BRADY FAMILY WEALTH, LLC
114 holdingsFiling period: 2026-06-30Current AUM: $355.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 97.3K | $28.2M | $32.2M | 9.07% | -3,518 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 58.1K | $20.8M | $20.0M | 5.64% | -1,447 | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 41.2K | $15.6M | $14.0M | 3.93% | -209 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 40.3K | $15.0M | $20.0M | 5.63% | +153 | 2026-06-30 |
| 5 | CSCO | CISCO SYS INC | 85.0K | $10.0M | $9.4M | 2.63% | -3,576 | 2026-06-30 |
| 6 | ADI | ANALOG DEVICES INC | 22.1K | $8.8M | $8.0M | 2.24% | -1,133 | 2026-06-30 |
| 7 | LOW | LOWES COS INC | 38.8K | $8.6M | $7.6M | 2.12% | -358 | 2026-06-30 |
| 8 | TXN | TEXAS INSTRS INC | 27.4K | $8.2M | $7.2M | 2.03% | -1,033 | 2026-06-30 |
| 9 | V | VISA INC | 23.3K | $8.0M | $8.7M | 2.46% | -140 | 2026-06-30 |
| 10 | BLK | BLACKROCK INC | 8.0K | $7.7M | $8.4M | 2.37% | +85 | 2026-06-30 |
| 11 | SHY | ISHARES TR | 93.1K | $7.6M | $7.6M | 2.13% | +8.2K | 2026-06-30 |
| 12 | SYK | STRYKER CORPORATION | 23.2K | $7.3M | $6.5M | 1.83% | +660 | 2026-06-30 |
| 13 | IVV | ISHARES TR | 9.7K | $7.3M | $7.4M | 2.07% | +94 | 2026-06-30 |
| 14 | JPM | JPMORGAN CHASE & CO | 21.5K | $7.0M | $7.6M | 2.13% | +1.1K | 2026-06-30 |
| 15 | — | CHUBB LIMITED | 20.5K | $7.0M | $7.0M | 1.96% | -1,378 | 2026-06-30 |
| 16 | JNJ | JOHNSON & JOHNSON | 27.0K | $6.9M | $7.2M | 2.03% | -1,342 | 2026-06-30 |
| 17 | AMZN | AMAZON COM INC | 28.4K | $6.8M | $7.0M | 1.98% | -1,225 | 2026-06-30 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 13.3K | $6.6M | $6.6M | 1.87% | -68 | 2026-06-30 |
| 19 | CAT | CATERPILLAR INC | 6.0K | $6.4M | $4.7M | 1.32% | -91 | 2026-06-30 |
| 20 | AMGN | AMGEN INC | 16.7K | $6.0M | $6.3M | 1.76% | -87 | 2026-06-30 |
| 21 | PSX | PHILLIPS 66 | 35.2K | $5.9M | $9.3M | 2.62% | -1,030 | 2026-06-30 |
| 22 | NVDA | NVIDIA CORPORATION | 28.6K | $5.7M | $6.1M | 1.71% | +3.2K | 2026-06-30 |
| 23 | TJX | TJX COS INC NEW | 36.7K | $5.6M | $4.6M | 1.29% | -287 | 2026-06-30 |
| 24 | ABT | ABBOTT LABORATORIES | 54.6K | $5.0M | $5.6M | 1.57% | -2,119 | 2026-06-30 |
| 25 | GD | GENERAL DYNAMICS CORP | 13.7K | $4.8M | $4.9M | 1.38% | +251 | 2026-06-30 |
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