Brady Martz Wealth Solutions, LLC Diversified Active

Location: Grand Forks, ND

CIK: 0002049470 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 15, 2026

Total Value: $568M (100.0% shares, 0.0% debt)

Holdings (173)

ITOT ISHARES TR 10.6%
Value $60.08M Shares 404,077 Est. Cost $132.60 Unrealized
SCHV SCHWAB STRATEGIC TR 6.4%
Value $36.38M Shares 1,228,737 Est. Cost $26.18 Unrealized
SCHG SCHWAB STRATEGIC TR 4.6%
Value $26.33M Shares 807,073 Est. Cost $27.51 Unrealized
SCHD SCHWAB STRATEGIC TR 3.5%
Value $19.83M Shares 722,971 Est. Cost $27.52 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 3.3%
Value $18.69M Shares 311,885 Est. Cost $59.25 Unrealized
BSVO EA SERIES TRUST 2.9%
Value $16.67M Shares 715,560 Est. Cost $20.69 Unrealized
SCHF SCHWAB STRATEGIC TR 2.9%
Value $16.5M Shares 686,395 Est. Cost $18.45 Unrealized
AVDV AMERICAN CENTY ETF TR 2.9%
Value $16.35M Shares 173,945 Est. Cost $74.27 Unrealized
DFSD DIMENSIONAL ETF TRUST 2.7%
Value $15.48M Shares 322,913 Est. Cost $47.57 Unrealized
IDOG ALPS ETF TR 2.3%
Value $13.19M Shares 342,089 Est. Cost $28.84 Unrealized
DUHP DIMENSIONAL ETF TRUST 2.1%
Value $12.21M Shares 321,080 Est. Cost $34.84 Unrealized
DFEM DIMENSIONAL ETF TRUST 2.0%
Value $11.55M Shares 349,070 Est. Cost $27.42 Unrealized
VTI VANGUARD INDEX FDS 2.0%
Value $11.51M Shares 34,343 Est. Cost $274.84 Unrealized
HYMB SPDR SERIES TRUST 1.8%
Value $10.22M Shares 409,627 Est. Cost $25.20 Unrealized
VTIP VANGUARD MALVERN FDS 1.8%
Value $10.15M Shares 205,239 Est. Cost $49.69 Unrealized
IDEV ISHARES TR 1.7%
Value $9.743M Shares 118,130 Est. Cost $70.19 Unrealized
DFNM DIMENSIONAL ETF TRUST 1.7%
Value $9.593M Shares 199,139 Est. Cost $47.60 Unrealized
DIHP DIMENSIONAL ETF TRUST 1.7%
Value $9.503M Shares 300,125 Est. Cost $27.88 Unrealized
EFV ISHARES TR 1.4%
Value $8.195M Shares 114,755 Est. Cost $52.71 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.4%
Value $7.806M Shares 136,376 Est. Cost $57.50 Unrealized
AVGO BROADCOM INC 1.2%
Value $6.87M Shares 19,849 Est. Cost $182.87 Unrealized +95.2%
IEMG ISHARES INC 1.2%
Value $6.678M Shares 99,348 Est. Cost $58.70 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value $6.51M Shares 34,907 Est. Cost $139.64 Unrealized +33.3%
CWI SPDR INDEX SHS FDS 1.1%
Value $6.405M Shares 178,309 Est. Cost $27.63 Unrealized
SPTM SPDR SERIES TRUST 1.1%
Value $6.276M Shares 76,076 Est. Cost $74.89 Unrealized
AVUV AMERICAN CENTY ETF TR 0.9%
Value $5.376M Shares 52,718 Est. Cost $97.35 Unrealized
IWP ISHARES TR 0.9%
Value $5.163M Shares 37,700 Est. Cost $128.18 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.9%
Value $5.131M Shares 100,346 Est. Cost $50.61 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.9%
Value $4.856M Shares 22,097 Est. Cost $195.29 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.9%
Value $4.836M Shares 77,411 Est. Cost $61.11 Unrealized
IWS ISHARES TR 0.8%
Value $4.524M Shares 32,076 Est. Cost $130.37 Unrealized
MMIT NEW YORK LIFE INVTS ACTIVE E 0.8%
Value $4.342M Shares 178,474 Est. Cost $23.93 Unrealized
