Andrew Brady

Brady Family Wealth, Llc

Assets Managed

$346.495M

Holdings

113

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

8.07%(2Q avg: 3.52%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Brady Family Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Brady Family Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 346.495M in assets, with a quarterly growth rate of 8.07% and a 2-quarter average growth rate of 3.52%. The portfolio is managed by Andrew Brady, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -3.48%	8.13%	$28.155M 97,300 shares@ $289.37 avg price	Decreased -3.48%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -2.42%	6%	$20.766M 58,107 shares@ $357.38 avg price	Decreased -2.42%
AVGO Broadcom Inc Recent Activity Decreased -0.5%	4.5%	$15.576M 41,235 shares@ $377.75 avg price	Decreased -0.5%
MSFT Microsoft Corp Recent Activity Increased 0.39%	4.34%	$15.033M 40,301 shares@ $373.03 avg price	Increased 0.39%
CSCO Cisco Systems Inc Recent Activity Decreased -4.03%	2.89%	$9.99M 85,049 shares@ $117.47 avg price	Decreased -4.03%
ADI Analog Devices Inc Recent Activity Decreased -4.88%	2.53%	$8.761M 22,058 shares@ $397.18 avg price	Decreased -4.88%
LOW Lowe's Cos Inc Recent Activity Decreased -0.91%	2.47%	$8.556M 38,805 shares@ $220.49 avg price	Decreased -0.91%
TXN Texas Instruments Inc Recent Activity Decreased -3.62%	2.37%	$8.181M 27,447 shares@ $298.07 avg price	Decreased -3.62%
V Visa Inc-class A Shares Recent Activity Decreased -0.59%	2.31%	$7.982M 23,265 shares@ $343.1 avg price	Decreased -0.59%
BLK Blackrock Inc Recent Activity Increased 1.08%	2.22%	$7.665M 7,972 shares@ $961.51 avg price	Increased 1.08%

1-10 of 113