BRADY FAMILY WEALTH, LLC
Top Portfolio Positions
86 positions ·
$283,344,318 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
100,818 | $25,586,600 | 9.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
59,554 | $17,125,348 | 6.04% | |
| MSFT |
Microsoft Corp
Technology
|
40,148 | $14,861,585 | 5.25% | |
| AVGO |
Broadcom Inc.
Technology
|
41,444 | $12,827,332 | 4.53% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
39,163 | $9,253,433 | 3.27% | |
| BLK |
BlackRock, Inc.
Financial Services
|
7,887 | $7,585,006 | 2.68% | |
| SYK |
Stryker Corp
Healthcare
|
22,512 | $7,397,218 | 2.61% | |
| ADI |
Analog Devices Inc
Technology
|
23,191 | $7,377,984 | 2.60% | |
| CB |
Chubb Ltd
Financial Services
|
21,853 | $7,122,548 | 2.51% | |
| V |
Visa Inc.
Financial Services
|
23,405 | $7,073,927 | 2.50% |
Portfolio Trend
14 quarters · across all stocks
Holdings in NAK
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,000 | 110,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $216,700 | 110,000 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $132,000 | 110,000 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $147,400 | 110,000 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $126,500 | 110,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $63,800 | 110,000 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $36,300 | 110,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $34,100 | 110,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $35,200 | 110,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,200 | 110,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $36,300 | 110,000 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $26,400 | 110,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $26,400 | 110,000 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $24,200 | 110,000 | Shares | Sole | 2023-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||