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CIK: 0001965468
Total reported value
$351.0M
$351.0M
101 檔
21.7%
At the close of Q1 2026, Beacon Bridge Wealth Partners, LLC disclosed equity holdings valued at approximately $351.0M, spread across 101 reported holdings.
In Q1 2026, Beacon Bridge Wealth Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 56 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 | 6.96% | +1.68% | +1.03% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 5.19% | -1.10% | +2.63% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.68% | +0.22% | +1.67% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.50% | +0.18% | +1.64% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.18% | -0.25% | +1.22% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.78% | -0.15% | -1.36% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 3.60% | -0.50% | -3.86% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | -0.04% | +1.86% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.08% | -0.81% | +7.78% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.83% | +0.09% | +1.77% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.59% | -0.02% | +4.52% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.51% | -0.76% | -1.03% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.46% | -1.01% | +0.72% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.24% | -1.73% | +1.00% | |
| 15 | BDYN | Ishares Dyn Act ETF | ETF-Other | 2.07% | -0.05% | -2.17% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.97% | -0.93% | -0.18% | |
| 17 | SCHQ | Schwab Long-term US Treasury | ETF-Gov Bonds | 1.86% | -0.34% | +1.14% | |
| 18 | BDVL | Ishares Dv Equity Active ETF | ETF-Other | 1.75% | -0.21% | -2.10% | |
| 19 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 1.69% | +0.57% | +32.22% | |
| 20 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.61% | +0.49% | +1.95% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.57% | -0.12% | +1.27% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.53% | -0.04% | -15.74% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.49% | -0.18% | +8.34% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 1.39% | +0.07% | +0.92% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.36% | +0.57% | +0.27% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.31% | +0.07% | +0.66% | |
| 27 | EVTR | Eaton Vance Total Return | ETF-Other | 1.28% | -0.21% | +2.04% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.11% | -0.13% | -0.67% | |
| 29 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.10% | -0.26% | +3.97% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.02% | +1.10% | +0.85% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | -0.07% | -6.68% | |
| 32 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.95% | -0.17% | -12.70% | |
| 33 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.94% | +0.17% | -1.80% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.92% | -0.06% | -1.87% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.92% | -0.01% | +0.88% | |
| 36 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.88% | -0.02% | +2.87% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.82% | +0.15% | +7.48% | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.76% | +0.52% | +0.55% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.06% | +1.41% | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.68% | -0.12% | +34.95% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.67% | +0.04% | -0.59% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.62% | -0.16% | +0.64% | |
| 43 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.62% | -0.11% | +14.03% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | +0.07% | +0.22% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.56% | -0.16% | -0.30% | |
| 46 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.56% | +0.01% | -6.68% | |
| 47 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | -0.05% | -1.55% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.52% | -0.06% | +1.65% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.02% | +0.02% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | -0.38% | +2.73% |
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 101 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VTV, DYNF) accounted for 21.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHR
市值: $965.1K
Top Position Liquidated / Trimmed
XLY
前期市值: $772.0K
During Q1 2026, Beacon Bridge Wealth Partners, LLC's top holdings by market value included SPY (7.0%)、VTV (5.2%)、DYNF (4.7%). The largest single position, SPY, represented 7.0% of total portfolio value.
In Q1 2026, Beacon Bridge Wealth Partners, LLC made 100 total portfolio adjustments, initiating 9 new buys, adding to 56 positions, trimming 29 holdings, and fully liquidating 6 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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