13F Insight
DOSSIER · 13F-HR · Q3 2026

Bradley & Co. Private Wealth Management, LLC

$219M in tracked AUM across 276 positions as of Q3 2026.

B&
CIK 0001861678 · last filed Sep 30, 2026
Total AUM
$219M
as of Q3 2026
Holdings
276
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Bradley & Co. Private Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$18M54K8.2%02
VTI
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
$16M44K7.5%03
MSFT
MICROSOFT CORP COM
$14M28K6.5%04
GOOG
ALPHABET INC CAP STK CL C
$14M40K6.2%05
NVDA
NVIDIA CORPORATION COM
$13M56K5.8%06
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$13M25K5.8%07
AMZN
AMAZON COM INC COM
$12M49K5.5%08
AXP
AMERICAN EXPRESS CO COM
$12M38K5.3%09
COST
COSTCO WHOLESALE CORPORATION COM
$11M12K5.2%10
JPM
JPMORGAN CHASE & CO COM
$11M34K5.1%

Filing history

2026Q3Sep 30
$219M▲ 4.3%
276 positionsView →2026Q2Jun 30
$210M▲ 10.6%
272 positionsView →2026Q1Mar 31
$190M▲ 0.4%
266 positionsView →2025Q4Dec 31
$189M▲ 4.6%
216 positionsView →2025Q3Sep 30
$181M▲ 10.6%
255 positionsLocked2025Q2Jun 30
$163M▲ 11.5%
240 positionsLocked2025Q1Mar 31
$146M▼ 8.6%
231 positionsLocked2024Q4Dec 31
$160M▲ 18.4%
227 positionsLocked2024Q2Jun 30
$135M▲ 9.4%
222 positionsLocked2024Q1Mar 31
$124M▲ 14.4%
229 positionsLocked2023Q4Dec 31
$108M▲ 12.7%
244 positionsLocked2023Q3Sep 30
$96M▼ 5.1%
225 positionsLocked
Showing 12 of 22