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CIK: 0002056071
Total reported value
$196.2M
$196.2M
129 檔
43.1%
According to the latest 13F quarterly dataset, Bridge Generations Wealth Management LLC managed an equity portfolio of $196.2M at the end of Q4 2025, spanning 129 distinct U.S. exchange-listed positions.
During Q4 2025, Bridge Generations Wealth Management LLC performed routine portfolio adjustments (0 new buys, 15 additions, 12 trims, and 4 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 18.59% | +0.14% | -0.67% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 11.11% | -0.03% | +2.55% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 10.69% | -0.61% | +17.78% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 6.31% | — | +56.43% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.69% | -0.02% | +0.73% | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.34% | -0.66% | -1.22% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.25% | -0.30% | +0.64% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.09% | +0.28% | -4.10% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.59% | +0.19% | +4.30% | |
| 10 | DIHP | Dimensional International Hi | ETF-Other | 3.06% | -0.12% | -2.98% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 2.99% | -0.22% | -3.23% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.65% | +0.15% | +36.98% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.51% | +0.13% | +13.86% | |
| 14 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.97% | +0.72% | +78.46% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.82% | -0.06% | -0.32% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.64% | +0.01% | -0.71% | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.15% | +0.21% | +9.77% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 1.12% | -0.12% | — | |
| 19 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.12% | -0.56% | EXIT | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.10% | +0.13% | +29.12% | |
| 21 | DFIV | Dimensional International Va | ETF-Other | 1.03% | -0.07% | — | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.94% | +0.58% | +345.93% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | +0.07% | +9.70% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.73% | -0.15% | +337.78% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.65% | — | -16.51% | |
| 26 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.46% | +0.01% | — | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.38% | — | — | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.30% | -0.02% | — | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.23% | -0.01% | -20.24% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.22% | -0.02% | — | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.18% | -0.01% | — | |
| 32 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | — | — | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.12% | — | — | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.11% | — | — | |
| 35 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.11% | — | — | |
| 36 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.09% | +0.10% | NEW | |
| 37 | NUE | Nucor CORP | Stock-Materials | 0.07% | — | — | |
| 38 | SKYW | Skywest Inc | Stock-Industrials | 0.06% | — | — | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.06% | — | +243.57% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.04% | — | — | |
| 41 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.04% | — | — | |
| 42 | GBCI | Glacier Bancorp Inc | Stock-Financials | 0.04% | — | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.04% | — | — | |
| 44 | PSA | Public Storage | Stock-Real Estate | 0.03% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.03% | — | — | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.02% | — | — | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.02% | — | — | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.02% | — | — | |
| 49 | ICUI | Icu Medical Inc | Stock-Other | 0.01% | — | — | |
| 50 | ZION | Zions Bancorp NA | Stock-Financials | 0.01% | — | -69.48% |
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 129 disclosed positions in Q4 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 43.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
NVDA
前期市值: $74.6K
During Q4 2025, Bridge Generations Wealth Management LLC's top holdings by market value included DFAC (18.6%)、DFAT (11.1%)、SPTI (10.7%). The largest single position, DFAC, represented 18.6% of total portfolio value.
In Q4 2025, Bridge Generations Wealth Management LLC made 31 total portfolio adjustments, initiating 0 new buys, adding to 15 positions, trimming 12 holdings, and fully liquidating 4 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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