Skip to content
Disclosery

13F-HR filed by BRADY FAMILY WEALTH, LLC

BRADY FAMILY WEALTH, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-09, with 110 holding rows worth $323,025,496.

Accession
0001725547-25-004110
Filer
CIK 1971456
Filed
2025-10-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 110 entries on the cover page, a total value of $323,025,496 stated on the cover page (in dollars after the unit check, H1), rows summing to $323,025,496 with VALUE read as dollars as filed, 13F file number 028-23176. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM102,864$26,192,256dollars as filed
Microsoft Corp594918104COM39,922$20,677,532dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM63,622$15,466,489dollars as filed
Broadcom Inc.11135F101COM42,741$14,100,793dollars as filed
Lowes Companies,Inc.548661107COM39,059$9,815,819dollars as filed
BlackRock,Inc.09290D101COM7,877$9,183,129dollars as filed
Stryker Corporation863667101COM22,086$8,164,571dollars as filed
Visa Inc92826C839COM23,384$7,982,859dollars as filed
Abbott Laboratories002824100COM55,013$7,368,507dollars as filed
Berkshire Hathaway Inc084670702COM13,237$6,654,769dollars as filed
Amazon.com, Inc023135106COM29,805$6,544,292dollars as filed
Chubb LimitedH1467J104COM22,060$6,226,537dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock25,797$6,144,051dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS9,158$6,129,449dollars as filed
Cisco Systems,Inc.17275R102COM88,885$6,081,487dollars as filed
JPMorgan Chase & Co46625H100COM19,089$6,021,309dollars as filed
Analog Devices,Inc.032654105COM23,626$5,805,009dollars as filed
Texas Instruments Incorporated882508104COM30,437$5,592,272dollars as filed
Johnson & Johnson478160104COM29,349$5,441,931dollars as filed
Accenture Plc Class AG1151C101COM21,901$5,400,885dollars as filed
ISHARES TR464287457COM64,977$5,390,526dollars as filed
TJX Companies Inc872540109COM35,681$5,157,324dollars as filed
META PLATFORMS INC CL A30303M102COM6,989$5,132,925dollars as filed
Automatic Data Processing,Inc.053015103COM16,127$4,733,420dollars as filed
PHILLIPS 66 COM718546104Stock34,753$4,727,164dollars as filed
Amgen Inc.031162100COM16,742$4,724,493dollars as filed
PepsiCo,Inc.713448108COM33,524$4,708,175dollars as filed
ILLINOIS TOOL WKS INC452308109COM17,448$4,549,723dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock12,697$4,329,580dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF83,826$4,298,586dollars as filed
Costco Wholesale Corporation22160K105COM4,513$4,177,254dollars as filed
NVIDIA Corp67066G104COM21,571$4,024,718dollars as filed
Starbucks Corporation855244109COM44,353$3,752,289dollars as filed
AIR PRODS & CHEMS INC009158106COM13,572$3,701,480dollars as filed
Procter & Gamble Co742718109COM24,068$3,698,107dollars as filed
McDonalds Corporation580135101COM11,850$3,601,144dollars as filed
S&P Global,Inc.78409V104COM7,167$3,488,108dollars as filed
Salesforce.com, Inc79466L302COM14,524$3,442,207dollars as filed
Caterpillar Inc.149123101COM5,931$2,830,142dollars as filed
Medtronic PlcG5960L103COM27,272$2,597,390dollars as filed
NIKE,Inc. Class B654106103COM32,836$2,289,639dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS20,454$2,279,969dollars as filed
Bank of America Corp060505104COM42,151$2,174,575dollars as filed
IJH464287507COM33,005$2,153,922dollars as filed
Walmart Inc.931142103COM19,410$2,000,360dollars as filed
AFLAC INC COM001055102Stock17,756$1,983,345dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock6,238$1,874,015dollars as filed
Chevron Corporation166764100COM10,889$1,690,993dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS13,896$1,651,212dollars as filed
AbbVie,Inc.00287Y109COM6,532$1,512,419dollars as filed
NextEra Energy,Inc.65339F101COM19,894$1,501,791dollars as filed
USBANCORPDEL902973304COM NEW29,636$1,432,297dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF26,717$1,355,369dollars as filed
