Brightwater Advisory LLC - Portfolio overview

Brightwater Advisory LLC has 62 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB STRATEGIC TR, 9.20%
2. SCHP - SCHWAB STRATEGIC TR, 7.01%
3. SCHB - SCHWAB STRATEGIC TR, 5.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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