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BRADY MARTZ WEALTH SOLUTIONS, LLC 13F portfolio summary

BRADY MARTZ WEALTH SOLUTIONS, LLC of BRADY MARTZ WEALTH SOLUTIONS, LLC has 191 current stock holdings with a reported portfolio value of $586.9M. The portfolio 1 year return is +14.42%. Top holdings include SPY (0.00%), QQQE (0.00%), QQQ (0.00%), ITOT (10.15%), SCHV (5.93%).

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BRADY MARTZ WEALTH SOLUTIONS, LLC

BRADY MARTZ WEALTH SOLUTIONS, LLC
Latest filing: 2026-03-31

BRADY MARTZ WEALTH SOLUTIONS, LLC runs BRADY MARTZ WEALTH SOLUTIONS, LLC and currently holds 191 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $586.88M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BRADY MARTZ WEALTH SOLUTIONS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BRADY MARTZ WEALTH SOLUTIONS, LLC's portfolio at BRADY MARTZ WEALTH SOLUTIONS, LLC has delivered returns of +14.42%. Their 3-year annualized return is +13.09%. Looking at the 5-year horizon, BRADY MARTZ WEALTH SOLUTIONS, LLC has achieved +13.09% annualized returns at BRADY MARTZ WEALTH SOLUTIONS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.42%
#0/1000
3 Year
+13.09%
#0/1000
5 Year
+13.09%
#0/1000

Portfolio Value

$586.88M

Alpha Score

12.1

#0 of 1000

Holdings

191

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change