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BRADY MARTZ WEALTH SOLUTIONS, LLC
BRADY MARTZ WEALTH SOLUTIONS, LLC
Latest filing: 2026-06-30
BRADY MARTZ WEALTH SOLUTIONS, LLC runs BRADY MARTZ WEALTH SOLUTIONS, LLC and currently holds 228 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $662.01M. Their top holdings are ITOT, SCHV, SCHG, VGIT, AVDV. The top five represent 26.2% of reported portfolio weight. BRADY MARTZ WEALTH SOLUTIONS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 64 existing positions. They trimmed 32 positions. Their current best-performing preview position is MU with returns of +241.67%.
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228 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ITOT ISHARES TR | 10.65% | $134.08 | $167.98 | +25.28% | Added +3.21% |
 SCHV SCHWAB STRATEGIC TR | 5.96% | $26.07 | $34.94 | +34.00% | Trimmed -0.07% |
 SCHG SCHWAB STRATEGIC TR | 3.48% | $27.87 | $35.30 | +26.66% | Trimmed -0.57% |
 VGIT VANGUARD SCOTTSDALE FDS | 3.08% | $59.36 | $58.32 | -1.76% | Added +4.36% |
 AVDV AMERICAN CENTY ETF TR | 3.00% | $77.18 | $111.97 | +45.08% | Trimmed -0.24% |
 SCHD SCHWAB STRATEGIC TR | 2.95% | $27.32 | $35.11 | +28.51% | Trimmed -0.63% |
 DFSD DIMENSIONAL ETF TRUST | 2.51% | $47.62 | $47.31 | -0.65% | Added +1.94% |
 DUHP DIMENSIONAL ETF TRUST | 2.39% | $35.40 | $42.39 | +19.75% | Added +5.03% |
 VTI VANGUARD INDEX FDS | 2.39% | $285.47 | $378.25 | +32.50% | Trimmed -4.14% |
 DFEM DIMENSIONAL ETF TRUST | 2.29% | $28.12 | $39.90 | +41.89% | Trimmed -0.44% |
Showing 1-10 of 228