13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965468
Total reported value
$351.0M
$351.0M
85 檔
18.9%
During the Q1 2025 filing period, Beacon Bridge Wealth Partners, LLC (CIK: 0001965468) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $351.0M across 85 reported positions.
During Q1 2025, 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 | 7.14% | +1.68% | -13.06% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.73% | -1.73% | +11.31% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.35% | +0.18% | +7.39% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.78% | -1.10% | +28.05% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.38% | -0.25% | +11.78% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 4.34% | -0.50% | +1.79% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.32% | -0.15% | -0.17% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.86% | -0.04% | +2.79% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.81% | +0.22% | +6.53% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.45% | -0.76% | +19.31% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.91% | +0.09% | +2.85% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 2.68% | +0.04% | +2.28% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.46% | -0.02% | +1.01% | |
| 14 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 2.41% | -0.34% | +0.19% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.94% | +0.57% | -3.69% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.88% | -0.16% | +9.54% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.68% | -0.18% | +0.31% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.56% | -1.01% | -9.94% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.47% | -0.07% | -3.66% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.44% | +1.10% | +13.42% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.42% | +0.07% | +7.25% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.40% | +0.15% | +0.11% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.33% | +0.07% | +7.75% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.29% | -0.13% | -0.42% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.22% | +1.62% | NEW | |
| 26 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.22% | -0.17% | +0.98% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.15% | -0.06% | -0.68% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.12% | -0.04% | +11.43% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 1.08% | -0.93% | -7.63% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.03% | -0.01% | +7.15% | |
| 31 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.02% | +0.17% | +1.42% | |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.02% | -0.26% | +12.40% | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.96% | -0.12% | +2.72% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.12% | +2.86% | |
| 35 | FISV | Fiserv Inc | Stock-Other | 0.73% | -0.11% | EXIT | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.71% | -0.16% | +1.39% | |
| 37 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.70% | +0.01% | -0.75% | |
| 38 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.05% | — | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.67% | -0.01% | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.06% | +4.29% | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.63% | -0.13% | +76.04% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.06% | +80.18% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.07% | +5.59% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.55% | -0.06% | -11.56% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.52% | -0.38% | +0.13% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | — | -0.49% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.06% | -6.24% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.38% | — | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | — | +3.05% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.02% | +1.35% |
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 85 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QUAL, VUG) accounted for 18.9% of total reported equity market value during Q1 2025.
During Q1 2025, Beacon Bridge Wealth Partners, LLC's top holdings by market value included SPY (7.1%)、QUAL (6.7%)、VUG (5.3%). The largest single position, SPY, represented 7.1% of total portfolio value.
In Q1 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.