Holdings
Bradley & Co. Private Wealth Management, LLC
As of Jun 30, 2026, Bradley & Co. Private Wealth Management, LLC reported 143 positions worth US$154M. Largest: Alphabet Inc (google) Class C, Apple Inc and American Express Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 64,544 | US$23.1M | −1,152 | Jun 30, 2026 |
| Apple Inc | 58,916 | US$17M | +385 | Jun 30, 2026 |
| American Express Company | 38,441 | US$13M | +400 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 39,329 | US$12.9M | +118 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 25,596 | US$12.8M | +365 | Jun 30, 2026 |
| Nvidia Corporation | 61,618 | US$12.3M | −767 | Jun 30, 2026 |
| Amazon.com, Inc. | 50,481 | US$12M | +754 | Jun 30, 2026 |
| Walmart Inc. | 99,780 | US$11.3M | −433 | Jun 30, 2026 |
| Costco Wholesale Corporation | 11,910 | US$11.1M | +207 | Jun 30, 2026 |
| Microsoft Corp. | 25,828 | US$9.63M | +795 | Jun 30, 2026 |