Bradley & Co. Private Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 276 distinct positions held by the firm, managed by Managing Member N. Michael Bradley.
The portfolio is heavily weighted toward large-cap technology and consumer discretionary stocks. Top holdings include Apple Inc., with 50,952 shares; Amazon.com Inc., with 48,534 shares; and Alphabet Inc. Class A and Class C shares, totaling 51,464 shares combined. Other significant positions include JPMorgan Chase & Co. (33,831 shares), Eli Lilly & Co. (265 shares), and Costco Wholesale Corporation (12,454 shares).
The filing also reveals substantial exposure to exchange-traded funds (ETFs). Bradley & Co. holds the iShares Core S&P Total U.S. Stock Market ETF (54,780 shares) and the iShares Core S&P 500 ETF (95 shares). The portfolio includes various bond ETFs, such as the iShares IBONDS Oct 2027 Term TIPS ETF (35,512 shares) and the iShares Core U.S. Aggregate Bond ETF (302 shares).
Geographic diversification is evident in the holdings, with positions in international markets including the iShares MSCI EAFE ETF (2,817 shares) and the iShares MSCI Emerging Markets ETF (631 shares). The firm also lists a position in BlackRock Real Estate and Commodities Securities.
