BS
Bromfield Sneider Wealth Advisors Historical SEC 13F Holdings & Archive (Q1 2024)
Bromfield Sneider Wealth AdvisorsCIK: 0001891795
Long-term holder
Total reported value
$161.8M
Reporting period: 2024-03-31 · Number of holdings: 104
Bromfield Sneider Wealth Advisors disclosed 104 holdings in its latest 13F filing for the period ending 2024-03-31, with total reported value of $161.8M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 39.76
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 46.04
- Diversification
- 100
- Sizing Uniformity
- 69.3
Bromfield Sneider Wealth Advisors's disclosed holdings carry a Herfindahl concentration index of 0.099 — mathematically equivalent to about 10 equally-sized positions, well below its 104 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.07), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 19.36% | — | -2.32% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.82% | — | -1.68% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 10.42% | — | +2.20% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 9.23% | — | +1.03% | |
| 5 | SUB | Ishares Short-term National | ETF-Other | 4.59% | — | +6.73% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.57% | — | +8.97% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.11% | — | +26.37% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.69% | — | -0.04% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.43% | — | +7.31% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.86% | — | +0.08% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | — | +1.52% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.89% | — | +12.65% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.17% | — | +1.12% | |
| 14 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.99% | — | +20.47% | |
| 15 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.94% | — | +35.26% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | — | — | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.74% | — | +0.02% | |
| 18 | BND | Vanguard Total Bond Market | ETF-Other | 0.68% | — | +4.58% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.57% | — | +21.16% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 0.56% | — | +29.07% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | — | +0.16% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.53% | — | +3.60% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | — | +41.02% | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 0.41% | — | +19.36% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.40% | — | — | |
| 26 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.39% | — | +0.13% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | — | — | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | — | — | |
| 29 | VONE | Vanguard Russell 1000 | ETF-Other | 0.35% | — | +120.62% | |
| 30 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.33% | — | +645.59% | |
| 31 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.30% | — | +28.48% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | — | +26.70% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.28% | — | +29.50% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | — | +183.90% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | — | +0.06% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.24% | — | — | |
| 37 | DFIV | Dimensional International Va | ETF-Other | 0.24% | — | +9.32% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.22% | — | — | |
| 39 | NBMAX | Nuveen Ma Muni Bnd-i | Stock-Other | 0.21% | — | +0.80% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | — | +0.11% | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.19% | — | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.18% | — | +0.36% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.17% | — | — | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | — | — | |
| 45 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.15% | — | — | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.14% | — | — | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.12% | — | +0.20% | |
| 48 | DFIS | Dimensional International Sm | ETF-Other | 0.11% | — | +0.04% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.11% | — | — | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.10% | — | — |
1–50 of 104
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q3 2026
+1.5%
Performance Last 4 Quarters
+14.8%
- Stdev
- +9.6%
- Beta
- +0.71
- Alpha
- -0.5%
- Max Drawdown
- -5.1%
- Annualized Perf
- +14.2%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.83
- Stutzer
- +0.42
- Treynor
- +0.19
- Sterling
- +1
- Calmar
- +2.76
- Information Ratio
- -1.36
- Tracking Error
- +4.6%
- Stdev Down
- +4.9%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +25%
- Worst 12 Months
- +5%
- Efficiency Ratio
- +0.56
- Sharpe
- +1.44
- Stdev Sectors
- +7.3%
- Skewness
- -0.06
- Kurtosis
- -0.29
- Upside Potential
- +4.41
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Bromfield Sneider Wealth Advisors and what type of investor is it?
Bromfield Sneider Wealth Advisors is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-03-31), the firm manages a tracked equity portfolio valued at approximately $161.8M, spread across 104 disclosed positions.
What are Bromfield Sneider Wealth Advisors's largest equity positions?
Based on the latest 13F filing, Bromfield Sneider Wealth Advisors's top holdings by market value are:
1. Vanguard Growth ETF (VUG) — $31.3M (19.4%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $28.8M (17.8%)
3. Vanguard S/t CORP Bond ETF (VCSH) — $16.9M (10.4%)
4. Vanguard Small-cap Grwth ETF (VBK) — $14.9M (9.2%)
5. Ishares Short-term National (SUB) — $7.4M (4.6%)
What changes did Bromfield Sneider Wealth Advisors make in its most recent portfolio filing?
No notable portfolio changes were recorded for Bromfield Sneider Wealth Advisors in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Bromfield Sneider Wealth Advisors focus on?
Bromfield Sneider Wealth Advisors is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 27.2%
• Health Care: 15.4%
• Industrials: 14.3%
• Consumer Staples: 11.9%
• Financials: 9.9%
• Utilities: 6.6%
Investment Profile
Bromfield Sneider Wealth Advisors returned an annualized 14.2% over the trailing 36 months — underperforming the S&P 500 by 0.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.71 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding.
It has added to its VUG position over the past two quarters (+$5.4M, now $31.3M), while trimming APD over the same stretch (-$10.9K, still holding $64.2K).
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