account_balance

Investment manager · 13F filer · SEC CIK 2081139

Brindle & Bay Financial Advisors, LLC

Reported value$268Mas of Sep 30, 2026
Positions102 19 new, 3 sold out
Top 10 weight54.4%QQQ alone is 11%
FiledOct 1515 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
QQQ Invesco QQQ Tr 10.5% Added +21%
VEA Vanguard Tax-Managed FDS 10.2% Added +33%
BND Vanguard Bd Index FDS 5.6% Added +138%
VOO Vanguard Index FDS 5.3% Added +54%
VWO Vanguard Intl Equity Index F 5.3% Added +23%
JNK SPDR Series Trust 4.0% Added +59%
VB Vanguard Index FDS 4.0% Trimmed −3%
VTV Vanguard Index FDS 3.4% Added +82%
VOE Vanguard Index FDS 3.1% Added +96%
VBR Vanguard Index FDS 3.0% Added +69%
VBK Vanguard Index FDS 2.7% Added +15%
VCIT Vanguard Scottsdale FDS 2.6% Trimmed −8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 20, 2026 filing
add_circleNew
arrow_upwardAdded
  • VGSH +174%
  • VCSH +169%
  • BND +138%
  • META +107%
arrow_downwardTrimmed
  • HYD −25%
  • VCIT −8%
  • VUG −8%
  • EAT −6%
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