Institutional Manager · CIK 0001971456
BRADY FAMILY WEALTH, LLC
SAINT LOUIS, MO · File #028-23176
Latest AUM
$324.0M
Positions
108
Top-10 Concentration
43.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025108 pos · $324.0M
- 13F HOLDINGS REPORTQ/E Sep 2025110 pos · $323.0M
- 13F HOLDINGS REPORTQ/E Jun 2025113 pos · $323.0M
- 13F HOLDINGS REPORTQ/E Mar 2025113 pos · $312.6M
- 13F HOLDINGS REPORTQ/E Dec 2024115 pos · $325.9M
- 13F HOLDINGS REPORTQ/E Sep 2024118 pos · $333.1M
- 13F HOLDINGS REPORTQ/E Jun 2024116 pos · $309.9M
- 13F HOLDINGS REPORTQ/E Mar 2024117 pos · $308.4M
- 13F HOLDINGS REPORTQ/E Dec 2023112 pos · $258.7M
- 13F HOLDINGS REPORTQ/E Sep 2023116 pos · $268.7M
- 13F HOLDINGS REPORTQ/E Jun 2023113 pos · $253.4M
- 13F HOLDINGS REPORTQ/E Jun 2023115 pos · $242.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 100,543 | $27.3M | 9.48% |
| 2 | ALPHABET INC | GOOG | 60,635 | $19.0M | 6.58% |
| 3 | MICROSOFT CORP | MSFT | 39,090 | $18.9M | 6.55% |
| 4 | BROADCOM INC | AVGO | 40,504 | $14.0M | 4.86% |
| 5 | LOWES COS INC | 548661107 | 38,719 | $9.3M | 3.24% |
| 6 | BLACKROCK INC | BLK | 7,704 | $8.2M | 2.86% |
| 7 | VISA INC | V | 22,742 | $8.0M | 2.77% |
| 8 | STRYKER CORPORATION | SYK | 21,947 | $7.7M | 2.67% |
| 9 | ABBOTT LABS | ABLZF | 54,176 | $6.8M | 2.35% |
| 10 | CHUBB LIMITED | CB | 21,745 | $6.8M | 2.35% |
| 11 | CISCO SYS INC | CSCO | 87,040 | $6.7M | 2.32% |
| 12 | AMAZON COM INC | AMZN | 28,692 | $6.6M | 2.30% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12,742 | $6.4M | 2.22% |
| 14 | ANALOG DEVICES INC | ADI | 23,339 | $6.3M | 2.19% |
| 15 | ISHARES TR | 464287200 | 9,159 | $6.3M | 2.18% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 19,055 | $6.1M | 2.13% |
| 17 | ISHARES TR | 464287457 | 71,897 | $6.0M | 2.06% |
| 18 | JOHNSON & JOHNSON | JNJ | 28,523 | $5.9M | 2.05% |
| 19 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 25,603 | $5.7M | 1.98% |
| 20 | ACCENTURE PLC IRELAND | ACN | 21,121 | $5.7M | 1.96% |