Beacon Bridge Wealth Partners, LLC
CIK: 0001965468SEC EDGAR →
Portfolio Value
$301.0M
Holdings
98
As of
Q4 2025
New Positions
98
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 31,642 | $21.6M | 7.17% |
| 2 | VANGUARD INDEX FDS | 30,292 | $14.8M | 4.91% |
| 3 | VANGUARD INDEX FDS | 77,041 | $14.7M | 4.89% |
| 4 | BLACKROCK ETF TRUST | 236,391 | $14.4M | 4.78% |
| 5 | ISHARES TR | 116,095 | $12.4M | 4.13% |
| 6 | VANGUARD INDEX FDS | 19,159 | $12.0M | 3.99% |
| 7 | ISHARES TR | 117,744 | $11.2M | 3.72% |
| 8 | ISHARES TR | 15,949 | $10.9M | 3.63% |
| 9 | SPDR SERIES TRUST | 84,830 | $9.1M | 3.01% |
| 10 | SCHWAB STRATEGIC TR | 254,119 | $8.3M | 2.75% |
Quarterly Changes
New Positions (98)
$21.6M · 32K shares
$14.8M · 30K shares
$14.7M · 77K shares
$14.4M · 236K shares
$12.4M · 116K shares
$12.0M · 19K shares
$11.2M · 118K shares
$10.9M · 16K shares
$9.1M · 85K shares
$8.3M · 254K shares
$8.2M · 122K shares
$7.7M · 146K shares
$7.0M · 98K shares
$6.9M · 35K shares
$6.7M · 260K shares
$5.7M · 23K shares
$5.5M · 175K shares
$5.4M · 67K shares
$5.4M · 217K shares
$4.8M · 144K shares
$4.6M · 93K shares
$4.1M · 174K shares
$4.1M · 58K shares
$4.0M · 16K shares
$3.8M · 154K shares
$3.8M · 74K shares
$3.8M · 126K shares
$3.3M · 37K shares
$3.3M · 144K shares
$3.2M · 120K shares
$3.1M · 11K shares
$3.0M · 132K shares
$2.9M · 13K shares
$2.9M · 61K shares
$2.7M · 32K shares
$2.6M · 29K shares
$2.4M · 4K shares
$2.2M · 10K shares
$2.2M · 92K shares
$2.1M · 38K shares
$2.0M · 31K shares
$1.9M · 9K shares
$1.8M · 18K shares
$1.7M · 5K shares
$1.7M · 27K shares
$1.7M · 8K shares
$1.6M · 23K shares
$1.5M · 33K shares
$1.5M · 15K shares
$1.4M · 11K shares
$1.4M · 2K shares
$1.3M · 13K shares
$1.3M · 7K shares
$1.3M · 44K shares
$1.1M · 4K shares
$1.1M · 7K shares
$1.0M · 2K shares
$987K · 7K shares
$843K · 11K shares
$824K · 3K shares
$824K · 17K shares
$771K · 6K shares
$768K · 2K shares
$767K · 12K shares
$746K · 2K shares
$715K · 10K shares
$641K · 2K shares
$619K · 8K shares
$614K · 2K shares
$585K · 4K shares
$576K · 1K shares
$574K · 2K shares
$532K · 7K shares
$525K · 8K shares
$479K · 1K shares
$478K · 3K shares
$432K · 32K shares
$401K · 2K shares
$401K · 1K shares
$384K · 5K shares
$374K · 2K shares
$332K · 2K shares
$314K · 626 shares
$301K · 457 shares
$292K · 2K shares
$281K · 5K shares
$279K · 6K shares
$263K · 245 shares
$255K · 18K shares
$251K · 2K shares
$239K · 3K shares
$213K · 3K shares
$213K · 2K shares
$212K · 4K shares
$212K · 4K shares
$208K · 1K shares
$206K · 671 shares
$104K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 70 | $271.3M | 90.2% |
| Unknown | 7 | $17.5M | 5.8% |
| Technology | 7 | $4.8M | 1.6% |
| Communication Services | 3 | $2.2M | 0.7% |
| Industrials | 4 | $1.9M | 0.6% |
| Consumer Cyclical | 3 | $1.8M | 0.6% |
| Healthcare | 3 | $876K | 0.3% |
| Consumer Defensive | 1 | $478K | 0.2% |