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 Instrs Inc	2.4%	1.7%	27,447	-3.6%	$8.2M
VVisa Inc	2.3%	2.2%	23,265	-0.6%	$8.0M
BLKBlackrock Inc	2.2%	2.4%	7,972	+1.1%	$7.7M
SHYIshares Tr	2.2%	2.2%	93,147	+9.6%	$7.6M
SYKStryker Corporation	2.1%	2.3%	23,172	+2.9%	$7.3M
IVVIshares Tr	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	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	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	1.8%	1.3%	5,978	-1.5%	$6.4M
AMGNAmgen Inc	1.7%	1.8%	16,692	-0.5%	$6.0M
PSXPhillips 66	1.7%	2.1%	35,188	-2.8%	$5.9M
NVDANvidia Corporation	1.7%	1.4%	28,599	+12.6%	$5.7M
TJXTjx Cos Inc New	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 Wholesale Corporation	1.4%	1.5%	5,153	+5.6%	$4.8M
ITWIllinois Tool Wks Inc	1.3%	1.4%	16,979	+0.7%	$4.6M
METAMeta Platforms Inc	1.3%	1.4%	7,745	-0.3%	$4.4M
APHAmphenol Corp	1.2%	0.7%	24,514	+29.0%	$4.3M
NEARIshares U S ETF Tr	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 I	1.1%	1.2%	12,963	+0.8%	$3.8M
PGProcter & Gamble Co	1.1%	1.1%	25,567	+1.4%	$3.7M
BRBroadridge Finl Solutions in	1.0%	1.4%	25,244	-9.1%	$3.5M
ADPAutomatic Data Processing in	1.0%	1.1%	15,152	-15.9%	$3.4M
SBUXStarbucks Corp	0.9%	0.9%	31,677	-5.8%	$3.2M
MCDMcdonalds Corp	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 Tr	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
LLYEli Lilly & Co	0.6%	—	1,817	—	$2.2M
IJRIshares Tr	0.6%	—	13,970	—	$2.1M
AFLAflac Inc	0.6%	0.6%	17,201	-0.5%	$2.0M
NSCNorfolk Southn Corporation	0.6%	0.6%	6,238	+0.0%	$2.0M
ACNAccenture PLC Ireland	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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 (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 Corporation (CVX), cut from its top 50 Nextera Energy Inc (NEE), Accenture PLC Ireland (ACN) (-22.3% shares), Automatic Data Processing in (ADP) (-15.9% shares) and Broadridge Finl Solutions in (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.