StockDriftsStockDriftsTop 50 Brady Family Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.13% | 97.3K | $28.2M | -3.49%(-3.52K) | $135.89(+125.68%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.99% | 58.1K | $20.8M | -2.43%(-1.45K) | $106.87(+228.87%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.5% | 41.2K | $15.6M | -0.50%(-209) | $94.89(+343.01%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.34% | 40.3K | $15.0M | +0.38%(+153) | $246.59(+103.89%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.88% | 85.0K | $10.0M | -4.03%(-3.58K) | $45.73(+164.75%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 2.53% | 22.1K | $8.8M | -4.89%(-1.13K) | $182.81(+113.89%) | 2026-06-30 | |
| LOW | LOWES COS INC | 2.47% | 38.8K | $8.6M | -0.91%(-358) | $196.04(+13.22%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 2.36% | 27.4K | $8.2M | -3.63%(-1.03K) | $163.09(+74.55%) | 2026-06-30 | |
| V | VISA INC | 2.3% | 23.3K | $8.0M | -0.60%(-140) | $202.72(+78.29%) | 2026-06-30 | |
| BLK | BLACKROCK INC | 2.21% | 8.0K | $7.7M | +1.08%(+85) | $643.72(+77.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.75% | +39.54% | — | — | +53.84% |
| Top 20 Holdings Unweighted | +10.22% | +33.89% | — | — | +43.97% |
Brady Family Wealth LLC reports $346.49M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.1%), GOOGL (6.0%) and AVGO (4.5%). The top 20 holdings account for 57.6% of reported assets. Its disclosed equity book has returned +39.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brady Family Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1971456). View Brady Family Wealth LLC’s 13F filings on SEC