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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, MUB, DFGR, and represent 52.39% of Bridge Generations Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MUB, SPTI, DFGX, STIP, VCIT, NOW, VTI, DFAT, JMUB, DUHP.
Reduced shares in these 10 stocks: TLH, DFEM, VBR, DFAC, DISV, DIHP, DFGP, DFSI, NVDA, AMZN.
Sold out of its positions in AAL, ACHR, EGO, NTAP, NVDA.
Bridge Generations Wealth Management was a net buyer of stock by $10M.
Bridge Generations Wealth Management has $162M in assets under management (AUM), dropping by 7.28%.
Central Index Key (CIK): 0002056071

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Portfolio Holdings for Bridge Generations Wealth Management

Bridge Generations Wealth Management holds 129 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
Dimensional Etf Trust Us Core Equity 2 (DFAC)	18.6	$30M		759k	39.59	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	11.1	$18M	+2%	301k	59.54	View chart
Spdr Series Trust State Street Spd (SPTI)	10.7	$17M	+17%	599k	28.84	View chart
Ishares Tr National Mun Etf (MUB)	6.3	$10M	+56%	95k	107.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	5.7	$9.2M		348k	26.42	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	5.3	$8.6M		160k	54.07	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.2	$8.5M		246k	34.46	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.1	$8.2M	-4%	249k	33.08	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.6	$5.8M	+4%	153k	38.03	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.1	$4.9M	-2%	156k	31.66	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.0	$4.8M	-3%	127k	38.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.7	$4.3M	+36%	51k	83.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$4.1M	+13%	12k	335.28	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	2.0	$3.2M	+78%	60k	52.64	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.8	$2.9M		90k	32.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.6	$2.6M		57k	46.59	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.1	$1.9M	+9%	35k	52.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$1.8M		17k	106.70	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.1	$1.8M	-43%	18k	101.67	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.1	$1.8M	+29%	35k	50.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.0	$1.7M		33k	49.90	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$1.5M	+345%	15k	102.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.5M	+9%	24k	62.47	View chart
Servicenow (NOW)	0.7	$1.2M	+337%	7.7k	153.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$1.0M	-16%	4.9k	211.79	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$745k		17k	43.43	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$620k		8.4k	74.17	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$486k		6.3k	77.53	View chart
Dimensional Etf Trust International (DFSI)	0.2	$375k	-20%	8.8k	42.85	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$354k		5.0k	71.41	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$292k		5.7k	51.12	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$203k		4.9k	41.48	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$188k		3.1k	59.93	View chart
Oracle Corporation (ORCL)	0.1	$178k		911.00	194.91	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$172k		7.4k	23.30	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$143k		3.4k	41.56	View chart
Nucor Corporation (NUE)	0.1	$116k		712.00	163.11	View chart
SkyWest (SKYW)	0.1	$100k		1.0k	100.41	View chart
Wells Fargo & Company (WFC)	0.1	$90k	+243%	962.00	93.23	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$71k		1.0k	69.65	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$66k		2.9k	22.90	View chart
Glacier Ban (GBCI)	0.0	$62k		1.4k	44.05	View chart
Abbvie (ABBV)	0.0	$58k		255.00	228.49	View chart
Public Storage (PSA)	0.0	$49k		188.00	259.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$42k		68.00	614.32	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$37k		1.1k	32.89	View chart
Pepsi (PEP)	0.0	$36k		250.00	143.52	View chart
Abbott Laboratories (ABT)	0.0	$31k		250.00	125.29	View chart
ICU Medical, Incorporated (ICUI)	0.0	$23k		164.00	142.67	View chart
Zions Bancorporation (ZION)	0.0	$23k	-69%	398.00	58.51	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$20k		358.00	55.80	View chart
Walt Disney Company (DIS)	0.0	$18k		160.00	113.83	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$16k		1.6k	10.40	View chart
Yum! Brands (YUM)	0.0	$15k		100.00	151.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$15k		22.00	684.95	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.0	$11k		398.00	28.00	View chart
Broadcom (AVGO)	0.0	$6.6k		19.00	346.11	View chart
Apple (AAPL)	0.0	$4.9k		18.00	271.89	View chart
Yum China Holdings (YUMC)	0.0	$4.8k		100.00	47.74	View chart
