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Beacon Bridge Wealth Partners

Latest statistics and disclosures from Beacon Bridge Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VUG, VTV, DYNF, MUB, and represent 25.87% of Beacon Bridge Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$8.2M), BAI, FLMI, EVTR, DYNF, SYSB, MTUM, ITA, SPY, IAU.
Started 14 new stock positions in LLY, BAI, COWZ, HIMU, EVTR, XLK, CSCO, SYSB, FLMI, TLH. OTF, IEMG, ITA, XLY.
Reduced shares in these 10 stocks: QUAL (-$11M), EEMV (-$5.3M), IYW, EFG, SCHQ, SCHZ, SCHF, DGRO, LMT, VO.
Sold out of its positions in IXC, IGIB, JAZZ.
Beacon Bridge Wealth Partners was a net buyer of stock by $16M.
Beacon Bridge Wealth Partners has $301M in assets under management (AUM), dropping by 7.07%.
Central Index Key (CIK): 0001965468

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Portfolio Holdings for Beacon Bridge Wealth Partners

Beacon Bridge Wealth Partners holds 98 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	7.2	$22M	+10%	32k	681.92	View chart
Vanguard Index Fds Growth Etf (VUG)	4.9	$15M		30k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$15M	+10%	77k	190.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.8	$14M	+23%	236k	60.81	View chart
Ishares Tr National Mun Etf (MUB)	4.1	$12M		116k	107.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.0	$12M		19k	627.12	View chart
Ishares Tr Mbs Etf (MBB)	3.7	$11M	+6%	118k	95.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$11M		16k	684.96	View chart
Spdr Series Trust State Street Spd (SPYG)	3.0	$9.1M		85k	106.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.8	$8.3M	+4%	254k	32.62	View chart
Ishares Core Msci Emkt (IEMG)	2.7	$8.2M	NEW	122k	67.22	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.6	$7.7M	+8%	146k	52.77	View chart
Ishares Tr Eafe Value Etf (EFV)	2.3	$7.0M	+4%	98k	71.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$6.9M	-61%	35k	198.62	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	2.2	$6.7M	+9%	260k	25.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.9	$5.7M	+78%	23k	250.31	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	1.8	$5.5M	-14%	175k	31.70	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$5.4M	+52%	67k	81.17	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	1.8	$5.4M	+19%	217k	24.81	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.6	$4.8M	NEW	144k	33.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.5	$4.6M	+7%	93k	50.01	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.4	$4.1M	-18%	174k	23.37	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$4.1M	-10%	58k	69.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$4.0M		16k	257.96	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.3	$3.8M	NEW	154k	24.87	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	1.3	$3.8M	NEW	74k	51.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$3.8M		126k	30.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$3.3M		37k	89.46	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.1	$3.3M	+13%	144k	22.97	View chart
Spdr Series Trust State Street Spd (SPTL)	1.1	$3.2M	+10%	120k	26.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$3.1M	-11%	11k	290.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$3.0M	+6%	132k	23.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$2.9M		13k	219.78	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	1.0	$2.9M		61k	46.67	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$2.7M	-10%	32k	84.64	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.9	$2.6M	NEW	29k	89.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$2.4M	+7%	3.8k	614.27	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.7	$2.2M	NEW	10k	214.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$2.2M	-22%	92k	24.04	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.7	$2.1M	+26%	38k	54.77	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.7	$2.0M	-72%	31k	64.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.9M	-70%	9.3k	199.68	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.6	$1.8M	-8%	18k	99.52	View chart
Broadcom (AVGO)	0.6	$1.7M	+4%	5.0k	346.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.7M	+2%	27k	62.47	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$1.7M		8.2k	204.85	View chart
Ishares Tr Core Msci Euro (IEUR)	0.5	$1.7M	+40%	23k	70.98	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$1.5M	+3%	33k	46.81	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$1.5M	NEW	15k	101.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$1.4M		11k	123.26	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$1.4M		2.3k	603.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.3M	-19%	13k	99.88	View chart
NVIDIA Corporation (NVDA)	0.4	$1.3M	+6%	7.0k	186.49	View chart
Spdr Series Trust State Street Spd (SPTI)	0.4	$1.3M		44k	28.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.1M	-16%	3.6k	312.99	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.1M	+37%	7.2k	155.12	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.0M	-29%	2.2k	483.70	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$987k	NEW	6.9k	143.97	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$843k	-6%	11k	75.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$824k	+3%	2.6k	313.80	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.3	$824k	NEW	17k	48.68	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$772k	NEW	6.5k	119.41	View chart
Microsoft Corporation (MSFT)	0.3	$769k	+10%	1.6k	483.75	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$767k	-6%	12k	63.18	View chart
Tesla Motors (TSLA)	0.2	$747k	+3%	1.7k	449.72	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$715k	-8%	9.5k	75.05	View chart
JPMorgan Chase & Co. (JPM)	0.2	$641k	-8%	2.0k	322.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$620k	-3%	7.8k	79.73	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$615k		1.8k	342.97	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$585k		4.2k	139.16	View chart
S&p Global (SPGI)	0.2	$576k	-17%	1.1k	522.45	View chart
Amazon (AMZN)	0.2	$574k	+3%	2.5k	230.82	View chart
Ishares Msci Gbl Gold Mn (RING)	0.2	$533k	-20%	7.2k	73.64	View chart
Fiserv (FI)	0.2	$525k		7.8k	67.17	View chart
Home Depot (HD)	0.2	$479k	-19%	1.4k	343.98	View chart
Procter & Gamble Company (PG)	0.2	$479k	+2%	3.3k	143.31	View chart
Nuveen Churchill Direct Lend Com Shs (NCDL)	0.1	$433k		32k	13.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$402k	-2%	1.9k	212.06	View chart
Visa Com Cl A (V)	0.1	$401k	-7%	1.1k	350.71	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$384k	-5%	4.6k	82.77	View chart
Boeing Company (BA)	0.1	$375k		1.7k	217.12	View chart
Johnson & Johnson (JNJ)	0.1	$332k	+8%	1.6k	206.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$315k	+6%	626.00	502.65	View chart
Meta Platforms Cl A (META)	0.1	$302k	+24%	457.00	660.09	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$292k	+5%	1.8k	162.01	View chart
Bristol Myers Squibb (BMY)	0.1	$282k	-6%	5.2k	53.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$279k	-19%	5.6k	50.29	View chart
Eli Lilly & Co. (LLY)	0.1	$263k	NEW	245.00	1074.68	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.1	$255k	NEW	18k	14.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$252k	-92%	2.2k	113.92	View chart
Voya Financial (VOYA)	0.1	$240k		3.2k	74.49	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$214k	-9%	2.3k	94.82	View chart
Cisco Systems (CSCO)	0.1	$214k	NEW	2.8k	77.03	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$213k	-14%	3.9k	54.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$212k	NEW	3.5k	60.17	View chart
Oracle Corporation (ORCL)	0.1	$209k	-30%	1.1k	194.83	View chart
Ge Aerospace Com New (GE)	0.1	$207k	-20%	671.00	308.03	View chart
Nuveen Dynamic Mun Opportuni Com Shs (NDMO)	0.0	$104k	+2%	10k	10.08	View chart

