Bradley & Co. Private Wealth Management, LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 218,865
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 226 | 218,865 | 13F-HR | Bradley & Co. Private Wealth Management, LLC |
| Q2 2026 | 8/10/2026 | 221 | 209,834 | 13F-HR | Bradley & Co. Private Wealth Management, LLC |
| Q1 2026 | 5/13/2026 | 215 | 189,694 | 13F-HR | Bradley & Co. Private Wealth Management, LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158 K | 72.2% | 3.694 K | 0 | 3.694 K |
| ETFs | 60.9 K | 27.8% | 5.338 K | 0 | 5.338 K |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
218,865
Holdings
226
QoQ value change ($000)
9,031
(4.3%)
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.