Brindle & Bay Financial Advisors, LLC: 13F holdings
CIK 20811392026Q2
| Positions | 86 |
|---|
| Reported value | $199.9m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 86 (+19 vs prior quarter) |
|---|
| Reported value | $199.9m (+22.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 31,422 | $23.1m | 11.6% |
| VEA VANGUARD TAX-MANAGED FDS | 289,637 | $20.6m | 10.3% |
| VB VANGUARD INDEX FDS | 38,780 | $11.8m | 5.9% |
| VWO VANGUARD INTL EQUITY INDEX F | 195,316 | $11.7m | 5.8% |
| VOO VANGUARD INDEX FDS | 13,300 | $9.1m | 4.6% |
| VCIT VANGUARD SCOTTSDALE FDS | 95,867 | $7.9m | 4.0% |
| JNK SPDR SERIES TRUST | 72,623 | $7.0m | 3.5% |
| VBK VANGUARD INDEX FDS | 18,424 | $6.7m | 3.4% |
| BND VANGUARD BD INDEX FDS | 90,296 | $6.6m | 3.3% |
| CWB SPDR SERIES TRUST | 52,032 | $5.6m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2081139")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples