13F Filings History of BRASS TAX WEALTH MANAGEMENT, INC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$601,535,321
Signature - Title
Kendra Means - Consultant
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by BRASS TAX WEALTH MANAGEMENT, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRASS TAX WEALTH MANAGEMENT, INC reported 246 stock holdings with total value $601,535,321 as of Q3 2025. Top holdings included VOO, EFA, BND, SCHG, and VTI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 246 $601,535,321 +$110,688,286 -$58,391,782 +$52,296,504 VOO, EFA, BND, SCHG, VTI 13F-HR 14 Nov 2025, 14:23
Q2 2025 228 $519,253,744 +$71,493,243 -$57,440,480 +$14,052,763 VOO, VB, EFA, VTI, SCHG 13F-HR 11 Aug 2025, 11:14
Q1 2025 215 $476,058,808 +$24,501,577 -$9,595,031 +$14,906,546 VOO, VB, DBEF, VTI, SCHG 13F-HR 29 Apr 2025, 16:45
Q4 2024 205 $475,175,269 +$67,220,491 -$28,605,180 +$38,615,311 VOO, VB, VTI, DBEF, SCHG 13F-HR 29 Apr 2025, 16:12
Q3 2024 200 $467,118,491 $0 $0 $0 VOO, VB, BND, VTI, DBEF New Holdings 29 Apr 2025, 15:48
Q3 2024 200 $467,118,491 +$222,398,129 -$223,297,343 -$899,214 VOO, VB, BND, VTI, DBEF 13F-HR 12 Dec 2024, 15:06
Q2 2024 141 $231,497,992 $0 $0 $0 VOO, VTI, VB, IVE, DGRO New Holdings 12 Dec 2024, 15:27
Q2 2024 192 $456,053,398 +$262,333,626 -$1,981,093 +$260,352,533 VOO, FBND, VTI, IUSV, SPYG 13F-HR 09 Aug 2024, 12:30
Q1 2024 111 $191,915,031 $0 $0 $0 VTI, VOO, IVE, VB, DGRO 13F-HR 31 Jul 2024, 14:19