Beacon Bridge Wealth Partners, LLC
CIK: 0001965468Latest portfolio: $301.0M · Q4 2025
Holdings
98
Total Value
$301.0M
New Positions
97
Closed Positions
0
Top Holdings
View All 98 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 31,642 | $21.6M | 7.17% | NEW | |
| 2 | VUGVANGUARD INDEX FDS | 30,292 | $14.8M | 4.91% | NEW | |
| 3 | VTVVANGUARD INDEX FDS | 77,041 | $14.7M | 4.89% | NEW | |
| 4 | DYNFBLACKROCK ETF TRUST | 236,391 | $14.4M | 4.78% | NEW | |
| 5 | MUBISHARES TR | 116,095 | $12.4M | 4.13% | NEW | |
| 6 | VOOVANGUARD INDEX FDS | 19,159 | $12.0M | 3.99% | NEW | |
| 7 | MBBISHARES TR | 117,744 | $11.2M | 3.72% | NEW | |
| 8 | IVVISHARES TR | 15,949 | $10.9M | 3.63% | NEW | |
| 9 | SPYGSPDR SERIES TRUST | 84,830 | $9.1M | 3.01% | NEW | |
| 10 | SCHGSCHWAB STRATEGIC TR | 254,119 | $8.3M | 2.75% | NEW | |
| 11 | IEMGISHARES INC | 122,215 | $8.2M | 2.73% | NEW | |
| 12 | BINCBLACKROCK ETF TRUST II | 146,148 | $7.7M | 2.56% | NEW | |
| 13 | EFVISHARES TR | 98,258 | $7.0M | 2.33% | NEW | |
| 14 | QUALISHARES TR | 34,559 | $6.9M | 2.28% | NEW | |
| 15 | BDYNBLACKROCK ETF TRUST | 260,433 | $6.7M | 2.22% | NEW | |
| 16 | MTUMISHARES TR | 22,617 | $5.7M | 1.88% | NEW | |
| 17 | SCHQSCHWAB STRATEGIC TR | 174,868 | $5.5M | 1.84% | NEW | |
| 18 | IAU*ISHARES GOLD TR | 66,804 | $5.4M | 1.80% | NEW | |
| 19 | BDVLBLACKROCK ETF TRUST | 216,744 | $5.4M | 1.79% | NEW | |
| 20 | BAIBLACKROCK ETF TRUST | 143,582 | $4.8M | 1.59% | NEW | |
| 21 | IAGGISHARES TR | 92,650 | $4.6M | 1.54% | NEW | |
| 22 | SCHZSCHWAB STRATEGIC TR | 174,021 | $4.1M | 1.35% | NEW | |
| 23 | DGROISHARES TR | 58,361 | $4.1M | 1.35% | NEW | |
| 24 | VBVANGUARD INDEX FDS | 15,680 | $4.0M | 1.34% | NEW | |
| 25 | FLMIFRANKLIN TEMPLETON ETF TR | 153,791 | $3.8M | 1.27% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.1577147781471413e+256T)
Unknown0.0% ($54223304304823608.0T)
Technology0.0% ($17161307768525.2T)
Industrials0.0% ($1040.4T)
Communication Services0.0% ($1.1T)
Consumer Cyclical0.0% ($746.6B)
Healthcare0.0% ($332.3B)
Consumer Defensive0.0% ($478K)
Filing History
Fund Information
Beacon Bridge Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $301.0M across 98 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 7.2% of the portfolio. Compared to the previous quarter, the fund opened 98 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.