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CIK: 0001965468
Total reported value
$351.0M
$351.0M
87 檔
21.9%
The Q3 2025 SEC filing reveals that Beacon Bridge Wealth Partners, LLC held a total portfolio value of $351.0M, covering 87 public equity positions.
In Q3 2025, Beacon Bridge Wealth Partners, LLC displayed an active expansion posture, initiating 5 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | 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 | 6.77% | +1.68% | +2.02% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 6.22% | -1.73% | -4.97% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 5.27% | +0.18% | +1.88% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.64% | -1.10% | +2.01% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.48% | -0.25% | +2.34% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.24% | -0.15% | +0.28% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.02% | +0.22% | +2.69% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.85% | -0.04% | +0.82% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 3.74% | -0.50% | +4.29% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.17% | +0.09% | +0.57% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.75% | -0.02% | +6.99% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 2.57% | +0.04% | +2.12% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.54% | -0.76% | +0.20% | |
| 14 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 2.36% | -0.34% | +0.75% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.28% | -1.01% | +3.34% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.20% | -0.16% | +0.89% | |
| 17 | BDYN | Ishares Dyn Act ETF | ETF-Other | 2.15% | -0.05% | — | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.79% | +0.57% | +1.46% | |
| 19 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 1.62% | -0.21% | — | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.57% | -0.18% | +4.43% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.57% | -0.12% | +3.30% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.41% | +0.07% | +1.56% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.30% | +0.07% | +1.95% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.26% | -0.07% | -5.41% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.19% | +1.62% | NEW | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.16% | -0.13% | -0.22% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.16% | -0.04% | +3.12% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 1.13% | -0.93% | +3.75% | |
| 29 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.06% | +0.17% | +0.19% | |
| 30 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.04% | -0.17% | +5.01% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.04% | -0.26% | +4.07% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.03% | -0.01% | +1.05% | |
| 33 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.03% | +1.10% | +5.09% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.02% | -0.06% | -0.74% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.99% | +0.15% | -23.55% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.06% | +0.39% | |
| 37 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.01% | -1.35% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.12% | +0.70% | |
| 39 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.05% | -6.31% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.16% | -0.65% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.02% | +2.45% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.07% | -0.69% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.54% | -0.06% | -6.31% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.52% | -0.06% | +0.50% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.50% | -0.38% | -2.08% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | — | +1.93% | |
| 47 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.46% | -0.13% | +0.52% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | — | +2.69% | |
| 49 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.40% | -0.11% | +225.57% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.04% | +3.51% |
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 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QUAL, VUG) accounted for 21.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
BDYN
市值: $6.0M
Top Position Liquidated / Trimmed
XLY
前期市值: $771.5K
During Q3 2025, Beacon Bridge Wealth Partners, LLC's top holdings by market value included SPY (6.8%)、QUAL (6.2%)、VUG (5.3%). The largest single position, SPY, represented 6.8% of total portfolio value.
In Q3 2025, Beacon Bridge Wealth Partners, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 13 holdings, and fully liquidating 5 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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