Institutions / BridgePort Financial Solutions, LLC
BridgePort Financial Solutions, LLC
CIK 2031775 · Institution · as of Dec 31, 2025
Portfolio value
$372.23M
Positions
240
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 240 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $31.24M | 8.4% |
| Putnam ETF Trust | $16.28M | 4.4% |
| J P Morgan Exchange Traded F | $14.72M | 4.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $13.43M | 3.6% |
| Apple Inc. | $12.39M | 3.3% |
| Vanguard Index Fds | $11.62M | 3.1% |
| Warren E. Buffett | $10.04M | 2.7% |
| iShares MSCI UAE ETF | $8.55M | 2.3% |
| Microsoft Corp | $7.19M | 1.9% |
| iShares Tr | $7.03M | 1.9% |
| iShares Tr | $6.98M | 1.9% |
| NVIDIA Corp | $6.71M | 1.8% |
| Alphabet Inc. | $6.00M | 1.6% |
| J P Morgan Exchange Traded F | $5.40M | 1.5% |
| J P Morgan Exchange Traded F | $5.27M | 1.4% |
| Alphabet Inc. | $5.24M | 1.4% |
| Vanguard Index Fds | $4.92M | 1.3% |
| iShares Gold Tr | $4.78M | 1.3% |
| Schwab Strategic Tr | $4.76M | 1.3% |
| Vanguard Index Fds | $4.58M | 1.2% |
| SPDR S&P 500 ETF Tr | $4.52M | 1.2% |
| Vanguard Tax-Managed Fds | $4.12M | 1.1% |
| Vanguard Star Fds | $3.98M | 1.1% |
| Amazon.com Inc | $3.93M | 1.1% |
| iShares Tr | $3.82M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.