SEC Form 13F

BRADY FAMILY WEALTH, LLC 13F Holdings

Inspect BRADY FAMILY WEALTH, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-14
Reported value
$346,494,517
Positions
113

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Step 1 of 3

Disclosed positions

BRADY FAMILY WEALTH, LLC: source evidence dated 2026-07-14T03:59:59.999Z.

Issuer
APPLE INC
Ticker
AAPL
Class
COM
Reported value
$28,154,810
Reported amount
97,300
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001725547-26-000226
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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APPLE INCAAPLCOM$28,154,81097,300SHNone
ALPHABET INCGOOGLCAP STK CL A$20,765,78858,107SHNone
BROADCOM INCAVGOCOM$15,576,39441,235SHNone
MICROSOFT CORPMSFTCOM$15,033,19040,301SHNone
CISCO SYS INCCSCOCOM$9,989,86785,049SHNone
ANALOG DEVICES INCADICOM$8,760,86122,058SHNone
LOWES COS INCLOWCOM$8,556,04738,805SHNone
TEXAS INSTRS INCTXNCOM$8,181,11827,447SHNone
VISA INCVCOM CL A$7,982,11123,265SHNone
BLACKROCK INCBLKCOM$7,665,1487,972SHNone
ISHARES TRSHY1 3 YR TREAS BD$7,648,30093,147SHNone
STRYKER CORPORATIONSYKCOM$7,295,57223,172SHNone
ISHARES TRIVVCORE S&P500 ETF$7,275,2989,715SHNone
JPMORGAN CHASE & COJPMCOM$7,048,83721,534SHNone
CHUBB LIMITEDCBCOM$6,976,56720,475SHNone
JOHNSON & JOHNSONJNJCOM$6,858,17827,004SHNone
AMAZON COM INCAMZNCOM$6,760,76228,366SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$6,644,67913,279SHNone
CATERPILLAR INCCATCOM$6,366,0895,978SHNone
AMGEN INCAMGNCOM$6,044,40816,692SHNone
PHILLIPS 66PSXCOM$5,948,52535,188SHNone
NVIDIA CORPORATIONNVDACOM$5,722,37828,599SHNone
TJX COS INC NEWTJXCOM$5,561,25036,708SHNone
ABBOTT LABORATORIESABTCOM$4,956,24654,620SHNone
GENERAL DYNAMICS CORPGDCOM$4,845,23213,678SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$4,820,1135,153SHNone
ILLINOIS TOOL WKS INCITWCOM$4,592,36316,979SHNone
META PLATFORMS INCMETACL A$4,362,6967,745SHNone
AMPHENOL CORPAPHCL A$4,322,31824,514SHNone
ISHARES U S ETF TRNEARSHOR DURA BD ETF$4,301,28584,905SHNone
PEPSICO INCPEPCOM$4,235,63331,282SHNone
AIR PRODUCTS AND CHEMICALS IAPDCOM$3,800,51312,963SHNone
PROCTER & GAMBLE COPGCOM$3,749,20425,567SHNone
BROADRIDGE FINL SOLUTIONS INBRCOM$3,457,18125,244SHNone
AUTOMATIC DATA PROCESSING INADPCOM$3,393,35515,152SHNone
STARBUCKS CORPSBUXCOM$3,237,04831,677SHNone
MCDONALDS CORPMCDCOM$3,173,48211,740SHNone
EATON CORP PLCETNSHS$2,886,5826,774SHNone
S&P GLOBAL INCSPGICOM$2,836,4906,965SHNone
ISHARES TRIEFACORE MSCI EAFE$2,585,16326,767SHNone
ISHARES TRIJHCORE S&P MCP ETF$2,561,95933,225SHNone
BANK OF AMER CORPBACCOM$2,396,99342,067SHNone
ISHARES TRLQDIBOXX INV CP ETF$2,278,40020,889SHNone
WALMART INCWMTCOM$2,269,84020,041SHNone
ELI LILLY & COLLYCOM$2,179,3641,817SHNone
ISHARES TRIJRCORE S&P SCP ETF$2,071,92913,970SHNone
AFLAC INCAFLCOM$2,016,81717,201SHNone
NORFOLK SOUTHN CORPNSCCOM$1,962,5486,238SHNone
ACCENTURE PLC IRELANDACNSHS CLASS A$1,953,39215,697SHNone
MEDTRONIC PLCMDTSHS$1,917,97324,517SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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