CIK 2031775
BridgePort Financial Solutions, LLC
Institutional 13F holdings & portfolio
Holdings
240
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 240
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 46K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 357K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 311K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 221K | $1M+ | SH |
| AAPL | APPLE INC | 46K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 20K | $1M+ | SH |
| USMV | ISHARES TR | 91K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| OEF | ISHARES TR | 21K | $1M+ | SH |
| SHYG | ISHARES TR | 163K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 36K | $1M+ | SH |
| GOOGL | ALPHABET INC | 19K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 86K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 70K | $1M+ | SH |
| GOOG | ALPHABET INC | 17K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 59K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 146K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 66K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 53K | $1M+ | SH |
| AMZN | AMAZON COM INC | 17K | $1M+ | SH |
| IVE | ISHARES TR | 18K | $1M+ | SH |
| ITOT | ISHARES TR | 25K | $1M+ | SH |
| IVW | ISHARES TR | 29K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 16K | $1M+ | SH |
| IEMG | ISHARES INC | 51K | $1M+ | SH |
| PFE | PFIZER INC | 131K | $1M+ | SH |
| EFV | ISHARES TR | 45K | $1M+ | SH |
| ULST | SSGA ACTIVE ETF TR | 79K | $1M+ | SH |
| EFAV | ISHARES TR | 35K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 86K | $1M+ | SH |
| IJR | ISHARES TR | 23K | $1M+ | SH |
| EMMF | WISDOMTREE TR | 85K | $1M+ | SH |
| IYW | ISHARES TR | 12K | $1M+ | SH |
| RTX | RTX CORPORATION | 12K | $1M+ | SH |
| FRME | FIRST MERCHANTS CORP | 58K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| QUAL | ISHARES TR | 10K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 19K | $1M+ | SH |
| WPC | WP CAREY INC | 28K | $1M+ | SH |
| STIP | ISHARES TR | 18K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 15K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 21K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 8K | $1M+ | SH |
| IAGG | ISHARES TR | 32K | $1M+ | SH |
| ITA | ISHARES TR | 7K | $1M+ | SH |