BridgePort Financial Solutions, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The report lists 264 total holdings held in sole discretion by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the majority of the 264 positions listed. Among the individual equities, the largest positions include Apple Inc., with 44,056 shares; Microsoft Corporation, with 16,844 shares; and NVIDIA Corporation, with 34,548 shares. Other notable individual stock holdings include Alphabet Inc. Class A (19,130 shares), Amazon.com Inc. (19,156 shares), Berkshire Hathaway Inc. Class B (16,595 shares), and Eli Lilly & Co. (958 shares).
The filing also details a significant allocation to various ETFs, including the iShares Core S&P 500 ETF (45,270 shares), the iShares Core S&P 500 ETF (34,669,754 shares), and the iShares MSCI USA Minimum Volatility ETF (81,819 shares). Additionally, the firm holds positions in several sector-specific ETFs, such as the iShares U.S. Technology ETF (7,038 shares) and the iShares U.S. Aerospace & Defense ETF (8,136 shares).
