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Brindle & Bay Financial Advisors

Latest statistics and disclosures from Brindle & Bay Financial Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002081139

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Positions held by Brindle & Bay Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Brindle & Bay Financial Advisors

Brindle & Bay Financial Advisors holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.5	$16M	26k	614.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.3	$15M	247k	62.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	8.3	$13M	233k	53.76	View chart
World Gold Tr Spdr Gld Minis (GLDM)	8.2	$12M	145k	85.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.9	$7.4M	88k	83.75	View chart
Spdr Series Trust State Street Spd (JNK)	3.6	$5.4M	56k	97.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$5.2M	8.3k	627.12	View chart
Vanguard Index Fds Growth Etf (VUG)	3.3	$5.0M	10k	487.85	View chart
Spdr Series Trust State Street Spd (CWB)	3.0	$4.5M	50k	89.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.8	$4.1M	56k	74.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.5	$3.7M	48k	77.88	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.2	$3.4M	109k	30.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.1	$3.2M	15k	211.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.9	$2.8M	32k	88.49	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$2.7M	14k	190.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$2.4M	11k	219.78	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.5	$2.2M	7.4k	302.09	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.4	$2.1M	46k	47.08	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.4	$2.1M	38k	55.80	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.4	$2.1M	12k	177.37	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.4	$2.0M	7.3k	279.14	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.3	$2.0M	33k	59.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$1.8M	9.4k	191.56	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.0	$1.5M	29k	50.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$1.2M	4.7k	257.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.2M	4.1k	290.23	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$1.1M	24k	48.32	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.6	$935k	18k	51.12	View chart
Comcast Corp Cl A (CMCSA)	0.6	$828k	28k	29.89	View chart
Fox Corp Cl A Com (FOXA)	0.5	$810k	11k	73.07	View chart
Us Bancorp Del Com New (USB)	0.5	$795k	15k	53.36	View chart
Avery Dennison Corporation (AVY)	0.5	$782k	4.3k	181.88	View chart
Merck & Co (MRK)	0.5	$778k	7.4k	105.26	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$769k	2.9k	268.30	View chart
Snap-on Incorporated (SNA)	0.5	$758k	2.2k	344.59	View chart
Johnson & Johnson (JNJ)	0.5	$755k	3.6k	206.97	View chart
T. Rowe Price (TROW)	0.5	$753k	7.4k	102.38	View chart
Verizon Communications (VZ)	0.5	$744k	18k	40.73	View chart
Gilead Sciences (GILD)	0.5	$742k	6.0k	122.75	View chart
Illinois Tool Works (ITW)	0.5	$739k	3.0k	246.28	View chart
Colgate-Palmolive Company (CL)	0.5	$739k	9.3k	79.02	View chart
General Mills (GIS)	0.5	$737k	16k	46.50	View chart
CBOE Holdings (CBOE)	0.5	$735k	2.9k	250.99	View chart
Cme (CME)	0.5	$735k	2.7k	273.06	View chart
Vici Pptys (VICI)	0.5	$735k	26k	28.12	View chart
ConAgra Foods (CAG)	0.5	$732k	42k	17.31	View chart
Procter & Gamble Company (PG)	0.5	$729k	5.1k	143.30	View chart
Altria (MO)	0.5	$728k	13k	57.66	View chart
Kraft Heinz (KHC)	0.5	$728k	30k	24.25	View chart
CF Industries Holdings (CF)	0.5	$725k	9.4k	77.34	View chart
Pepsi (PEP)	0.5	$717k	5.0k	143.52	View chart
EOG Resources (EOG)	0.5	$714k	6.8k	105.01	View chart
Kimberly-Clark Corporation (KMB)	0.5	$699k	6.9k	100.89	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$676k	16k	42.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$547k	6.9k	79.73	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$471k	4.6k	102.39	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$440k	7.5k	58.73	View chart
Brinker International (EAT)	0.3	$437k	3.0k	143.51	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$413k	2.7k	154.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$352k	513.00	685.35	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$318k	4.1k	77.68	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$314k	6.7k	46.80	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$304k	6.0k	50.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$241k	2.0k	120.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$226k	1.6k	143.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$218k	3.3k	65.99	View chart
Microsoft Corporation (MSFT)	0.1	$211k	435.00	483.80	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$210k	2.8k	74.17	View chart

Past Filings by Brindle & Bay Financial Advisors

SEC 13F filings are viewable for Brindle & Bay Financial Advisors going back to 2025

Brindle & Bay Financial Advisors 2025 Q4 filed Jan. 29, 2026

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