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JOSH OPP

Brady Martz Wealth Solutions, Llc

Assets Managed
$662.011M
Holdings
228
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
12.81%(2Q avg: 8.07%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Brady Martz Wealth Solutions, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 228 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 662.011M in assets, with a quarterly growth rate of 12.81% and a 2-quarter average growth rate of 8.07%. 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 3.21%
10.66%
$70.527M
429,338 shares@ $164.28 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -0.07%
5.97%
$39.485M
1.134M shares@ $34.81 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.56%
3.49%
$23.049M
681,131 shares@ $33.85 avg price
BSVO
Ea Bridgeway Omni Sm-cp Val
Recent Activity
Increased 0.13%
3.44%
$22.771M
780,094 shares@ $29.19 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 4.36%
3.09%
$20.404M
345,954 shares@ $58.99 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -0.23%
3.01%
$19.865M
192,772 shares@ $103.06 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.62%
2.96%
$19.541M
616,226 shares@ $31.71 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 1.94%
2.51%
$16.607M
347,791 shares@ $47.75 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 5.03%
2.4%
$15.829M
379,331 shares@ $41.74 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -4.13%
2.39%
$15.819M
42,749 shares@ $370.05 avg price

1-10 of 228