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CIK: 0001965468
Total reported value
$351.0M
$351.0M
87 檔
20.5%
In Q2 2025, Beacon Bridge Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $351.0M, distributed across 87 disclosed stock positions.
During Q2 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 | 6.87% | +1.68% | -6.31% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.87% | -1.73% | +2.53% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.28% | +0.18% | -10.37% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.81% | -1.10% | +5.90% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.79% | -0.25% | +18.63% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.38% | -0.15% | -1.57% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.02% | +0.22% | +1.60% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.96% | -0.04% | -0.14% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 3.95% | -0.50% | -2.13% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.21% | +0.09% | +0.14% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.81% | -0.76% | -13.38% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 2.76% | +0.04% | +3.16% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.63% | -0.02% | -1.51% | |
| 14 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 2.58% | -0.34% | +18.29% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.30% | -1.01% | +47.20% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.15% | -0.16% | -0.25% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.95% | +0.57% | +7.55% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.69% | -0.12% | +85.28% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.58% | -0.18% | -2.72% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.45% | +0.07% | +2.61% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.42% | -0.07% | -4.38% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.37% | +0.15% | -6.04% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.35% | +0.07% | +2.13% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.28% | +1.62% | NEW | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.24% | -0.13% | -6.20% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.17% | -0.04% | -5.34% | |
| 27 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.14% | +0.17% | +0.04% | |
| 28 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.10% | -0.26% | +18.91% | |
| 29 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.09% | -0.17% | -5.35% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.09% | -0.06% | -3.87% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.08% | +1.10% | -19.01% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.07% | -0.01% | +1.14% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 1.05% | -0.93% | -1.31% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.06% | +8.17% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.68% | +0.01% | -3.33% | |
| 36 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.05% | -1.01% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.65% | -0.12% | -24.02% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.62% | -0.16% | -10.80% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.60% | -0.06% | +0.40% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | +0.07% | +1.09% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.54% | -0.38% | +4.47% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.53% | -0.06% | -4.63% | |
| 43 | FISV | Fiserv Inc | Stock-Other | 0.53% | -0.11% | EXIT | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.02% | -0.06% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.50% | -0.13% | -14.22% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | — | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | — | +3.36% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.33% | +0.13% | -1.38% | |
| 49 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.31% | -0.01% | +4.74% | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | +10.30% |
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 Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QUAL, VUG) accounted for 20.5% of total reported equity market value during Q2 2025.
During Q2 2025, Beacon Bridge Wealth Partners, LLC's top holdings by market value included SPY (6.9%)、QUAL (6.9%)、VUG (5.3%). The largest single position, SPY, represented 6.9% of total portfolio value.
In Q2 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.
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