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Portfolio (Quarterly) Guide ↗

BridgePort Financial Solutions, LLC

· CIK 0002031775
13F Portfolio $353M AUM 231 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 67 Added 93 Reduced 23 Exited
Page 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 3,757.0 $1.1M 0.31% +28.0 +0.8% $287.17 -71.9%
22 AGG ISHARES TR 10,146.0 $1.0M 0.28% +549.0 +5.7% $99.27 -0.0%
23 VWO VANGUARD INTL EQUITY INDEX F 17,909.0 $968K 0.27% +3K +22.4% $54.05 +8.8%
24 QCOM QUALCOMM INC Technology 6,938.0 $894K 0.25% +4K +132.0% $128.79 +59.1%
25 CGGO CAPITAL GROUP GBL GROWTH EQT 26,547.0 $886K 0.25% +255.0 +1.0% $33.37 +25.5%
26 SPGP INVESCO EXCHANGE TRADED FD T 8,217.0 $884K 0.25% +653.0 +8.6% $107.61 +11.7%
27 V VISA INC Financial Services 2,445.0 $739K 0.21% +96.0 +4.1% $302.26 +9.3%
28 BLK BLACKROCK INC Financial Services 761.0 $732K 0.21% +4.0 +0.5% $961.64 +1.1%
29 JAJL INNOVATOR ETFS TRUST 25,131.0 $731K 0.21% +5K +22.6% $29.07 +2.8%
30 DIS DISNEY WALT CO Communication Services 7,345.0 $708K 0.20% +464.0 +6.7% $96.38 +1.7%
31 ARKK ARK ETF TR 9,407.0 $636K 0.18% +1K +14.0% $67.59 +13.3%
32 LLY ELI LILLY & CO Healthcare 689.0 $633K 0.18% +27.0 +4.1% $919.17 +22.8%
33 BIV VANGUARD BD INDEX FDS 7,964.0 $615K 0.17% +2K +28.0% $77.18 -0.4%
34 AOM ISHARES TR 11,920.0 $565K 0.16% +1K +9.2% $47.37 +4.9%
35 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,233.0 $551K 0.16% +24.0 +2.0% $446.54 +7.5%
36 BSV VANGUARD BD INDEX FDS 6,993.0 $548K 0.15% +4K +111.8% $78.41 -0.6%
37 BNDX VANGUARD CHARLOTTE FDS 10,749.0 $517K 0.15% +6K +138.6% $48.05 +0.9%
38 FESM FIDELITY COVINGTON TRUST 13,347.0 $507K 0.14% +645.0 +5.1% $38.00 +25.2%
39 BA BOEING CO Industrials 2,481.0 $494K 0.14% +28.0 +1.1% $199.03 +9.6%
40 MU MICRON TECHNOLOGY INC Technology 1,312.0 $443K 0.13% +29.0 +2.3% $337.85 +259.2%
Page 2 of 4  ·  67 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 31.2%
Financial Services 20.2%
Communication Services 13.2%
Healthcare 11.7%
Consumer Cyclical 8.2%
Industrials 6.9%
Consumer Defensive 3.0%
Energy 2.7%
Real Estate 2.2%
Utilities 0.7%