Institutional Fund
Bradley & Co. Private Wealth Management, LLC
Miami, FLCIK 18616785 filings on record
Portfolio Value
$189.69M
Q1 2026
Holdings
215
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+1.7%
from $186.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc7.9%
- Apple Inc7.8%
- Vanguard Index Fds7.4%
- Walmart Inc6.6%
- Berkshire Hathaway Inc Del6.4%
- Costco Whsl Corp New6.1%
- Other57.8%
Portfolio Holdings
215 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 52.1K | $14.94M | 7.9% | +154 | Added |
| 2 | Apple Inc | 58.5K | $14.85M | 7.8% | +3.2K | Added |
| 3 | Vanguard Index Fds | 44.0K | $14.12M | 7.4% | +1.2K | Added |
| 4 | Walmart Inc | 100.2K | $12.48M | 6.6% | −372 | Reduced |
| 5 | Berkshire Hathaway Inc Del | 25.2K | $12.09M | 6.4% | +1.6K | Added |
| 6 | Costco Whsl Corp New | 11.7K | $11.66M | 6.1% | +766 | Added |
| 7 | Jpmorgan Chase & Co. | 39.2K | $11.53M | 6.1% | +1.6K | Added |
| 8 | American Express Co | 38.0K | $11.51M | 6.1% | +2.1K | Added |
| 9 | Nvidia Corporation | 62.4K | $10.88M | 5.7% | +1.6K | Added |
| 10 | Amazon Com Inc | 49.7K | $10.36M | 5.5% | +3.3K | Added |
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