§ 13F · FUND PROFILE
Bradley & Co. Private Wealth Management, LLC.
AUM · $210M (13F)Positions · 272Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$594K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CAP STK CL C | 51K | $18M | 8.7% | −1% |
| 2 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 44K | $16M | 7.8% | +6% |
| 3 | AAPL | APPLE INC COM | 56K | $16M | 7.7% | +1% |
| 4 | AXP | AMERICAN EXPRESS CO COM | 38K | $13M | 6.2% | +1% |
| 5 | JPM | JPMORGAN CHASE & CO COM | 39K | $13M | 6.1% | ±0% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 26K | $13M | 6.1% | +1% |
| 7 | NVDA | NVIDIA CORPORATION COM | 61K | $12M | 5.9% | −1% |
| 8 | AMZN | AMAZON COM INC COM | 50K | $12M | 5.7% | +2% |
| 9 | WMT | WALMART INC COM | 100K | $11M | 5.4% | ±0% |
| 10 | COST | COSTCO WHOLESALE CORPORATION COM | 12K | $11M | 5.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRADLEY SIGNAL
AC read
Bradley & Co. Private Wealth Management, LLC is a Other fund managing $210 million in assets. The fund runs a broad portfolio of 272 positions.
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