AAPL APPLE INC 0.8%
Value $4.324M Shares 15,904 Est. Cost $236.52 Unrealized +13.5%
SCHZ SCHWAB STRATEGIC TR 0.7%
Value $3.715M Shares 158,972 Est. Cost $22.48 Unrealized
IDV ISHARES TR 0.6%
Value $3.51M Shares 88,984 Est. Cost $27.72 Unrealized
MSFT MICROSOFT CORP 0.6%
Value $3.315M Shares 6,854 Est. Cost $436.35 Unrealized +14.7%
JPM JPMORGAN CHASE & CO. 0.6%
Value $3.262M Shares 10,125 Est. Cost $228.03 Unrealized +35.7%
IWN ISHARES TR 0.6%
Value $3.259M Shares 17,982 Est. Cost $163.21 Unrealized
AVEM AMERICAN CENTY ETF TR 0.5%
Value $3.06M Shares 39,730 Est. Cost $63.86 Unrealized
SPYV SPDR SERIES TRUST 0.5%
Value $2.955M Shares 52,012 Est. Cost $50.98 Unrealized
SLYG SPDR SERIES TRUST 0.5%
Value $2.947M Shares 31,287 Est. Cost $90.89 Unrealized
IWF ISHARES TR 0.5%
Value $2.898M Shares 6,123 Est. Cost $395.30 Unrealized
GOOGL ALPHABET INC 0.5%
Value $2.861M Shares 9,140 Est. Cost $183.73 Unrealized +55.4%
DON WISDOMTREE TR 0.5%
Value $2.857M Shares 55,373 Est. Cost $51.21 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value $2.796M Shares 52,000 Est. Cost $43.13 Unrealized
HYD VANECK ETF TRUST 0.5%
Value $2.794M Shares 54,658 Est. Cost $51.35 Unrealized
DISV DIMENSIONAL ETF TRUST 0.5%
Value $2.673M Shares 70,332 Est. Cost $30.35 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value $2.506M Shares 33,214 Est. Cost $58.33 Unrealized
HD HOME DEPOT INC 0.4%
Value $2.392M Shares 6,950 Est. Cost $395.21 Unrealized -7.7%
JMUB J P MORGAN EXCHANGE TRADED F 0.4%
Value $2.387M Shares 47,269 Est. Cost $49.79 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $2.384M Shares 8,047 Est. Cost $216.72 Unrealized +37.9%
AMZN AMAZON COM INC 0.4%
Value $2.363M Shares 10,237 Est. Cost $207.89 Unrealized +10.1%
DFSV DIMENSIONAL ETF TRUST 0.4%
Value $2.362M Shares 71,830 Est. Cost $29.55 Unrealized
META META PLATFORMS INC 0.4%
Value $2.16M Shares 3,272 Est. Cost $592.69 Unrealized +12.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $2.052M Shares 4,083 Est. Cost $477.80 Unrealized +4.1%
CVX CHEVRON CORP NEW 0.4%
Value $2.05M Shares 13,448 Est. Cost $145.62 Unrealized +4.0%
SLYV SPDR SERIES TRUST 0.3%
Value $1.98M Shares 21,762 Est. Cost $86.63 Unrealized
TSLA TESLA INC 0.3%
Value $1.978M Shares 4,399 Est. Cost $326.22 Unrealized +35.9%
EWX SPDR INDEX SHS FDS 0.3%
Value $1.931M Shares 29,406 Est. Cost $65.66 Unrealized
MRK MERCK & CO INC 0.3%
Value $1.929M Shares 18,324 Est. Cost $98.53 Unrealized -5.4%
TXN TEXAS INSTRS INC 0.3%
Value $1.915M Shares 11,040 Est. Cost $193.15 Unrealized -11.6%
V VISA INC 0.3%
Value $1.915M Shares 5,460 Est. Cost $310.52 Unrealized +9.6%
KO COCA COLA CO 0.3%
Value $1.87M Shares 26,753 Est. Cost $63.15 Unrealized +9.9%
NFLX NETFLIX INC 0.3%
Value $1.753M Shares 18,694 Est. Cost $106.36 Unrealized +1.4%
VOT VANGUARD INDEX FDS 0.3%
Value $1.705M Shares 6,107 Est. Cost $258.32 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value $1.684M Shares 3,452 Est. Cost $431.31 Unrealized
ABBV ABBVIE INC 0.3%
Value $1.662M Shares 7,275 Est. Cost $186.18 Unrealized +22.2%
AMGN AMGEN INC 0.3%
