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Portfolio (Quarterly) Guide ↗

Brindle & Bay Financial Advisors, LLC

· CIK 0002081139
13F Portfolio $200M AUM 86 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 52 Added 11 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VWO VANGUARD INTL EQUITY INDEX F 195,316.0 $11.7M 5.83% -37K -16.0% $59.69 +1.7%
2 BIV VANGUARD BD INDEX FDS 25,689.0 $2.0M 0.98% -22K -46.2% $76.70 -2.4%
3 VGLT VANGUARD SCOTTSDALE FDS 34,517.0 $1.9M 0.95% -4K -9.8% $55.18 -4.7%
4 VOT VANGUARD INDEX FDS 4,417.0 $1.4M 0.68% -3K -39.4% $306.27 -3.2%
5 CF CF INDUSTRIES HOLD Basic Materials 8,433.0 $913K 0.46% -937.0 -10.0% $108.25 +23.5%
6 GLDM WORLD GOLD TR Financial Services 6,947.0 $552K 0.28% -138K -95.2% $79.42 +8.0%
7 SHYG ISHARES TR 9,719.0 $412K 0.21% -6K -38.4% $42.41 -1.0%
8 XLV SELECT SECTOR SPDR TR 2,469.0 $392K 0.20% -200.0 -7.5% $158.67 +8.1%
9 STIP ISHARES TR 3,089.0 $316K 0.16% -2K -32.8% $102.15 -1.4%
10 IJR ISHARES TR 1,952.0 $290K 0.14% -56.0 -2.8% $148.31 -3.7%
11 IJH ISHARES TR 3,204.0 $247K 0.12% -96.0 -2.9% $77.12 -3.3%

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
Financial Services 50.3%
Consumer Defensive 12.6%
Industrials 9.2%
Technology 9.0%
Healthcare 8.1%
Communication Services 4.2%
Consumer Cyclical 1.7%
Basic Materials 1.7%
Real Estate 1.7%
Energy 1.6%