Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 52.32% of Bridge Generations Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MUB, STIP, DFGX, SPTI, VCIT, DFAC, MUNI, DFAT, DUHP, JMUB.
Reduced shares in these 10 stocks: TLH, DFIV, , , BSVO, DFIP, NUE, SKYW, DFUS, WFC.
Sold out of its positions in ABT, ABBV, BSVO, GOOGL, AMZN, AVUV, AXP, AMT, ADI, AAPL.
Bridge Generations Wealth Management was a net buyer of stock by $12M.
Bridge Generations Wealth Management has $174M in assets under management (AUM), dropping by 7.99%.
Central Index Key (CIK): 0002056071

Tip: Access up to 7 years of quarterly data

Positions held by Bridge Generations Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Bridge Generations Wealth Management

Bridge Generations Wealth Management holds 32 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
Dimensional Etf Trust Us Core Equity 2 (DFAC)	17.3	$30M	+2%	777k	38.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	11.1	$19M	+3%	311k	62.45	View chart
Spdr Series Trust State Street Spd (SPTI)	10.9	$19M	+10%	661k	28.66	View chart
Ishares Tr National Mun Etf (MUB)	7.5	$13M	+30%	124k	106.15	View chart
Dimensional Etf Trust Global Real Est (DFGR)	5.5	$9.6M	+3%	360k	26.58	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	5.0	$8.8M		162k	53.99	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.0	$8.7M		246k	35.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.9	$8.6M		248k	34.55	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	3.5	$6.1M	+9%	167k	36.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.3	$5.8M	+36%	70k	82.75	View chart
Dimensional Etf Trust Dimensional Inte (DFGX)	3.3	$5.7M	+79%	108k	52.45	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	2.9	$5.1M	+2%	159k	32.22	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.8	$4.9M		125k	39.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.6	$4.6M	+196%	44k	103.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$3.9M		12k	320.81	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.7	$3.0M		90k	33.97	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.6	$2.7M		57k	48.46	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.4	$2.4M	+32%	47k	52.19	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.2	$2.1M	+20%	43k	49.99	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$1.8M		17k	106.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$1.5M		23k	64.08	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.8	$1.4M	-22%	26k	52.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$1.1M		4.9k	217.25	View chart
Servicenow (NOW)	0.6	$1.1M	+31%	10k	104.55	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$971k	-46%	9.6k	100.72	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$737k	+4%	18k	41.09	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$497k	-16%	7.0k	70.91	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$491k		6.3k	78.41	View chart
Dimensional Etf Trust International (DFSI)	0.2	$317k	-14%	7.5k	42.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$308k	-16%	4.1k	74.35	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$279k	-2%	5.6k	50.14	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$220k	+6%	5.2k	42.37	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 2026 Q1 filed April 24, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z