Past Filings by Beacon Bridge Wealth Partners

SEC 13F filings are viewable for Beacon Bridge Wealth Partners going back to 2022

Beacon Bridge Wealth Partners 2025 Q4 filed Jan. 27, 2026
Beacon Bridge Wealth Partners 2025 Q3 filed Nov. 6, 2025
Beacon Bridge Wealth Partners 2025 Q2 filed July 24, 2025
Beacon Bridge Wealth Partners 2025 Q1 filed May 7, 2025
Beacon Bridge Wealth Partners 2024 Q4 filed Feb. 4, 2025
Beacon Bridge Wealth Partners 2024 Q3 filed Nov. 12, 2024
Beacon Bridge Wealth Partners 2024 Q2 filed Aug. 2, 2024
Beacon Bridge Wealth Partners 2024 Q1 filed May 3, 2024
Beacon Bridge Wealth Partners 2023 Q4 filed Feb. 9, 2024
Beacon Bridge Wealth Partners 2023 Q3 filed Nov. 14, 2023
Beacon Bridge Wealth Partners 2023 Q2 filed Aug. 8, 2023
Beacon Bridge Wealth Partners 2023 Q1 filed May 8, 2023
Beacon Bridge Wealth Partners 2022 Q4 filed Feb. 10, 2023

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