Bradley & Co. Private Wealth Management, LLC

RIA/Wealth

Bradley & Co. Private Wealth Management, LLC is a RIA/Wealth led by Deon Maryann Blaney, managing $180.4M across 204 long positions as of Q3 2025 with 69% concentrated in top 10 holdings.

Managing PartnerDeon Maryann Blaney

Portfolio Value: $180.4M
Positions: 204
Top Holding: AAPL at 7.99%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Bradley & Co. Private Wealth Management, LLC's portfolio (68.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$14.4M	7.99%	+$39.2K Bought	0.00% 56.6K shares	Q4 2024 Held for 11 months
2 Vanguard Total Stock Market VTI	ETF ETF	$14.1M	7.80%	+$107.6K Bought	— 42.9K shares	Q4 2024 Held for 11 months
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$13.1M	7.28%	-$378.2K Sold	0.00% 53.9K shares	Q4 2024 Held for 11 months
4 Nvidia NVDA	Semiconductors Technology	$12.5M	6.94%	-$388.6K Sold	0.00% 67.1K shares	Q4 2024 Held for 11 months
5 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$12.3M	6.85%	+$63.3K Bought	0.00% 24.6K shares	Q4 2024 Held for 11 months
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$12.3M	6.82%	-$126.8K Sold	0.00% 39.0K shares	Q4 2024 Held for 11 months
7 American Express AXP	Financial - Credit Services Financial Services	$12.3M	6.80%	-$37.2K Sold	0.01% 36.9K shares	Q4 2024 Held for 11 months
8 Microsoft MSFT	Software - Infrastructure Technology	$11.9M	6.62%	-$203.0K Sold	0.00% 23.0K shares	Q4 2024 Held for 11 months
9 Walmart WMT	Discount Stores Consumer Defensive	$10.6M	5.90%	-$99.0K Sold	0.00% 103.3K shares	Q4 2024 Held for 11 months
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$10.4M	5.79%	+$2.4K Bought	0.00% 47.6K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Bradley & Co. Private Wealth Management, LLC's latest filing

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Market Value

$180.4M

Prior: $163.3M

Q/Q Change

+10.42%

+$17.0M

Net Flows % of MV

+0.551%

Turnover Ratio

1.29%

New Purchases

13 stocks

$796.1K

Added To

19 stocks

+$2.0M

Sold Out Of

5 stocks

$203.5K

Reduced Holdings

21 stocks

-$1.6M

Increased Positions

Position	Shares Δ	Change
1 IBIK iShares iBonds Oct 2034 Term TIPS IBIK	New	0 → 10.7K +$279.8K
2 iShares iBonds Oct 2033 Term TIPS IBIJ	New	0 → 10.6K +$279.5K
3 IBIH iShares iBonds Oct 2031 Term TIPS IBIH	New	0 → 7.5K +$199.1K
4 Rocket Companies RKT	New	0 → 348.0 +$6.7K
5 NVS Novartis NVS	New	0 → 45.0 +$5.8K

Decreased Positions

Position	Shares Δ	Change
1 iShares California Muni Bond CMF	Sold	3.2K → 0 −$178.6K
2 lululemon athletica LULU	Sold	84.0 → 0 −$20.0K
3 Redfin Corporation RDFN	Sold	441.0 → 0 −$4.9K
4 Goldman Sachs Group GS	-36.9%	84.0 → 53.0 −$24.9K
5 Home Depot HD	-29.01%	162.0 → 115.0 −$19.2K