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Disclosery

13F-HR filed by BRADY FAMILY WEALTH, LLC

BRADY FAMILY WEALTH, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-07, with 108 holding rows worth $323,996,561.

Accession
0001725547-26-000001
Filer
CIK 1971456
Filed
2026-01-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 108 entries on the cover page, a total value of $323,996,561 stated on the cover page (in dollars after the unit check, H1), rows summing to $323,996,561 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 Inc037833100COM100,543$27,333,651dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM60,635$18,978,849dollars as filed
Microsoft Corp594918104COM39,090$18,904,852dollars as filed
Broadcom Inc.11135F101COM40,504$14,018,263dollars as filed
Lowes Companies,Inc.548661107COM38,719$9,337,443dollars as filed
BlackRock,Inc.09290D101COM7,704$8,246,161dollars as filed
Visa Inc92826C839COM22,742$7,975,697dollars as filed
Stryker Corporation863667101COM21,947$7,713,577dollars as filed
Abbott Laboratories002824100COM54,176$6,787,753dollars as filed
Chubb LimitedH1467J104COM21,745$6,786,957dollars as filed
Cisco Systems,Inc.17275R102COM87,040$6,704,712dollars as filed
Amazon.com, Inc023135106COM28,692$6,622,696dollars as filed
Berkshire Hathaway Inc084670702COM12,742$6,404,766dollars as filed
Analog Devices,Inc.032654105COM23,339$6,329,441dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS9,159$6,273,199dollars as filed
JPMorgan Chase & Co46625H100COM19,055$6,139,819dollars as filed
ISHARES TR464287457COM71,897$5,954,493dollars as filed
Johnson & Johnson478160104COM28,523$5,902,916dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock25,603$5,713,718dollars as filed
Accenture Plc Class AG1151C101COM21,121$5,666,634dollars as filed
Amgen Inc.031162100COM16,388$5,363,939dollars as filed
TJX Companies Inc872540109COM34,508$5,300,699dollars as filed
Texas Instruments Incorporated882508104COM27,950$4,848,985dollars as filed
META PLATFORMS INC CL A30303M102COM7,130$4,706,453dollars as filed
PepsiCo,Inc.713448108COM32,348$4,642,541dollars as filed
PHILLIPS 66 COM718546104Stock34,787$4,488,850dollars as filed
Automatic Data Processing,Inc.053015103COM16,914$4,350,786dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF84,279$4,306,644dollars as filed
NVIDIA Corp67066G104COM22,631$4,220,683dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock12,295$4,139,177dollars as filed
ILLINOIS TOOL WKS INC452308109COM16,521$4,069,223dollars as filed
Costco Wholesale Corporation22160K105COM4,427$3,817,203dollars as filed
S&P Global,Inc.78409V104COM7,252$3,789,690dollars as filed
Salesforce.com, Inc79466L302COM14,266$3,779,151dollars as filed
McDonalds Corporation580135101COM11,961$3,655,688dollars as filed
Procter & Gamble Co742718109COM24,346$3,489,024dollars as filed
Starbucks Corporation855244109COM39,917$3,361,437dollars as filed
Caterpillar Inc.149123101COM5,813$3,330,133dollars as filed
AIR PRODS & CHEMS INC009158106COM12,839$3,171,559dollars as filed
Medtronic PlcG5960L103COM25,829$2,481,174dollars as filed
Bank of America Corp060505104COM42,101$2,315,580dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS20,682$2,278,995dollars as filed
Walmart Inc.931142103COM19,532$2,176,023dollars as filed
IJH464287507COM32,310$2,132,457dollars as filed
AFLAC INC COM001055102Stock17,704$1,952,220dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock6,238$1,801,115dollars as filed
NIKE,Inc. Class B654106103COM27,879$1,776,173dollars as filed
Eli Lilly and Company532457108COM1,541$1,656,082dollars as filed
Chevron Corporation166764100COM10,581$1,612,707dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS13,409$1,611,543dollars as filed
NextEra Energy,Inc.65339F101COM19,875$1,595,558dollars as filed
