Brightwater Advisory LLC filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 148 M reflecting a +1.63% change from the prior quarter, spanning 59 assets. The top 10 holdings comprised 52.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 2 complete exits.
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Brightwater Advisory submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Brightwater Advisory reported a managed portfolio value of 148 M, consisting of 59 individual positions.
This page displays the raw filing documents. To see which stocks Brightwater Advisory bought or sold during Q4 2025, please visit Brightwater Advisory's Portfolio Analysis page.