Bradley & Co. Private Wealth Management, LLC: 13F holdings
CIK 18616782026Q2
| Positions | 221 |
|---|
| Reported value | $209.8m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 221 (+6 vs prior quarter) |
|---|
| Reported value | $209.8m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC CAP STK CL C | 51,454 | $18.2m | 8.7% |
| VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 46,463 | $17.2m | 8.2% |
| AAPL APPLE INC COM | 58,916 | $17.0m | 8.1% |
| AXP AMERICAN EXPRESS CO COM | 38,441 | $13.0m | 6.2% |
| JPM JPMORGAN CHASE & CO COM | 39,329 | $12.9m | 6.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 25,596 | $12.8m | 6.1% |
| NVDA NVIDIA CORPORATION COM | 61,618 | $12.3m | 5.9% |
| AMZN AMAZON COM INC COM | 50,481 | $12.0m | 5.7% |
| WMT WALMART INC COM | 99,780 | $11.3m | 5.4% |
| COST COSTCO WHOLESALE CORPORATION COM | 11,910 | $11.1m | 5.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1861678")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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