BridgePort Financial Solutions, LLC - Portfolio Stock Holdings
BridgePort Financial Solutions, LLC disclosed 259 stock positions in a recent SEC 13F filing. $392,860,009 of stock holdings were filed, with the largest holdings including IVV, PVAL, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,046,399,893 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
259Est. Stock Holding Value:
$392,860,009Top Stock Holdings By Sector
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Portfolio Stock Holdings - BridgePort Financial Solutions, LLC
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