Value $1.617M Shares 4,939 Est. Cost $288.12 Unrealized +9.7%
QUAL ISHARES TR 0.3%
Value $1.604M Shares 8,075 Est. Cost $180.41 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value $1.577M Shares 13,104 Est. Cost $112.39 Unrealized +2.8%
DFAX DIMENSIONAL ETF TRUST 0.3%
Value $1.558M Shares 47,614 Est. Cost $24.58 Unrealized
BAC BANK AMERICA CORP 0.3%
Value $1.468M Shares 26,688 Est. Cost $42.98 Unrealized +22.5%
MUB ISHARES TR 0.3%
Value $1.453M Shares 13,568 Est. Cost $105.35 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.2%
Value $1.413M Shares 15,448 Est. Cost $78.97 Unrealized
USB US BANCORP DEL 0.2%
Value $1.392M Shares 26,091 Est. Cost $46.63 Unrealized +4.5%
IWO ISHARES TR 0.2%
Value $1.377M Shares 4,262 Est. Cost $286.70 Unrealized
BLK BLACKROCK INC 0.2%
Value $1.349M Shares 1,260 Est. Cost $991.05 Unrealized +9.9%
PFE PFIZER INC 0.2%
Value $1.3M Shares 52,204 Est. Cost $25.12 Unrealized -0.3%
SPTL SPDR SERIES TRUST 0.2%
Value $1.299M Shares 49,075 Est. Cost $25.54 Unrealized
VOO VANGUARD INDEX FDS 0.2%
Value $1.27M Shares 2,025 Est. Cost $622.48 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $1.266M Shares 21,961 Est. Cost $48.82 Unrealized +21.6%
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.217M Shares 2,517 Est. Cost $527.20 Unrealized -9.7%
LLY ELI LILLY & CO 0.2%
Value $1.215M Shares 1,131 Est. Cost $868.14 Unrealized +10.1%
ORCL ORACLE CORP 0.2%
Value $1.208M Shares 6,199 Est. Cost $226.06 Unrealized +5.3%
CSCO CISCO SYS INC 0.2%
Value $1.203M Shares 15,619 Est. Cost $55.37 Unrealized +33.3%
MDYV SPDR SERIES TRUST 0.2%
Value $1.144M Shares 13,510 Est. Cost $81.14 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $1.068M Shares 26,217 Est. Cost $39.40 Unrealized +2.8%
COST COSTCO WHSL CORP NEW 0.2%
Value $1.044M Shares 1,211 Est. Cost $922.64 Unrealized -1.8%
JNJ JOHNSON & JOHNSON 0.2%
Value $999K Shares 4,826 Est. Cost $149.59 Unrealized +31.7%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $994K Shares 3,865 Est. Cost $286.47 Unrealized -7.6%
MUNI PIMCO ETF TR 0.2%
Value $975K Shares 18,602 Est. Cost $51.37 Unrealized
FLRN SPDR SERIES TRUST 0.2%
Value $956K Shares 31,095 Est. Cost $30.81 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $928K Shares 6,475 Est. Cost $164.62 Unrealized -10.6%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $913K Shares 4,261 Est. Cost $141.43 Unrealized +58.8%
NOW SERVICENOW INC 0.2%
Value $901K Shares 5,879 Est. Cost $175.93 Unrealized -2.5%
GE GE AEROSPACE 0.2%
Value $900K Shares 2,921 Est. Cost $267.59 Unrealized +12.4%
EOG EOG RES INC 0.2%
Value $887K Shares 8,451 Est. Cost $123.33 Unrealized -13.1%
COP CONOCOPHILLIPS 0.2%
Value $886K Shares 9,470 Est. Cost $100.46 Unrealized -10.4%
HFGM TIDAL TRUST I 0.2%
Value $875K Shares 30,349 Est. Cost $28.84 Unrealized
PEP PEPSICO INC 0.2%
Value $874K Shares 6,093 Est. Cost $156.55 Unrealized -6.8%
WMT WALMART INC 0.2%
Value $852K Shares 7,648 Est. Cost $103.52 Unrealized +3.6%
IXUS ISHARES TR 0.1%
