About this Fund
Bridge Builder Trust is a renowned mutual fund company that has been at the forefront of asset management, providing a diverse range of investment solutions to meet the unique needs of its clients. With a strong focus on wealth management, the company offers an array of mutual funds across various categories, including equity, debt, hybrid, and money market funds, thereby catering to the distinct risk profiles and investment objectives of its investors. By leveraging its expertise in portfolio management, Bridge Builder Trust enables its clients to navigate the complexities of the investment landscape with confidence, helping them to achieve their long-term financial goals through a disciplined and systematic approach to investing, which includes the option to invest through a systematic investment plan, or SIP.
The company's investor-centric approach is reflected in its commitment to providing personalized investment solutions that are tailored to the specific needs of its clients, whether they are individual investors, institutions, or financial advisors. Bridge Builder Trust's investment philosophy is centered around a rigorous research process, which involves a thorough analysis of market trends, economic conditions, and company fundamentals, to identify attractive investment opportunities that can help its clients build wealth over the long term. The company's experienced team of investment professionals, backed by a robust infrastructure and state-of-the-art technology, works tirelessly to manage its mutual funds with a high degree of expertise and care, ensuring that every investment decision is guided by a deep understanding of the markets and a passion for delivering exceptional results.
As a trusted partner in the world of mutual funds, Bridge Builder Trust has established a reputation for its unwavering commitment to transparency, accountability, and customer satisfaction. The company's dedication to excellence in asset management has earned it the trust of a wide range of investors, who appreciate its ability to balance risk and return, while providing them with a seamless and hassle-free investment experience. By offering a broad spectrum of mutual funds, Bridge Builder Trust provides its clients with the flexibility to create a diversified investment portfolio that is aligned with their unique financial objectives, risk tolerance, and investment horizon, whether they are seeking to grow their wealth, generate income, or preserve their capital. With its strong foundation in wealth management and its passion for delivering outstanding investment results, Bridge Builder Trust is well-positioned to continue playing a vital role in the lives of its clients, helping them to achieve their financial aspirations and secure their future.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
3 positions
Frequently Asked Questions — Bridge Builder Trust
What type of mutual fund is Bridge Builder Trust?
Bridge Builder Trust is a SEC-registered Equity fund, with $44.7B in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, Bridge Builder Trust holds 3 portfolio positions, all detailed in the holdings table on this page.
What are Bridge Builder Trust's assets under management (AUM)?
Bridge Builder Trust has $44.7B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Bridge Builder Trust's top holdings?
According to Bridge Builder Trust's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
IHEARTMEDIA INC - CLASS A,
IHEARTMEDIA INC - CLASS B,
XBP GLOBAL HOLDINGS INC
.
The complete list of all 3 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Bridge Builder Trust's expense ratio?
Expense ratio data for Bridge Builder Trust is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Bridge Builder Trust's SEC filings?
Bridge Builder Trust is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001567101.
You can access all of Bridge Builder Trust's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0001567101).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Bridge Builder Trust's holdings data on StockSifting?
Holdings data for Bridge Builder Trust on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.