Bradley & Co. Private Wealth Management, LLC 13F Holdings

CIK 0001861678 · MIAMI, FL

As of Sep 30, 2025, Bradley & Co. Private Wealth Management, LLC reported 255 positions worth 80.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology56,564 4.4M7.98%
VANGUARD TOTAL STOCK MKT ETFVTI—42,885 4.1M7.80%
ALPHABET INCGOOGEquity53,932 3.1M7.28%
NVIDIA CORPNVDATechnology67,070 2.5M6.93%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services24,557 2.3M6.84%
JPMORGAN CHASE & COJPMFinancial Services39,009 2.3M6.82%
AMERICAN EXPRESS COAXPFinancial Services36,932 2.3M6.80%
MICROSOFT CORPMSFTTechnology23,047 1.9M6.61%
WALMART INCWMTConsumer Defensive103,251 0.6M5.89%
AMAZON.COM INCAMZNEquity47,572 0.4M5.79%
COSTCO WHOLESALE CORPCOSTConsumer Defensive11,079 0.3M5.68%
ISHARES CORE S&P TOTAL US STOCK MARKET ETFITOT—54,780$8.0M4.42%
TESLA INCTSLAConsumer Cyclical9,796$4.4M2.41%
ALPHABET INCGOOGLEquity14,655$3.6M1.97%
ISHARES TRIBHI—145,225$3.5M1.92%
SPDR S&P 500 ETF TRUSTSPY—3,416$2.3M1.26%
INVESCO QQQ TRUST SERIES 1QQQ—3,563$2.1M1.18%
META PLATFORMS INCMETACommunication Services2,716$2.0M1.10%
ISHARES GOLD TRUSTIAU—24,871 .8M1.00%
SPDR GOLD TRUSTGQ9—4,314 .5M0.85%
PALANTIR TECHNOLOGIES INCPLTRTechnology8,213 .5M0.83%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—18,565 .4M0.76%
STARBUCKS CORPSBUXConsumer Cyclical7,859$664.9K0.37%
ISHARES RUSSELL 3000 ETFIWV—1,557$590.0K0.33%
DELTA AIR LINES INCDALIndustrials10,189$578.3K0.32%