13F Filings History of BridgePort Financial Solutions, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$372,232,680
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 240 stock holdings with total value $372,232,680 as of Q4 2025. Top holdings included IVV, PVAL, JCPB, DYNF, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 240 $372,232,680 +$16,317,675 -$23,946,369 -$7,628,694 IVV, PVAL, JCPB, DYNF, AAPL 13F-HR 16 Jan 2026, 15:59
Q3 2025 236 $372,106,590 +$69,948,710 -$18,061,015 +$51,887,695 IVV, PVAL, JCPB, VOO, DYNF 13F-HR 06 Nov 2025, 10:20
Q2 2025 197 $300,876,997 +$68,707,744 -$6,176,303 +$62,531,441 IVV, JCPB, VOO, PVAL, DYNF 13F-HR 22 Jul 2025, 11:29
Q1 2025 160 $221,696,126 +$8,449,533 -$1,826,612 +$6,622,921 IVV, BRKB, USMV, VOO, PVAL 13F-HR 22 Apr 2025, 18:39
Q4 2024 161 $220,595,868 $0 $0 $0 IVV, BRKB, VOO, USMV, PVAL 13F-HR 28 Feb 2025, 16:06