Bradley & Co. Private Wealth Management, LLC
Bradley & Co. Private Wealth Management, LLC reported 221 positions worth $209.8M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: GOOG (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOG | SH | $18.2M | 8.66% | 51,454 | — | — | |
| ▸ 2 | VTI | SH | $17.2M | 8.19% | 46,463 | — | — | |
| ▸ 3 | AAPL | SH | $17.0M | 8.13% | 58,916 | — | — | |
| ▸ 4 | AXP | SH | $13.0M | 6.20% | 38,441 | — | — | |
| ▸ 5 | JPM | SH | $12.9M | 6.13% | 39,329 | — | — | |
| ▸ 6 | BRK-B | SH | $12.8M | 6.10% | 25,596 | — | — | |
| ▸ 7 | NVDA | SH | $12.3M | 5.88% | 61,618 | — | — | |
| ▸ 8 | AMZN | SH | $12.0M | 5.73% | 50,481 | — | — | |
| ▸ 9 | WMT | SH | $11.3M | 5.39% | 99,780 | — | — | |
| ▸ 10 | COST | SH | $11.1M | 5.31% | 11,910 | — | — |
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Frequently Asked Questions
What stocks does Bradley & Co. Private Wealth Management, LLC hold as of Q2 2026?
Bradley & Co. Private Wealth Management, LLC reported 221 positions worth $209.8M in its Q2 2026 13F filing. Largest positions: GOOG (8.7%), VTI (8.2%), AAPL (8.1%), AXP (6.2%) and JPM (6.1%).
What did Bradley & Co. Private Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bradley & Co. Private Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
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.