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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, VTV, DYNF, VUG, MUB, and represent 25.51% of Beacon Bridge Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FLMI, SCHR, XLV, IEMG, TLH, VTV, DGRO, SCHG, XLK, SPMO.
Started 9 new stock positions in T, CVX, GEV, XLV, SCHR, GLW, VTI, SPMO, FNDF.
Reduced shares in these 10 stocks: MTUM, , LMT, MBB, SCHI, EFG, , , GE, VO.
Sold out of its positions in CSCO, GE, EFG, NDMO, ORCL, XLY.
Beacon Bridge Wealth Partners was a net buyer of stock by $4.6M.
Beacon Bridge Wealth Partners has $299M in assets under management (AUM), dropping by -0.75%.
Central Index Key (CIK): 0001965468

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Portfolio Holdings for Beacon Bridge Wealth Partners

Beacon Bridge Wealth Partners holds 101 positions in its portfolio as reported in the March 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)	7.0	$21M		32k	650.34	View chart
Vanguard Index Fds Value Etf (VTV)	5.2	$16M	+2%	79k	196.20	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.7	$14M		240k	58.18	View chart
Vanguard Index Fds Growth Etf (VUG)	4.5	$13M		31k	436.79	View chart
Ishares Tr National Mun Etf (MUB)	4.2	$13M		118k	106.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.8	$11M		19k	597.55	View chart
Ishares Tr Mbs Etf (MBB)	3.6	$11M	-3%	113k	94.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$11M		16k	653.21	View chart
Ishares Core Msci Emkt (IEMG)	3.1	$9.2M	+7%	132k	69.75	View chart
Spdr Series Trust State Street Spd (SPYG)	2.8	$8.5M		86k	97.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.6	$7.7M	+4%	266k	29.13	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	2.5	$7.5M		145k	51.93	View chart
Ishares Tr Eafe Value Etf (EFV)	2.5	$7.4M		99k	74.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.2	$6.7M		35k	191.81	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	2.1	$6.2M	-2%	255k	24.31	View chart
Ishares Gold Tr Ishares New (IAU)	2.0	$5.9M		67k	88.16	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	1.9	$5.6M		177k	31.43	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	1.8	$5.2M	-2%	212k	24.65	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	1.7	$5.0M	+32%	203k	24.79	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.6	$4.8M		146k	32.95	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.6	$4.7M		94k	50.04	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.5	$4.6M	-15%	19k	239.99	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$4.4M	+8%	63k	70.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$4.1M		16k	261.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.4	$4.1M		175k	23.22	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$3.9M		126k	30.96	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	1.3	$3.8M	+2%	76k	50.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$3.3M		37k	90.53	View chart
Spdr Series Trust State Street Spd (SPTL)	1.1	$3.3M	+3%	125k	26.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$3.1M		134k	22.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$2.9M	-6%	9.9k	287.18	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	1.0	$2.8M	-12%	126k	22.68	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.9	$2.8M		60k	46.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$2.8M		13k	215.06	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$2.8M		32k	86.64	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.9	$2.6M	+2%	30k	89.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$2.5M	+7%	99k	24.75	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.8	$2.3M		10k	218.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$2.2M		3.9k	577.15	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.7	$2.0M	+34%	20k	100.72	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.7	$2.0M		31k	64.73	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$1.9M		38k	49.37	View chart
Ishares Tr Core Msci Euro (IEUR)	0.6	$1.9M	+14%	27k	70.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.7M		27k	64.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.7M		9.3k	181.42	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.6	$1.7M	-6%	17k	100.17	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.5	$1.6M		8.1k	203.79	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.5	$1.6M		33k	46.91	View chart
Broadcom (AVGO)	0.5	$1.5M		5.0k	309.51	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$1.5M	+2%	2.4k	616.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.3M		14k	99.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.3M		11k	113.11	View chart
Spdr Series Trust State Street Spd (SPTI)	0.4	$1.3M		45k	28.66	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.2M	+35%	9.3k	132.90	View chart
NVIDIA Corporation (NVDA)	0.4	$1.2M		7.0k	174.39	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$1.2M	+5%	7.6k	161.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.0M		3.6k	287.56	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$965k	NEW	39k	24.91	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.3	$891k	+9%	19k	47.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$755k		2.6k	286.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$754k	-12%	9.8k	77.11	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$748k	+4%	9.9k	75.19	View chart
Tesla Motors (TSLA)	0.2	$712k	+15%	1.9k	371.75	View chart
Lockheed Martin Corporation (LMT)	0.2	$696k	-46%	1.2k	604.47	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$679k	NEW	4.6k	146.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$616k		7.8k	79.27	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$614k		4.2k	145.94	View chart
Ishares Msci Gbl Gold Mn (RING)	0.2	$586k	+2%	7.4k	78.98	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$585k	-21%	9.5k	61.32	View chart
Microsoft Corporation (MSFT)	0.2	$580k		1.6k	370.16	View chart
JPMorgan Chase & Co. (JPM)	0.2	$574k	-2%	2.0k	294.16	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$540k	-5%	1.7k	318.07	View chart
S&p Global (SPGI)	0.2	$530k	+12%	1.2k	425.43	View chart
Amazon (AMZN)	0.2	$523k		2.5k	208.27	View chart
Procter & Gamble Company (PG)	0.2	$487k		3.4k	144.44	View chart
Home Depot (HD)	0.2	$457k		1.4k	328.86	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$455k		1.8k	250.58	View chart
Nuveen Churchill Direct Lend Com Shs (NCDL)	0.1	$413k		32k	12.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$406k		1.9k	211.15	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.1	$405k	+86%	33k	12.39	View chart
Johnson & Johnson (JNJ)	0.1	$396k		1.6k	244.37	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$389k		4.6k	83.77	View chart
Visa Com Cl A (V)	0.1	$352k		1.2k	302.24	View chart
Boeing Company (BA)	0.1	$343k		1.7k	199.03	View chart
Fiserv (FISV)	0.1	$326k	-25%	5.8k	55.80	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$319k	NEW	2.8k	112.11	View chart
Bristol Myers Squibb (BMY)	0.1	$319k		5.3k	60.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$303k		633.00	479.20	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$277k		5.6k	49.89	View chart
Corning Incorporated (GLW)	0.1	$270k	NEW	2.0k	135.97	View chart
Meta Platforms Cl A (META)	0.1	$251k	-3%	439.00	572.13	View chart
Ge Vernova (GEV)	0.1	$230k	NEW	264.00	872.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$226k	+2%	3.6k	62.56	View chart
Chevron Corporation (CVX)	0.1	$222k	NEW	1.1k	206.96	View chart
Voya Financial (VOYA)	0.1	$220k		3.2k	68.32	View chart
Eli Lilly & Co. (LLY)	0.1	$218k	-3%	237.00	919.77	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$214k	-2%	3.8k	56.79	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$210k		2.3k	93.27	View chart
At&t (T)	0.1	$209k	NEW	7.2k	28.99	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$205k	NEW	4.2k	48.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$202k	NEW	630.00	320.81	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 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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