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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 1 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 45,348.0 $11.5M 3.26% -239.0 -0.5% $253.79 +8.4%
2 DYNF BLACKROCK ETF TRUST 172,798.0 $10.1M 2.85% -48K -21.7% $58.18 +14.7%
3 BERKSHIRE HATHAWAY INC DEL 18,443.0 $8.8M 2.50% -2K -7.7% $479.20
4 USMV ISHARES TR 87,001.0 $8.1M 2.29% -4K -4.2% $92.74 +2.3%
5 SHYG ISHARES TR 143,490.0 $6.1M 1.72% -19K -11.9% $42.31 +0.2%
6 NVDA NVIDIA CORPORATION Technology 33,610.0 $5.9M 1.66% -2K -6.6% $174.40 +12.2%
7 GOOGL ALPHABET INC Communication Services 18,128.0 $5.2M 1.48% -1K -5.5% $287.55 +19.5%
8 MSFT MICROSOFT CORP Technology 13,092.0 $4.8M 1.37% -2K -11.9% $370.18 -4.7%
9 GOOG ALPHABET INC Communication Services 15,738.0 $4.5M 1.28% -953.0 -5.7% $286.87 +19.3%
10 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,369.0 $4.1M 1.17% -261.0 -3.9% $650.30 +12.8%
11 VXUS VANGUARD STAR FDS 51,878.0 $4.0M 1.13% -826.0 -1.6% $77.11 +10.3%
12 IAU ISHARES GOLD TR Financial Services 44,884.0 $4.0M 1.12% -14K -23.7% $88.16 -14.1%
13 ITOT ISHARES TR 23,979.0 $3.4M 0.97% -2K -5.9% $142.43 +13.2%
14 AMZN AMAZON COM INC Consumer Cyclical 16,242.0 $3.4M 0.96% -789.0 -4.6% $208.28 +9.0%
15 IVW ISHARES TR 27,960.0 $3.2M 0.90% -1K -4.8% $113.11 +18.0%
16 IVE ISHARES TR 14,835.0 $3.1M 0.89% -3K -17.7% $211.15 +7.1%
17 EFAV ISHARES TR 34,047.0 $3.1M 0.88% -755.0 -2.2% $91.37 -4.7%
18 ULST SSGA ACTIVE ETF TR 76,329.0 $3.1M 0.88% -2K -3.2% $40.50 -0.2%
19 EFV ISHARES TR 40,543.0 $3.0M 0.85% -4K -9.3% $74.35 +2.5%
20 IJR ISHARES TR 21,623.0 $2.7M 0.76% -962.0 -4.3% $124.31 +17.7%
Page 1 of 5  ·  93 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%