Bridge Port Financial Solutions, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $372 Billion distributed in 240 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 $31.2B, Putnam ETF Tr Putnam Focused L with a value of $16.3B, J P Morgan Exchange Traded Fd with a value of $14.7B, Blackrock ETF Tr U S Equity Fa with a value of $13.4B, and Apple Inc. with a value of $12.4B.
Examining the 13F form we can see an increase of $126M in the current position value, from $372B 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: $232 Billion
Technology: $35.6 Billion
Financial Services: $18.2 Billion
Communication Services: $15.3 Billion
Healthcare: $11.7 Billion
Consumer Cyclical: $9.15 Billion
Industrials: $7.32 Billion
Consumer Defensive: $3.33 Billion
Other: $4.62 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
