Total reported value
$174.4M
Reporting period: 2026-03-31 · Number of holdings: 32
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC disclosed 32 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $174.4M and a quarterly turnover rate of 11.7%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "B"
Add STIP
+196.8% $3.0M
Add DFGX
+79.3% $2.5M
Trim DFAC
+2.5% $176.6K
Add MUB
+30.3% $3.0M
Add VCIT
+36.7% $1.5M
Trim TLH
-46.0% -$844.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 17.32% | -1.27% | +2.48% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 11.12% | +0.01% | +3.04% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 10.86% | +0.17% | +10.41% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 7.55% | +1.24% | +30.25% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 5.48% | -0.21% | +3.41% | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.02% | -0.32% | +1.66% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 5.00% | -0.25% | -0.15% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.92% | -0.17% | -0.06% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.51% | -0.08% | +9.26% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.32% | +0.67% | +36.67% | |
| 11 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.25% | +1.28% | +79.25% | |
| 12 | DIHP | Dimensional International Hi | ETF-Other | 2.94% | -0.12% | +2.10% | |
| 13 | DISV | Dimensional International Sm | ETF-Other | 2.83% | -0.16% | -1.69% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.62% | +1.68% | +196.75% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.24% | -0.27% | +0.75% | |
| 16 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.74% | -0.08% | -0.55% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.58% | -0.06% | — | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.40% | +0.25% | +32.21% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.22% | +0.12% | +20.88% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 1.04% | — | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | -0.05% | -0.98% | |
| 22 | DFIV | Dimensional International Va | ETF-Other | 0.78% | -0.25% | -22.47% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.61% | -0.04% | — | |
| 24 | NOW | Servicenow INC | Stock-Tech | 0.61% | -0.12% | +31.21% | |
| 25 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.56% | -0.56% | -46.03% | |
| 26 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.42% | — | +4.64% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.29% | -0.09% | -16.15% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.28% | — | — | |
| 29 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.18% | -0.05% | -14.70% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.18% | -0.04% | -16.63% | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.16% | — | -2.63% | |
| 32 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | — | +6.45% |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0 months of available history
Based on 39% of reported portfolio value with available pricing
Bridge Generations Wealth Management LLC's most significant position changes for 2026-03-31: Sold out: Vanguard Intermediate-term T (VGIT); Sold out: Oracle CORP (ORCL); Sold out: EA Bridgeway Omni Sm-Cp Val (BSVO); Sold out: Dimensional Inflation-protec (DFIP); Sold out: Nucor CORP (NUE).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | +1.7% | +196.75% | Add |
| 2 | DFGX | Dimsnl Intr Cf In Etf-usd In | +1.3% | +79.25% | Add |
| 3 | MUB | Ishares National Muni Bond E | +1.2% | +30.25% | Add |
| 4 | VCIT | Vanguard Int-term Corporate | +0.7% | +36.67% | Add |
| 5 | MUNI | Pimco Intermediate Municipal | +0.3% | +32.21% | Add |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | +10.41% | Add |
| 7 | JMUB | Jpmorgan Municipal ETF | +0.1% | +20.88% | Add |
| 8 | DFAT | Dimensional US Target Value | 0% | +3.04% | Add |
| 9 | DFSE | Dimensional Em Sus Core1 ETF | — | +6.45% | Add |
| 10 | EFV | Ishares Msci Eafe Value ETF | 0% | -16.63% | Trim |
| 11 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 12 | DFSI | Dimensional Int Sus Cor1 ETF | -0.1% | -14.70% | Trim |
| 13 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.98% | Trim |
| 14 | DFUV | Dimensional US Marketwide Va | -0.1% | — | Unchanged |
| 15 | DUHP | Dimensional US High Profi Et | -0.1% | +9.26% | Add |
| 16 | DFAX | Dimensional World Ex US Core | -0.1% | -0.55% | Trim |
| 17 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -16.15% | Trim |
| 18 | DIHP | Dimensional International Hi | -0.1% | +2.10% | Add |
| 19 | NOW | Servicenow INC | -0.1% | +31.21% | Add |
| 20 | DISV | Dimensional International Sm | -0.2% | -1.69% | Trim |
| 21 | DFEM | Dimensional Emrg Mrkt Core | -0.2% | -0.06% | Trim |
| 22 | DFGR | Dim Global Real Estate ETF | -0.2% | +3.41% | Add |
| 23 | DFIV | Dimensional International Va | -0.3% | -22.47% | Trim |
| 24 | DFIC | Dimensional International Co | -0.3% | -0.15% | Trim |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | +0.75% | Add |
| 26 | DFGP | Dimensional Glbl Core Pl Fix | -0.3% | +1.66% | Add |
| 27 | TLH | Ishares 10-20 Year Treasury | -0.6% | -46.03% | Trim |
| 28 | DFAC | Dimensional US Core Equity 2 | -1.3% | +2.48% | Add |
| 29 | VGIT | Vanguard Intermediate-term T | — | EXIT | Sold out |
| 30 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 31 | BSVO | EA Bridgeway Omni Sm-Cp Val | — | EXIT | Sold out |
| 32 | DFIP | Dimensional Inflation-protec | — | EXIT | Sold out |
| 33 | NUE | Nucor CORP | — | EXIT | Sold out |
| 34 | SKYW | Skywest INC | — | EXIT | Sold out |
| 35 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 36 | DFAS | Dimensional US Small Cap ETF | — | EXIT | Sold out |
| 37 | DFAR | Dimensional US Real Est ETF | — | EXIT | Sold out |
| 38 | GBCI | Glacier Bancorp INC | — | EXIT | Sold out |
| 39 | ABBV | Abbvie INC | — | EXIT | Sold out |
| 40 | PSA | Public Storage | — | EXIT | Sold out |
| 41 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 42 | DFSV | Dimensional US Small Cap Val | — | EXIT | Sold out |
| 43 | PEP | Pepsico INC | — | EXIT | Sold out |
| 44 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 45 | ICUI | Icu Medical INC | — | EXIT | Sold out |
| 46 | ZION | Zions Bancorp NA | — | EXIT | Sold out |
| 47 | VGLT | Vanguard Long-term Treasury | — | EXIT | Sold out |
| 48 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 49 | VGSR | Vert Glb Sust Re ETF | — | EXIT | Sold out |
| 50 | YUM | Yum! Brands INC | — | EXIT | Sold out |
Institutions with a similar AUM
CIK 0000006201
Total reported value
$174.4M
1 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001655183
Total reported value
$174.4M
3 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001224608
Total reported value
$174.4M
18 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001961312
Total reported value
$118.3M
219 stks
2022-12-31
Stale — no recent filing
3 of the top 5 holdings overlap, including Dimensional US Core Equity 2
CIK 0001475896
Total reported value
$1.4B
1,114 stks
2026-03-31
2 of the top 5 holdings overlap, including Dimensional US Core Equity 2
CIK 0001542421
Total reported value
$9.7B
805 stks
2024-06-30
Stale — no recent filing
2 of the top 5 holdings overlap, including Dimensional US Core Equity 2