StockDriftsStockDriftsTop 50 Brass Tax Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.57% | 143.1K | $87.6M | +2.50%(+3.48K) | $512.64(+23.68%) | 2025-09-30 | |
| EFA | ISHARES TR | 6.62% | 426.2K | $39.8M | +27.00%(+90.60K) | $85.00(+15.23%) | 2025-09-30 | |
| BND | VANGUARD BD INDEX FDS | 6.34% | 513.0K | $38.2M | +111.66%(+270.65K) | $73.32(+1.10%) | 2025-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 5.61% | 1.06M | $33.7M | +33.22%(+263.60K) | $27.50(+18.86%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.72% | 86.5K | $28.4M | -0.29%(-251) | $271.18(+25.43%) | 2025-09-30 | |
| VFMF | VANGUARD WELLINGTON FD | 3.97% | 165.5K | $23.9M | new | $141.07(+10.47%) | 2025-09-30 | |
| DGRO | ISHARES TR | 3.63% | 321.0K | $21.9M | +46.36%(+101.67K) | $59.81(+18.03%) | 2025-09-30 | |
| VB | VANGUARD INDEX FDS | 3.08% | 72.8K | $18.5M | -47.12%(-64.86K) | $236.47(+13.85%) | 2025-09-30 | |
| ANGL | VANECK ETF TRUST | 2.66% | 537.3K | $16.0M | +43.06%(+161.73K) | $29.09(+1.61%) | 2025-09-30 | |
| IVE | ISHARES TR | 2.62% | 76.3K | $15.8M | +0.73%(+550) | $176.46(+22.52%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.66% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.88% |
Brass Tax Wealth Management, Inc reports $601.54M in US-listed equity holdings across 246 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.6%), EFA (6.6%) and BND (6.3%). The top 20 holdings account for 70.41% of reported assets. Its disclosed equity book has returned +21.66% cumulatively over 6 quarters. Figures reflect the Q3 2025 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 Brass Tax Wealth Management, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2002603). View Brass Tax Wealth Management, Inc’s 13F filings on SEC