Brindle & Bay Financial Advisors, LLC - Portfolio overview

Brindle & Bay Financial Advisors, LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Communication Services.

Largest reported holdings by portfolio allocation

1. VEA - VANGUARD TAX-MANAGED FDS, 10.52%
2. VWO - VANGUARD INTL EQUITY INDEX F, 8.58%
3. GLDM - WORLD GOLD TR, 7.23%

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

Explore securities or join Upside Invest to compare portfolios.