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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 3 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCIT VANGUARD SCOTTSDALE FDS 23,039.0 $1.9M 0.54% +2K +9.6% $82.75 +0.0%
42 WPC WP CAREY INC Real Estate 27,764.0 $1.9M 0.54% -508.0 -1.8% $67.96 +7.9%
43 EFG ISHARES TR 16,210.0 $1.8M 0.51% +10K +175.3% $111.37 +10.5%
44 IYW ISHARES TR 9,941.0 $1.8M 0.51% -2K -18.2% $181.41 +34.5%
45 STIP ISHARES TR 17,102.0 $1.8M 0.50% -478.0 -2.7% $103.43 -1.3%
46 IAGG ISHARES TR 34,839.0 $1.7M 0.49% +3K +8.1% $50.04 +1.1%
47 VCSH VANGUARD SCOTTSDALE FDS 21,259.0 $1.7M 0.48% +3K +16.6% $79.27 -0.3%
48 META META PLATFORMS INC Communication Services 2,907.0 $1.7M 0.47% -180.0 -5.8% $572.15 -5.1%
49 GLD SPDR GOLD TR Financial Services 3,507.0 $1.5M 0.43% +252.0 +7.7% $430.29 -14.1%
50 VTV VANGUARD INDEX FDS 7,555.0 $1.5M 0.42% +2K +37.4% $196.20 +12.4%
51 IBDT ISHARES TR 58,392.0 $1.5M 0.42% -3K -4.6% $25.33 -0.4%
52 FTEC FIDELITY COVINGTON TRUST 7,020.0 $1.5M 0.41% -692.0 -9.0% $208.05 +32.6%
53 QQQ INVESCO QQQ TR Financial Services 2,517.0 $1.5M 0.41% -329.0 -11.6% $577.29 +24.1%
54 FVD FIRST TR EXCHANGE-TRADED FD 30,786.0 $1.4M 0.41% +2K +6.8% $47.03 +2.0%
55 IUSB ISHARES TR 30,930.0 $1.4M 0.41% -400.0 -1.3% $46.19 +0.2%
56 MTUM ISHARES TR 5,516.0 $1.3M 0.38% -167.0 -2.9% $239.99 +41.4%
57 CFO VICTORY PORTFOLIOS II 17,510.0 $1.3M 0.37% $74.15 +7.4%
58 JPM JPMORGAN CHASE & CO Financial Services 4,207.0 $1.2M 0.35% +102.0 +2.5% $294.19 +13.9%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 5,006.0 $1.2M 0.34% $242.40 +6.5%
60 IBHG ISHARES TR 54,580.0 $1.2M 0.34% -2K -3.0% $22.13 -0.5%
Page 3 of 12  ·  231 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%