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Portfolio (Quarterly) Guide ↗

BridgePort Financial Solutions, LLC

· CIK 0002031775
13F Portfolio $372M AUM 240 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 240 New
Page 1 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 45,607.0 $31.2M 8.39% NEW $684.94 +7.5%
2 PVAL PUTNAM ETF TRUST 357,272.0 $16.3M 4.37% NEW $45.57 +12.7%
3 JCPB J P MORGAN EXCHANGE TRADED F 310,795.0 $14.7M 3.95% NEW $47.35 -0.6%
4 DYNF BLACKROCK ETF TRUST 220,770.0 $13.4M 3.61% NEW $60.81 +9.7%
5 AAPL APPLE INC Technology 45,587.0 $12.4M 3.33% NEW $271.86 +1.2%
6 VOO VANGUARD INDEX FDS 18,525.0 $11.6M 3.12% NEW $627.12 +7.7%
7 BERKSHIRE HATHAWAY INC DEL 19,970.0 $10.0M 2.70% NEW $502.64
8 USMV ISHARES TR 90,771.0 $8.5M 2.30% NEW $94.16 +0.8%
9 MSFT MICROSOFT CORP Technology 14,859.0 $7.2M 1.93% NEW $483.62 -27.0%
10 OEF ISHARES TR 20,504.0 $7.0M 1.89% NEW $342.98 +4.2%
11 SHYG ISHARES TR 162,840.0 $7.0M 1.88% NEW $42.87 -1.1%
12 NVDA NVIDIA CORPORATION Technology 35,998.0 $6.7M 1.80% NEW $186.50 +5.0%
13 GOOGL ALPHABET INC Communication Services 19,172.0 $6.0M 1.61% NEW $313.00 +9.8%
14 J P MORGAN EXCHANGE TRADED F 85,520.0 $5.4M 1.45% NEW $63.18
15 JIRE J P MORGAN EXCHANGE TRADED F 70,353.0 $5.3M 1.42% NEW $74.88 +9.2%
16 GOOG ALPHABET INC Communication Services 16,691.0 $5.2M 1.41% NEW $313.80 +9.0%
17 VUG VANGUARD INDEX FDS 10,089.0 $4.9M 1.32% NEW $487.85 -83.0%
18 IAU ISHARES GOLD TR Financial Services 58,830.0 $4.8M 1.28% NEW $81.17 -6.7%
19 SCHG SCHWAB STRATEGIC TR 146,074.0 $4.8M 1.28% NEW $32.62 +0.0%
20 VB VANGUARD INDEX FDS 17,775.0 $4.6M 1.23% NEW $257.95 +16.2%
Page 1 of 12  ·  240 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 33.1%
Financial Services 20.5%
Communication Services 13.7%
Healthcare 10.3%
Consumer Cyclical 8.2%
Industrials 6.6%
Consumer Defensive 3.0%
Energy 2.3%
Real Estate 1.9%
Utilities 0.5%