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CIK: 0002056071
Total reported value
$196.2M
$196.2M
151 檔
42.7%
According to the latest 13F quarterly dataset, Bridge Generations Wealth Management LLC managed an equity portfolio of $196.2M at the end of Q1 2025, spanning 151 distinct U.S. exchange-listed positions.
In Q1 2025, Bridge Generations Wealth Management LLC displayed an active expansion posture, initiating 14 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.60% | +0.14% | +1.13% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 12.67% | -0.03% | +3.75% | |
| 3 | DFGR | Dim Global Real Estate ETF | ETF-Other | 6.33% | -0.02% | -2.13% | |
| 4 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 6.02% | -0.56% | EXIT | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.98% | -0.61% | — | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.88% | +0.28% | -1.56% | |
| 7 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.61% | -0.66% | -8.48% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 5.12% | -0.30% | -3.01% | |
| 9 | DIHP | Dimensional International Hi | ETF-Other | 3.64% | -0.12% | -3.96% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.05% | +0.19% | +4.20% | |
| 11 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.54% | +0.01% | -0.24% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 2.42% | -0.22% | -1.87% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.41% | — | +2.72% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.99% | +0.13% | — | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.87% | -0.07% | -1.82% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.84% | -0.06% | -6.28% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.53% | — | -7.25% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.52% | +0.21% | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | +0.13% | +605.78% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.20% | -0.12% | — | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 0.92% | -0.15% | — | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.77% | +0.15% | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.75% | +0.07% | +1507.52% | |
| 24 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.39% | +0.01% | -0.09% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.32% | — | — | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.25% | -0.02% | -12.74% | |
| 27 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.24% | -0.01% | -1.63% | |
| 28 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.23% | -0.01% | -8.47% | |
| 29 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.22% | — | -1.20% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.18% | -0.02% | — | |
| 31 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.10% | +0.10% | NEW | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.09% | — | +6777.14% | |
| 33 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.09% | — | -15.45% | |
| 34 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.08% | +0.72% | — | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.08% | — | +1.22% | |
| 36 | SKYW | Skywest Inc | Stock-Industrials | 0.05% | — | — | |
| 37 | NUE | Nucor CORP | Stock-Materials | 0.05% | — | — | |
| 38 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.04% | — | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.04% | — | — | |
| 40 | ZION | Zions Bancorp NA | Stock-Financials | 0.04% | — | — | |
| 41 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.04% | — | — | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.04% | — | — | |
| 43 | PSA | Public Storage | Stock-Real Estate | 0.04% | — | — | |
| 44 | MMM | 3m Co | Stock-Industrials | 0.03% | — | — | |
| 45 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.02% | — | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | — | — | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.02% | — | +238.72% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | — | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.02% | — | — | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | — |
According to official SEC Form 13F filings, Bridge Generations Wealth Management LLC reported a total U.S. public equity portfolio value of $196.2M across 151 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFGR) accounted for 42.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPTI
市值: $9.5M
Top Position Liquidated / Trimmed
TLH
前期市值: $20.9M
During Q1 2025, Bridge Generations Wealth Management LLC's top holdings by market value included DFAC (21.6%)、DFAT (12.7%)、DFGR (6.3%). The largest single position, DFAC, represented 21.6% of total portfolio value.
In Q1 2025, Bridge Generations Wealth Management LLC made 45 total portfolio adjustments, initiating 14 new buys, adding to 14 positions, trimming 17 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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