RFG - Bristol Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Taunton, MA
CIK
0002055104
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
170
298,416
IVV, IUS, RWL, SGOV
13F-HR
5/8/2025
000108514625002759
Q4 2024
159
304,681
IVV, VONG, IGM, IUSG
13F-HR
2/12/2025
000108514625001089