BG
Bridge Generations Wealth Management LLC 13F Holdings (34 Positions, Q2 2026)
Bridge Generations Wealth Management LLCCIK: 0002056071
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$196.2M
Reporting period: 2026-06-30 · Number of holdings: 34
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC disclosed 34 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $196.2M and a quarterly turnover rate of 13.2%.
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Personality snowflake
- Concentration
- 30.92
- Portfolio Stability
- 13.19
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 68
- Sizing Uniformity
- 87.05
Bridge Generations Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.077 — mathematically equivalent to about 13 equally-sized positions, well below its 34 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.30), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd DFGX
+34.4% $2.1M
Trim DFGP
-3.2% -$208.2K
Trim SPTI
+7.2% $1.2M
Add STIP
+39.2% $1.7M
Sold out TLH
Trim DFIC
+0.7% $493.2K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 17.46% | +0.14% | -0.66% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 11.09% | -0.03% | +0.29% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 10.25% | -0.61% | +7.16% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 7.55% | — | +10.97% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.46% | -0.02% | +2.90% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.20% | +0.28% | +1.03% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 4.70% | -0.30% | +0.75% | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 4.36% | -0.66% | -3.22% | |
| 9 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.97% | +0.72% | +34.37% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.70% | +0.19% | +4.48% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.47% | +0.15% | +17.88% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 3.20% | +0.58% | +39.20% | |
| 13 | DIHP | Dimensional International Hi | ETF-Other | 2.82% | -0.12% | +1.95% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 2.61% | -0.22% | +2.21% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.37% | +0.13% | +3.08% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.68% | -0.06% | -0.17% | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.61% | +0.21% | +27.95% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.59% | +0.01% | — | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.35% | +0.13% | +22.38% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.93% | +0.07% | +10.02% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 0.92% | -0.12% | — | |
| 22 | DFIV | Dimensional International Va | ETF-Other | 0.71% | -0.07% | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | — | — | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.46% | -0.15% | -9.86% | |
| 25 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.43% | +0.01% | — | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.29% | — | — | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.26% | -0.02% | — | |
| 28 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.17% | -0.01% | — | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.16% | -0.02% | — | |
| 30 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.15% | -0.01% | — | |
| 31 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | +0.12% | NEW | |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.11% | +0.11% | NEW | |
| 34 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.10% | +0.10% | NEW |
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+16.2%
- Stdev
- +8.4%
- Beta
- +0.53
- Alpha
- +5.5%
- Max Drawdown
- -4.7%
- Annualized Perf
- +16.4%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.54
- Stutzer
- +0.52
- Treynor
- +0.29
- Sterling
- +1.11
- Calmar
- +3.49
- Information Ratio
- -0.46
- Tracking Error
- +7.7%
- Stdev Down
- +4.4%
- Winning Months %
- +77.8%
- Losing Months %
- +22.2%
- Best 12 Months
- +24.3%
- Worst 12 Months
- +16.2%
- Efficiency Ratio
- +0.64
- Sharpe
- +1.86
- Stdev Sectors
- 0%
- Skewness
- -0.7
- Kurtosis
- +0.5
- Upside Potential
- +4.77
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Bridge Generations Wealth Management LLC's most significant position changes for 2026-06-30: Sold out: Ishares 10-20 Year Treasury (TLH); New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Fidelity Wise Origin Bitcoin (FBTC); New buy: Dimensional Inflation-protec (DFIP); Add: Dimsnl Intr Cf In Etf-usd In (DFGX) — shares +34.37%.
Filing History
FAQ
What is Bridge Generations Wealth Management LLC and what type of investor is it?
Bridge Generations Wealth Management LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $196.2M, spread across 34 disclosed positions.
What are Bridge Generations Wealth Management LLC's largest equity positions?
Based on the latest 13F filing, Bridge Generations Wealth Management LLC's top holdings by market value are:
1. Dimensional US Core Equity 2 (DFAC) — $34.3M (17.5%)
2. Dimensional US Target Value (DFAT) — $21.8M (11.1%)
3. Ss Spdr P Int Term Tsy ETF (SPTI) — $20.1M (10.3%)
4. Ishares National Muni Bond E (MUB) — $14.8M (7.5%)
5. Dim Global Real Estate ETF (DFGR) — $10.7M (5.5%)
What changes did Bridge Generations Wealth Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Bridge Generations Wealth Management LLC made 24 notable position adjustments: 3 new positions were initiated, 16 existing holdings were added to, 4 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Ishares 10-20 Year Treasury (TLH); New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); New buy: Fidelity Wise Origin Bitcoin (FBTC); New buy: Dimensional Inflation-protec (DFIP); Add: Dimsnl Intr Cf In Etf-usd In (DFGX) — shares +34.37%
What sectors does Bridge Generations Wealth Management LLC focus on?
Bridge Generations Wealth Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 100.0%
Investment Profile
Bridge Generations Wealth Management LLC returned an annualized 16.4% over the trailing 18 months — outperforming the S&P 500 by 5.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.53 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 100.0% of the portfolio concentrated in Information Technology.
It has added to its STIP position over the past two quarters (+$4.8M, now $6.3M), while trimming NOW over the same stretch (-$275.6K, still holding $904.7K).
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