account_balance
Investment manager · 13F filer · SEC CIK 2031775
BridgePort Financial Solutions, LLC
Reported value$429Mas of Sep 30, 2026
Positions264 35 new, 11 sold out
Top 10 weight32.3%IVV alone is 8%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.1%Trimmed −5%
PVALPutnam ETF Trust
4.1%
AAPLApple Inc.
3.4%
VOOVanguard Index FDS
3.2%
VOVanguard Index FDS
2.9%Added +984%
JCPBJ P Morgan Exchange Traded F
2.6%
DYNFBlackRock ETF Trust
2.3%
MSFTMicrosoft Corp
2.0%Added +14%
BRK-BBerkshire Hathaway Inc
1.9%
USMViShares Tr
1.9%
NVDANVIDIA Corp
1.8%Trimmed −3%
AVUVAmerican Centy ETF Tr
1.8%
IVViShares Tr
8.1%Trimmed −5%
PVALPutnam ETF Trust
4.1%
AAPLApple Inc.
3.4%
VOOVanguard Index FDS
3.2%
VOVanguard Index FDS
2.9%+984%
JCPBJ P Morgan Exchange Traded F
2.6%
DYNFBlackRock ETF Trust
2.3%
MSFTMicrosoft Corp
2.0%
BRK-BBerkshire Hathaway Inc
1.9%
USMV1.9%
NVDA1.8%AVUV1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.1% Trimmed −5%
PVAL Putnam ETF Trust 4.1% Held
AAPL Apple Inc. 3.4% HeldVOO Vanguard Index FDS 3.2% Held
VO Vanguard Index FDS 2.9% Added +984%
JCPB J P Morgan Exchange Traded F 2.6% Held
DYNF BlackRock ETF Trust 2.3% Held
MSFT Microsoft Corp 2.0% Added +14%BRK-B Berkshire Hathaway Inc 1.9% HeldUSMV iShares Tr 1.9% Held
NVDA NVIDIA Corp 1.8% Trimmed −3%AVUV American Centy ETF Tr 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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