Arkolith/Funds/Bradley & Co. Private Wealth Management, LLC

Bradley & Co. Private Wealth Management, LLC

CIK 1861678Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Bradley & Co. Private Wealth Management, LLC holds a focused book of 221 stocks worth $209.8M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Fedex FGHT Hldg Co Inc Common Stock and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 9% of the equity book. Cloning the disclosed picks since 2024 would be +48% (+20.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
44
bought for the first time
  • Fedex FGHT Hldg Co Inc Common Stock
  • ExxonMobil Holdings Corp Com SHS
  • Space Exploration Techn Corp Class A Com STK
  • +41 more · largest first
Added to
29
already held, bought more
Trimmed
9
sold some, still holds it
Sold out
5
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+47.7%
+20.9%/yr · since Jul '24
Their reported book
+49.0%
held from quarter-end
S&P 500
+43.9%
same window
$9K$11K$12K$13K$15KJul '24Dec '24May '25Oct '25Mar '26Aug '26
Bradley & Co. Private Wealth Management, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Bradley & Co. Private Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
66%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

75% mapped to company sectors

Information Technology
32%
ETF / fund or unclassified
25%
Financials
21%
Consumer Discretionary
20%
Industrials
1%
Health Care
1%
Consumer Staples
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bradley & Co. Private Wealth Management, LLC

Manager / fundShared namesTheir $ in those
RAYMOND JAMES FINANCIAL INC77 / 80$103.6B
OSAIC HOLDINGS, INC.77 / 80$18.0B
LPL Financial LLC76 / 80$81.3B
Steward Partners Investment Advisory, LLC74 / 80$6.4B
Integrated Wealth Concepts LLC73 / 80$3.5B
BlackRock, Inc.71 / 80$2.2T
ROYAL BANK OF CANADA71 / 80$156.1B
UBS Group AG71 / 80$155.9B

Ranked by how many of Bradley & Co. Private Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

