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 51–100 of 240
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBDT | ISHARES TR | 61K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| IUSB | ISHARES TR | 31K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 18K | $1M+ | SH |
| MTUM | ISHARES TR | 6K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 8K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 27K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 29K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| CFO | VICTORY PORTFOLIOS II | 18K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| IBHG | ISHARES TR | 56K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 31K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 35K | $1M+ | SH |
| EFA | ISHARES TR | 12K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 12K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| USHY | ISHARES TR | 28K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IJH | ISHARES TR | 16K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| MRK | MERCK & CO INC | 9K | $500K+ | SH |
| IWM | ISHARES TR | 4K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| AGG | ISHARES TR | 10K | $500K+ | SH |
| HD | HOME DEPOT INC | 3K | $500K+ | SH |
| JBL | JABIL INC | 4K | $500K+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 26K | $500K+ | SH |
| TBUX | T ROWE PRICE ETF INC | 18K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| LOW | LOWES COS INC | 4K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 16K | $500K+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 8K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS | 17K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| BLK | BLACKROCK INC | 757 | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 11K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 15K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 35K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IEF | ISHARES TR | 8K | $500K+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 20K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| IBDS | ISHARES TR | 31K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| LLY | ELI LILLY & CO | 662 | $500K+ | SH |