Bridge Generations Wealth Management

Bridge Generations Wealth Management as of Sept. 30, 2025

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