Brightwater Advisory LLC Portfolio Holdings
Brightwater Advisory LLC
- $136 Billion
- Q3 2024
Brightwater Advisory LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $10.8B, Schwab Strategic Us Tips ETF with a value of $8.98B, Spdr S&P 500 ETF Trust with a value of $8.16B, Schwab Fundamental U S Broad M with a value of $7.54B, and Vanguard Dividend Appreciation with a value of $6.83B.
Examining the 13F form we can see an increase of $6.42B in the current position value, from $129B to 136B.
Brightwater Advisory LLC is based out at Tampa, FL
Below you can find more details about Brightwater Advisory LLC portfolio as well as his latest detailed transactions.