§ 13F · FUND PROFILE
Bradley & Co. Private Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $181M (13F)Positions · 255Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CAP STK CL C | 52K | $15M | 7.9% | ±0% |
| 2 | AAPL | APPLE INC COM | 55K | $14M | 7.4% | +6% |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 42K | $13M | 7.1% | +3% |
| 4 | WMT | WALMART INC COM | 100K | $12M | 6.6% | ±0% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 25K | $12M | 6.4% | +7% |
| 6 | COST | COSTCO WHOLESALE CORPORATION COM | 12K | $12M | 6.1% | +7% |
| 7 | JPM | JPMORGAN CHASE & CO COM | 39K | $12M | 6.1% | +4% |
| 8 | AXP | AMERICAN EXPRESS CO COM | 38K | $11M | 6.1% | +6% |
| 9 | NVDA | NVIDIA CORPORATION COM | 62K | $11M | 5.7% | +3% |
| 10 | AMZN | AMAZON COM INC COM | 50K | $10M | 5.5% | +7% |
§ 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 $181 million in assets. The fund runs a broad portfolio of 255 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed