13F Filings History of BridgePort Financial Solutions, LLC

Latest 13F report
Q3 2025 - Nov 6, 2025
Value $
$372M
Signature - Title
Danielle N Schaffer - Disclosures Liaison
Location
Fairfield, IA
Summary
This page shows a list of all the recent 13F filings made by BridgePort Financial Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BridgePort Financial Solutions, LLC reported 236 stock holdings with total value $372M as of Q3 2025. Top holdings included IVV, PVAL, JCPB, VOO, and DYNF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 236 $372M +$69.9M -$18.1M +$51.9M IVV, PVAL, JCPB, VOO, DYNF 13F-HR 11/6/2025, 10:20 AM
Q2 2025 197 $301M +$68.7M -$6.18M +$62.5M IVV, JCPB, VOO, PVAL, DYNF 13F-HR 7/22/2025, 11:29 AM
Q1 2025 160 $222M +$8.45M -$1.83M +$6.62M IVV, BRKB, USMV, VOO, PVAL 13F-HR 4/22/2025, 06:39 PM
Q4 2024 161 $221M $0 $0 IVV, BRKB, VOO, USMV, PVAL 13F-HR 2/28/2025, 04:06 PM