Bridge Port Financial Solutions, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $372 Billion distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.1B, Putnam ETF Tr Putnam Focused L with a value of $14.8B, J P Morgan Exchange Traded Fd with a value of $14.5B, Vanguard Index Fds S&P 500 ETF with a value of $13.2B, and Blackrock ETF Tr U S Equity Fa with a value of $13B.
Examining the 13F form we can see an increase of $71.2B in the current position value, from $301B to 372B.
Bridge Port Financial Solutions, LLC is based out at Fairfield, IA
Below you can find more details about Bridge Port Financial Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$372 Billion
ETFs: $239 Billion
Technology: $36.3 Billion
Financial Services: $19 Billion
Communication Services: $13 Billion
Healthcare: $10.2 Billion
Consumer Cyclical: $8.95 Billion
Industrials: $7.02 Billion
Consumer Defensive: $4.05 Billion
Other: $4.11 Billion
Stock Holdings Table Market Cap. of $200 Billions or more