Bradley & Co. Private Wealth Management, LLC ETF holdings
Miami, FL
Reported $55.5M in 69 ETFs in its Form 13F for June 30, 2026.
ETF value
$55.5M
ETFs held
69
Change from prior quarter
+12.9%
With price moves
ETFs as a share of its 13F
26.4%
of $209.8M
Top 10 of 69 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $17.2M | 46,463 | +2,465 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $9.0M | 54,780 | No change |
| IBHI | iShares iBonds 2029 Term High Yield and Income ETF | $3.4M | 144,942 | No change |
| SPY | State Street SPDR S&P 500 ETF Trust | $3.2M | 4,231 | +815 shares |
| QQQ | Invesco QQQ Trust | $2.6M | 3,563 | No change |
| GLD | SPDR Gold Shares | $2.3M | 6,152 | No change |
| VXUS | Vanguard Total International Stock ETF | $1.8M | 21,558 | −2,285 shares |
| IAU | iShares Gold Trust | $1.8M | 24,021 | −2,232 shares |
| VOO | Vanguard S&P 500 ETF | $1.6M | 2,313 | No change |
| IBIL | iShares iBonds Oct 2035 Term TIPS ETF | $947K | 36,944 | +14,652 shares |
59 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001861678. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Bradley & Co. Private Wealth Management, LLC own?
Bradley & Co. Private Wealth Management, LLC reported 69 ETF positions worth $55.5M in its Form 13F for June 30, 2026. The largest was VTI, at $17.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.