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CIK: 0001965468
Total reported value
$351.0M
$351.0M
87 檔
19.9%
As reported in its official Q3 2024 Form 13F filing, Beacon Bridge Wealth Partners, LLC's tracked investment portfolio stood at $351.0M with 87 total positions.
During Q3 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 | 8.78% | +1.68% | -18.78% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.80% | -1.73% | +15.94% | |
| 3 | MBB | Ishares Mbs ETF | ETF-Other | 5.13% | -0.50% | +5.99% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.84% | +0.18% | +8.63% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.51% | -0.15% | -3.00% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.64% | -1.10% | +0.34% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.59% | -0.04% | +6.32% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.46% | -0.25% | +25.91% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.20% | +0.22% | +1.78% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.73% | +0.09% | +9.91% | |
| 11 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 2.57% | +0.04% | +36.96% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.51% | +1.10% | -0.08% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.44% | -0.02% | -13.90% | |
| 14 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 2.42% | -0.34% | -2.57% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.40% | +0.57% | +3.18% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.34% | -0.76% | +10.35% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.85% | -0.16% | +24.95% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.84% | -1.01% | +84.02% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.83% | -0.18% | +15.92% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.61% | -0.07% | -10.21% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.51% | +1.62% | NEW | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.47% | -0.13% | -3.13% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 1.44% | +0.07% | +1.61% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.41% | +0.15% | +109.29% | |
| 25 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.32% | -0.17% | +78.70% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.32% | +0.07% | +3.56% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.29% | -0.12% | -20.28% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.23% | -0.06% | -6.82% | |
| 29 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.06% | -0.13% | -18.94% | |
| 30 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.98% | +0.17% | +2.16% | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.93% | -0.12% | +5.26% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.92% | -0.01% | +7.33% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.83% | -0.26% | +28.97% | |
| 34 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.82% | +0.01% | -13.49% | |
| 35 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.80% | — | — | |
| 36 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | -0.05% | -3.82% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.69% | -0.01% | +18.73% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.67% | -0.06% | +3.10% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.63% | -0.06% | -16.07% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.06% | -17.05% | |
| 41 | FISV | Fiserv Inc | Stock-Other | 0.60% | -0.11% | EXIT | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.57% | -0.38% | -35.90% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | — | -1.51% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | +0.13% | -13.44% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.01% | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | +0.07% | +20.27% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.39% | — | -6.95% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.37% | — | +16.27% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.02% | +981.70% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | — | +9.46% |
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 87 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QUAL, MBB) accounted for 19.9% of total reported equity market value during Q3 2024.
During Q3 2024, Beacon Bridge Wealth Partners, LLC's top holdings by market value included SPY (8.8%)、QUAL (6.8%)、MBB (5.1%). The largest single position, SPY, represented 8.8% of total portfolio value.
In Q3 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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