BridgePort Financial Solutions, LLC: 13F holdings
CIK 20317752026Q2
| Positions | 240 |
|---|
| Reported value | $392.9m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 240 (+9 vs prior quarter) |
|---|
| Reported value | $392.9m (+11.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 47,849 | $35.8m | 9.1% |
| PVAL PUTNAM ETF TRUST | 338,432 | $17.2m | 4.4% |
| VOO VANGUARD INDEX FDS | 19,242 | $13.2m | 3.4% |
| AAPL APPLE INC | 44,294 | $12.8m | 3.3% |
| JCPB J P MORGAN EXCHANGE TRADED F | 243,056 | $11.4m | 2.9% |
| DYNF BLACKROCK ETF TRUST | 144,736 | $9.8m | 2.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 16,679 | $8.3m | 2.1% |
| AVUV AMERICAN CENTY ETF TR | 66,873 | $8.3m | 2.1% |
| USMV ISHARES TR | 82,314 | $7.9m | 2.0% |
| NVDA NVIDIA CORPORATION | 35,782 | $7.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2031775")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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