Bridge Generations Wealth Management

Bridge Generations Wealth Management as of Dec. 31, 2025

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