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CIK: 0002056071
Total reported value
$196.2M
$196.2M
127 檔
43.2%
The Q2 2025 SEC filing reveals that Bridge Generations Wealth Management LLC held a total portfolio value of $196.2M, covering 127 public equity positions.
In Q2 2025, Bridge Generations Wealth Management LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 14 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.08% | +0.14% | -6.96% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 12.17% | -0.03% | -5.05% | |
| 3 | DFGR | Dim Global Real Estate ETF | ETF-Other | 6.08% | -0.02% | -2.60% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.06% | +0.28% | -4.80% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 6.01% | -0.61% | +3.35% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 5.42% | -0.56% | EXIT | |
| 7 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.24% | -0.66% | -5.24% | |
| 8 | DFIC | Dimensional International Co | ETF-Other | 5.05% | -0.30% | -8.85% | |
| 9 | DIHP | Dimensional International Hi | ETF-Other | 3.84% | -0.12% | -0.16% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.59% | +0.19% | +13.49% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.87% | — | +24.40% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 2.72% | -0.22% | +2.77% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.03% | +0.01% | -19.30% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.97% | -0.07% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.91% | +0.13% | +34.75% | |
| 16 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.83% | +0.13% | -3.76% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.62% | -0.06% | -18.64% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.54% | — | — | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.48% | +0.21% | +0.75% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.16% | -0.12% | — | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.07% | +0.15% | +42.66% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 1.05% | -0.15% | -8.31% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.00% | +0.07% | +22.45% | |
| 24 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.41% | +0.01% | — | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | — | — | |
| 26 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.30% | +0.72% | +286.07% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.28% | -0.02% | — | |
| 28 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.26% | -0.01% | -0.01% | |
| 29 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.22% | -0.01% | — | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.19% | -0.02% | — | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.17% | +0.58% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.12% | — | — | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.11% | — | — | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.11% | — | -54.03% | |
| 35 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.09% | +0.10% | NEW | |
| 36 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.09% | — | — | |
| 37 | SKYW | Skywest Inc | Stock-Industrials | 0.06% | — | — | |
| 38 | NUE | Nucor CORP | Stock-Materials | 0.06% | — | — | |
| 39 | ZION | Zions Bancorp NA | Stock-Financials | 0.04% | — | — | |
| 40 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.04% | — | — | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.04% | — | — | |
| 42 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.04% | — | — | |
| 43 | PSA | Public Storage | Stock-Real Estate | 0.03% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | — | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | — | — | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.02% | — | — | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.01% | — | — | |
| 48 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.01% | — | — | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.01% | — | — | |
| 50 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.01% | — | — |
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 127 disclosed positions in Q2 2025.
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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 43.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
STIP
市值: $283.0K
Top Position Liquidated / Trimmed
VXUS
前期市值: $149.5K
During Q2 2025, Bridge Generations Wealth Management LLC's top holdings by market value included DFAC (21.1%)、DFAT (12.2%)、DFGR (6.1%). The largest single position, DFAC, represented 21.1% of total portfolio value.
In Q2 2025, Bridge Generations Wealth Management LLC made 41 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 16 holdings, and fully liquidating 14 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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