13F Insight
DOSSIER · 13F-HR · Q1 2026

Bradley & Co. Private Wealth Management, LLC

$190M in tracked AUM across 266 positions as of Q1 2026.

B&
CIK 0001861678 · last filed Mar 31, 2026
Total AUM
$190M
as of Q1 2026
Holdings
266
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$190M▲ 0.4%
266 positionsView →2025Q4Dec 31
$189M▲ 4.6%
216 positionsView →2025Q3Sep 30
$181M▲ 10.6%
255 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$101M▲ 10.6%
222 positionsLocked2023Q1Mar 31
$91M▲ 11.2%
213 positionsLocked
Showing 12 of 20