BRADY FAMILY WEALTH, LLC
SEC Form 13F institutional filer · CIK 0001971456
13F-HR · 90 reported holdings · 2026-03-31
Reported long-US-equity value
$0.30B
Top-10 concentration
40.8%
BRADY FAMILY WEALTH, LLC — $303M AUM allocation strategy
BRADY FAMILY WEALTH, LLC files SEC Form 13F and reports $303M of long US equity value across 90 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.3%, followed by Financials 11.3% and Health Care 8.6%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BRADY FAMILY WEALTH, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$303M
total across 90 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +10.3K sh · +$1.02M+$SO +7.61K sh · +$795K+$NVDA +2.78K sh · +$211K
Biggest trims (shares)
−$CRM −11.9K sh · −$3.34M−$SBUX −6.31K sh · −$350K−$GOOG −1.08K sh · −$1.85M
Exited to nil (held last quarter, gone now)
$NKE ($1.78M last qtr)$BDX ($306K last qtr)$INTU ($296K last qtr)$FDS ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals8.5%—
- Semiconductors6.7%—
- Interactive Media & Services5.7%—
- Systems Software4.9%—
- Health Care Equipment4.4%—
- Home Improvement Retail3.0%—
- Asset Management & Custody Banks2.5%—
- Property & Casualty Insurance2.3%—
- Other holdings62.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 101K | $25.6M | +275 | 8.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 59.6K | $17.1M | -1.08K | 5.7% |
| $MSFT | Microsoft Corporation | 40.1K | $14.9M | +1.06K | 4.9% |
| $AVGO | Broadcom Inc | 41.4K | $12.8M | +940 | 4.2% |
| $LOW | Lowe's Companies Inc | 39.2K | $9.25M | +444 | 3.1% |
| $BLK | BlackRock Inc | 7.89K | $7.59M | +183 | 2.5% |
| $SYK | Stryker Corporation | 22.5K | $7.4M | +565 | 2.4% |
| $ADI | Analog Devices Inc | 23.2K | $7.38M | -148 | 2.4% |
| $CB | Chubb Limited | 21.9K | $7.12M | +108 | 2.4% |
…and 81 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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