Bridge Generations Wealth Management
Latest statistics and disclosures from Bridge Generations Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFAT, SPTI, DFGR, DFGP, and represent 52.91% of Bridge Generations Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPTI, MUB, VCIT, DFGX, DFGP, VTI, NVDA, NOW, STIP, ABBV.
- Started 7 new stock positions in AAL, EGO, NVDA, ACHR, ABT, NTAP, ICUI.
- Reduced shares in these 10 stocks: DFAC (-$8.0M), TLH (-$5.8M), DFAT, DFEM, DFIV, JMUB, DIHP, VBR, DFUV, MUNI.
- Bridge Generations Wealth Management was a net seller of stock by $-23M.
- Bridge Generations Wealth Management has $151M in assets under management (AUM), dropping by -8.69%.
- Central Index Key (CIK): 0002056071
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Portfolio Holdings for Bridge Generations Wealth Management
Bridge Generations Wealth Management holds 134 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 19.6 | $30M | -21% | 764k | 38.57 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 11.4 | $17M | -21% | 294k | 58.21 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 9.8 | $15M | +47% | 508k | 28.90 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 6.3 | $9.4M | -7% | 345k | 27.31 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 6.0 | $9.0M | 162k | 55.57 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 5.5 | $8.3M | -23% | 259k | 32.07 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 5.3 | $8.0M | -8% | 244k | 32.79 |
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| Ishares Tr National Mun Etf (MUB) | 4.3 | $6.5M | +34% | 61k | 106.49 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 3.7 | $5.5M | -12% | 146k | 37.77 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 3.2 | $4.9M | -25% | 161k | 30.40 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 3.1 | $4.7M | -3% | 131k | 35.69 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $3.5M | +2% | 11k | 328.17 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.2 | $3.3M | -63% | 32k | 102.99 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.1 | $3.1M | +75% | 37k | 84.11 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.9 | $2.8M | 90k | 31.38 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.7 | $2.6M | -27% | 57k | 44.69 |
|
| Dimensional Etf Trust Global Ex Us Cor (DFGX) | 1.2 | $1.8M | +258% | 34k | 53.96 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.2 | $1.8M | -5% | 17k | 106.78 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 1.1 | $1.7M | -31% | 32k | 52.28 |
|
| Servicenow (NOW) | 1.1 | $1.6M | +4% | 1.8k | 920.28 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.0 | $1.5M | -56% | 33k | 46.12 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.9 | $1.4M | -55% | 27k | 50.47 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $1.3M | -25% | 22k | 59.92 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $1.2M | -54% | 5.9k | 208.71 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.5 | $728k | 17k | 42.47 |
|
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $606k | 8.4k | 72.44 |
|
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $480k | 6.3k | 76.72 |
|
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| Dimensional Etf Trust International (DFSI) | 0.3 | $450k | 11k | 40.95 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $345k | +21% | 3.3k | 103.36 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $337k | 5.0k | 67.83 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $291k | -19% | 5.7k | 50.90 |
|
| Oracle Corporation (ORCL) | 0.2 | $256k | 911.00 | 281.24 |
|
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $201k | 4.9k | 41.09 |
|
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $189k | 3.1k | 60.03 |
|
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| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.1 | $167k | 7.4k | 22.65 |
|
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $146k | -4% | 3.4k | 42.23 |
|
| SkyWest (SKYW) | 0.1 | $101k | 1.0k | 100.62 |
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| Nucor Corporation (NUE) | 0.1 | $96k | 712.00 | 135.43 |
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| NVIDIA Corporation (NVDA) | 0.0 | $75k | NEW | 400.00 | 186.58 |
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| Zions Bancorporation (ZION) | 0.0 | $74k | 1.3k | 56.57 |
|
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $70k | 1.0k | 68.44 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.0 | $68k | 2.9k | 23.85 |
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|
| Glacier Ban (GBCI) | 0.0 | $68k | 1.4k | 48.67 |
|
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| Abbvie (ABBV) | 0.0 | $59k | +5000% | 255.00 | 231.54 |
