BridgePort Financial Solutions, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2031775
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$392.9M
Holdings
240
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BridgePort Financial Solutions, LLC disclosed 240 positions worth $392.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 27 new positions and exited 17. The portfolio is most concentrated in Other (66.4% of disclosed assets). All figures are sourced directly from BridgePort Financial Solutions, LLC’s Form 13F-HR filing with the SEC under CIK 2031775.
AI Fund Analysis
DiversifyingISHARES TR - CORE S&P500 E
9.1% weight
Held 7 quarters
PUTNAM ETF TRUST - FOCUSED
4.4% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
3.4% weight
Held 7 quarters
$AAPL3.3% weight
Held 7 quarters
J P MORGAN EXCHANGE TRADED
2.9% weight
Held 7 quarters
VANGUARD SCOTTSDALE FDS -
6 quarters accumulating
$IBM6 quarters accumulating
VANGUARD INDEX FDS - MID C
6 quarters accumulating
$IBIT6 quarters accumulating
VANGUARD SCOTTSDALE FDS -
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$35.8M47,849 shPUTNAM ETF TRUST - FOCUSED LAR CAP
—Quality
$17.2M338,432 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$13.2M19,242 sh- 76.4
Quality
$12.8M44,294 sh J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$11.4M243,056 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$9.8M144,736 sh- 73.8
Quality
$8.3M16,679 sh AMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$8.3M66,873 shISHARES TR - MSCI USA MIN ETF
—Quality
$7.9M82,314 sh- 85.9
Quality
$7.2M35,782 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $35.8M | 47,849 |
| PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $17.2M | 338,432 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $13.2M | 19,242 |
| Apple Inc.$AAPL | 76.4 | $12.8M | 44,294 |
| J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $11.4M | 243,056 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $9.8M | 144,736 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $8.3M | 16,679 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $8.3M | 66,873 |
| ISHARES TR - MSCI USA MIN ETF | — | $7.9M | 82,314 |
 NVIDIA CORP$NVDA | 85.9 | $7.2M | 35,782 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BridgePort Financial Solutions, LLC's 240 positions.
Showing top 10 of 240 holdings.
Sector Allocation
Other
$261.0M
Technology
$54.1M
Financials
$34.6M
Healthcare
$13.0M
Consumer Discretionary
$9.7M
Industrials
$8.5M
Real Estate
$3.6M
Energy
$2.7M
Top Holdings — BridgePort Financial Solutions, LLC (Q2 2026)
Top 150 of 240 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $35.8M | 9.1% | +2% | — |
| 2 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $17.2M | 4.4% | -10% | — |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $13.2M | 3.4% | -9% | — |
| 4 | $AAPL | Apple Inc. | $12.8M | 3.3% | -2% | 76.4 |
| 5 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $11.4M | 2.9% | -30% | — |
| 6 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $9.8M | 2.5% | -16% | — |
| 7 | $BRK.B | BERKSHIRE HATHAWAY INC | $8.3M | 2.1% | -10% | 73.8 |
| 8 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $8.3M | 2.1% | NEW | — |
| 9 | — | ISHARES TR - MSCI USA MIN ETF | $7.9M | 2.0% | -5% | — |
| 10 | $NVDA | NVIDIA CORP | $7.2M | 1.8% | +6% | 85.9 |
| 11 |  $GOOG | Alphabet Inc. | $6.5M | 1.7% | +1% | 78.2 |
| 12 |  $IVZ | Invesco Ltd. | $6.5M | 1.6% | NEW | — |
| 13 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $6.4M | 1.6% | NEW | — |
| 14 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $6.4M | 1.6% | +1% | — |
