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Manager record

Bradley & Co. Private Wealth Management, LLC

Miami, FL · CIK 1861678 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$218.86MReported 13F valueQ3 2026 · as filed
276Holdings listed
+4.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $163.3M$163.3MQ2 2025240 holdingsQ3 2025: $180.6M$180.6MQ3 2025255 holdingsQ4 2025: $189.0M$189.0MQ4 2025216 holdingsQ1 2026: $189.7M$189.7MQ1 2026266 holdingsQ2 2026: $209.8M$209.8MQ2 2026272 holdingsQ3 2026: $218.9M$218.9MQ3 2026276 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$218.86M · 276 holdings listed · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$209.83M · 272 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$189.69M · 266 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$188.96M · 216 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$180.63M · 255 holdings listed · View original SEC filing ↗
Aug 07 2025 13F-HR · period Q2 2025

$163.33M · 240 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology