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Filers›Asset Manager›Bradley & Co. Private Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Bradley & Co. Private Wealth Management, LLC

Bradley & Private Wealth's asset manager based in New York, NY — $190M in tracked AUM across 266 positions as of Q1 2026.

B&
Bradley & Private Wealth·New York, NY·Asset Manager
CIK 0001861678 · last filed Mar 31, 2026
Total AUM
$190M
▲ 8.0%
vs prior
Holdings
266
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Bradley & Co. Private Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC CAP STK CL C
$15M52K7.9%
02
AAPL
APPLE INC COM
$15M59K7.8%
03
VTI
VANGUARD TOTAL STOCK MARKET ETF
$14M44K7.4%
04
WMT
WALMART INC COM
$12M100K6.6%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$12M25K6.4%
06
COST
COSTCO WHOLESALE CORPORATION COM
$12M12K6.1%
07
JPM
JPMORGAN CHASE & CO COM
$12M39K6.1%
08
AXP
AMERICAN EXPRESS CO COM
$12M38K6.1%
09
NVDA
NVIDIA CORPORATION COM
$11M62K5.7%
10
AMZN
AMAZON COM INC COM
$10M50K5.5%

Filing history

Filing history loading…
AI Agent · grounded in Bradley
haiku-4-5 · 266 positions indexed
Sector mix
  • Financials6%
  • Health Care6%
  • Cons. Disc.12%
  • Communications18%
  • Energy22%
  • Other36%
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