Brady Martz Wealth Solutions, LLC
All 13F Filings
- Location
- Grand Forks, ND
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 676,248
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 275 | 676,248 | 13F-HR | Brady Martz Wealth Solutions, LLC |
| Q2 2026 | 7/23/2026 | 228 | 662,011 | 13F-HR | Brady Martz Wealth Solutions, LLC |
| Q1 2026 | 4/15/2026 | 195 | 586,880 | 13F-HR | Brady Martz Wealth Solutions, LLC |
| Q4 2025 | 1/15/2026 | 173 | 567,941 | 13F-HR | Brady Martz Wealth Solutions, LLC |
| Q3 2025 | 10/15/2025 | 149 | 550,854 | 13F-HR | Brady Martz Wealth Solutions, LLC |
| Q2 2025 | 7/14/2025 | 146 | 516,925 | 13F-HR | Brady Martz Wealth Solutions, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 182.8 K | 27.0% | 39.1 K | 0 | 39.1 K |
| ETFs | 493.2 K | 73.0% | 0 | 24.87 K | -24.87 K |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
676,248
Holdings
275
QoQ value change ($000)
14,237
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.