Brady Martz Wealth Solutions, LLC Incresed Positions in Q4 2025

Brady Martz Wealth Solutions, LLC

  • $568 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
32.4K
+ 8.72%
$142.79 - $150.05 $4.63M - $4.87M
404K $60.1B
VEA
Vanguard Ftse Developed Market

ETFs
56.7K
+ 274.22%
$59.18 - $62.09 $3.36M - $3.52M
77.4K $4.84B
AVDV
American Centy ETF Tr Avantis

ETFs
27K
+ 18.41%
$87.37 - $90.92 $2.36M - $2.46M
174K $16.3B
IEMG
Ishares Inc

ETFs
45.8K
+ 85.63%
N/A
99.3K $6.68B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
26.3K
+ 15.23%
$47.98 - $48.33 $1.26M - $1.27M
199K $9.59B
DUHP
Dimensional ETF Tr Dimensional

ETFs
32.1K
+ 11.11%
$37.18 - $38.47 $1.19M - $1.24M
321K $12.2B
Ea Series Trust
33.6K
+ 4.93%
N/A
716K $16.7B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
26.9K
+ 8.35%
$31.28 - $33.46 $842K - $900K
349K $11.5B
DIHP
Dimensional ETF Tr Dimensional

ETFs
24.7K
+ 8.98%
$30.11 - $31.43 $744K - $777K
300K $9.5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
23.7K
+ 7.92%
$48.17 - $48.5 $1.14M - $1.15M
323K $15.5B
IDEV
Ishares Core Msci Intl Develop

ETFs
8.02K
+ 7.28%
$79.1 - $82.39 $634K - $661K
118K $9.74B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.38K
+ 215.91%
$600.51 - $631.95 $831K - $875K
2.03K $1.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.72K
+ 73.01%
$475.68 - $513.11 $820K - $884K
4.08K $2.05B
GOOGL
Alphabet Inc.

Communication Services
786
+ 9.41%
$236.57 - $291.31 $186K - $229K
9.14K $2.86B
VGIT
Vanguard Intermediate Term Tre

ETFs
14.3K
+ 4.81%
$59.84 - $60.54 $857K - $867K
312K $18.7B
LLY
Eli Lilly & CO

Healthcare
402
+ 55.14%
$799.57 - $1025.28 $321K - $412K
1.13K $1.22B
WMT
Walmart Inc.

Consumer Defensive
5.38K
+ 237.81%
$101.18 - $109.03 $545K - $587K
7.65K $852M
V
Visa Inc.

Financial Services
1.58K
+ 40.83%
$325.75 - $352.42 $516K - $558K
5.46K $1.91B
GE
General Electric CO

Industrials
1.74K
+ 147.54%
$291.49 - $314.28 $507K - $547K
2.92K $900M
EFV
Msci Eafe Value ETF

ETFs
1.72K
+ 1.52%
$66.73 - $70.99 $115K - $122K
115K $8.19B
AAPL
Apple Inc.

Technology
945
+ 6.32%
$245.27 - $275.25 $232K - $260K
15.9K $4.32B
NFLX
Netflix Inc

Communication Services
17.6K
+ 1653.66%
$110.29 - $1241.35 $1.94M - $21.9M
18.7K $1.75B
MRK
Merck & Co., Inc.

Healthcare
572
+ 3.22%
$82.49 - $92.93 $47.2K - $53.2K
18.3K $1.93B
VUG
Vanguard Growth ETF

ETFs
831
+ 31.71%
$470.44 - $504.26 $391K - $419K
3.45K $1.68B
CAT
Caterpillar Inc

Industrials
644
+ 135.58%
$480.82 - $585.49 $310K - $377K
1.12K $641M
MSFT
Microsoft Corp

Technology
1.24K
+ 22.17%
$496.82 - $542.07 $618K - $674K
6.85K $3.31B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.8K
+ 6.65%
$49.98 - $50.22 $640K - $643K
205K $10.2B
AMZN
Amazon Com Inc

Consumer Cyclical
1.31K
+ 14.66%
$213.04 - $254.0 $279K - $332K
10.2K $2.36B
INTU
Intuit Inc

Technology
541
+ 99.08%
$641.79 - $683.39 $347K - $370K
1.09K $720M
MU
Micron Technology Inc

Technology
361
+ 19.46%
$181.6 - $253.3 $65.6K - $91.4K
2.22K $632M
AMGN
Amgen Inc

Healthcare
343
+ 7.46%
$290.13 - $341.71 $99.5K - $117K
4.94K $1.62B
IDV
Ishares Tr

ETFs
1.33K
+ 1.51%
$35.91 - $38.56 $47.7K - $51.2K
89K $3.51B
ABBV
Abb Vie Inc.

Healthcare
1.27K
+ 21.19%
$211.96 - $244.38 $270K - $311K
7.28K $1.66B
NVDA
Nvidia Corp

Technology
1.34K
+ 3.98%
$179.83 - $207.04 $240K - $276K
34.9K $6.51B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.35K
+ 75.81%
$63.25 - $66.24 $212K - $222K
7.77K $513M
DISV
Dimensional ETF Tr Dimensional

ETFs
276
+ 0.39%
$35.06 - $36.3 $9.68K - $10K
70.3K $2.67B
NOW
Service Now, Inc.

Technology
5.04K
+ 598.22%
$835.79 - $946.29 $4.21M - $4.77M
5.88K $901M
BAC
Bank Of America Corp

Financial Services
531
+ 2.03%
$48.65 - $54.11 $25.8K - $28.7K
26.7K $1.47B
XOM
Exxon Mobil Corp

Energy
147
+ 1.13%
$110.64 - $119.78 $16.3K - $17.6K
13.1K $1.58B
TSLA
Tesla, Inc.

Consumer Cyclical
162
+ 3.82%
$401.99 - $468.37 $65.1K - $75.9K
4.4K $1.98B
IWN
Ishares Russell2000 Val ETF

ETFs
53
+ 0.3%
$172.34 - $181.51 $9.13K - $9.62K
18K $3.26B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
174
+ 1.6%
$67.07 - $73.01 $11.7K - $12.7K
11.1K $804M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
35
+ 0.16%
$84.91 - $90.88 $2.97K - $3.18K
21.8K $1.98B
MDU
Mdu Resources Group Inc

Industrials
15
+ 0.05%
$17.58 - $21.33 $264 - $320
27.5K $537M
SPY
Spdr S&P 500 ETF Trust

ETFs
60
+ 16.67%
$653.02 - $687.39 $39.2K - $41.2K
420 $286M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
341
+ 15.46%
$99.87 - $101.27 $34.1K - $34.5K
2.55K $254M
DFUS
Dimensional ETF Tr U S Equity

ETFs
37
+ 0.63%
$71.0 - $74.64 $2.63K - $2.76K
5.87K $435M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3
+ 0.13%
$99.77 - $105.23 $299 - $316
2.37K $242M
CVX
Chevron Corp

Energy
261
+ 1.98%
$148.9 - $157.72 $38.9K - $41.2K
13.4K $2.05B
Activity Summary
Buys All Purchases 84 New Holdings 26 Increased Positions 58 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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