|
| Public Storage (PSA) | 0.0 | $54k | 188.00 | 288.85 |
|
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| Amazon (AMZN) | 0.0 | $53k | +2330% | 243.00 | 219.77 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $41k | 68.00 | 600.38 |
|
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $35k | 1.1k | 31.84 |
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| Pepsi (PEP) | 0.0 | $35k | 250.00 | 140.44 |
|
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| Abbott Laboratories (ABT) | 0.0 | $34k | NEW | 250.00 | 133.94 |
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| NetApp (NTAP) | 0.0 | $24k | NEW | 200.00 | 118.46 |
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| Wells Fargo & Company (WFC) | 0.0 | $24k | 280.00 | 83.91 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $20k | -7% | 358.00 | 56.86 |
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| ICU Medical, Incorporated (ICUI) | 0.0 | $20k | NEW | 164.00 | 119.96 |
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| Walt Disney Company (DIS) | 0.0 | $18k | 160.00 | 114.56 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.0 | $17k | 1.6k | 10.65 |
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| Yum! Brands (YUM) | 0.0 | $15k | 100.00 | 152.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $15k | 22.00 | 669.32 |
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| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $11k | 398.00 | 27.81 |
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| Ego (EGO) | 0.0 | $8.7k | NEW | 300.00 | 28.89 |
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| Broadcom (AVGO) | 0.0 | $6.3k | 19.00 | 329.95 |
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| Apple (AAPL) | 0.0 | $4.6k | 18.00 | 254.67 |
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| Yum China Holdings (YUMC) | 0.0 | $4.3k | 100.00 | 42.92 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $4.0k | 16.00 | 247.12 |
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| Microsoft Corporation (MSFT) | 0.0 | $3.6k | 7.00 | 518.00 |
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| Danaher Corporation (DHR) | 0.0 | $3.6k | 18.00 | 198.28 |
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| Visa Com Cl A (V) | 0.0 | $3.4k | 10.00 | 341.40 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $2.8k | 108.00 | 26.34 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $2.8k | 31.00 | 89.58 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $2.6k | 53.00 | 48.21 |
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| Home Depot (HD) | 0.0 | $2.4k | 6.00 | 405.33 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $2.2k | NEW | 231.00 | 9.58 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $2.2k | 28.00 | 78.36 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $2.1k | 41.00 | 50.07 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.9k | 5.00 | 374.40 |
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| PNC Financial Services (PNC) | 0.0 | $1.8k | 9.00 | 201.00 |
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| Wal-Mart Stores (WMT) | 0.0 | $1.5k | 15.00 | 103.07 |
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| Linde SHS (LIN) | 0.0 | $1.4k | 3.00 | 475.00 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.4k | 5.00 | 282.00 |
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| Coca-Cola Company (KO) | 0.0 | $1.4k | 21.00 | 66.33 |
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| UnitedHealth (UNH) | 0.0 | $1.4k | 4.00 | 345.50 |
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| American Express Company (AXP) | 0.0 | $1.3k | 4.00 | 332.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.3k | 20.00 | 65.30 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $1.3k | 4.00 | 315.50 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.2k | 6.00 | 206.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.2k | 5.00 | 246.60 |
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| Analog Devices (ADI) | 0.0 | $1.2k | 5.00 | 245.80 |
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| Vanguard World Mega Cap Index (MGC) | 0.0 | $1.2k | 5.00 | 244.20 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.2k | 21.00 | 57.14 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $1.2k | 5.00 | 239.80 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.2k | 10.00 | 118.40 |
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| Verizon Communications (VZ) | 0.0 | $1.1k | 26.00 | 43.96 |
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| Waste Management (WM) | 0.0 | $1.1k | 5.00 | 221.00 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $1.1k | 23.00 | 47.65 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $1.1k | 11.00 | 99.55 |
