Institutions / Bradley & Co. Private Wealth Management, LLC
Bradley & Co. Private Wealth Management, LLC
CIK 1861678 · Institution · as of Dec 31, 2025
Portfolio value
$186.54M
Positions
205
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 205 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $16.29M | 8.7% |
| Apple Inc. | $15.05M | 8.1% |
| Vanguard Total Stock Market ETF | $14.35M | 7.7% |
| American Express Co | $13.31M | 7.1% |
| JPMorgan Chase & Co | $12.13M | 6.5% |
| Warren E. Buffett | $11.90M | 6.4% |
| NVIDIA Corp | $11.34M | 6.1% |
| Walmart Inc. | $11.21M | 6.0% |
| Microsoft Corp | $10.91M | 5.8% |
| Amazon.com Inc | $10.72M | 5.7% |
| Costco Wholesale Corp /New | $9.43M | 5.1% |
| iShares MSCI UAE ETF | $8.15M | 4.4% |
| Alphabet Inc. | $4.36M | 2.3% |
| Tesla Inc | $3.60M | 1.9% |
| iShares Ibonds 2029 Term High Yield and Income ETF | $3.42M | 1.8% |
| SPDR Gold Shares | $2.41M | 1.3% |
| State Str SPDR S&P 500 ETF Tr Tr Unit | $2.33M | 1.2% |
| Invesco Qqq Trust Series I | $2.19M | 1.2% |
| iShares Gold Trust | $1.95M | 1.0% |
| Meta Platforms Inc | $1.79M | 1.0% |
| Vanguard Total International Stock ETF | $1.60M | 0.9% |
| Palantir Technologies Inc | $1.28M | 0.7% |
| Silicon Laboratories Inc | $1.05M | 0.6% |
| FedEx Corp | $690.1K | 0.4% |
| iShares Russell 3000 ETF | $639.5K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.