Brindle & Bay Financial Advisors, LLC Portfolio Holdings

Brindle & Bay Financial Advisors, LLC

  • $150 Billion
  • Q4 2025

Brindle & Bay Financial Advisors, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $15.7B, Vanguard Ftse Developed Market with a value of $15.4B, Vanguard Ftse Emerging Mkts Et with a value of $12.5B, World Gold Trust with a value of $12.3B, and Vanguard Intermediate Term Cor with a value of $7.4B.

Examining the 13F form we can see an increase of $150B in the current position value.

Brindle & Bay Financial Advisors, LLC is based out at Frisco, TX

Below you can find more details about Brindle & Bay Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $131 Billion
Consumer Defensive: $5.81 Billion
Financial Services: $3.02 Billion
Communication Services: $2.38 Billion
Industrials: $2.28 Billion
Healthcare: $2.27 Billion
Technology: $980 Million
Real Estate: $734 Million
Other: $1.88 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $150 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 68 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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