.00 Mil Turnover 16 %
Countries:
Top Holdings: ITOT(9.17%)SCHV(7.47%)SCHG(4.85%)SCHD(4.33%)VGIT(3.28%)
Summary Stock Picks Current Portfolio
Brady Martz Wealth Solutions, ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
350,866
47,380.9
+73.34%
9.170
+3.88%
0.070
+19.19%
+8.56%
73,027.8
 
SCHV
Schwab U.S. Large-Cap Value ETF
1,396,345
38,636.9
-12.11%
7.470
-1.16%
0.310
+12.94%
+10.09%
13,001.5
 
SCHG
Schwab U.S. Large-Cap Growth ETF
858,063
25,064.0
-22.02%
4.850
-1.37%
0.060
+23.74%
+7.64%
45,727.4
 
SCHD
Schwab US Dividend Equity ETF
845,526
22,406.5
-17.98%
4.330
-1.17%
0.030
+8.77%
+2.12%
71,498.8
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
283,187
16,937.4
+106.52%
3.280
+1.69%
0.050
+1.30%
+4.24%
31,616.8
 
SCHF
Schwab International Equity ETF
724,600
16,013.7
-6.79%
3.100
-0.24%
0.030
+13.75%
+23.46%
50,258.4
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
285,564
13,709.9
+82.97%
2.650
+1.20%
0.290
+2.14%
+3.95%
4,895.4
 
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
645,963
13,164.7
+99.35%
2.550
+1.27%
0.900
+21.31%
+1.25%
1,617.4
 
IDOG
ALPS International Sector Dividend Dogs ETF
ALPS International Sector Dividend Dogs ETF
342,116
11,604.6
-1.72%
2.240
-0.04%
3.310
+13.53%
+26.45%
374.1
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
143,518
11,378.1
+43.85%
2.200
+0.67%
0.120
+19.88%
+30.27%
10,159.9
 

Brady Martz Wealth Solutions, LLC's Historical Top Holdings Breakdowns

Brady Martz Wealth Solutions, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+3.88%
●
108.12 ($124.74) 135.04
$138.81
11.28%
Add 73.34%
350,866
148,456
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-06-30
Add
Add
+1.69%
●
58.63 ($59.2) 59.97
$59.32
0.20%
Add 106.52%
283,187
146,062
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Reduce
Reduce
-1.37%
●
22.27 ($26.42) 29.21
$29.94
13.32%
Reduce -22.02%
858,063
-242,317
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
2025-06-30
Add
Add
+1.27%
●
16.78 ($19.11) 20.47
$21.92
14.70%
Add 99.35%
645,963
321,928
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-06-30
Add
Add
+1.20%
●
47.09 ($47.62) 48.01
$47.90
0.59%
Add 82.97%
285,564
129,494
SCHD
Schwab US Dividend Equity ETF
2025-06-30
Reduce
Reduce
-1.17%
●
24.32 ($26.14) 27.96
$27.38
4.74%
Reduce -17.98%
845,526
-185,298
SCHV
Schwab U.S. Large-Cap Value ETF
2025-06-30
Reduce
Reduce
-1.16%
●
23.55 ($26.29) 27.67
$28.40
8.03%
Reduce -12.11%
1,396,345
-192,354
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-06-30
New Buy
New Buy
+1.12%
●
60.34 ($69.38) 74.89
$76.88
10.81%
New holding
77,581
77,581
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
2025-06-30
Add
Add
+1.07%
●
46.77 ($47.26) 47.89
$47.18
-0.17%
Add 291.37%
156,680
116,646
SCHZ
Schwab US Aggregate Bond ETF
2025-06-30
Reduce
Reduce
-0.91%
●
22.67 ($22.95) 23.28
$23.04
0.39%
Reduce -47.87%
188,746
-173,335

Brady Martz Wealth Solutions, LLC Total Holding History ($B)

To

Brady Martz Wealth Solutions, LLC's Asset Allocation

To

Brady Martz Wealth Solutions, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Brady Martz Wealth Solutions, LLC's Hypothetical Growth since 2025-06-30

Brady Martz Wealth Solutions, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Brady Martz Wealth Solutions, LLC's Holdings Heat Map

Size field:

Brady Martz Wealth Solutions, LLC's Holdings Bubble Chart

Brady Martz Wealth Solutions, LLC News

  • 1

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