Brady Family Wealth, LLC
114 holdingsFiling period: 2026-06-30Current AUM: $365.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 97.3K | $28.2M | $33.0M | 9.04% | -3,518 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 58.1K | $20.8M | $19.8M | 5.41% | -1,447 | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 41.2K | $15.6M | $13.8M | 3.77% | -209 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 40.3K | $15.0M | $21.4M | 5.87% | +153 | 2026-06-30 |
| 5 | CSCO | Cisco Sys Inc | 85.0K | $10.0M | $9.1M | 2.48% | -3,576 | 2026-06-30 |
| 6 | ADI | Analog Devices Inc | 22.1K | $8.8M | $8.8M | 2.40% | -1,133 | 2026-06-30 |
| 7 | LOW | Lowes Cos Inc | 38.8K | $8.6M | $7.7M | 2.11% | -358 | 2026-06-30 |
| 8 | TXN | Texas Instrs Inc | 27.4K | $8.2M | $7.6M | 2.09% | -1,033 | 2026-06-30 |
| 9 | V | Visa Inc | 23.3K | $8.0M | $9.5M | 2.59% | -140 | 2026-06-30 |
| 10 | BLK | BlackRock Inc | 8.0K | $7.7M | $9.0M | 2.46% | +85 | 2026-06-30 |
| 11 | SHY | iShares TR | 93.1K | $7.6M | $7.6M | 2.07% | +8.2K | 2026-06-30 |
| 12 | SYK | Stryker Corporation | 23.2K | $7.3M | $7.1M | 1.93% | +660 | 2026-06-30 |
| 13 | IVV | iShares TR | 9.7K | $7.3M | $7.5M | 2.05% | +94 | 2026-06-30 |
| 14 | JPM | JPMorgan Chase & Co | 21.5K | $7.0M | $7.2M | 1.98% | +1.1K | 2026-06-30 |
| 15 | — | Chubb Limited | 20.5K | $7.0M | $7.0M | 1.91% | -1,378 | 2026-06-30 |
| 16 | JNJ | Johnson & Johnson | 27.0K | $6.9M | $7.0M | 1.92% | -1,342 | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 28.4K | $6.8M | $7.4M | 2.04% | -1,225 | 2026-06-30 |
| 18 | BRK-B | Berkshire Hathaway Inc Del | 13.3K | $6.6M | $6.6M | 1.82% | -68 | 2026-06-30 |
| 19 | CAT | Caterpillar Inc | 6.0K | $6.4M | $4.3M | 1.19% | -91 | 2026-06-30 |
| 20 | AMGN | Amgen Inc | 16.7K | $6.0M | $7.3M | 2.01% | -87 | 2026-06-30 |
| 21 | PSX | Phillips 66 | 35.2K | $5.9M | $10.2M | 2.80% | -1,030 | 2026-06-30 |
| 22 | NVDA | NVIDIA Corporation | 28.6K | $5.7M | $6.2M | 1.69% | +3.2K | 2026-06-30 |
| 23 | TJX | Tjx Cos Inc New | 36.7K | $5.6M | $5.4M | 1.48% | -287 | 2026-06-30 |
| 24 | ABT | Abbott Laboratories | 54.6K | $5.0M | $5.6M | 1.53% | -2,119 | 2026-06-30 |
| 25 | GD | General Dynamics Corp | 13.7K | $4.8M | $4.7M | 1.29% | +251 | 2026-06-30 |
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