Value $835K Shares 9,868 Est. Cost $65.43 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value $823K Shares 5,055 Est. Cost $129.14 Unrealized +30.7%
MMM 3M CO 0.1%
Value $814K Shares 5,087 Est. Cost $128.38 Unrealized +27.1%
LRCX LAM RESEARCH CORP 0.1%
Value $807K Shares 4,715 Est. Cost $75.43 Unrealized +106.0%
EMXC ISHARES INC 0.1%
Value $804K Shares 11,059 Est. Cost $55.54 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value $775K Shares 145 Est. Cost $4764.13 Unrealized +7.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value $743K Shares 3,017 Est. Cost $257.33 Unrealized -3.8%
APLU ALLSPRING EXCHANGE TRADED FU 0.1%
Value $728K Shares 29,144 Est. Cost $24.97 Unrealized
INTU INTUIT 0.1%
Value $720K Shares 1,087 Est. Cost $647.63 Unrealized +2.0%
MDYG SPDR SERIES TRUST 0.1%
Value $711K Shares 7,689 Est. Cost $88.10 Unrealized
SUB ISHARES TR 0.1%
Value $691K Shares 6,473 Est. Cost $105.34 Unrealized
IQLT ISHARES TR 0.1%
Value $661K Shares 14,549 Est. Cost $43.24 Unrealized
CAT CATERPILLAR INC 0.1%
Value $641K Shares 1,119 Est. Cost $500.27 Unrealized +11.0%
MU MICRON TECHNOLOGY INC 0.1%
Value $632K Shares 2,216 Est. Cost $115.40 Unrealized +98.7%
ECG EVERUS CONSTR GROUP 0.1%
Value $583K Shares 6,813 Est. Cost $62.65 Unrealized +42.8%
VBK VANGUARD INDEX FDS 0.1%
Value $576K Shares 1,908 Est. Cost $282.73 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $573K Shares 5,675 Est. Cost $130.11 Unrealized -16.7%
AXP AMERICAN EXPRESS CO 0.1%
Value $568K Shares 1,535 Est. Cost $283.58 Unrealized +25.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value $558K Shares 985 Est. Cost $520.18 Unrealized +2.3%
VGT VANGUARD WORLD FD 0.1%
Value $545K Shares 723 Est. Cost $753.78 Unrealized
MDU MDU RES GROUP INC 0.1%
Value $537K Shares 27,520 Est. Cost $16.90 Unrealized +15.8%
USMV ISHARES TR 0.1%
Value $533K Shares 5,664 Est. Cost $93.87 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $528K Shares 2,766 Est. Cost $190.99 Unrealized
DE DEERE & CO 0.1%
Value $515K Shares 1,107 Est. Cost $413.99 Unrealized +13.0%
IJH ISHARES TR 0.1%
Value $513K Shares 7,769 Est. Cost $65.58 Unrealized
CRM SALESFORCE INC 0.1%
Value $507K Shares 1,913 Est. Cost $316.76 Unrealized -21.7%
WFC WELLS FARGO CO NEW 0.1%
Value $507K Shares 5,438 Est. Cost $67.62 Unrealized +28.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $502K Shares 867 Est. Cost $546.52 Unrealized +3.4%
KNF KNIFE RIVER CORP 0.1%
Value $477K Shares 6,786 Est. Cost $97.57 Unrealized -28.0%
MA MASTERCARD INCORPORATED 0.1%
Value $462K Shares 810 Est. Cost $515.94 Unrealized +8.3%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value $461K Shares 7,164 Est. Cost $45.92 Unrealized +45.7%
LIN LINDE PLC 0.1%
Value $456K Shares 1,069 Est. Cost $448.71 Unrealized -4.8%
VOE VANGUARD INDEX FDS 0.1%
Value $451K Shares 2,545 Est. Cost $162.55 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $446K Shares 1,466 Est. Cost $303.89 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value $445K Shares 4,487 Est. Cost $122.34 Unrealized -24.2%
KKR KKR & CO INC 0.1%
