BridgePort Financial Solutions, LLC
BridgePort Financial Solutions, LLC reported 240 positions worth $392.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (9.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $35.8M | 9.12% | 47,849 | — | — | |
| ▸ 2 | PVAL | SH | $17.2M | 4.39% | 338,432 | — | — | |
| ▸ 3 | VOO | SH | $13.2M | 3.36% | 19,242 | — | — | |
| ▸ 4 | AAPL | SH | $12.8M | 3.26% | 44,294 | — | — | |
| ▸ 5 | JCPB | SH | $11.4M | 2.90% | 243,056 | — | — | |
| ▸ 6 | DYNF | SH | $9.8M | 2.51% | 144,736 | — | — | |
| ▸ 7 | BRK-B | SH | $8.3M | 2.12% | 16,679 | — | — | |
| ▸ 8 | AVUV | SH | $8.3M | 2.12% | 66,873 | — | — | |
| ▸ 9 | USMV | SH | $7.9M | 2.02% | 82,314 | — | — | |
| ▸ 10 | NVDA | SH | $7.2M | 1.82% | 35,782 | — | — |
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Frequently Asked Questions
What stocks does BridgePort Financial Solutions, LLC hold as of Q2 2026?
BridgePort Financial Solutions, LLC reported 240 positions worth $392.9M in its Q2 2026 13F filing. Largest positions: IVV (9.1%), PVAL (4.4%), VOO (3.4%), AAPL (3.3%) and JCPB (2.9%).
What did BridgePort Financial Solutions, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BridgePort Financial Solutions, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.