StockDriftsStockDriftsTop 50 Brindle & Bay Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.57% | 31.4K | $23.1M | +247.93%(+22.39K) | $635.84(+13.36%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.32% | 289.6K | $20.6M | +8.26%(+22.09K) | $61.76(+18.17%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 5.88% | 38.8K | $11.8M | +43.12%(+11.68K) | $265.06(+15.60%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.83% | 195.3K | $11.7M | -24.52%(-63.44K) | $53.96(+11.94%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.57% | 13.3K | $9.1M | +451.64%(+10.89K) | $631.31(+12.63%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.96% | 95.9K | $7.9M | +11.92%(+10.21K) | $83.77(-3.03%) | 2026-06-30 | |
| JNK | SPDR SERIES TRUST | 3.5% | 72.6K | $7.0M | +50.33%(+24.32K) | $96.92(-1.22%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 3.37% | 18.4K | $6.7M | +17.76%(+2.78K) | $305.09(+18.32%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.32% | 90.3K | $6.6M | -15.74%(-16.87K) | $74.05(-2.37%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 2.81% | 52.0K | $5.6M | -8.06%(-4.56K) | $89.91(+15.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.06% |
Brindle & Bay Financial Advisors, LLC reports $199.95M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.6%), VEA (10.3%) and VB (5.9%). The top 20 holdings account for 74.56% of reported assets. Its disclosed equity book has returned +7.23% cumulatively over 2 quarters. Figures reflect the Q2 2026 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 Brindle & Bay Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2081139). View Brindle & Bay Financial Advisors, LLC’s 13F filings on SEC