Bradley & Co. Private Wealth Management, LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 188,956
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 216 | 188,956 | 13F-HR | Bradley & Co. Private Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 207 | 180,633 | 13F-HR | Bradley & Co. Private Wealth Management, LLC |
| Q2 2025 | 8/7/2025 | 196 | 163,329 | 13F-HR | Bradley & Co. Private Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.421 K
(1.3% of total reported value)
· QoQ Δ:
+2.421 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 141.6 K | 75.9% | 0 | 30.47 K | -30.47 K |
| ETFs | 44.91 K | 24.1% | 42.84 K | 0 | 42.84 K |
| Debt | 0 | 0.0% | 0 | 6.474 K | -6.474 K |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
188,956
Holdings
216
QoQ value change ($000)
8,323
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.