§ 13F · FUND PROFILE
Bradley & Co. Private Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $163.3T (13F)Positions · 240Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CAP STK CL C | 52K | $16.3T | 8.6% | +2% |
| 2 | AAPL | APPLE INC COM | 55K | $15.1T | 8.0% | +793% |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 43K | $14.3T | 7.6% | +899% |
| 4 | AXP | AMERICAN EXPRESS CO COM | 36K | $13.3T | 7.0% | +4% |
| 5 | JPM | JPMORGAN CHASE & CO. COM | 38K | $12.1T | 6.4% | — |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 24K | $11.9T | 6.3% | +3% |
| 7 | NVDA | NVIDIA CORPORATION COM | 61K | $11.3T | 6.0% | −1% |
| 8 | WMT | WALMART INC COM | 101K | $11.2T | 5.9% | +6% |
| 9 | MSFT | MICROSOFT CORP COM | 23K | $10.9T | 5.8% | +6% |
| 10 | AMZN | AMAZON COM INC COM | 46K | $10.7T | 5.7% | +5% |
§ 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 $163328.9 trillion in assets. The fund runs a broad portfolio of 240 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed