Brindle & Bay Financial Advisors, LLC
•CIK: 2081139•Filing: Q4 2025
**Brindle & Bay Financial Advisors, LLC** manages $150M across a diversified portfolio of 68 positions. The strategy exhibits significant global exposure, evidenced by top holdings including NDQ at $15.7M and VEA at $15.4M. Notable allocations further target international debt and commodities, with VWO ($12.5M) and GLDM ($12.3M) representing substantial weights. The fund maintains a balanced approach, balancing growth equities (VOO, VUG) with fixed income and specialized credit exposure.
Total AUM
$150.2M
QoQ Performance
N/A
Positions
43
Top 10 Concentration
58.3%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
VEA
VWO
GLDM
NDQ10.5%
VEA10.3%
VWO8.3%
GLDM8.2%
VCIT4.9%
JNK3.6%
VOO3.5%
VUG3.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other91.2%
ETF3.7%
Healthcare1.5%
Consumer Staples1.4%
Technology0.7%
Communication0.6%
Financial0.5%
Energy0.5%