| 15 | — | ISHARES TR - 0-5YR HI YL CP | $6.2M | 1.6% | +2% | — |
| 16 | — | VANGUARD INDEX FDS - SMALL CP ETF | $6.1M | 1.6% | +9% | — |
| 17 |  $GOOGL | Alphabet Inc. | $5.9M | 1.5% | +6% | 78.2 |
| 18 |  $MSFT | MICROSOFT CORP | $5.5M | 1.4% | +13% | 79.8 |
| 19 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.4M | 1.4% | +1% | — |
| 20 | — | VANGUARD INDEX FDS - GROWTH ETF | $5.3M | 1.4% | +455% | — |
| 21 | — | ISHARES INC - CORE MSCI EMKT | $5.1M | 1.3% | -29% | — |
| 22 | — | ISHARES TR - EAFE GRWTH ETF | $5.1M | 1.3% | +152% | — |
| 23 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $5.1M | 1.3% | -0% | — |
| 24 | — | VANGUARD STAR FDS - VG TL INTL STK F | $4.4M | 1.1% | -1% | — |
| 25 |  $AMZN | AMAZON COM INC | $4.3M | 1.1% | +10% | 68.7 |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $4.1M | 1.1% | -13% | — |
| 27 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.0M | 1.0% | +3% | — |
| 28 | — | ISHARES TR - CORE S&P TTL STK | $3.5M | 0.9% | -11% | — |
| 29 |  $IAU | ISHARES GOLD TRUST | $3.5M | 0.9% | +3% | — |
| 30 | — | ISHARES TR - EAFE VALUE ETF | $3.3M | 0.8% | +6% | — |
| 31 | — | ISHARES TR - CORE S&P SCP ETF | $3.2M | 0.8% | +1% | — |
| 32 | — | ISHARES TR - S&P 500 GRWT ETF | $3.2M | 0.8% | -18% | — |
| 33 |  $PFE | PFIZER INC | $3.1M | 0.8% | -2% | 62 |
| 34 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $3.0M | 0.8% | -5% | — |
| 35 | — | ISHARES TR - MSCI EAFE MIN VL | $3.0M | 0.8% | -0% | — |
| 36 | — | SSGA ACTIVE ETF TR - ST STR UL BD ETF | $2.8M | 0.7% | -10% | — |
| 37 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $2.6M | 0.7% | +32% | — |
| 38 |  $FRME | FIRST MERCHANTS CORP | $2.5M | 0.7% | -0% | 47.9 |
| 39 | — | ISHARES TR - S&P 500 VAL ETF | $2.4M | 0.6% | -28% | — |
| 40 |  $RTX | RTX Corp | $2.3M | 0.6% | -1% | 73.2 |
| 41 | — | ISHARES TR - CORE UNIVRSL USD | $2.2M | 0.6% | +53% | — |
| 42 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $2.0M | 0.5% | +5% | — |
| 43 |  $GS | GOLDMAN SACHS GROUP INC | $2.0M | 0.5% | +1% | 73.5 |
| 44 | — | ISHARES TR - CORE S&P MCP ETF | $2.0M | 0.5% | +61% | — |
| 45 |  $XOM.R34088 | EXXON MOBIL CORP | $1.9M | 0.5% | -3% | 57.9 |
| 46 |  $WPC | W. P. Carey Inc. | $1.9M | 0.5% | -4% | 65.9 |
| 47 | — | ISHARES TR - U.S. TECH ETF | $1.8M | 0.5% | -27% | — |
| 48 | — | ISHARES TR - US AER DEF ETF | $1.8M | 0.5% | +35% | — |
| 49 |  $META | Meta Platforms, Inc. | $1.7M | 0.4% | +5% | 79.6 |
| 50 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.7M | 0.4% | +1% | — |
| 51 | — | ISHARES TR - 0-5 YR TIPS ETF | $1.7M | 0.4% | -3% | — |
| 52 |  $AMAT | APPLIED MATERIALS INC /DE | $1.7M | 0.4% | -7% | 72.3 |
| 53 | — | VANGUARD INDEX FDS - VALUE ETF | $1.6M | 0.4% | -0% | — |
| 54 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.4% | -12% | — |
| 55 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.4% | +4% | 86.2 |
| 56 |  $JBL | JABIL INC | $1.5M | 0.4% | +0% | 57.4 |
| 57 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $1.5M | 0.4% | NEW | — |
| 58 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.5M | 0.4% | +1% | — |
| 59 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.4% | +5% | — |
| 60 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.4% | +12% | — |
| 61 | — | ISHARES TR - IBDS DEC28 ETF | $1.4M | 0.4% | -3% | — |
| 62 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.4M | 0.4% | +1% | 70 |
| 63 | — | VICTORY PORTFOLIOS II - VCSHS US 500 ENH | $1.4M | 0.4% | +0% | — |
| 64 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.3% | +12% | 69 |
| 65 |  $JPM | JPMORGAN CHASE & CO | $1.3M | 0.3% | -2% | 70.7 |