Danaher Corporation (DHR)	0.0	$4.1k		18.00	228.94	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$4.0k		16.00	252.94	View chart
Visa Com Cl A (V)	0.0	$3.5k		10.00	350.80	View chart
Microsoft Corporation (MSFT)	0.0	$3.4k		7.00	483.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$2.9k		108.00	26.92	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$2.8k		31.00	91.45	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$2.5k		53.00	47.96	View chart
Amazon (AMZN)	0.0	$2.4k	-95%	10.00	235.90	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$2.2k		28.00	80.25	View chart
Home Depot (HD)	0.0	$2.1k		6.00	344.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$2.1k		41.00	50.29	View chart
PNC Financial Services (PNC)	0.0	$1.9k		9.00	208.78	View chart
Wal-Mart Stores (WMT)	0.0	$1.7k		15.00	111.47	View chart
Eaton Corp SHS (ETN)	0.0	$1.6k		5.00	318.60	View chart
American Express Company (AXP)	0.0	$1.5k		4.00	370.00	View chart
Coca-Cola Company (KO)	0.0	$1.5k		21.00	69.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$1.4k	+100%	10.00	144.00	View chart
Analog Devices (ADI)	0.0	$1.4k		5.00	271.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.3k		5.00	268.40	View chart
UnitedHealth (UNH)	0.0	$1.3k		4.00	330.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.3k		20.00	66.00	View chart
JPMorgan Chase & Co. (JPM)	0.0	$1.3k		4.00	322.25	View chart
Linde SHS (LIN)	0.0	$1.3k		3.00	426.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.3k		6.00	212.17	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$1.3k		5.00	251.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.2k		21.00	57.29	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$1.2k	+100%	10.00	119.50	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$1.2k		10.00	117.80	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$1.1k		11.00	102.00	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$1.1k		23.00	47.83	View chart
Waste Management (WM)	0.0	$1.1k		5.00	219.80	View chart
Exxon Mobil Corporation (XOM)	0.0	$1.1k		9.00	120.44	View chart
Eli Lilly & Co. (LLY)	0.0	$1.1k		1.00	1075.00	View chart
Verizon Communications (VZ)	0.0	$1.1k		26.00	40.73	View chart
Atmos Energy Corporation (ATO)	0.0	$1.0k		6.00	167.67	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.0	$970.999900		13.00	74.69	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.0	$944.000000		4.00	236.00	View chart
McDonald's Corporation (MCD)	0.0	$917.000100		3.00	305.67	View chart
Donaldson Company (DCI)	0.0	$887.000000		10.00	88.70	View chart
Goldman Sachs (GS)	0.0	$879.000000		1.00	879.00	View chart
Costco Wholesale Corporation (COST)	0.0	$863.000000		1.00	863.00	View chart
Novartis Sponsored Adr (NVS)	0.0	$690.000000		5.00	138.00	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$682.000600		23.00	29.65	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$644.000400		9.00	71.56	View chart
Merck & Co (MRK)	0.0	$631.999800		6.00	105.33	View chart
Best Buy (BBY)	0.0	$603.000000		9.00	67.00	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$602.000000		10.00	60.20	View chart
Honeywell International (HON)	0.0	$585.999900		3.00	195.33	View chart
Procter & Gamble Company (PG)	0.0	$574.000000		4.00	143.50	View chart
Rollins (ROL)	0.0	$540.999900		9.00	60.11	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$469.000000		1.00	469.00	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$469.000400		11.00	42.64	View chart
Digital Realty Trust (DLR)	0.0	$465.000000		3.00	155.00	View chart
TJX Companies (TJX)	0.0	$461.000100		3.00	153.67	View chart
Chevron Corporation (CVX)	0.0	$458.000100		3.00	152.67	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$436.999800		6.00	72.83	View chart
Johnson & Johnson (JNJ)	0.0	$414.000000		2.00	207.00	View chart
Wisdomtree Tr Equity Premium (WTPI)	0.0	$396.999600		12.00	33.08	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$390.000000		6.00	65.00	View chart
Prologis (PLD)	0.0	$383.000100		3.00	127.67	View chart
Zoetis Cl A (ZTS)	0.0	$378.000000		3.00	126.00	View chart
American Tower Reit (AMT)	0.0	$352.000000		2.00	176.00	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$332.000000		25.00	13.28	View chart
Intercontinental Exchange (ICE)	0.0	$324.000000		2.00	162.00	View chart
Fortinet (FTNT)	0.0	$318.000000		4.00	79.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$313.000000		1.00	313.00	View chart
Matthews Asia Fds China Active Etf (MCH)	0.0	$283.000000		10.00	28.30	View chart
Automatic Data Processing (ADP)	0.0	$258.000000		1.00	258.00	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$216.000000		4.00	54.00	View chart
Nextera Energy (NEE)	0.0	$161.000000		2.00	80.50	View chart

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 Q4 filed Feb. 10, 2026
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

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