Value $444K Shares 3,482 Est. Cost $124.29 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $440K Shares 1,332 Est. Cost $552.89 Unrealized -39.0%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $435K Shares 5,870 Est. Cost $63.64 Unrealized
CMI CUMMINS INC 0.1%
Value $435K Shares 851 Est. Cost $343.44 Unrealized +35.8%
PJIO PGIM ETF TR 0.1%
Value $434K Shares 7,079 Est. Cost $61.28 Unrealized
OUSM ALPS ETF TR 0.1%
Value $418K Shares 9,561 Est. Cost $43.74 Unrealized
SMH VANECK ETF TRUST 0.1%
Value $417K Shares 1,157 Est. Cost $245.44 Unrealized
FAST FASTENAL CO 0.1%
Value $414K Shares 10,316 Est. Cost $39.12 Unrealized +7.4%
IVV ISHARES TR 0.1%
Value $399K Shares 583 Est. Cost $644.15 Unrealized
T AT&T INC 0.1%
Value $391K Shares 15,732 Est. Cost $22.45 Unrealized +12.6%
EBAY EBAY INC. 0.1%
Value $377K Shares 4,333 Est. Cost $86.37 Unrealized 0.0%
DHI D R HORTON INC 0.1%
Value $373K Shares 2,590 Est. Cost $152.01 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value $372K Shares 1,388 Est. Cost $354.68 Unrealized -28.4%
DSTL ETF SER SOLUTIONS 0.1%
Value $355K Shares 6,027 Est. Cost $58.90 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.1%
Value $355K Shares 4,221 Est. Cost $80.63 Unrealized 0.0%
FLCC FEDERATED HERMES ETF TRUST 0.1%
Value $353K Shares 10,855 Est. Cost $32.49 Unrealized
IVW ISHARES TR 0.1%
Value $329K Shares 2,669 Est. Cost $100.53 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $307K Shares 500 Est. Cost $613.99 Unrealized
GOOG ALPHABET INC 0.1%
Value $306K Shares 976 Est. Cost $286.33 Unrealized 0.0%
JPIB J P MORGAN EXCHANGE TRADED F 0.1%
Value $305K Shares 6,268 Est. Cost $47.02 Unrealized
ADBE ADOBE INC 0.1%
Value $290K Shares 829 Est. Cost $495.13 Unrealized -31.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value $286K Shares 420 Est. Cost $667.87 Unrealized
GEV GE VERNOVA INC 0.0%
Value $281K Shares 430 Est. Cost $609.04 Unrealized 0.0%
VBR VANGUARD INDEX FDS 0.0%
Value $272K Shares 1,282 Est. Cost $199.77 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $262K Shares 2,914 Est. Cost $73.69 Unrealized
AGG ISHARES TR 0.0%
Value $254K Shares 2,547 Est. Cost $100.20 Unrealized
SNPS SYNOPSYS INC 0.0%
Value $253K Shares 538 Est. Cost $522.72 Unrealized -15.0%
NEM NEWMONT CORP 0.0%
Value $251K Shares 2,518 Est. Cost $90.20 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value $248K Shares 2,061 Est. Cost $120.18 Unrealized
QQQE DIREXION SHS ETF TR 0.0%
Value $242K Shares 2,369 Est. Cost $90.14 Unrealized
EFA ISHARES TR 0.0%
Value $232K Shares 2,416 Est. Cost $96.03 Unrealized
UNP UNION PAC CORP 0.0%
Value $212K Shares 918 Est. Cost $227.32 Unrealized 0.0%
F FORD MTR CO 0.0%
Value $212K Shares 16,127 Est. Cost $12.83 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value $211K Shares 197 Est. Cost $1069.86 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value $206K Shares 2,966 Est. Cost $62.45 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $206K Shares 3,812 Est. Cost $47.53 Unrealized 0.0%
SVM SILVERCORP METALS INC 0.0%
Value $95,043 Shares 11,396 Est. Cost $7.26 Unrealized 0.0%