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 51.81% of Bridge Generations Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: DFGX, STIP, MUB, SPTI, VCIT, MUNI, JMUB, DUHP, DFGR, SPY.
  • Started 3 new stock positions in SPY, FBTC, DFIP.
  • Reduced shares in these 5 stocks: TLH, DFGP, DFAC, NOW, DFAX.
  • Sold out of its position in TLH.
  • Bridge Generations Wealth Management was a net buyer of stock by $9.2M.
  • Bridge Generations Wealth Management has $196M in assets under management (AUM), dropping by 12.48%.
  • Central Index Key (CIK): 0002056071

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Portfolio Holdings for Bridge Generations Wealth Management

Bridge Generations Wealth Management holds 34 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
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 17.5 $34M 772k 44.36
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 11.1 $22M 311k 69.90
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Spdr Series Trust St Inter Etf (SPTI) 10.2 $20M +7% 708k 28.39
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Ishares Tr National Mun Etf (MUB) 7.5 $15M +10% 138k 107.62
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Dimensional Etf Trust Global Real Est (DFGR) 5.5 $11M +2% 370k 28.97
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.2 $10M 251k 40.64
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Dimensional Etf Trust Intl Core Equity (DFIC) 4.7 $9.2M 247k 37.26
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Dimensional Etf Trust Glob Co Plus Etf (DFGP) 4.4 $8.5M -3% 157k 54.46
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Dimensional Etf Trust Intl Cor Fix Etf (DFGX) 4.0 $7.8M +34% 145k 53.59
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Dimensional Etf Trust Us High Prof Etf (DUHP) 3.7 $7.3M +4% 174k 41.73
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.5 $6.8M +17% 82k 82.65
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Ishares Tr 0-5 Yr Tips Etf (STIP) 3.2 $6.3M +39% 62k 102.16
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Dimensional Etf Trust Intl High Profit (DIHP) 2.8 $5.5M 162k 34.13
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Dimensional Etf Trust Intl Small Cap V (DISV) 2.6 $5.1M +2% 128k 40.13
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Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $4.6M +3% 13k 370.03
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $3.3M 89k 36.84
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.6 $3.1M +27% 60k 52.60
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Dimensional Etf Trust Us Mktwide Value (DFUV) 1.6 $3.1M 57k 55.01
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.3 $2.6M +22% 52k 50.66
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.8M +10% 26k 71.25
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.8M 17k 106.47
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Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $1.4M 26k 54.02
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.2M 4.9k 242.99
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Servicenow (NOW) 0.5 $905k -9% 9.1k 99.28
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $837k 18k 46.63
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Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.3 $575k 7.0k 81.94
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $515k 6.3k 82.27
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Dimensional Etf Trust International (DFSI) 0.2 $337k 7.5k 45.10
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Ishares Tr Eafe Value Etf (EFV) 0.2 $317k 4.1k 76.55
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $287k 5.6k 51.51
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Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.1 $254k 5.2k 48.88
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $238k NEW 319.00 746.39
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $214k NEW 4.2k 51.05
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Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $201k NEW 4.9k 41.26
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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