Long-term investor
Brady Martz Wealth Solutions, LLC @bradymartzwealthsolution
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002049470).
Record
- Tracked since 2025-06-30 (448 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +18.1% · all +18.1%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 10.7% · long · since 2025-06-30
- 808524409 · 6.0% · long · since 2025-06-30
- 808524300 · 3.5% · long · since 2025-06-30
- 02072L532 · 3.4% · long · since 2025-06-30
- 92206C706 · 3.1% · long · since 2025-06-30
- 025072802 · 3.0% · long · since 2025-06-30
- 808524797 · 3.0% · long · since 2025-06-30
- 25434V864 · 2.5% · long · since 2025-06-30
- 25434V831 · 2.4% · long · since 2025-06-30
- 922908769 · 2.4% · long · since 2025-06-30
- 25434V732 · 2.3% · long · since 2025-06-30
- 00162Q718 · 2.1% · long · since 2025-06-30