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Portfolio (Quarterly) Guide ↗

BridgePort Financial Solutions, LLC

· CIK 0002031775
13F Portfolio $393M AUM 240 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 81 Added 82 Reduced 19 Exited
Page 1 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 47,849.0 $35.8M 9.12% +1K +2.2% $748.89 +3.5%
2 NVDA NVIDIA CORPORATION Technology 35,782.0 $7.2M 1.82% +2K +6.5% $200.09 +13.9%
3 GOOGL ALPHABET INC Communication Services 18,323.0 $6.5M 1.67% +195.0 +1.1% $357.37 -4.7%
4 J P MORGAN EXCHANGE TRADED F 87,946.0 $6.4M 1.62% +1K +1.3% $72.28
5 SHYG ISHARES TR 146,455.0 $6.2M 1.58% +3K +2.1% $42.41 -0.2%
6 VB VANGUARD INDEX FDS 20,257.0 $6.1M 1.56% +2K +9.4% $303.12 +0.4%
7 GOOG ALPHABET INC 16,669.0 $5.9M 1.50% +931.0 +5.9% $353.34
8 MSFT MICROSOFT CORP Technology 14,812.0 $5.5M 1.41% +2K +13.1% $373.02 +35.4%
9 VEA VANGUARD TAX-MANAGED FDS 75,967.0 $5.4M 1.38% +884.0 +1.2% $71.25 +3.0%
10 VUG VANGUARD INDEX FDS 61,807.0 $5.3M 1.35% +51K +454.9% $86.14 +3.2%
11 EFG ISHARES TR 40,851.0 $5.1M 1.29% +25K +152.0% $124.42 +1.0%
12 AMZN AMAZON COM INC Consumer Cyclical 17,887.0 $4.3M 1.08% +2K +10.1% $238.35 +7.5%
13 VIG VANGUARD SPECIALIZED FUNDS 17,022.0 $4.0M 1.02% +525.0 +3.2% $236.62 +2.8%
14 IAU ISHARES GOLD TR Financial Services 46,197.0 $3.5M 0.89% +1K +2.9% $75.51 +14.7%
15 EFV ISHARES TR 42,843.0 $3.3M 0.83% +2K +5.7% $76.55 +6.8%
16 IJR ISHARES TR 21,857.0 $3.2M 0.82% +234.0 +1.1% $148.31 -1.0%
17 FTEC FIDELITY COVINGTON TRUST 9,261.0 $2.6M 0.67% +2K +31.9% $285.58 +1.9%
18 IUSB ISHARES TR 47,384.0 $2.2M 0.56% +16K +53.2% $46.15 -1.1%
19 VCIT VANGUARD SCOTTSDALE FDS 24,199.0 $2.0M 0.51% +1K +5.0% $82.65 -1.5%
20 GBIL GOLDMAN SACHS ETF TR 19,777.0 $2.0M 0.50% +189.0 +1.0% $100.16 -0.0%
Page 1 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 18.7%
Healthcare 11.2%
Communication Services 9.6%
Consumer Cyclical 8.6%
Industrials 7.3%
Consumer Defensive 3.0%
Real Estate 2.6%
Energy 1.9%
Utilities 1.0%