Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bradley & Co. Private Wealth Management, LLC (CIK 1861678) reported $189.7M across 214 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($14.9M, 7.87%), AAPL ($14.9M, 7.83%), VTI ($14.1M, 7.44%), WMT ($12.5M, 6.58%), BRK/B ($12.1M, 6.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CAP STK CL C | $14.9M | 7.87% | 52,066 | Added |
| 2 | AAPL | APPLE INC COM | $14.9M | 7.83% | 58,531 | Added |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $14.1M | 7.44% | 43,998 | Added |
| 4 | WMT | WALMART INC COM | $12.5M | 6.58% | 100,213 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $12.1M | 6.37% | 25,231 | Added |
| 6 | COST | COSTCO WHOLESALE CORPORATION COM | $11.7M | 6.15% | 11,703 | Added |
| 7 | JPM | JPMORGAN CHASE & CO COM | $11.5M | 6.08% | 39,211 | Added |
| 8 | AXP | AMERICAN EXPRESS CO COM | $11.5M | 6.07% | 38,041 | Added |
| 9 | NVDA | NVIDIA CORPORATION COM | $10.9M | 5.74% | 62,385 | Added |
| 10 | AMZN | AMAZON COM INC COM | $10.4M | 5.46% | 49,727 | Added |
| 11 | MSFT | MICROSOFT CORP COM | $9.3M | 4.88% | 25,033 | Added |
| 12 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $7.8M | 4.11% | 54,780 | Hold |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | $4.0M | 2.09% | 13,757 | Trimmed |
| 14 | IBHI | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF | $3.4M | 1.78% | 144,942 | Hold |
| 15 | TSLA | TESLA INC COM | $2.9M | 1.52% | 7,768 | Trimmed |
| 16 | GLD | SPDR GOLD SHARES | $2.6M | 1.40% | 6,152 | Added |
| 17 | IAU | ISHARES GOLD TRUST | $2.3M | 1.22% | 26,253 | Added |
| 18 | SPY | STATE STREET SPDR S&P 500 ETF | $2.2M | 1.17% | 3,416 | Hold |
| 19 | QQQ | INVESCO QQQ TRUST SERIES I | $2.1M | 1.08% | 3,563 | Hold |
| 20 | DIS | DISNEY WALT CO COM | $1.9M | 1.00% | 19,590 | Added |
| 21 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.8M | 0.97% | 23,843 | Added |
| 22 | META | META PLATFORMS INC CL A | $1.5M | 0.80% | 2,650 | Trimmed |
| 23 | VOO | VANGUARD S&P 500 ETF | $1.4M | 0.73% | 2,313 | Added |
| 24 | SLAB | SILICON LABORATORIES INC COM | $1.4M | 0.73% | 6,700 | Trimmed |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.2M | 0.63% | 8,148 | Added |
Source: SEC Form 13F filings · as of 2026-03-31