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Showing Q3 2024 data
Bridge Advisory, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Bridge Advisory, LLC
•CIK: 1847956•Filing: Q3 2024
**Bridge Advisory, LLC** manages $210M across a portfolio of 99 positions, demonstrating a diversified yet concentrated approach. Top holdings reveal significant allocations to EMLC ($13.4M) and SHV ($13.3M), suggesting a focus on specific thematic or sector opportunities. The portfolio maintains substantial exposure to fixed income via PHYS/U ($12.4M) and SGOV ($9.0M), alongside notable technology and industrial plays like AAPL ($8.1M) and MINT ($8.1M). This structure indicates a tactical allocation balancing high-conviction equity bets with defensive fixed-income ballast.
Total AUM
$210.2M
QoQ Performance
+3.6%
Positions
60
Top 10 Concentration
44.7%
Latest Filing
Q3 2024
Top Holdings Allocation
EMLC
SHV
PHYS/U
EMLC6.4%
SHV6.3%
PHYS/U5.9%
PSLV/U4.5%
SGOV4.3%
DFAU3.9%
AAPL3.9%
MINT3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.7%
Technology6.5%
ETF3.7%
Consumer1.5%
Energy0.9%
Communication0.5%
Healthcare0.4%
Financial0.4%
🚪 Exited Positionssold since Q2 2024
Changes from Q2 2024
NEW4 new positions
↑41 increased
↓50 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023