Brightwater Advisory LLC
Brightwater Advisory LLC reported 59 positions worth $158.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SCHF (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHF | SH | $15.2M | 9.60% | 548,347 | — | — | |
| ▸ 2 | SCHP | SH | $10.6M | 6.73% | 401,658 | — | — | |
| ▸ 3 | SCHB | SH | $9.6M | 6.08% | 332,338 | — | — | |
| ▸ 4 | SPY | SH | $9.4M | 5.95% | 12,609 | — | — | |
| ▸ 5 | FNDB | SH | $8.0M | 5.07% | 263,213 | — | — | |
| ▸ 6 | VB | SH | $7.4M | 4.70% | 24,551 | — | — | |
| ▸ 7 | VIG | SH | $6.7M | 4.25% | 28,451 | — | — | |
| ▸ 8 | IWD | SH | $6.6M | 4.18% | 27,281 | — | — | |
| ▸ 9 | TFPN | SH | $6.4M | 4.07% | 204,218 | — | — | |
| ▸ 10 | SCHE | SH | $5.9M | 3.74% | 163,176 | — | — |
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Frequently Asked Questions
What stocks does Brightwater Advisory LLC hold as of Q2 2026?
Brightwater Advisory LLC reported 59 positions worth $158.3M in its Q2 2026 13F filing. Largest positions: SCHF (9.6%), SCHP (6.7%), SCHB (6.1%), SPY (6.0%) and FNDB (5.1%).
What did Brightwater Advisory LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Brightwater Advisory LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.