StockDriftsStockDriftsTop 50 Bridgeworth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.09% | 4.18M | $122.2M | -0.99%(-41.95K) | — | 2023-12-31 | |
| SPYG | SPDR SER TR | 10.23% | 1.59M | $103.4M | -1.28%(-20.61K) | — | 2023-12-31 | |
| SPLG | SPDR SER TR | 8.12% | 1.47M | $82.0M | +0.59%(+8.65K) | — | 2023-12-31 | |
| SPMD | SPDR SER TR | 8.09% | 1.68M | $81.8M | -0.10%(-1.74K) | — | 2023-12-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.58% | 2.21M | $56.4M | +3.10%(+66.41K) | — | 2023-12-31 | |
| SPSM | SPDR SER TR | 4.24% | 1.02M | $42.8M | +0.10%(+982) | — | 2023-12-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.15% | 849.0K | $41.9M | +0.88%(+7.39K) | — | 2023-12-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.61% | 980.6K | $36.5M | +41.41%(+287.13K) | — | 2023-12-31 | |
| VOO | VANGUARD INDEX FDS | 3.43% | 79.4K | $34.7M | -0.89%(-712) | — | 2023-12-31 | |
| BSV | VANGUARD BD INDEX FDS | 3.32% | 435.0K | $33.5M | +4.49%(+18.69K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bridgeworth, Llc reports $1.01B in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (12.1%), SPYG (10.2%) and SPLG (8.1%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bridgeworth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1691804). View Bridgeworth, Llc’s 13F filings on SEC