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CIK: 0001965468
Total reported value
$351.0M
$351.0M
92 檔
18.6%
According to the latest 13F quarterly dataset, Beacon Bridge Wealth Partners, LLC managed an equity portfolio of $351.0M at the end of Q1 2024, spanning 92 distinct U.S. exchange-listed positions.
During Q1 2024, Beacon Bridge Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.74% | +1.68% | -15.81% | |
| 2 | MBB | Ishares Mbs ETF | ETF-Other | 5.19% | -0.50% | +7.66% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.10% | -1.73% | -3.33% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.08% | -1.10% | +36.47% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.70% | -0.15% | -3.06% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.16% | +0.57% | +1.58% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.73% | +1.10% | +2.19% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.40% | -0.04% | -3.00% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.43% | +0.18% | +273.10% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.42% | +0.09% | +32.06% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.37% | -0.02% | +19.88% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 2.25% | -0.25% | +439.97% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.14% | -0.12% | -36.31% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.03% | +0.22% | — | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.90% | -0.13% | -35.65% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.89% | -0.07% | -10.33% | |
| 17 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.88% | -0.34% | +11.95% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.88% | -1.01% | -19.73% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.76% | -0.13% | -26.55% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.64% | -0.76% | — | |
| 21 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.64% | +0.04% | +21.32% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.62% | +0.07% | -30.55% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.52% | +0.07% | -26.77% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.39% | -0.18% | +20.88% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.39% | -0.06% | -10.85% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.23% | -0.16% | +20.13% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.11% | +1.62% | NEW | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.05% | +0.01% | -19.77% | |
| 29 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.99% | +0.17% | -31.05% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.97% | -0.06% | -26.80% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.96% | -0.01% | -11.80% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.95% | -0.01% | +5.36% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.88% | -0.38% | +6.73% | |
| 34 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.87% | -0.12% | +7.82% | |
| 35 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.05% | -3.92% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | — | -40.80% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.62% | -0.06% | -19.37% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.62% | — | -18.48% | |
| 39 | FISV | Fiserv Inc | Stock-Other | 0.61% | -0.11% | EXIT | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | +0.13% | +1.10% | |
| 41 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.61% | -0.17% | +28.53% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.60% | +0.15% | +34.53% | |
| 43 | IXC | Ishares Global Energy ETF | ETF-Other | 0.60% | — | +466.74% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.06% | +0.36% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.48% | -0.07% | EXIT | |
| 46 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.47% | -0.11% | +100.73% | |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.45% | -0.26% | — | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.44% | -0.03% | -41.54% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | +0.07% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.01% | +2.45% |
According to official SEC Form 13F filings, Beacon Bridge Wealth Partners, LLC reported a total U.S. public equity portfolio value of $351.0M across 92 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, MBB, QUAL) accounted for 18.6% of total reported equity market value during Q1 2024.
During Q1 2024, Beacon Bridge Wealth Partners, LLC's top holdings by market value included SPY (10.7%)、MBB (5.2%)、QUAL (5.1%). The largest single position, SPY, represented 10.7% of total portfolio value.
In Q1 2024, Beacon Bridge Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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