Bradley & Co. Private Wealth Management, LLC - Portfolio overview

Bradley & Co. Private Wealth Management, LLC has 228 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 13.75%
2. WMT - WALMART INC COM, 12.20%
3. BRKB - BERKSHIRE HATHAWAY INC DEL CL B NEW, 11.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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