DOSSIER · 13F-HR · Q3 2026

Brindle & Bay Financial Advisors, LLC

$268M in tracked AUM across 102 positions as of Q3 2026.

B&
CIK 0002081139 · last filed Sep 30, 2026
Total AUM
$268M
as of Q3 2026
Holdings
102
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Brindle & Bay Financial Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$28M38K10.5%
02
VEA
VANGUARD TAX-MANAGED FDS
$27M386K10.2%
03
BND
VANGUARD BD INDEX FDS
$15M215K5.6%
04
VOO
VANGUARD INDEX FDS
$14M20K5.3%
05
VWO
VANGUARD INTL EQUITY INDEX F
$14M240K5.3%
06
JNK
SPDR SERIES TRUST
$11M115K4.0%
07
VB
VANGUARD INDEX FDS
$11M37K4.0%
08
VTV
VANGUARD INDEX FDS
$9M43K3.4%
09
VOE
VANGUARD INDEX FDS
$8M42K3.1%
10
VBR
VANGUARD INDEX FDS
$8M34K3.0%

Filing history

2026Q3Sep 30
$268M▲ 34.0%
102 positionsView →
2026Q2Jun 30
$200M▲ 22.7%
86 positionsView →
2026Q1Mar 31
$163M▲ 8.4%
67 positionsView →
2025Q4Dec 31
$150M—
68 positionsView →