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CIK: 0002056071
Total reported value
$196.2M
$196.2M
32 檔
46.5%
As reported in its official Q1 2026 Form 13F filing, Bridge Generations Wealth Management LLC's tracked investment portfolio stood at $196.2M with 32 total positions.
In Q1 2026, Bridge Generations Wealth Management LLC adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 97 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, SPTI) accounted for 46.5% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
VGIT
前期市值: $188.4K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 17.32% | +0.14% | +2.48% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 11.12% | -0.03% | +3.04% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 10.86% | -0.61% | +10.41% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 7.55% | — | +30.25% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.48% | -0.02% | +3.41% | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.02% | -0.66% | +1.66% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.00% | -0.30% | -0.15% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.92% | +0.28% | -0.06% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.51% | +0.19% | +9.26% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.32% | +0.15% | +36.67% | |
| 11 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.25% | +0.72% | +79.25% | |
| 12 | DIHP | Dimensional International Hi | ETF-Other | 2.94% | -0.12% | +2.10% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 2.83% | -0.22% | -1.69% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.62% | +0.58% | +196.75% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.24% | +0.13% | +0.75% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.74% | -0.06% | -0.55% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.58% | +0.01% | — | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.40% | +0.21% | +32.21% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.22% | +0.13% | +20.88% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.04% | -0.12% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | +0.07% | -0.98% | |
| 22 | DFIV | Dimensional International Va | ETF-Other | 0.78% | -0.07% | -22.47% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | — | — | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 0.61% | -0.15% | +31.21% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.56% | -0.56% | EXIT | |
| 26 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.42% | +0.01% | +4.64% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.29% | — | -16.15% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.28% | -0.02% | — | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.18% | -0.01% | -14.70% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.18% | -0.02% | -16.63% | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.16% | -0.01% | -2.63% | |
| 32 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | — | +6.45% |
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 32 disclosed positions in Q1 2026.
During Q1 2026, Bridge Generations Wealth Management LLC's top holdings by market value included DFAC (17.3%)、DFAT (11.1%)、SPTI (10.9%). The largest single position, DFAC, represented 17.3% of total portfolio value.
In Q1 2026, Bridge Generations Wealth Management LLC made 125 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 11 holdings, and fully liquidating 97 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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