221 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc Cap STK CL C
Exchange-Traded Equity Securities
$18.2M51.5K
8.7%
−1.2%
Reduced · −612 sh
2Vanguard Morningstar Total Stock Market ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$17.2M46.5K
8.2%
+5.6%
Added · +2K sh
3Apple Inc Com
Exchange-Traded Equity Securities
$17.0M58.9K
8.1%
+0.7%
Added · +385 sh
4American Express Co Com
Exchange-Traded Equity Securities
$13.0M38.4K
6.2%
+1.1%
Added · +400 sh
5JPMorgan Chase & Co Com
Exchange-Traded Equity Securities
$12.9M39.3K
6.1%
+0.3%
Added · +118 sh
6Berkshire Hathaway Inc Del CL B New
Exchange-Traded Equity Securities
$12.8M25.6K
6.1%
+1.4%
Added · +365 sh
7Nvidia Corporation Com
Exchange-Traded Equity Securities
$12.3M61.6K
5.9%
−1.2%
Reduced · −767 sh
8Amazon Com Inc Com
Exchange-Traded Equity Securities
$12.0M50.5K
5.7%
+1.5%
Added · +754 sh
9Walmart Inc Com
Exchange-Traded Equity Securities
$11.3M99.8K
5.4%
−0.4%
Reduced · −433 sh
10Costco Wholesale Corporation Com
Exchange-Traded Equity Securities
$11.1M11.9K
5.3%
+1.8%
Added · +207 sh
11Microsoft Corp Com
Exchange-Traded Equity Securities
$9.6M25.8K
4.6%
+3.2%
Added · +795 sh
12Ishares Core S&P Total U.S. Stock Market ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$9.0M54.8K
4.3%
Held
13Alphabet Inc Cap STK CL A
Exchange-Traded Equity Securities
$4.9M13.7K
2.3%
−0.6%
Reduced · −85 sh
14Ishares Ibonds 2029 Term High Yield And Income ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$3.4M144.9K
1.6%
Held
15State Street SPDR S&P 500 ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$3.2M4.2K
1.5%
+24%
Added · +815 sh
16Tesla Inc Com
Exchange-Traded Equity Securities
$2.9M6.8K
1.4%
−13%
Reduced · −985 sh
17Invesco QQQ Trust Series I
Securities Issued by Registered Investment Companies or Business Development Companies
$2.6M3.6K
1.3%
Held
18SPDR Gold Shares
Securities Issued by Registered Investment Companies or Business Development Companies
$2.3M6.2K
1.1%
Held
19Disney Walt Co Com
Exchange-Traded Equity Securities
$2.1M21.8K
1.0%
+11%
Added · +2K sh
20Silicon Laboratories Inc Com
Exchange-Traded Equity Securities
$1.9M8.5K
0.9%
+28%
Added · +2K sh
21Vanguard Total International Stock ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$1.8M21.6K
0.9%
−9.6%
Reduced · −2K sh
22Ishares Gold Trust
Securities Issued by Registered Investment Companies or Business Development Companies
$1.8M24.0K
0.9%
−8.5%
Reduced · −2K sh
23Vanguard S&P 500 ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$1.6M2.3K
0.8%
Held
24Meta Platforms Inc CL A
Exchange-Traded Equity Securities
$1.4M2.5K
0.7%
−5.0%
Reduced · −134 sh
25Palantir Technologies Inc CL A
Exchange-Traded Equity Securities
$1.1M9.6K
0.5%
+17%
Added · +1K sh
26Ishares Ibonds Oct 2035 Term Tips ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$947K36.9K
0.5%
+66%
Added · +15K sh
27Delta Air Lines Inc Com New
Exchange-Traded Equity Securities
$835K8.9K
0.4%
~0%
Added · +1 sh
28Starbucks Corp Com
Exchange-Traded Equity Securities
$759K7.4K
0.4%
Held
29Fedex Corp Com
Exchange-Traded Equity Securities
$751K2.4K
0.4%
Held
30Ishares Ibonds Oct 2030 Term Tips ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$744K28.3K
0.4%
+0.1%
Added · +29 sh
31Ishares Russell 3000 ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$705K1.7K
0.3%
Held
32Ishares Ibonds Oct 2034 Term Tips ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$661K25.5K
0.3%
+16%
Added · +3K sh
33Ishares Ibonds Oct 2032 Term Tips ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$655K25.2K
0.3%
+1.3%
Added · +312 sh
34Ishares Ibonds Oct 2028 Term Tips ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$631K24.0K
0.3%
+0.1%
Added · +25 sh
35Coca Cola Co Com
Exchange-Traded Equity Securities
$629K7.7K
0.3%
Held
36Ishares Esg Optimized Msci USA ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$615K4.0K
0.3%
Held
37Ishares Ibonds Oct 2027 Term Tips ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$600K22.9K
0.3%
+0.1%
Added · +31 sh
38Ishares Ibonds Oct 2031 Term Tips ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$599K22.8K
0.3%
+0.1%
Added · +36 sh
39Ishares Ibonds Oct 2033 Term Tips ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$578K22.1K
0.3%
+1.4%
Added · +315 sh
40Vanguard Ftse All-World Ex-US Index Fund
Securities Issued by Registered Investment Companies or Business Development Companies
$550K6.6K
0.3%
Held
41State Street SPDR Dow Jones Industrial Average ETF Trust
Securities Issued by Registered Investment Companies or Business Development Companies
$538K1.0K
0.3%
Held
42Barclays PLC ADR
Exchange-Traded Equity Securities
$517K19.3K
0.2%
Held
43Ishares Ibonds Oct 2029 Term Tips ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$483K18.4K
0.2%
+0.2%
Added · +34 sh
44Vanguard Morningstar Small-Cap Value ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$412K1.7K
0.2%
Held
45Ishares Esg Msci KLD 400 ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$409K2.9K
0.2%
Held
46Ishares Ibonds Dec 2028 Term Corporate ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$408K16.1K
0.2%
Held
47State Street Technology Select Sector SPDR ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$405K2.1K
0.2%
Held
48Ishares Ibonds Dec 2029 Term Corporate ETF
Securities Issued by Registered Investment Companies or Business Development Companies
$397K17.2K
0.2%
Held
49Advanced Micro Devices Inc Com
Exchange-Traded Equity Securities
$347K598
0.2%
+44%
Added · +184 sh
50NextEra Energy Inc Com
Exchange-Traded Equity Securities
$342K3.9K
0.2%
−22%
Reduced · −1K sh
Showing 50 of 221 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026272$209.8M13F-HR
Q1 2026Mar 31, 2026May 13, 2026266$189.7M13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026216$189.0M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025255$180.6M13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025240$163.3M13F-HR
Q1 2025Mar 31, 2025May 1, 2025231$146.4M13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025227$160.2M13F-HR
Q2 2024Jun 30, 2024Jul 31, 2024222$135.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.