SEC Form 13F

BridgePort Financial Solutions, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$392,860,230
Positions240

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$35,833,65947,849
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$17,243,116338,432
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$13,215,59919,242
APPLE INCAAPLCOM$12,817,05244,294
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$11,409,061243,056
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$9,843,528144,736
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$8,345,97416,679
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$8,343,05066,873
ISHARES TRUSMVMSCI USA MIN ETF$7,939,98582,314
NVIDIA CORPORATIONNVDACOM$7,159,57035,782

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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