13F Filings History of Brightwater Advisory LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$147,998,249
Signature - Title
David Maddux - CCO
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Brightwater Advisory LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brightwater Advisory LLC reported 59 stock holdings with total value $147,998,249 as of Q4 2025. Top holdings included SCHF, SCHP, SPY, SCHB, and FNDB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 59 $147,998,249 +$1,671,016 -$1,878,906 -$207,890 SCHF, SCHP, SPY, SCHB, FNDB 13F-HR 12 Feb 2026, 14:25
Q3 2025 59 $145,625,634 +$1,165,973 -$3,519,376 -$2,353,403 SCHF, SCHP, SPY, SCHB, FNDB 13F-HR 07 Nov 2025, 11:33
Q2 2025 61 $138,765,930 +$6,757,207 -$1,983,656 +$4,773,551 SCHF, SCHP, SPY, SCHB, FNDB Restatement 12 Aug 2025, 12:28
Q1 2025 60 $126,133,865 +$3,118,132 -$2,783,348 +$334,784 SCHF, SCHP, SPY, FNDB, VIG Restatement 12 May 2025, 14:42
Q4 2024 58 $127,557,433 +$20,464,841 -$4,949,918 +$15,514,923 SCHF, SCHP, SPY, FNDB, VIG 13F-HR 04 Feb 2025, 17:36
Q3 2024 60 $135,594,209 +$3,122,184 -$5,647,042 -$2,524,858 SCHF, SCHP, SPY, FNDB, VIG 13F-HR 08 Oct 2024, 14:46
Q2 2024 62 $128,039,427 +$12,864,554 -$7,228,960 +$5,635,594 SCHF, SCHP, SPY, FNDB, VIG 13F-HR 10 Sep 2024, 12:44
Q1 2024 56 $124,516,559 +$25,477,917 -$23,499,725 +$1,978,192 SCHF, FNDB, SPY, VIG, SCHP 13F-HR 02 Oct 2024, 18:57
Q4 2023 52 $116,279,092 $0 $0 $0 SCHF, SCHV, SPY, VIG, TIP 13F-HR 03 Dec 2024, 17:10