Bridge Port Financial Solutions, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $301 Billion distributed in 197 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 $31.6B, J P Morgan Exchange Traded Fd with a value of $12.8B, Vanguard Index Fds S&P 500 ETF with a value of $11.9B, Putnam ETF Tr Putnam Focused L with a value of $11.4B, and Blackrock ETF Tr U S Equity Fa with a value of $11B.

Examining the 13F form we can see an increase of $79.2B in the current position value, from $222B to 301B.

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 $301 Billion
ETFs: $204 Billion
Technology: $24.5 Billion
Financial Services: $14.5 Billion
Consumer Cyclical: $7.78 Billion
Communication Services: $5.66 Billion
Industrials: $5.23 Billion
Healthcare: $4.9 Billion
Consumer Defensive: $2.34 Billion
Other: $3.27 Billion

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $301 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 42 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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