USBANCORPDEL902973304COM NEW29,628$1,580,938dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS17,343$1,551,508dollars as filed
AbbVie,Inc.00287Y109COM6,661$1,521,972dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,742$1,487,911dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF28,258$1,429,572dollars as filed
Coca-Cola Company191216100COM18,305$1,279,695dollars as filed
Union Pacific Corporation907818108COM5,532$1,279,662dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS8,442$1,215,395dollars as filed
iShares Russell 2000 ETF464287655SHS4,424$1,089,124dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock3,601$1,057,137dollars as filed
MasterCard, Inc57636Q104COM1,849$1,055,557dollars as filed
ECOLAB INC COM278865100Stock3,626$951,898dollars as filed
UnitedHealth Group Inc91324P102COM2,855$942,464dollars as filed
EMERSON ELEC CO COM291011104Stock6,483$860,460dollars as filed
WISDOMTREE TR97717W505US MIDCAP DIVID16,034$827,371dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS7,971$796,143dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,800dollars as filed
iShares Russell Midcap ETF464287499SHS7,397$712,154dollars as filed
Merck & Co.,Inc.58933Y105COM6,081$640,102dollars as filed
INVESCO QQQ TR46090E103COM991$608,588dollars as filed
Waste Management, Inc.94106L109COM2,713$596,073dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST5,597$582,479dollars as filed
Southern Company842587107COM6,580$573,776dollars as filed
Lockheed Martin Corporation539830109COM1,052$508,789dollars as filed
iShares Core Dividend Growth ETF46434V621SHS7,139$495,578dollars as filed
TRUIST FINL CORP COM89832Q109Stock9,581$471,491dollars as filed
International Business Machines Corporation459200101COM1,588$470,381dollars as filed
Intercontinental Exchange,Inc.45866F104COM2,513$407,052dollars as filed
Mondelez International,Inc. Class A609207105COM7,436$400,282dollars as filed
Wells Fargo & Company949746101COM4,003$373,052dollars as filed
Raytheon Technologies Corporation75513E101COM1,941$356,004dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS5,096$342,567dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD10,174$340,335dollars as filed
EXXON MOBIL CORP30231G102COM2,743$330,149dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS2,687$316,314dollars as filed
Honeywell Technologies438516106COM1,598$311,754dollars as filed
OMNICOM GROUP INC COM681919106Stock3,842$310,248dollars as filed
BECTON DICKINSON & CO075887109COM1,577$306,048dollars as filed
Danaher Corporation235851102COM1,334$305,480dollars as filed
TRACTOR SUPPLY CO COM892356106Stock6,101$305,111dollars as filed
FIRST TR EXCHANGE-TRADED FD33739Q408FIRST TR ENH NEW5,021$300,909dollars as filed
Intuit Inc.461202103COM447$296,102dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS1,903$294,584dollars as filed
CUMMINS INC COM231021106Stock573$292,488dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF2,115$289,628dollars as filed
MARATHON PETE CORP COM56585A102Stock1,730$281,350dollars as filed
Home Depot, Inc437076102COM771$265,301dollars as filed
WW GRAINGER INC COM384802104Stock258$260,335dollars as filed
AMEREN CORP COM023608102Stock2,458$245,456dollars as filed
Linde plcG54950103COM546$232,809dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD2,617$230,505dollars as filed
NORTHERN DYNASTY MINERALS LTD COM NEW66510M204Stock110,000$216,700dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock7,951$215,472dollars as filed
FIRST TR SML CP CORE ALPHA F33734Y109COM SHS1,818$205,736dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock3,200$203,904dollars as filed
FACTSET RESH SYS INC COM303075105Stock696$201,972dollars as filed
T-Mobile US,Inc.872590104COM989$200,807dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001725547-26-000001this filing2026-01-07acceptance time not in the bulk data set