Brady Martz Wealth Solutions, LLC has filed its 13F-HR report for the quarter ending September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and portfolio allocations. With a total of 275 holdings valued at over $676 million, the report highlights the company’s active management approach in the wealth management sector.

Brady Martz Wealth Solutions, based in Grand Forks, North Dakota, specializes in wealth management services. The firm operates under the Central Index Key (CIK) number 0002049470 and has been actively filing with the SEC, including its recent filings such as N-PX and previous 13F-HR reports. The firm’s fiscal year ends on September 30 each year.

The filing, dated November 5, 2026, confirms that the report covers the period ending September 30, 2026. It states that the total number of holdings reported is 275, with a total value of $676,247,619. The report was signed by Josh Opp, the Chief Compliance Officer of Brady Martz Wealth Solutions, indicating the firm’s commitment to compliance and transparency in its investment activities.

This update may affect various stakeholders in the wealth management industry, including clients, competitors, and analysts. The detailed holdings listed in the filing can provide insights into the firm’s investment preferences and strategies, potentially influencing how competitors adjust their own investment approaches.

As for what’s next, the filing does not specify any upcoming actions or events. However, it is common for firms to continue monitoring their portfolios and adjust their strategies based on market conditions and performance metrics.