TraderTrends

Manager Profile

BridgePort Financial Solutions, LLC

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

FAIRFIELD, IA

Portfolio Value

$392.9M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES TR

Latest disclosed holding

Top 4

464287200 746729300 922908363 037833100 46641Q670

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

No sector classification available yet for this manager.

Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES TR

Shares: 47.8K

35.8M

Position Value
2
PUTNAM ETF TRUST

Shares: 338.4K

17.2M

Position Value
3
VANGUARD INDEX FDS

Shares: 19.2K

13.2M

Position Value
4
APPLE INC

Shares: 44.3K

12.8M

Position Value
5
J P MORGAN EXCHANGE TRADED F

Shares: 243.1K

11.4M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID