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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, DYNF, VUG, VTV, MUB, and represent 26.23% of Beacon Bridge Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VUG (+$14M), SPY (+$6.4M), EFG (+$5.7M), IALT, GOVT, BLCR, FLMI, SCHZ, VO, PVAL.
Started 12 new stock positions in COHR, PVAL, IALT, VYM, CSL, EFG, S&p Global, CSCO, BLCR, RVMD. GE, SPYD.
Reduced shares in these 10 stocks: QUAL (-$5.9M), IEMG, VTV, EFV, BINC, IAU, MTUM, MDY, SCHR, IYW.
Sold out of its positions in T, CVX, FISV, EEM, HYS, SPGI, SCHR, XLV.
Beacon Bridge Wealth Partners was a net buyer of stock by $33M.
Beacon Bridge Wealth Partners has $351M in assets under management (AUM), dropping by 17.49%.
Central Index Key (CIK): 0001965468

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Portfolio Holdings for Beacon Bridge Wealth Partners

Beacon Bridge Wealth Partners holds 105 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	8.6	$30M	+26%	41k	746.77	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.9	$17M	+5%	253k	68.01	View chart
Vanguard Index Fds Growth Etf (VUG)	4.7	$16M	+518%	191k	86.14	View chart
Vanguard Index Fds Value Etf (VTV)	4.1	$14M	-16%	66k	217.93	View chart
Ishares Tr National Mun Etf (MUB)	3.9	$14M	+8%	128k	107.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$13M		19k	686.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$12M		16k	748.88	View chart
Ishares Tr Mbs Etf (MBB)	3.1	$11M		115k	94.52	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.9	$10M		86k	118.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$9.0M		267k	33.84	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$8.0M	-27%	96k	82.84	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	2.3	$7.9M	+54%	315k	25.17	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.1	$7.4M	+144%	327k	22.78	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	2.1	$7.4M	-4%	140k	52.72	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	2.0	$7.1M		255k	27.74	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$6.8M	+67%	293k	23.13	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.7	$6.1M	-19%	117k	52.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.6	$5.7M	NEW	46k	124.42	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	1.5	$5.4M	-2%	208k	25.98	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	1.5	$5.3M	-3%	170k	31.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.5	$5.2M	-20%	15k	342.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$5.1M	+6%	17k	303.13	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.5	$5.1M	+7%	101k	50.60	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$5.1M	-32%	66k	76.55	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	1.4	$4.9M	NEW	176k	28.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.4	$4.8M	+3%	131k	36.87	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$4.6M	-3%	61k	75.79	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.3	$4.5M	+78%	19k	242.42	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.1	$4.0M	NEW	80k	50.37	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	1.1	$3.9M		61k	63.85	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	1.1	$3.7M	-2%	74k	50.71	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$3.6M	-27%	48k	75.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$3.4M	-2%	36k	96.58	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$3.4M	+23%	122k	27.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$3.2M	+5%	34k	95.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$3.1M	+286%	38k	80.57	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.9	$3.0M	+15%	34k	88.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$3.0M		13k	236.62	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.8	$3.0M	-9%	113k	26.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$2.9M		3.9k	736.36	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.8	$2.7M	-3%	121k	22.64	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.7	$2.5M	+6%	33k	75.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$2.3M	+19%	32k	71.25	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.6	$2.0M	NEW	39k	50.95	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.6	$2.0M		17k	121.42	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$2.0M	-2%	20k	100.35	View chart
Broadcom (AVGO)	0.5	$1.9M		5.0k	377.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$1.8M	-76%	8.2k	219.43	View chart
Ishares Tr Core Msci Euro (IEUR)	0.5	$1.8M	-10%	24k	75.17	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.5	$1.7M		7.9k	219.21	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.5	$1.6M	-5%	31k	51.78	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.5	$1.6M	-20%	30k	53.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.5M		11k	137.53	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$1.5M	-17%	7.6k	190.52	View chart
NVIDIA Corporation (NVDA)	0.4	$1.5M	+3%	7.3k	200.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$1.4M	-39%	5.6k	252.23	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$1.4M	-2%	7.4k	185.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M	+6%	3.8k	357.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$1.3M	+58%	16k	85.49	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.3	$1.2M	+26%	24k	49.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.2M	-12%	12k	98.98	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.3	$1.1M	-15%	38k	28.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$986k	+322%	2.7k	370.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$964k	+3%	2.7k	353.33	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$899k		10k	90.10	View chart
Tesla Motors (TSLA)	0.2	$813k		1.9k	420.60	View chart
JPMorgan Chase & Co. (JPM)	0.2	$734k	+15%	2.2k	327.33	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$664k	-3%	9.2k	72.28	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$640k		4.2k	152.18	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$635k	+4%	1.9k	334.82	View chart
Amazon (AMZN)	0.2	$627k	+4%	2.6k	238.34	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$622k		1.7k	365.87	View chart
Microsoft Corporation (MSFT)	0.2	$612k	+4%	1.6k	372.92	View chart
Lockheed Martin Corporation (LMT)	0.2	$587k		1.2k	509.53	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.2	$550k	+62%	53k	10.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$540k	-12%	6.8k	79.03	View chart
Procter & Gamble Company (PG)	0.2	$527k	+6%	3.6k	146.64	View chart
Home Depot (HD)	0.1	$498k		1.4k	352.73	View chart
Corning Incorporated (GLW)	0.1	$493k	-2%	1.9k	255.43	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$449k	-2%	2.8k	161.54	View chart
Johnson & Johnson (JNJ)	0.1	$442k	+7%	1.7k	253.90	View chart
S&p Global Com Shs	0.1	$432k	NEW	1.1k	407.19	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$414k	-13%	6.4k	64.60	View chart
Nuveen Churchill Direct Lend Com Shs (NCDL)	0.1	$411k	+2%	33k	12.42	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$408k		4.6k	87.93	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$397k	-76%	564.00	703.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$393k	-9%	1.7k	227.09	View chart
Visa Com Cl A (V)	0.1	$393k		1.1k	343.09	View chart
Boeing Company (BA)	0.1	$373k		1.7k	216.47	View chart
Eli Lilly & Co. (LLY)	0.1	$353k	+24%	294.00	1199.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$306k	-3%	612.00	500.39	View chart
Bristol Myers Squibb (BMY)	0.1	$301k		5.2k	57.62	View chart
Cisco Systems (CSCO)	0.1	$294k	NEW	2.5k	117.46	View chart
Voya Financial (VOYA)	0.1	$291k		3.2k	90.53	View chart
Carlisle Companies (CSL)	0.1	$280k	NEW	772.00	362.75	View chart
Coherent Corp (COHR)	0.1	$276k	NEW	700.00	394.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$270k	-4%	5.3k	50.58	View chart
Meta Platforms Cl A (META)	0.1	$268k	+8%	475.00	563.29	View chart
Ge Aerospace Com New (GE)	0.1	$252k	NEW	674.00	373.73	View chart
Ge Vernova (GEV)	0.1	$251k	-18%	214.00	1174.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$223k		3.6k	62.20	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$221k		4.2k	52.76	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$206k	NEW	4.3k	47.71	View chart
Revolution Medicines (RVMD)	0.1	$206k	NEW	1.1k	187.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$202k	NEW	1.3k	158.03	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 2026 Q2 filed Aug. 5, 2026
Beacon Bridge Wealth Partners 2026 Q1 filed May 5, 2026
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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