| 66 | — | SPDR SERIES TRUST - ST STR CONV ETF | $1.3M | 0.3% | +1% | — |
| 67 | — | ISHARES TR - MSCI USA MMENTM | $1.3M | 0.3% | -32% | — |
| 68 | — | ISHARES TR - CORE US AGGBD ET | $1.3M | 0.3% | +27% | — |
| 69 | — | ISHARES TR - MSCI EAFE ETF | $1.2M | 0.3% | -2% | — |
| 70 | — | ISHARES TR - IBON 2027 TE ETF | $1.2M | 0.3% | +0% | — |
| 71 |  $MRK | Merck & Co., Inc. | $1.2M | 0.3% | -0% | 59.9 |
| 72 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.2M | 0.3% | +293% | — |
| 73 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.2M | 0.3% | -30% | — |
| 74 | — | ISHARES TR - RUSSELL 2000 ETF | $1.2M | 0.3% | +5% | — |
| 75 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $1.1M | 0.3% | -1% | — |
| 76 | — | ARK ETF TR - INNOVATION ETF | $1.1M | 0.3% | +46% | — |
| 77 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.1M | 0.3% | +23% | — |
| 78 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.3% | +26% | 84.6 |
| 79 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.0M | 0.3% | +232% | — |
| 80 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.3% | +34% | 73.8 |
| 81 | $IVZ | Invesco Ltd. | $1.0M | 0.3% | +2% | — |
| 82 | — | ISHARES TR - BROAD USD HIGH | $1.0M | 0.3% | -3% | — |
| 83 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.0M | 0.3% | -5% | — |
| 84 | — | ISHARES TR - S&P 100 ETF | $927,936 | 0.2% | -68% | — |
| 85 |  $LLY | ELI LILLY & Co | $918,226 | 0.2% | +11% | 87.5 |
| 86 | $IBIT | iShares Bitcoin Trust ETF | $905,644 | 0.2% | +1% | — |
| 87 |  $CSCO | CISCO SYSTEMS, INC. | $900,671 | 0.2% | +33% | 70.3 |
| 88 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $897,039 | 0.2% | -3% | — |
| 89 |  $HD | HOME DEPOT, INC. | $891,458 | 0.2% | -4% | 60.3 |
| 90 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $863,614 | 0.2% | NEW | — |
| 91 |  $BMY | BRISTOL MYERS SQUIBB CO | $861,003 | 0.2% | +10% | 70.4 |
| 92 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $838,339 | 0.2% | +0% | — |
| 93 |  $GEV | GE Vernova Inc. | $822,417 | 0.2% | +34% | 81.1 |
| 94 |  $V | VISA INC. | $822,105 | 0.2% | -2% | 82.9 |
| 95 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $818,748 | 0.2% | +4% | — |
| 96 |  $LOW | LOWES COMPANIES INC | $802,167 | 0.2% | +1% | 60.8 |
| 97 |  $AMGN | AMGEN INC | $801,515 | 0.2% | +44% | 79.2 |
| 98 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $783,986 | 0.2% | +21% | — |
| 99 |  $MO | ALTRIA GROUP, INC. | $759,144 | 0.2% | +2% | 67.4 |
| 100 |  $KO | COCA COLA CO | $755,451 | 0.2% | +0% | 69.5 |
| 101 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.2% | +0% | 73.8 |
| 102 |  $BLK | BlackRock, Inc. | $740,357 | 0.2% | +1% | 70 |
| 103 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $735,972 | 0.2% | -6% | — |
| 104 |  $SBUX | STARBUCKS CORP | $733,578 | 0.2% | -2% | 58.2 |
| 105 | — | ISHARES TR - MSCI USA QLT FCT | $723,918 | 0.2% | -68% | — |
| 106 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $704,556 | 0.2% | +1% | — |
| 107 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $691,681 | 0.2% | +13% | — |
| 108 |  $MMM | 3M CO | $678,447 | 0.2% | -3% | 64.9 |
| 109 |  $DIS | Walt Disney Co | $674,922 | 0.2% | -5% | 60.1 |
| 110 |  $PG | PROCTER & GAMBLE Co | $664,898 | 0.2% | +9% | 64.6 |
| 111 |  $AXP | AMERICAN EXPRESS CO | $664,839 | 0.2% | -2% | 69.4 |
| 112 |  $TSLA | Tesla, Inc. | $662,970 | 0.2% | +1% | 53.9 |
| 113 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $657,212 | 0.2% | -46% | — |
| 114 |  $MCD | MCDONALDS CORP | $651,468 | 0.2% | -0% | 69 |
| 115 |  $ANET | Arista Networks, Inc. | $645,374 | 0.2% | -9% | 81.9 |
