Bradley & Co. Private Wealth Management, LLC Portfolio Holdings

Bradley & Co. Private Wealth Management, LLC

  • $178 Million
  • Q3 2025

Bradley & Co. Private Wealth Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $178 Million distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.4M, Vanguard Total Stock Market Et with a value of $14.1M, Alphabet Inc. with a value of $13.1M, Nvidia Corp with a value of $12.5M, and Berkshire Hathaway Inc Class B with a value of $12.3M.

Examining the 13F form we can see an increase of $15.7M in the current position value, from $162M to 178M.

Below you can find more details about Bradley & Co. Private Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Million
Technology: $40.8 Million
ETFs: $39.9 Million
Financial Services: $37.5 Million
Consumer Defensive: $21.7 Million
Communication Services: $19.1 Million
Consumer Cyclical: $16.1 Million
Industrials: $1.7 Million
Healthcare: $641,000
Other: $435,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$14.4 Million 8.09% of portfolio
56,564
Q3 2025 Added 0.27%
$0
$14.1 Million 7.9% of portfolio
42,885
Q3 2025 Added 0.77%
$1.74T
$13.1 Million 7.38% of portfolio
53,932
Q3 2025 Reduced 2.8%
$465B
$12.5 Million 7.03% of portfolio
67,070
Q3 2025 Reduced 3.01%
$662B
$12.3 Million 6.93% of portfolio
24,557
Q3 2025 Added 0.52%
$881B
$12.3 Million 6.91% of portfolio
39,009
Q3 2025 Reduced 1.02%
$255B
$12.3 Million 6.89% of portfolio
36,932
Q3 2025 Reduced 0.3%
$3.78T
$11.9 Million 6.7% of portfolio
23,047
Q3 2025 Reduced 1.67%
$279B
$10.6 Million 5.98% of portfolio
103,251
Q3 2025 Reduced 0.92%
$2.39T
$10.4 Million 5.87% of portfolio
47,572
Q3 2025 Added 0.02%
$404B
$10.3 Million 5.76% of portfolio
11,079
Q3 2025 Added 0.44%
$0
$7.98 Million 4.48% of portfolio
54,780
Q3 2025 Reduced 0.94%
$1.29T
$4.36 Million 2.45% of portfolio
9,796
Q3 2025 Reduced 3.15%
$1.65T
$3.56 Million 2.0% of portfolio
14,655
Q3 2025 Added 3.53%
$0
$3.47 Million 1.95% of portfolio
145,374
Q2 2025 Added 21.1%
$0
$2.28 Million 1.28% of portfolio
3,416
Q4 2024 Added 41.39%
$1.37T
$1.99 Million 1.12% of portfolio
2,716
Q2 2025 Reduced 3.55%
$65.3B
$1.81 Million 1.02% of portfolio
24,871
Q3 2025 Added 8.21%
$130B
$1.53 Million 0.86% of portfolio
4,314
Q3 2025 Added 15.84%
$342B
$1.5 Million 0.84% of portfolio
8,213
Q3 2025 Added 63.87%
$0
$1.36 Million 0.77% of portfolio
18,565
Q3 2025 Added 17.12%
$97.3B
$664,000 0.37% of portfolio
7,859
Q1 2025 Reduced 4.87%
$0
$590,000 0.33% of portfolio
1,557
Q1 2021 New
$37.5B
$578,000 0.32% of portfolio
10,189
Q3 2025 Reduced 3.52%
$68.9B
$577,000 0.32% of portfolio
2,450
Q3 2025 Reduced 3.01%
$306B
$573,000 0.32% of portfolio
8,646
Q3 2025 Reduced 2.4%
$0
$540,000 0.3% of portfolio
3,984
Q1 2025 Reduced 0.72%
$0
$468,000 0.26% of portfolio
6,563
Q3 2025 Reduced 2.96%
$0
$463,000 0.26% of portfolio
1,000
Q4 2024 New
$0
$441,000 0.25% of portfolio
17,283
Q1 2025 Added 6.12%
$0
$431,000 0.24% of portfolio
18,385
Q1 2025 Added 6.44%
$86B
$398,000 0.22% of portfolio
19,264
Q2 2023 Reduced 34.17%
$0
$361,000 0.2% of portfolio
2,871
Q3 2025 Reduced 0.35%
$0
$299,000 0.17% of portfolio
1,063
Q1 2021 New
$168B
$293,000 0.16% of portfolio
3,894
Q1 2024 Added 2.74%
$0
$264,000 0.15% of portfolio
12,270
Q2 2025 New
$224B
$223,000 0.13% of portfolio
734
Q2 2022 Added 2.8%
$522B
$208,000 0.12% of portfolio
1,125
Q4 2024 Added 3.88%
$0
$204,000 0.11% of portfolio
9,253
Q1 2025 Added 5.33%
$1.52B
$190,000 0.11% of portfolio
6,590
Q2 2023 Added 7.86%
$49.1B
$187,000 0.11% of portfolio
156
Q3 2025 Reduced 7.14%
$852M
$183,000 0.1% of portfolio
12,587
Q4 2024 Reduced 10.65%
$193B
$168,000 0.09% of portfolio
1,475
Q3 2025 Reduced 8.84%
$0
$136,000 0.08% of portfolio
284
Q1 2021 New
$19.5B
$143,000 0.08% of portfolio
4,500
Q1 2024 Reduced 40.49%
$237B
$134,000 0.08% of portfolio
567
Q3 2025 Reduced 8.7%
$0
$141,000 0.08% of portfolio
1,617
Q1 2021 New
$346B
$124,000 0.07% of portfolio
808
Q3 2023 Added 0.37%
$92.7B
$106,000 0.06% of portfolio
410
Q3 2025 Reduced 12.95%

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $178 Million
  • Prior Value $162 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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