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CIK: 0002056071
Total reported value
$196.2M
$196.2M
134 檔
40.6%
As reported in its official Q3 2025 Form 13F filing, Bridge Generations Wealth Management LLC's tracked investment portfolio stood at $196.2M with 134 total positions.
In Q3 2025, Bridge Generations Wealth Management LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 8 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 | 19.56% | +0.14% | -21.27% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 11.36% | -0.03% | -21.01% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 9.76% | -0.61% | +47.66% | |
| 4 | DFGR | Dim Global Real Estate ETF | ETF-Other | 6.26% | -0.02% | -7.65% | |
| 5 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.96% | -0.66% | +1.92% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.52% | +0.28% | -23.04% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.32% | -0.30% | -8.70% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 4.30% | — | +34.19% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.67% | +0.19% | -12.21% | |
| 10 | DIHP | Dimensional International Hi | ETF-Other | 3.25% | -0.12% | -25.19% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 3.12% | -0.22% | -3.47% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.32% | +0.13% | +2.51% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.18% | -0.56% | EXIT | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.09% | +0.15% | +75.52% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.88% | -0.06% | -0.58% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.70% | +0.01% | -27.96% | |
| 17 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.21% | +0.72% | +258.94% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 1.21% | -0.12% | -5.55% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.12% | +0.21% | -31.93% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 1.08% | -0.15% | +4.20% | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 1.02% | -0.07% | -56.20% | |
| 22 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.91% | +0.13% | -55.19% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | +0.07% | -25.39% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.82% | — | -54.76% | |
| 25 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.48% | +0.01% | — | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.40% | — | — | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.32% | -0.02% | — | |
| 28 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.30% | -0.01% | — | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.23% | +0.58% | +21.45% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.22% | -0.02% | — | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.19% | -0.01% | -19.57% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.17% | — | — | |
| 33 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | — | — | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.13% | — | — | |
| 35 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.11% | — | — | |
| 36 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.10% | +0.10% | NEW | |
| 37 | SKYW | Skywest Inc | Stock-Industrials | 0.07% | — | — | |
| 38 | NUE | Nucor CORP | Stock-Materials | 0.06% | — | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | — | — | |
| 40 | ZION | Zions Bancorp NA | Stock-Financials | 0.05% | — | — | |
| 41 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.05% | — | — | |
| 42 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.05% | — | — | |
| 43 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.05% | — | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.04% | — | +5000.00% | |
| 45 | PSA | Public Storage | Stock-Real Estate | 0.04% | — | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | +2330.00% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.03% | — | — | |
| 48 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.02% | — | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | — | — | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 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 134 disclosed positions in Q3 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, SPTI) accounted for 40.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
STIP
市值: $345.2K
Top Position Liquidated / Trimmed
VXUS
前期市值: $149.5K
During Q3 2025, Bridge Generations Wealth Management LLC's top holdings by market value included DFAC (19.6%)、DFAT (11.4%)、SPTI (9.8%). The largest single position, DFAC, represented 19.6% of total portfolio value.
In Q3 2025, Bridge Generations Wealth Management LLC made 44 total portfolio adjustments, initiating 6 new buys, adding to 7 positions, trimming 23 holdings, and fully liquidating 8 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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