13F Filings History of Brady Martz Wealth Solutions, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$567,940,740
Signature - Title
Josh Opp - CHIEF COMPLIANCE OFFICER
Location
Grand Forks, ND
Summary
This page shows a list of all the recent 13F filings made by Brady Martz Wealth Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brady Martz Wealth Solutions, LLC reported 173 stock holdings with total value $567,940,740 as of Q4 2025. Top holdings included ITOT, SCHV, SCHG, SCHD, and VGIT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 173 $567,940,740 +$44,986,788 -$36,512,163 +$8,474,625 ITOT, SCHV, SCHG, SCHD, VGIT 13F-HR 15 Jan 2026, 14:36
Q3 2025 149 $550,854,359 +$11,151,895 -$7,185,053 +$3,966,842 ITOT, SCHV, SCHG, SCHD, VGIT 13F-HR 15 Oct 2025, 11:50
Q2 2025 146 $516,925,242 +$83,443,211 -$36,441,446 +$47,001,765 ITOT, SCHV, SCHG, SCHD, VGIT 13F-HR 14 Jul 2025, 16:05
Q1 2025 139 $441,709,647 +$41,522,121 -$11,060,080 +$30,462,041 SCHV, SCHD, SCHG, ITOT, SCHF 13F-HR 21 Apr 2025, 14:58
Q4 2024 140 $414,540,985 $0 $0 $0 SCHV, SCHG, SCHD, ITOT, SCHF 13F-HR 16 Jan 2025, 09:35