Beacon Bridge Wealth Partners

Beacon Bridge Wealth Partners as of March 31, 2026

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