Brightwater Advisory LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Tampa, FL
CIK
0002034566
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 60 135,880 SCHF, SCHP, SPY, FNDB 13F-HR 10/8/2024 000203456624000004
Q2 2024 62 129,463 SCHF, SCHP, SPY, FNDB 13F-HR 9/10/2024 000203456624000001
Q1 2024 56 124,516 SCHF, FNDB, SPY, VIG 13F-HR 10/2/2024 000203456624000003
Q4 2023 53 118,438 SCHF, SCHV, SPY, VIG 13F-HR 12/3/2024 000203456624000005