Bridgeworth is an investment fund managing more than $431 million ran by Tomonica Stoudemire. There are currently 88 companies in Stoudemire’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Admiral Fds Inc, together worth $182 million.
Limited to 30 biggest holdings
$431 million Assets Under Management (AUM)
As of 21st October 2022, Bridgeworth’s top holding is 591,152 shares of Vanguard Index Fds currently worth over $117 million and making up 27.2% of the portfolio value.In addition, the fund holds 422,010 shares of Vanguard Admiral Fds Inc worth $64.7 million. The third-largest holding is Ishares Tr worth $32.4 million and the next is Schwab Strategic Tr worth $16.7 million, with 329,090 shares owned.
Currently, Bridgeworth's portfolio is worth at least $431 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Bridgeworth
The Bridgeworth office and employees reside in Birmingham, Alabama. According to the last 13-F report filed with the SEC, Tomonica Stoudemire serves as the Chief Compliance Officer at Bridgeworth.