| 116 |  $EXPE | Expedia Group, Inc. | $627,162 | 0.2% | +15% | 71.1 |
| 117 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $626,040 | 0.2% | -3% | — |
| 118 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $624,390 | 0.2% | +2% | 75.4 |
| 119 |  $LAMR | LAMAR ADVERTISING CO/NEW | $608,946 | 0.2% | NEW | 65.4 |
| 120 |  $WMT | Walmart Inc. | $586,272 | 0.1% | +29% | 60.2 |
| 121 | — | T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | $574,794 | 0.1% | -30% | — |
| 122 |  $SHOP | SHOPIFY INC. | $562,907 | 0.1% | NEW | 64.9 |
| 123 |  $CAT | CATERPILLAR INC | $561,433 | 0.1% | +1% | 66.5 |
| 124 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $557,580 | 0.1% | +9% | — |
| 125 |  $AMD | ADVANCED MICRO DEVICES INC | $556,381 | 0.1% | NEW | 79.8 |
| 126 |  $FTI | TechnipFMC plc | $545,848 | 0.1% | NEW | — |
| 127 | $META | Meta Platforms, Inc. | $544,801 | 0.1% | +0% | 79.6 |
| 128 | — | ISHARES TR - MBS ETF | $543,017 | 0.1% | +46% | — |
| 129 | — | ISHARES TR - CORE 40 MODE ETF | $541,632 | 0.1% | -9% | — |
| 130 |  $VZ | VERIZON COMMUNICATIONS INC | $540,252 | 0.1% | +15% | 65.8 |
| 131 |  $UNH | UNITEDHEALTH GROUP INC | $538,330 | 0.1% | -17% | 62.7 |
| 132 |  $QCOM | QUALCOMM INC/DE | $531,434 | 0.1% | -59% | 70.5 |
| 133 |  $BKNG | Booking Holdings Inc. | $522,622 | 0.1% | +2615% | 58.5 |
| 134 | — | ISHARES TR - MSCI ACWI EX US | $517,762 | 0.1% | +67% | — |
| 135 |  $BA | BOEING CO | $517,215 | 0.1% | -4% | 61.6 |
| 136 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $506,741 | 0.1% | -3% | — |
| 137 | — | ISHARES TR - NATIONAL MUN ETF | $491,417 | 0.1% | +0% | — |
| 138 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $475,852 | 0.1% | -15% | — |
| 139 | — | ISHARES TR - US TREAS BD ETF | $474,120 | 0.1% | +49% | — |
| 140 |  $ASML | ASML HOLDING NV | $474,119 | 0.1% | -3% | — |
| 141 |  $LMT | LOCKHEED MARTIN CORP | $472,613 | 0.1% | +1% | 65.6 |
| 142 |  $WFC | WELLS FARGO & COMPANY/MN | $467,998 | 0.1% | +5% | 61.8 |
| 143 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $467,162 | 0.1% | NEW | — |
| 144 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | $462,139 | 0.1% | -39% | — |
| 145 | — | ISHARES INC - MSCI EMERG MRKT | $460,381 | 0.1% | +0% | — |
| 146 | — | ISHARES TR - RUS 2000 VAL ETF | $445,939 | 0.1% | +0% | — |
| 147 |  $UL | UNILEVER PLC | $427,153 | 0.1% | +5% | — |
| 148 | — | AIM ETF PRODUCTS TRUST - ALL B20 ALL ETF | $426,016 | 0.1% | +25% | — |
| 149 |  $GSK | GSK plc | $424,103 | 0.1% | -7% | — |
| 150 | — | ISHARES TR - ESG OPTIMIZED | $422,598 | 0.1% | -8% | — |
New Positions (27)
AMERICAN CENTY ETF TR - US SML CP VALU$8.3M
FIDELITY MERRIMACK STR TR - TOTAL BD ETF$6.4M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$1.5M
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$863,614
$LAMR LAMAR ADVERTISING CO/NEW$608,946$SHOP SHOPIFY INC.$562,907$AMD ADVANCED MICRO DEVICES INC$556,381$FTI TechnipFMC plc$545,848$VOD VODAFONE GROUP PUBLIC LTD CO$467,162
$ADP AUTOMATIC DATA PROCESSING INC$387,881 SCHWAB STRATEGIC TR - US DIVIDEND EQ$322,174
$NTR Nutrien Ltd.$311,667 BLACKROCK ETF TRUST - ISHA SYST AL ETF$307,232
$ABBV AbbVie Inc.$257,448
$MDT Medtronic plc$251,176Exited Positions (17)
J P MORGAN EXCHANGE TRADED F
ISHARES TR
VANGUARD MUN BD FDS
VANGUARD WELLINGTON FD
$LRCX LAM RESEARCH CORP
$EXEL EXELIXIS, INC. SPDR SERIES TRUST
ISHARES INC
SPDR SERIES TRUST
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
SCHWAB STRATEGIC TR
$ISRG INTUITIVE SURGICAL INC DIREXION SHARES ETF TRUST
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