Bradley & Co. Private Wealth Management, LLC
•CIK: 1861678•Filing: Q4 2025
**Bradley & Co. Private Wealth Management, LLC** manages $189M across a diversified portfolio of 216 positions. The strategy exhibits significant concentration in mega-cap technology and financial staples, evidenced by top holdings including GOOG ($16.3M) and AAPL ($15.1M). Notable allocations also target broad market exposure via VTI ($14.3M) and established financial names like AXP ($13.3M) and JPM ($12.1M). This structure suggests a core focus on high-quality, large-cap growth and defensive value plays.
Total AUM
$186.5M
+ $2.4M in options
QoQ Performance
+3.3%
Positions
205
+ 11 options
Top 10 Concentration
67.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG
AAPL
VTI
AXP
JPM
BRK/B
NVDA
WMT
GOOG8.6%
AAPL8.0%
VTI7.6%
AXP7.0%
JPM6.4%
BRK/B6.3%
NVDA6.0%
WMT5.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology31.8%
Other26.5%
Financial19.8%
Consumer19.2%
ETF1.3%
Industrial0.6%
Consumer Staples0.3%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$23.2K
+17 more exited positions
Changes from Q3 2025
NEW18 new positions
↑17 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024Q4 2023