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
$0
$105,000 0.06% of portfolio
506
Q1 2021 New
$0
$110,000 0.06% of portfolio
2,320
Q3 2021 New
$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
$0
$63,000 0.04% of portfolio
1,534
Q1 2024 Reduced 31.27%
$0
$64,000 0.04% of portfolio
220
Q1 2021 New
$0
$63,000 0.04% of portfolio
95
Q4 2022 Reduced 88.82%
$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
$0
$48,000 0.03% of portfolio
1,150
Q1 2021 New
$0
$59,000 0.03% of portfolio
200
Q1 2021 New
$0
$48,000 0.03% of portfolio
422
Q1 2021 New
$0
$46,000 0.03% of portfolio
335
Q2 2025 New
$0
$53,000 0.03% of portfolio
520
Q1 2023 Reduced 77.44%
$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%
$0
$27,000 0.02% of portfolio
1,312
Q2 2024 Reduced 20.87%
$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%
$0
$35,000 0.02% of portfolio
245
Q1 2023 Reduced 59.84%
$265B
$42,000 0.02% of portfolio
53
Q3 2025 Reduced 36.9%
$0
$34,000 0.02% of portfolio
290
Q1 2021 New
$0
$43,000 0.02% of portfolio
350
Q4 2022 New
$0
$36,000 0.02% of portfolio
1,143
Q2 2021 Reduced 28.52%
$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%
$0
$15,000 0.01% of portfolio
645
Q4 2024 New
$139B
$9,000 0.01% of portfolio
30
Q4 2024 Added 900.0%
$0
$9,000 0.01% of portfolio
483
Q2 2023 Reduced 50.46%
$0
$15,000 0.01% of portfolio
670
Q4 2024 New
$114B
$23,000 0.01% of portfolio
111
Q1 2021 New
$0
$24,000 0.01% of portfolio
100
Q2 2024 Reduced 67.85%
$18.7B
$22,000 0.01% of portfolio
99
Q1 2021 New
$7.23B
$24,000 0.01% of portfolio
388
Q1 2021 New
$593B
$21,000 0.01% of portfolio
75
Q3 2025 Added 87.5%
$74.3B
$12,000 0.01% of portfolio
60
Q4 2024 New
$30.3B
$9,000 0.01% of portfolio
166
Q4 2023 Added 13.7%
$104B
$9,000 0.01% of portfolio
33
Q3 2025 Added 50.0%
$91.4B
$18,000 0.01% of portfolio
117
Q1 2021 New
$67.6B
$12,000 0.01% of portfolio
263
Q2 2022 Added 31.5%
$17B
$20,000 0.01% of portfolio
274
Q1 2021 New

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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