What does Brightwater Advisory LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Brightwater Advisory LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SCHWAB STRATEGIC TR

$14M563K9.2%

SCHWAB STRATEGIC TR

$11M399K7.0%

SCHWAB STRATEGIC TR

$9M345K5.7%

STATE STR SPDR S&P 500 ETF T

$8M13K5.4%

SCHWAB STRATEGIC TR

$7M273K4.9%

VANGUARD INDEX FDS

$7M25K4.3%

VANGUARD SPECIALIZED FUNDS

$6M29K4.1%

ISHARES TR

$6M28K3.9%

TIDAL TRUST II

$6M211K3.9%

ISHARES TR

$6M52K3.8%

Filing history loading…