StockDriftsStockDriftsTop 50 Brindle & Bay Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 10.54% | 38.2K | $28.2M | +21.48%(+6.75K) | $653.92(+9.85%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.17% | 385.7K | $27.2M | +33.16%(+96.03K) | $64.04(+8.30%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 5.62% | 214.7K | $15.1M | +137.76%(+124.39K) | $72.73(-2.93%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 5.34% | 20.4K | $14.3M | +53.61%(+7.13K) | $653.13(+7.88%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.3% | 239.5K | $14.2M | +22.64%(+44.21K) | $54.99(+5.54%) | 2026-09-30 | |
| JNK | SPDR SERIES TRUST | 3.99% | 115.2K | $10.7M | +58.56%(+42.53K) | $96.05(-3.94%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 3.98% | 37.5K | $10.7M | -3.35%(-1.30K) | $265.06(+7.30%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.45% | 42.8K | $9.2M | +81.66%(+19.22K) | $203.31(+9.29%) | 2026-09-30 | |
| VOE | VANGUARD INDEX FDS | 3.07% | 42.1K | $8.2M | +96.17%(+20.62K) | $187.21(+9.17%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 2.96% | 34.3K | $7.9M | +68.76%(+13.97K) | $221.83(+6.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.78% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.95% |
Brindle & Bay Financial Advisors LLC reports $267.90M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (10.5%), VEA (10.2%) and BND (5.6%). The top 20 holdings account for 74.31% of reported assets. Its disclosed equity book has returned +4.78% cumulatively over 3 quarters. Figures reflect the Q3 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