account_balance

Investment manager · 13F filer · SEC CIK 2034566

Brightwater Advisory LLC

Reported value$157Mas of Sep 30, 2026
Positions60 2 new, 1 sold out
Top 10 weight54.8%SCHF alone is 10%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SCHF Schwab Strategic Tr 9.6% Held
SCHP Schwab Strategic Tr 7.0% Added +9%
SCHB Schwab Strategic Tr 6.2% Held
SPY SPDR S&P 500 ETF Trust 6.1% Held
FNDB Schwab Strategic Tr 5.1% Held
VB Vanguard Index FDS 4.4% Held
IWD iShares Tr 4.3% Held
VIG Vanguard Specialized Funds 4.2% Held
TFPN Tidal Trust II 4.0% Added +4%
SCHE Schwab Strategic Tr 3.8% Held
IJK iShares Tr 3.1% Held
TIP iShares Tr 2.9% Trimmed −12%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • V $206K
  • OEF $203K
arrow_upwardAdded
arrow_downwardTrimmed
  • GOOG −16%
  • TIP −12%
  • VWO −8%
  • XLF −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist