Bradley & Co. Private Wealth Management
Bradley & Co. Private Wealth Management reported 226 stocks worth $219M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (8.2%), VTI (7.5%) and MSFT (6.5%). Compared with Q2 2026, the fund opened new positions in IBIM, IBMQ and IBMR, added to MSFT, COST and DIS, trimmed AAPL, VTI and GOOG and sold out of COPX, UAL and NVS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $18M | 8.2% | 54K | −4,832 (−8%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $16.4M | 7.5% | 44K | −2,607 (−6%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $14.2M | 6.5% | 28K | +1,848 (+7%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $13.5M | 6.2% | 40K | −12K (−23%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $12.8M | 5.8% | 56K | −5,676 (−9%) | 8 of 8 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $12.6M | 5.8% | 25K | −274 (−1%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $12.1M | 5.5% | 49K | −1,874 (−4%) | 8 of 8 | |
| 8 |  AXP American Express Co | $11.5M | 5.3% | 38K | −510 (−1%) | 8 of 8 | |
| 9 |  COST Costco Whsl Corp New | $11.4M | 5.2% | 12K | +568 (+5%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $11.2M | 5.1% | 34K | −5,465 (−14%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 COPX Global X | $109K | 1,415 |
 UAL United Airlines Hldg | $9K | 64 |
 NVS Novartis AG F | $7K | 45 |
 UTL Unitil Corp | $6K | 106 |
 EMR Emerson Electric | $5K | 35 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bradley & Co. Private Wealth Management 13F FAQ
What does Bradley & Co. Private Wealth Management own?
Bradley & Co. Private Wealth Management reported 226 stocks worth $219M in its 13F filing for Q3 2026, filed Oct 23, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Bradley & Co. Private Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 18 added to, 26 trimmed and 13 sold out. New positions include IBIM, IBMQ and IBMR. It sold all of COPX, UAL and NVS.
When will Bradley & Co. Private Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bradley & Co. Private Wealth Management's portfolio worth?
The Q3 2026 filing reports $219M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.