Bradley & Co. Private Wealth Management, LLC
Annual return '25
+22.2%
SPY '25
+17.7%
Alpha
+4.5ptsvs SPY
Invested
$379.4M
Holdings
215
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 91%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOG
ALPHABET INC CAP STK CL C
Q4 2025: New position (86.1k shares)
7.9%
02
$AAPL
APPLE INC COM
Q4 2025: New position (75.1k shares)
7.8%
03
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q4 2025: New position (320 shares)
7.4%
04
$WMT
WALMART INC COM
Q4 2025: New position (4.5k shares)
6.6%
05
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Q4 2025: New position (8.6k shares)
6.4%
06
$COST
COSTCO WHOLESALE CORPORATION COM
Q4 2025: New position (15.5k shares)
6.1%
07
$JPM
JPMORGAN CHASE & CO COM
Q4 2025: New position (238.8k shares)
6.1%
08
$AXP
AMERICAN EXPRESS CO COM
Q4 2025: New position (22.5k shares)
6.1%
09
$NVDA
NVIDIA CORPORATION COM
Q4 2025: New position (79.8k shares)
5.7%
10
$AMZN
AMAZON COM INC COM
Q4 2025: New position (44.7k shares)
5.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:14 UTC.