Brightwater Advisory
$158M 13F equity value
61 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Brightwater Advisory covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 548,347 | $15M | 9.6% |
| SCHP | SCHWAB STRATEGIC TR | 401,658 | $11M | 6.7% |
| SCHB | SCHWAB STRATEGIC TR | 332,338 | $10M | 6.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 12,609 | $9M | 5.9% |
| FNDB | SCHWAB STRATEGIC TR | 263,213 | $8M | 5.1% |
| VB | VANGUARD INDEX FDS | 24,551 | $7M | 4.7% |
| VIG | VANGUARD SPECIALIZED FUNDS | 28,451 | $7M | 4.3% |
| IWD | ISHARES TR | 27,281 | $7M | 4.2% |
| TFPN | TIDAL TRUST II | 204,218 | $6M | 4.1% |
| SCHE | SCHWAB STRATEGIC TR | 163,176 | $6M | 3.7% |
Track Brightwater Advisory's 13F portfolio: $158M in reported holdings, 61 positions. Top holdings and quarterly changes on SentiSense.
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