Union Pacific Corporation907818108COM5,694$1,345,877dollars as filed
UnitedHealth Group Inc91324P102COM3,686$1,272,918dollars as filed
Coca-Cola Company191216100COM18,345$1,216,619dollars as filed
Eli Lilly and Company532457108COM1,549$1,181,887dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,742$1,154,814dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock3,615$1,104,048dollars as filed
iShares Russell 2000 ETF464287655SHS4,443$1,075,138dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS12,007$1,048,316dollars as filed
MasterCard, Inc57636Q104COM1,760$1,001,106dollars as filed
ECOLAB INC COM278865100Stock3,648$999,041dollars as filed
EMERSON ELEC CO COM291011104Stock6,527$856,247dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID16,034$838,595dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS7,971$799,093dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,821$795,127dollars as filed
ROYAL BK CDA COM780087102Stock5,374$791,698dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,200dollars as filed
iShares Russell Midcap ETF464287499SHS7,397$714,225dollars as filed
INVESCO QQQ TR46090E103COM1,075$645,600dollars as filed
Southern Company842587107COM6,580$623,587dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST5,597$576,882dollars as filed
Mondelez International,Inc. Class A609207105COM8,984$561,254dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS3,882$540,258dollars as filed
BECTON DICKINSON & CO075887109COM2,870$537,170dollars as filed
Lockheed Martin Corporation539830109COM1,052$525,136dollars as filed
Merck & Co.,Inc.58933Y105COM6,081$510,391dollars as filed
iShares Core Dividend Growth ETF46434V621SHS7,138$485,934dollars as filed
International Business Machines Corporation459200101COM1,588$448,070dollars as filed
Waste Management, Inc.94106L109COM2,017$445,414dollars as filed
Honeywell Technologies438516106COM2,109$443,945dollars as filed
TRUIST FINL CORP COM89832Q109Stock9,581$438,052dollars as filed
TRACTOR SUPPLY CO COM892356106Stock6,846$389,324dollars as filed
Comcast Corp20030N101COM12,311$386,812dollars as filed
Intercontinental Exchange,Inc.45866F104COM2,052$345,769dollars as filed
Raytheon Technologies Corporation75513E101COM2,058$344,443dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD10,174$342,675dollars as filed
MARATHON PETE CORP COM56585A102Stock1,730$333,440dollars as filed
Home Depot, Inc437076102COM808$327,394dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS2,687$318,060dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW5,290$316,924dollars as filed
EXXON MOBIL CORP30231G102COM2,778$313,272dollars as filed
OMNICOM GROUP INC COM681919106Stock3,842$313,245dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF2,115$301,197dollars as filed
Danaher Corporation235851102COM1,334$264,566dollars as filed
Linde plcG54950103COM556$264,100dollars as filed
AMEREN CORP COM023608102Stock2,458$256,566dollars as filed
WW GRAINGER INC COM384802104Stock258$245,864dollars as filed
CUMMINS INC COM231021106Stock573$242,018dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD2,617$227,758dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS3,303$217,734dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock1,865$213,710dollars as filed
FIRST TR SML CP CORE ALPHA F33734Y109COM SHS1,933$210,660dollars as filed
ZOETIS INC CL A98978V103Stock1,423$208,249dollars as filed
FORTINET INC COM34959E109Stock2,466$207,341dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock3,200$205,504dollars as filed
NEW JERSEY RES CORP646025106COM4,265$205,360dollars as filed
FACTSET RESH SYS INC COM303075105Stock706$202,262dollars as filed
NORTHERN DYNASTY MINERALS LTD COM NEW66510M204Stock110,000$132,000dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001725547-25-004110this filing2025-10-09acceptance time not in the bulk data set