Bradley & Co. Private Wealth Management, LLC
CIK 0001861678 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$209.8M
2026 Q2
Positions
221
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOG
ALPHABET INC CAP STK CL C
8.7%
VTI
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
8.2%
AAPL
APPLE INC COM
8.1%
AXP
AMERICAN EXPRESS CO COM
6.2%
JPM
JPMORGAN CHASE & CO COM
6.1%
BRK-B
BERKSHIRE HATHAWAY INC DEL CL B NEW
6.1%
NVDA
NVIDIA CORPORATION COM
5.9%
AMZN
AMAZON COM INC COM
5.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.