Bridge Generations Wealth Management LLC — Q3 2025 13F Holdings

Name: Bridge Generations Wealth Management LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002056071

Total reported value

$174.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	19.56%	-1.27%	-21.27%
2	DFAT	Dimensional US Target Value	ETF-Other	11.36%	+0.01%	-21.01%
3	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-Other	9.76%	+0.17%	+47.66%
4	DFGR	Dim Global Real Estate ETF	ETF-Other	6.26%	-0.21%	-7.65%
5	DFGP	Dimensional Glbl Core Pl Fix	ETF-Other	5.96%	-0.32%	+1.92%
6	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	5.52%	-0.17%	-23.04%
7	DFIC	Dimensional International Co	ETF-Other	5.32%	-0.25%	-8.70%
8	MUB	Ishares National Muni Bond E	ETF-Other	4.30%	+1.24%	+34.19%
9	DUHP	Dimensional US High Profi Et	ETF-Other	3.67%	-0.08%	-12.21%
10	DIHP	Dimensional International Hi	ETF-Other	3.25%	-0.12%	-25.19%
11	DISV	Dimensional International Sm	ETF-Other	3.12%	-0.16%	-3.47%
12	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	2.32%	-0.27%	+2.51%
13	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	2.18%	-0.56%	-63.73%
14	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	2.09%	+0.67%	+75.52%
15	DFAX	Dimensional World Ex US Core	ETF-Other	1.88%	-0.08%	-0.58%
16	DFUV	Dimensional US Marketwide Va	ETF-Other	1.70%	-0.06%	-27.96%
17	DFGX	Dimsnl Intr Cf In Etf-usd In	ETF-Other	1.21%	+1.28%	+258.94%
18	SUB	Ishares Short-term National	ETF-Other	1.21%	—	-5.55%
19	MUNI	Pimco Intermediate Municipal	ETF-Other	1.12%	+0.25%	-31.93%
20	NOW	Servicenow INC	Stock-Tech	1.08%	-0.12%	+4.20%
21	DFIV	Dimensional International Va	ETF-Other	1.02%	-0.25%	-56.20%
22	JMUB	Jpmorgan Municipal ETF	ETF-Other	0.91%	+0.12%	-55.19%
23	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.86%	-0.05%	-25.39%
24	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.82%	-0.04%	-54.76%
25	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	0.48%	—	—
26	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.40%	-0.09%	—
27	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.32%	—	—
28	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.30%	-0.05%	—
29	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	0.23%	+1.68%	+21.45%
30	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.22%	-0.04%	—
31	HYD	Vaneck High Yield Muni ETF	ETF-High Yield	0.19%	—	-19.57%
32	ORCL	Oracle CORP	Stock-Tech	0.17%	-0.11%	EXIT
33	DFSE	Dimensional Em Sus Core1 ETF	ETF-Other	0.13%	—	—
34	VGIT	Vanguard Intermediate-term T	ETF-Other	0.13%	-0.12%	EXIT
35	BSVO	EA Bridgeway Omni Sm-Cp Val	ETF-Other	0.11%	-0.11%	EXIT
36	DFIP	Dimensional Inflation-protec	ETF-Other	0.10%	-0.09%	EXIT
37	SKYW	Skywest INC	Stock-Industrials	0.07%	-0.06%	EXIT
38	NUE	Nucor CORP	Stock-Materials	0.06%	-0.07%	EXIT
39	NVDA	Nvidia CORP	Stock-Tech	0.05%	—	—
40	ZION	Zions Bancorp NA	Stock-Financials	0.05%	-0.01%	EXIT
41	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.05%	-0.04%	EXIT
42	DFAR	Dimensional US Real Est ETF	ETF-Other	0.05%	-0.04%	EXIT
43	GBCI	Glacier Bancorp INC	Stock-Financials	0.05%	-0.04%	EXIT
44	ABBV	Abbvie INC	Stock-Healthcare	0.04%	-0.04%	EXIT
45	PSA	Public Storage	Stock-Real Estate	0.04%	-0.03%	EXIT
46	AMZN	Amazon.com INC	Stock-Consumer Disc	0.04%	—	+2330.00%
47	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.03%	-0.03%	EXIT
48	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	0.02%	-0.02%	EXIT
49	PEP	Pepsico INC	Stock-Consumer Staples	0.02%	-0.02%	EXIT
50	ABT	Abbott Laboratories	Stock-Healthcare	0.02%	-0.02%	EXIT

