SEC Form 13F · Q3 2026

Bradley & Co. Private Wealth Management, LLC

Institutional Holdings Report

13F-HRFL
$218.9M
Portfolio Value
276
Holdings
Q3 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Bradley & Co. Private Wealth Management, LLC
CIK
1861678
Accession No.
0001861678-26-000005
Location
MIAMI, FL
Form Type
13F-HR
Portfolio Value
$218.9M
Holdings Reported
276
Reporting Period
Q3 2026
Filed
October 23, 2026

About this Filing

Bradley & Co. Private Wealth Management, LLC is an institutional investment manager based in MIAMI, FL reporting approximately $218.9M in 13(f) securities across 276 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.