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| Atmos Energy Corporation (ATO) | 0.0 | $1.0k | 6.00 | 170.83 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.0k | 9.00 | 112.78 |
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| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.0 | $963.999400 | 13.00 | 74.15 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $936.000000 | 4.00 | 234.00 |
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| Costco Wholesale Corporation (COST) | 0.0 | $926.000000 | 1.00 | 926.00 |
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| McDonald's Corporation (MCD) | 0.0 | $912.000000 | 3.00 | 304.00 |
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| Donaldson Company (DCI) | 0.0 | $819.000000 | 10.00 | 81.90 |
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| Goldman Sachs (GS) | 0.0 | $797.000000 | 1.00 | 797.00 |
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| Eli Lilly & Co. (LLY) | 0.0 | $763.000000 | 1.00 | 763.00 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $684.999900 | 9.00 | 76.11 |
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| Best Buy (BBY) | 0.0 | $681.000300 | 9.00 | 75.67 |
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| Innovator Etfs Trust Emrgng Mkt July (EJUL) | 0.0 | $665.999500 | 23.00 | 28.96 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $642.000000 | 5.00 | 128.40 |
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| Honeywell International (HON) | 0.0 | $632.000100 | 3.00 | 210.67 |
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| Procter & Gamble Company (PG) | 0.0 | $615.000000 | 4.00 | 153.75 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $575.000000 | 10.00 | 57.50 |
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| Rollins (ROL) | 0.0 | $529.000200 | 9.00 | 58.78 |
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| Digital Realty Trust (DLR) | 0.0 | $519.000000 | 3.00 | 173.00 |
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| Merck & Co (MRK) | 0.0 | $504.000000 | 6.00 | 84.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $491.000000 | 1.00 | 491.00 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $471.000200 | 11.00 | 42.82 |
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| Chevron Corporation (CVX) | 0.0 | $465.999900 | 3.00 | 155.33 |
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| Zoetis Cl A (ZTS) | 0.0 | $438.999900 | 3.00 | 146.33 |
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| TJX Companies (TJX) | 0.0 | $434.000100 | 3.00 | 144.67 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $406.000200 | 6.00 | 67.67 |
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| Wisdomtree Tr Equity Premium (WTPI) | 0.0 | $399.999600 | 12.00 | 33.33 |
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| American Tower Reit (AMT) | 0.0 | $385.000000 | 2.00 | 192.50 |
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| Johnson & Johnson (JNJ) | 0.0 | $371.000000 | 2.00 | 185.50 |
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| Prologis (PLD) | 0.0 | $344.000100 | 3.00 | 114.67 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $342.000000 | 6.00 | 57.00 |
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| Fortinet (FTNT) | 0.0 | $337.000000 | 4.00 | 84.25 |
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| Intercontinental Exchange (ICE) | 0.0 | $337.000000 | 2.00 | 168.50 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $336.000000 | 25.00 | 13.44 |
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| Matthews Asia Fds China Active Etf (MCH) | 0.0 | $303.000000 | 10.00 | 30.30 |
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| Automatic Data Processing (ADP) | 0.0 | $294.000000 | 1.00 | 294.00 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $250.000000 | 4.00 | 62.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $244.000000 | 1.00 | 244.00 |
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| Nextera Energy (NEE) | 0.0 | $151.000000 | 2.00 | 75.50 |
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| American Airls (AAL) | 0.0 | $113.000000 | NEW | 10.00 | 11.30 |
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Past Filings by Bridge Generations Wealth Management
SEC 13F filings are viewable for Bridge Generations Wealth Management going back to 2024
- Bridge Generations Wealth Management 2025 Q3 filed Nov. 6, 2025
- Bridge Generations Wealth Management 2025 Q2 filed July 18, 2025
- Bridge Generations Wealth Management 2025 Q1 filed May 1, 2025
- Bridge Generations Wealth Management 2024 Q4 filed Feb. 13, 2025