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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 12  ·  240 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 +3.3%
2 PVAL PUTNAM ETF TRUST 338,432.0 $17.2M 4.39% -40K -10.5% $50.95 +6.4%
3 VOO VANGUARD INDEX FDS 19,242.0 $13.2M 3.36% -2K -9.3% $686.81 +3.1%
4 AAPL APPLE INC Technology 44,294.0 $12.8M 3.26% -1K -2.3% $289.36 +8.6%
5 JCPB J P MORGAN EXCHANGE TRADED F 243,056.0 $11.4M 2.90% -102K -29.5% $46.94 -1.3%
6 DYNF BLACKROCK ETF TRUST 144,736.0 $9.8M 2.51% -28K -16.2% $68.01 +2.4%
7 BERKSHIRE HATHAWAY INC DEL 16,679.0 $8.3M 2.12% -2K -9.6% $500.39
8 AVUV AMERICAN CENTY ETF TR 66,873.0 $8.3M 2.12% NEW $124.76 +1.0%
9 USMV ISHARES TR 82,314.0 $7.9M 2.02% -5K -5.4% $96.46 +5.7%
10 NVDA NVIDIA CORPORATION Technology 35,782.0 $7.2M 1.82% +2K +6.5% $200.09 +13.7%
11 GOOGL ALPHABET INC Communication Services 18,323.0 $6.5M 1.67% +195.0 +1.1% $357.37 -4.7%
12 RSP INVESCO EXCHANGE TRADED FD T 30,333.0 $6.5M 1.64% NEW $212.77 +4.2%
13 FBND FIDELITY MERRIMACK STR TR 141,341.0 $6.4M 1.64% NEW $45.49 -0.9%
14 J P MORGAN EXCHANGE TRADED F 87,946.0 $6.4M 1.62% +1K +1.3% $72.28
15 SHYG ISHARES TR 146,455.0 $6.2M 1.58% +3K +2.1% $42.41 -0.2%
16 VB VANGUARD INDEX FDS 20,257.0 $6.1M 1.56% +2K +9.4% $303.12 +0.4%
17 GOOG ALPHABET INC 16,669.0 $5.9M 1.50% +931.0 +5.9% $353.34
18 MSFT MICROSOFT CORP Technology 14,812.0 $5.5M 1.41% +2K +13.1% $373.02 +34.5%
19 VEA VANGUARD TAX-MANAGED FDS 75,967.0 $5.4M 1.38% +884.0 +1.2% $71.25 +2.8%
20 VUG VANGUARD INDEX FDS 61,807.0 $5.3M 1.35% +51K +454.9% $86.14 +2.9%
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 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%