Brightwater Advisory LLC filed its 13F report for Q2 2026 on August 07, 2026. The portfolio totaled 158.26 M reflecting a +4.68% change from the prior quarter, spanning 59 assets. The top 10 holdings comprised 54.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 2 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Brightwater Advisory submitted their Form 13F-HR for the Q2 2026 period on 08/07/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Brightwater Advisory reported a managed portfolio value of 158.26 M, consisting of 59 individual positions.
This page displays the raw filing documents. To see which stocks Brightwater Advisory bought or sold during Q2 2026, please visit Brightwater Advisory's Portfolio Analysis page.