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JOSH OPP

Brady Martz Wealth Solutions, Llc

Assets Managed
$586.88M
Holdings
195
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
3.34%(2Q avg: 3.22%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Brady Martz Wealth Solutions, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 195 positions.

Assets under management

The assets under management (AUM) of Brady Martz Wealth Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 586.88M in assets, with a quarterly growth rate of 3.34% and a 2-quarter average growth rate of 3.22%. The portfolio is managed by JOSH OPP, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 2.95%
10.1%
$59.25M
415,996 shares@ $142.43 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -7.62%
5.9%
$34.621M
1.135M shares@ $30.51 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -15.12%
3.41%
$19.955M
685,032 shares@ $29.14 avg price
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Increased 8.88%
3.37%
$19.765M
779,088 shares@ $25.38 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 6.3%
3.37%
$19.742M
331,516 shares@ $59.56 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 11.09%
3.29%
$19.296M
193,233 shares@ $99.87 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -14.22%
3.25%
$19.026M
620,129 shares@ $30.68 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 5.66%
2.79%
$16.335M
341,176 shares@ $47.88 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 29.86%
2.44%
$14.307M
44,595 shares@ $320.82 avg price
IDOG
Alps International Sector Di
Recent Activity
Decreased -0.1%
2.43%
$14.233M
341,713 shares@ $41.66 avg price

1-10 of 195