BridgePort Financial Solutions, LLC - Portfolio overview

BridgePort Financial Solutions, LLC has 259 reported holdings in this dataset, with the latest filing dated 2026-04-16.

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. IVV - ISHARES TR, 8.38%
2. PVAL - PUTNAM ETF TRUST, 4.81%
3. JCPB - J P MORGAN EXCHANGE TRADED F, 4.45%

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

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