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Manager record

Brightwater Advisory LLC

Tampa, FL · CIK 2034566 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$158.26MReported 13F valueQ2 2026 · as filed
59Holdings listed
+4.7%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $139.1M$139.1MQ2 202561 holdingsQ3 2025: $145.6M$145.6MQ3 202559 holdingsQ4 2025: $148.0M$148.0MQ4 202559 holdingsQ1 2026: $151.2M$151.2MQ1 202660 holdingsQ2 2026: $158.3M$158.3MQ2 202659 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$158.26M · 59 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$151.19M · 60 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$148.00M · 59 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$145.63M · 59 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR/A · period Q2 2025

$139.06M · 61 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$126.53M · 61 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology