BridgePort Financial Solutions, LLC — 13F holdings

BridgePort Financial Solutions, LLC reported 240 holdings worth $393M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. IVV ISHARES TR — $35.8M (9.1%)
  2. PVAL PUTNAM ETF TRUST — $17.2M (4.4%)
  3. VOO VANGUARD INDEX FDS — $13.2M (3.4%)
  4. AAPL APPLE INC — $12.8M (3.3%)
  5. JCPB J P MORGAN EXCHANGE TRADED F — $11.4M (2.9%)
  6. DYNF BLACKROCK ETF TRUST — $9.84M (2.5%)
  7. BRK.B BERKSHIRE HATHAWAY INC DEL — $8.35M (2.1%)
  8. AVUV AMERICAN CENTY ETF TR — $8.34M (2.1%)
  9. USMV ISHARES TR — $7.94M (2.0%)
  10. NVDA NVIDIA CORPORATION — $7.16M (1.8%)