Brady Family Wealth, LLC Portfolio Holdings

Brady Family Wealth, LLC

  • $323 Billion
  • Q2 2025

Brady Family Wealth, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $323 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.2B, Microsoft Corp with a value of $21.3B, Broadcom Inc. with a value of $12B, Alphabet Inc. with a value of $11.6B, and Lowes Companies Inc with a value of $9.11B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $313B to 323B.

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 $323 Billion
Technology: $98 Billion
Financial Services: $40.6 Billion
Healthcare: $35.4 Billion
Consumer Cyclical: $32.4 Billion
ETFs: $32.4 Billion
Industrials: $23.2 Billion
Communication Services: $19 Billion
Consumer Defensive: $17.5 Billion
Other: $15.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.68 Billion 1.76% of portfolio
9,148
Q2 2025 Added 1.08%
$0
$5.31 Billion 1.64% of portfolio
64,055
Q2 2025 Added 15.05%
$0
$4.56 Billion 1.41% of portfolio
89,164
Q2 2025 Added 5.88%
$0
$2.37 Billion 0.73% of portfolio
38,181
Q2 2025 Reduced 0.19%
$0
$2.33 Billion 0.72% of portfolio
21,274
Q2 2025 Reduced 0.55%
$0
$1.94 Billion 0.6% of portfolio
17,708
Q2 2025 Reduced 3.17%
$0
$1.39 Billion 0.43% of portfolio
27,520
Q2 2025 Added 3.9%
$0
$959 Million 0.3% of portfolio
4,443
Q2 2025 Reduced 7.78%
$0
$952 Million 0.29% of portfolio
11,401
Q2 2025 Added 0.21%
$0
$804 Million 0.25% of portfolio
16,034
Q3 2024 Reduced 2.4%
$0
$791 Million 0.24% of portfolio
7,971
Q4 2024 Reduced 24.79%
$0
$707 Million 0.22% of portfolio
2,792
Q2 2024 Reduced 0.14%
$0
$681 Million 0.21% of portfolio
7,403
Q1 2025 Reduced 3.64%
$0
$587 Million 0.18% of portfolio
1,064
Q2 2025 Reduced 0.37%
$0
$564 Million 0.17% of portfolio
5,597
Q3 2024 Added 0.58%
$0
$523 Million 0.16% of portfolio
3,882
Q2 2024 Reduced 0.44%
$0
$317 Million 0.1% of portfolio
5,290
Q1 2025 New
$0
$332 Million 0.1% of portfolio
6,294
Q2 2025 Reduced 3.05%
$0
$323 Million 0.1% of portfolio
10,174
Q2 2024 Added 0.6%
$0
$293 Million 0.09% of portfolio
2,115
Q4 2023 New
$0
$292 Million 0.09% of portfolio
2,687
Q2 2025 Reduced 13.43%
$0
$215 Million 0.07% of portfolio
2,617
Q1 2025 Reduced 1.43%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $323 Billion
  • Prior Value $313 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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