account_balance
Investment manager · 13F filer · SEC CIK 1861678
Bradley & Co. Private Wealth Management, LLC
Reported value$219Mas of Sep 30, 2026
Positions226 18 new, 13 sold out
Top 10 weight61.1%AAPL alone is 8%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.2%Trimmed −8%
VTIVanguard Morningstar Total Stock Market ETF
7.5%Trimmed −6%
MSFTMicrosoft Corp
6.5%Added +7%
GOOGAlphabet Inc.
6.2%Trimmed −23%
NVDANVIDIA Corp
5.8%Trimmed −9%
BRK-BBerkshire Hathaway Inc
5.8%
AMZNAmazon.com Inc
5.5%Trimmed −4%
AXPAmerican Express Co
5.3%
COSTCostco Wholesale Corp
5.2%Added +5%
JPMJPMorgan Chase & Co
5.1%Trimmed −14%
WMTWalmart Inc.
4.4%−8%
DISWalt Disney Co
4.3%Added +309%
AAPLApple Inc.
8.2%−8%
VTIVanguard Morningstar Total Stock Market ETF
7.5%
MSFTMicrosoft Corp
6.5%
GOOGAlphabet Inc.
6.2%−23%
NVDANVIDIA Corp
5.8%−9%
BRK-BBerkshire Hathaway Inc
5.8%
AMZNAmazon.com Inc
5.5%
AXPAmerican Express Co
5.3%
COSTCostco Wholesale Corp
5.2%+5%
JPMJPMorgan Chase & Co
5.1%−14%
WMTWalmart Inc.
4.4%
DISWalt Disney Co
4.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.2% Trimmed −8%
VTI Vanguard Morningstar Total Stock Market ETF 7.5% Trimmed −6%
MSFT Microsoft Corp 6.5% Added +7%GOOG Alphabet Inc. 6.2% Trimmed −23%NVDA NVIDIA Corp 5.8% Trimmed −9%BRK-B Berkshire Hathaway Inc 5.8% HeldAMZN Amazon.com Inc 5.5% Trimmed −4%AXP American Express Co 5.3% HeldCOST Costco Wholesale Corp 5.2% Added +5%JPM JPMorgan Chase & Co 5.1% Trimmed −14%WMT Walmart Inc. 4.4% Trimmed −8%DIS Walt Disney Co 4.3% Added +309%What changed
Biggest moves since Jun 30, 2026
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