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Brady Martz Wealth Solutions, LLC
Brady Martz Wealth Solutions, LLC is an investment adviser subsidiary of Brady Martz, LLC, headquartered in Grand Forks, North Dakota, United States. Founded in 2024, the firm offers investment advisory and wealth management services primarily to individuals, including high-net-worth individuals, as well as pension and profit-sharing plans. With approximately 5 employees, Brady Martz Wealth Solutions leverages its connection to a top regional accounting and advisory group to deliver personalized investment solutions.
Investment Strategy
Brady Martz Wealth Solutions, LLC provides discretionary investment management services, primarily serving high-net-worth individuals and other individuals, as well as a small number of pension and profit-sharing plans. The firm emphasizes individualized portfolio construction and ongoing asset management, seeking to align investment strategies with each client's financial goals and risk tolerance. As a subsidiary of a regional accounting and advisory firm, the team's approach integrates tax, estate, and comprehensive financial planning to support long-term client outcomes.
Latest 13F Filing Activity
Brady Martz Wealth Solutions, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 149 equity positions with a total 13F market value of $551M. The fund increased holdings in Ishares TR, Ea Series Trust, Schwab Strategic TR among other positions. Brady Martz Wealth Solutions, LLC reduced exposure to Schwab Strategic TR, Ishares TR, New York Life Invts Active E among others.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 9.83% | $54.1M | 371,654 | $131.46 | $145.65 | +$6.8M |
S SCHV | SCHWAB STRATEGIC TR | 7.14% | $39.3M | 1,350,229 | $26.07 | $29.11 | +$668.3K |
S SCHG | SCHWAB STRATEGIC TR | 4.89% | $26.9M | 844,286 | $27.87 | $31.91 | +$1.9M |
S SCHD | SCHWAB STRATEGIC TR | 3.92% | $21.6M | 790,813 | $27.32 | $27.30 | -$817.3K |
V VGIT | VANGUARD SCOTTSDALE FDS | 3.24% | $17.9M | 297,569 | $59.33 | $60.03 | +$925.7K |
Industry Allocation
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