StockDriftsStockDriftsTop 50 Bradley & Co. Private Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STK CL C | 8.66% | 51.5K | $18.2M | -1.18%(-612) | $103.29(+231.72%) | 2026-06-30 | |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 8.19% | 46.5K | $17.2M | +5.60%(+2.46K) | $248.39(+54.34%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 8.12% | 58.9K | $17.0M | +0.66%(+385) | $138.40(+120.65%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO COM | 6.2% | 38.4K | $13.0M | +1.05%(+400) | $172.79(+96.66%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 6.14% | 39.3K | $12.9M | +0.30%(+118) | $153.54(+137.54%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.1% | 25.6K | $12.8M | +1.45%(+365) | $284.79(+76.04%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 5.88% | 61.6K | $12.3M | -1.23%(-767) | $72.27(+212.79%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 5.73% | 50.5K | $12.0M | +1.52%(+754) | $156.86(+67.37%) | 2026-06-30 | |
| WMT | WALMART INC COM | 5.39% | 99.8K | $11.3M | -0.43%(-433) | $56.43(+103.64%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 5.31% | 11.9K | $11.1M | +1.77%(+207) | $448.69(+112.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.35% | +83.13% | +11.58% | +72.97% |
| Top 20 Holdings Unweighted | +22.54% | +83.99% | +12.34% | +78.93% |
Bradley & Co. Private Wealth Management, LLC reports $209.83M in US-listed equity holdings across 221 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (8.7%), VTI (8.2%) and AAPL (8.1%). The top 20 holdings account for 85.65% of reported assets. Its disclosed equity book has returned +83.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bradley & Co. Private Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1861678). View Bradley & Co. Private Wealth Management, LLC’s 13F filings on SEC