Brady Family Wealth LLC's Q2 2026 Investment Activity

On June 30th, 2026, the Brady Family Wealth investor demonstrated active portfolio management by modifying several holdings. The filing shows notable increases in certain positions while others remained unchanged or saw slight adjustments.

New Positions and Significant Increases

The most striking change this quarter was the establishment of new investment positions, as indicated by a 100% increase in shares for SCHB, SCHF, TBIL, SHV, and JPST. This suggests strategic diversification or reallocation towards these specific assets.

• Specifically, SCHWAB STRATEGIC TR (SCHB), a tactical allocation fund, was added with 13746 shares purchased.
• The investor also initiated exposure to RBB FD INC (TBIL) Treasury bonds and the SCHWAB STRATEGIC TR (SCHF), a tactical fund.
• The newly added position in J P MORGAN EXCHANGE TRADED FUND shows significant buying activity with 36335 shares acquired, representing a substantial increase of over $1.8 million.
• Furthermore, the investor increased their position in ISHARES TR (SHY), adding 8150 shares to this Treasury bond fund.

In addition to new positions, there were substantial increases in existing holdings. Notably, the investor boosted their position in TBIL by 7951 shares (100% increase), and increased SCHWAB STRATEGIC TR (SCHF) by 9965 shares (100% increase).

Purchases in the Technology Sector

The investor continued to show interest in technology stocks, adding new positions and increasing existing ones.

• New purchases were made of AMPHENOL CORP (APH) with 5513 shares acquired, representing a significant increase in this position.
• The investor also purchased additional shares of AUTOMATIC DATA PROCESSING INC, increasing the holding by approximately $2.4 million (159% increase).
• Furthermore, there was a purchase of 3189 shares in NVIDIA CORPORATION (NVDA), boosting the position by over 12.5%, adding more than $0.5 million to its value.
• Also, a new position was initiated in BROADRIDGE FINL SOLUTIONS INC.

This buying activity within Technology suggests confidence or strategic interest in this sector's growth potential.

No Disclosed Sales of Major Holdings

Interestingly, the filing does not disclose any large sales during Q2 2026. While there were changes across various holdings, no significant selling activity was indicated for major positions like Apple (AAPL) or Microsoft (MSFT).

• The investor did sell some shares of TEXAS INSTRUMENTS INCORP (-3.63%), but this was a relatively small decrease compared to other sales.
• Sales occurred in holdings like CSCO, SCHB (though it's a new position), ADI, and BR, indicating turnover or rebalancing efforts on those specific assets.

The absence of disclosed large sell-offs suggests the investor maintained their core positions during this period.