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CIK: 0001965468
Total reported value
$351.0M
$351.0M
98 檔
22.2%
During the Q4 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 98 reported positions.
In Q4 2025, Beacon Bridge Wealth Partners, LLC displayed an active expansion posture, initiating 14 new positions and adding to 19 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 | 7.17% | +1.68% | +10.71% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 4.91% | +0.18% | -1.97% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.89% | -1.10% | +10.08% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.78% | +0.22% | +23.75% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.13% | -0.25% | -1.86% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.99% | -0.15% | -1.56% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 3.72% | -0.50% | +6.42% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.63% | -0.04% | -1.50% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.01% | +0.09% | -0.65% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.75% | -0.02% | +4.87% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.73% | -0.81% | — | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.56% | -0.76% | +8.95% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.33% | -1.01% | +4.19% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.28% | -1.73% | -61.57% | |
| 15 | BDYN | Ishares Dyn Act ETF | ETF-Other | 2.22% | -0.05% | +9.08% | |
| 16 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.88% | -0.04% | +78.30% | |
| 17 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.84% | -0.34% | -14.97% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.80% | -0.93% | +52.39% | |
| 19 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 1.79% | -0.21% | +19.23% | |
| 20 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.59% | +0.49% | — | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.54% | -0.12% | +7.56% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.35% | +0.57% | -18.76% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.35% | -0.18% | -10.10% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.34% | +0.07% | +0.35% | |
| 25 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.27% | +0.57% | — | |
| 26 | EVTR | Eaton Vance Total Return | ETF-Other | 1.27% | -0.21% | — | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.25% | +0.07% | +1.57% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.10% | -0.13% | -1.46% | |
| 29 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.10% | -0.17% | +13.53% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.05% | -0.26% | +10.79% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.03% | -0.07% | -11.83% | |
| 32 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.01% | +1.10% | +6.05% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.95% | -0.06% | -1.83% | |
| 34 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.95% | +0.17% | -1.88% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.89% | -0.01% | -10.41% | |
| 36 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.86% | -0.02% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.06% | +7.80% | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.74% | +0.52% | — | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.74% | +0.15% | -22.84% | |
| 40 | XLF | Ss Financial Select Sector | ETF-Other | 0.68% | -0.16% | +26.16% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.66% | +0.04% | -72.61% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.62% | -0.16% | -70.44% | |
| 43 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.01% | -8.25% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.02% | +4.14% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.07% | +2.75% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.05% | — | |
| 47 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.55% | -0.11% | +40.16% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | -0.06% | +3.47% | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.50% | -0.12% | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | — | -1.40% |
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 98 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VUG, VTV) accounted for 22.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
IEMG
市值: $8.2M
Top Position Liquidated / Trimmed
IXC
前期市值: $249.5K
During Q4 2025, Beacon Bridge Wealth Partners, LLC's top holdings by market value included SPY (7.2%)、VUG (4.9%)、VTV (4.9%). The largest single position, SPY, represented 7.2% of total portfolio value.
In Q4 2025, Beacon Bridge Wealth Partners, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 19 positions, trimming 14 holdings, and fully liquidating 3 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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