Brady Martz Wealth Solutions, LLC
Annual return '25
+26.2%
SPY '25
+17.7%
Alpha
+8.5ptsvs SPY
Invested
$586.9M
Holdings
194
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Q1 2026: Increased +25.8% (5.9k → 7.4k shares)
10.1%
02
$SCHV
SCHWAB STRATEGIC TR
Q1 2026: Sold 1.9% (8.0k → 7.8k shares)
5.9%
03
$SCHG
SCHWAB STRATEGIC TR
Q2 2025: Sold 22.0% (1.10M → 858.1k shares)
3.4%
04
$BSVO
EA SERIES TRUST
Q2 2025: Increased +99.3% (324.0k → 646.0k shares)
3.4%
05
$VGIT
VANGUARD SCOTTSDALE FDS
Q2 2025: Increased +106.5% (137.1k → 283.2k shares)
3.4%
06
$AVDV
AMERICAN CENTY ETF TR
Q2 2025: Increased +43.9% (99.8k → 143.5k shares)
3.3%
07
$SCHD
SCHWAB STRATEGIC TR
Q2 2025: Sold 18.0% (1.03M → 845.5k shares)
3.2%
08
$DFSD
DIMENSIONAL ETF TRUST
Q2 2025: Increased +83.0% (156.1k → 285.6k shares)
2.8%
09
$VTI
VANGUARD INDEX FDS
Q1 2025: New position (34.2k shares)
2.4%
10
$IDOG
ALPS ETF TR
Q2 2025: Sold 1.7% (348.1k → 342.1k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.