Brady Family Wealth, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $324 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.3B, Alphabet Inc. with a value of $19B, Microsoft Corp with a value of $18.9B, Broadcom Inc. with a value of $14B, and Lowes Companies Inc with a value of $9.34B.

Examining the 13F form we can see an increase of $971M in the current position value, from $323B to 324B.

Brady Family Wealth, LLC is based out at Saint Louis, MO

Below you can find more details about Brady Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $324 Billion
Technology: $98.5 Billion
Financial Services: $40.4 Billion
ETFs: $34.2 Billion
Healthcare: $33.6 Billion
Consumer Cyclical: $30.6 Billion
Communication Services: $25.7 Billion
Industrials: $23.2 Billion
Consumer Defensive: $15.8 Billion
Other: $13.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $324 Billion
  • Prior Value $323 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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