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MICHAEL BRADLEY

Bradley & Co. Private Wealth Management, Llc

Assets Managed
$189.694M
Holdings
215
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
0.4%(2Q avg: 2.5%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bradley & Co. Private Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 215 positions.

Assets under management

The assets under management (AUM) of Bradley & Co. Private Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 189.694M in assets, with a quarterly growth rate of 0.4% and a 2-quarter average growth rate of 2.5%. The portfolio is managed by MICHAEL BRADLEY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.3%
7.88%
$14.936M
52,066 shares@ $286.87 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.71%
7.84%
$14.855M
58,531 shares@ $253.8 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.8%
7.45%
$14.115M
43,998 shares@ $320.83 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.36%
6.58%
$12.479M
100,213 shares@ $124.53 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 6.62%
6.38%
$12.091M
25,231 shares@ $479.21 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 7.01%
6.15%
$11.662M
11,703 shares@ $996.5 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 4.17%
6.09%
$11.534M
39,211 shares@ $294.17 avg price
AXP
American Express Co
Recent Activity
Increased 5.75%
6.07%
$11.507M
38,041 shares@ $302.49 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.6%
5.74%
$10.881M
62,385 shares@ $174.42 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 7.09%
5.46%
$10.357M
49,727 shares@ $208.28 avg price

1-10 of 215