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 Market Cap. of $10 Billions to $200 Billions
