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 Companies Only

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%
$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%
$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%
$1.37T
$1.99 Million 1.12% of portfolio
2,716
Q2 2025 Reduced 3.55%
$342B
$1.5 Million 0.84% of portfolio
8,213
Q3 2025 Added 63.87%
$97.3B
$664,000 0.37% of portfolio
7,859
Q1 2025 Reduced 4.87%
$37.5B
$578,000 0.32% of portfolio
10,189
Q3 2025 Reduced 3.52%
$306B
$573,000 0.32% of portfolio
8,646
Q3 2025 Reduced 2.4%
$86B
$398,000 0.22% of portfolio
19,264
Q2 2023 Reduced 34.17%
$168B
$293,000 0.16% of portfolio
3,894
Q1 2024 Added 2.74%
$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%
$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%
$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%
$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%
$405B
$81,000 0.05% of portfolio
84
Q1 2025 Added 13.51%
$40.3B
$95,000 0.05% of portfolio
284
Q3 2023 Reduced 29.18%
$258B
$93,000 0.05% of portfolio
558
Q3 2025 Added 6.9%
$266B
$90,000 0.05% of portfolio
319
Q3 2025 Added 4.59%
$65.7B
$67,000 0.04% of portfolio
846
Q1 2021 New
$94.5B
$66,000 0.04% of portfolio
194
Q2 2022 Added 10.86%
$132B
$77,000 0.04% of portfolio
366
Q1 2021 New
$23.2B
$51,000 0.03% of portfolio
610
Q1 2021 New
$303B
$49,000 0.03% of portfolio
320
Q2 2022 Added 6.67%
$414B
$45,000 0.03% of portfolio
197
Q3 2025 Added 11.3%
$367B
$46,000 0.03% of portfolio
115
Q3 2025 Reduced 29.01%
$160B
$54,000 0.03% of portfolio
277
Q1 2023 Added 118.11%
$55.4B
$39,000 0.02% of portfolio
130
Q1 2021 New
$45.2B
$29,000 0.02% of portfolio
496
Q3 2025 Added 7.83%
$317B
$43,000 0.02% of portfolio
521
Q1 2025 Reduced 2.43%
$96.4B
$27,000 0.02% of portfolio
222
Q1 2024 Added 4.72%
$265B
$42,000 0.02% of portfolio
53
Q3 2025 Reduced 36.9%
$99.5B
$39,000 0.02% of portfolio
867
Q1 2021 New
$533B
$28,000 0.02% of portfolio
84
Q3 2022 Reduced 70.42%
$139B
$9,000 0.01% of portfolio
30
Q4 2024 Added 900.0%

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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