Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Brindle & Bay Financial Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Brindle & Bay Financial Advisors, LLC (CIK 2081139) reported $199.9M across 86 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($23.1M, 11.57%), VEA ($20.6M, 10.32%), VB ($11.8M, 5.88%), VWO ($11.7M, 5.83%), VOO ($9.1M, 4.57%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QQQINVESCO QQQ TR$23.1M11.57%31,422Added
2VEAVANGUARD TAX-MANAGED FDS$20.6M10.32%289,637Added
3VBVANGUARD INDEX FDS$11.8M5.88%38,780Added
4VWOVANGUARD INTL EQUITY INDEX F$11.7M5.83%195,316Trimmed
5VOOVANGUARD INDEX FDS$9.1M4.57%13,300Added
6VCITVANGUARD SCOTTSDALE FDS$7.9M3.96%95,867Added
7JNKSPDR SERIES TRUST$7.0M3.50%72,623Added
8VBKVANGUARD INDEX FDS$6.7M3.37%18,424Added
9BNDVANGUARD BD INDEX FDS$6.6M3.32%90,296Trimmed
10CWBSPDR SERIES TRUST$5.6M2.81%52,032Trimmed
11VTVVANGUARD INDEX FDS$5.1M2.57%23,536Added
12VBRVANGUARD INDEX FDS$4.9M2.47%20,315Trimmed
13VUGVANGUARD INDEX FDS$4.8M2.42%56,061Added
14PFFISHARES TR$4.5M2.23%146,044Added
15VOEVANGUARD INDEX FDS$4.2M2.12%21,439Trimmed
16VNQVANGUARD INDEX FDS$4.0M2.00%41,420Added
17VIGVANGUARD SPECIALIZED FUNDS$3.6M1.78%15,005Added
18VMBSVANGUARD SCOTTSDALE FDS$3.0M1.52%64,940Added
19RSPINVESCO EXCHANGE TRADED FD T$2.6M1.30%12,261Added
20VGITVANGUARD SCOTTSDALE FDS$2.0M1.02%34,485Added
21BIVVANGUARD BD INDEX FDS$2.0M0.99%25,689Trimmed
22VGLTVANGUARD SCOTTSDALE FDS$1.9M0.95%34,517Trimmed
23HYDVANECK ETF TRUST$1.8M0.91%35,191Added
24VOVANGUARD INDEX FDS$1.8M0.89%22,158Added
25VCSHVANGUARD SCOTTSDALE FDS$1.8M0.89%22,511New

Source: SEC Form 13F filings · as of 2026-06-30