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Showing Q4 2023 data
Bridgeworth, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Bridgeworth, LLC
•CIK: 1691804•Filing: Q4 2023
**Bridgeworth, LLC** manages $1.0B across a diversified portfolio of 177 positions. The fund exhibits significant concentration in thematic and sector-specific equities, highlighted by a top holding in DFAC at $122.2M. Further notable allocations include SPYG ($103.4M) and SPYM ($82.0M), indicating a strategic focus on growth and specialized market segments. This structure suggests a conviction-driven approach targeting outsized returns within defined investment themes.
Total AUM
$1.0B
QoQ Performance
N/A
Positions
104
Top 10 Concentration
62.9%
Latest Filing
Q4 2023
Top Holdings Allocation
DFAC
SPYG
SPYM
SPMD
DFIC
DFAC12.1%
SPYG10.2%
SPYM8.1%
SPMD8.1%
DFIC5.6%
SPSM4.2%
BNDX4.1%
DFUV3.6%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.3%
ETF4.2%
Technology1.7%
Utilities1.1%
Consumer0.8%
Industrial0.6%
Financial0.5%
Healthcare0.4%