1–50 of 134

Holding changes this quarter

Position changes disclosed by Bridge Generations Wealth Management LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPTI	Ss Spdr P Int Term Tsy ETF	+3.8%	+47.66%	Add
2	MUB	Ishares National Muni Bond E	+1.9%	+34.19%	Add
3	VCIT	Vanguard Int-term Corporate	+1.3%	+75.52%	Add
4	DFGX	Dimsnl Intr Cf In Etf-usd In	+1.1%	+258.94%	Add
5	VTI	Vanguard Total Stock Mkt ETF	+1%	+2.51%	Add
6	DISV	Dimensional International Sm	+0.7%	-3.47%	Trim
7	DUHP	Dimensional US High Profi Et	+0.6%	-12.21%	Trim
8	DFGP	Dimensional Glbl Core Pl Fix	+0.4%	+1.92%	Trim
9	DFIC	Dimensional International Co	+0.2%	-8.70%	Trim
10	NOW	Servicenow INC	+0.2%	+4.20%	Trim
11	VEA	Vanguard Ftse Developed ETF	+0.1%	-25.39%	Trim
12	ORCL	Oracle CORP	+0.1%	—	Unchanged
13	DFSU	Dimensional US Sus Core1 ETF	+0.1%	—	Unchanged
14	DFUS	Dimensional US Eq Mkt ETF	+0.1%	—	Unchanged
15	SCZ	Ishares Msci Eafe Small-cap	+0.1%	—	Unchanged
16	DFSI	Dimensional Int Sus Cor1 ETF	+0.1%	—	Trim
17	DFAX	Dimensional World Ex US Core	0%	-0.58%	Trim
18	ABBV	Abbvie INC	0%	+5000.00%	Add
19	AMZN	Amazon.com INC	0%	+2330.00%	Add
20	EFV	Ishares Msci Eafe Value ETF	0%	—	Unchanged
21	BSVO	EA Bridgeway Omni Sm-Cp Val	0%	—	Unchanged
22	SUB	Ishares Short-term National	0%	-5.55%	Trim
23	SCHX	Schwab US Large-cap ETF	0%	—	Trim
24	HYD	Vaneck High Yield Muni ETF	0%	-19.57%	Trim
25	DFGR	Dim Global Real Estate ETF	-0.1%	-7.65%	Trim
26	DFSE	Dimensional Em Sus Core1 ETF	-0.1%	—	Trim
27	DFEM	Dimensional Emrg Mrkt Core	-0.4%	-23.04%	Trim
28	DIHP	Dimensional International Hi	-0.4%	-25.19%	Trim
29	MUNI	Pimco Intermediate Municipal	-0.4%	-31.93%	Trim
30	VBR	Vanguard Small-cap Value ETF	-0.7%	-54.76%	Trim
31	DFUV	Dimensional US Marketwide Va	-0.8%	-27.96%	Trim
32	DFIV	Dimensional International Va	-0.9%	-56.20%	Trim
33	JMUB	Jpmorgan Municipal ETF	-1.1%	-55.19%	Trim
34	DFAT	Dimensional US Target Value	-1.3%	-21.01%	Trim
35	DFAC	Dimensional US Core Equity 2	-2%	-21.27%	Trim
36	TLH	Ishares 10-20 Year Treasury	-3.8%	-63.73%	Trim
37	STIP	Ishares 0-5 Year Tips Bond E	—	NEW	New buy
38	VGIT	Vanguard Intermediate-term T	—	NEW	New buy
39	VXUS	Vanguard Total Intl Stock	—	EXIT	Sold out
40	NVDA	Nvidia CORP	—	NEW	New buy
41	BND	Vanguard Total Bond Market	—	EXIT	Sold out
42	MMM	3m Co	—	EXIT	Sold out
43	NULG	Nuveen Esg Lrg-cap Grw ETF	—	EXIT	Sold out
44	ABT	Abbott Laboratories	—	NEW	New buy
45	RSP	Invesco S&p 500 Equal Weight	—	EXIT	Sold out
46	FNDX	Schwab Fndmntl US Lrg Co ETF	—	EXIT	Sold out
47	NTAP	Netapp INC	—	NEW	New buy
48	ICUI	Icu Medical INC	—	NEW	New buy
49	BNDX	Vanguard Total Intl Bond ETF	—	EXIT	Sold out
50	SLYG	Ss Spdr S&p 600 Sc Gr ETF	—	EXIT	Sold out