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Home > Institutional Investor > Brightwater Advisory Llc > 13F Holdings

Instuitional Investor - Brightwater Advisory Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 548,347 $15,189,214 9.6%
2.
Schwab Strategic Trust
 SCHD 401,658 $10,643,927 6.73%
3.
Schwab Strategic Trust
 SCHD 332,338 $9,624,520 6.08%
4.
Spdr S & P 500 Etf Trust
 SPY 12,609 $9,416,023 5.95%
5.
Schwab Strategic Trust
 SCHD 263,213 $8,017,480 5.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.