BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
CIK: 0002056071SEC EDGAR →
Portfolio Value
$161.5M
Holdings
129
As of
Q4 2025
New Positions
129
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 758,615 | $30.0M | 18.59% |
| 2 | DIMENSIONAL ETF TRUST | 301,329 | $17.9M | 11.11% |
| 3 | SPDR SERIES TRUST | 598,595 | $17.3M | 10.69% |
| 4 | ISHARES TR | 95,206 | $10.2M | 6.31% |
| 5 | DIMENSIONAL ETF TRUST | 347,822 | $9.2M | 5.69% |
| 6 | DIMENSIONAL ETF TRUST | 159,541 | $8.6M | 5.34% |
| 7 | DIMENSIONAL ETF TRUST | 245,966 | $8.5M | 5.25% |
| 8 | DIMENSIONAL ETF TRUST | 248,556 | $8.2M | 5.09% |
| 9 | DIMENSIONAL ETF TRUST | 152,531 | $5.8M | 3.59% |
| 10 | DIMENSIONAL ETF TRUST | 156,015 | $4.9M | 3.06% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (129)
$30.0M · 759K shares
$17.9M · 301K shares
$17.3M · 599K shares
$10.2M · 95K shares
$9.2M · 348K shares
$8.6M · 160K shares
$8.5M · 246K shares
$8.2M · 249K shares
$5.8M · 153K shares
$4.9M · 156K shares
$4.8M · 127K shares
$4.3M · 51K shares
$4.1M · 12K shares
$3.2M · 60K shares
$2.9M · 90K shares
$2.6M · 57K shares
$1.9M · 35K shares
$1.8M · 17K shares
$1.8M · 18K shares
$1.8M · 35K shares
$1.7M · 33K shares
$1.5M · 15K shares
$1.5M · 24K shares
$1.2M · 8K shares
$1.0M · 5K shares
$744K · 17K shares
$620K · 8K shares
$485K · 6K shares
$375K · 9K shares
$354K · 5K shares
$292K · 6K shares
$202K · 5K shares
$188K · 3K shares
$177K · 911 shares
$171K · 7K shares
$143K · 3K shares
$116K · 712 shares
$100K · 1K shares
$89K · 962 shares
$70K · 1K shares
$65K · 3K shares
$61K · 1K shares
$58K · 255 shares
$48K · 188 shares
$41K · 68 shares
$36K · 1K shares
$35K · 250 shares
$31K · 250 shares
$23K · 164 shares
$23K · 398 shares
$19K · 358 shares
$18K · 160 shares
$16K · 2K shares
$15K · 22 shares
$15K · 100 shares
$11K · 398 shares
$6K · 19 shares
$4K · 16 shares
$4K · 100 shares
$4K · 18 shares
$4K · 18 shares
$3K · 7 shares
$3K · 10 shares
$2K · 108 shares
$2K · 41 shares
$2K · 53 shares
$2K · 28 shares
$2K · 6 shares
$2K · 10 shares
$2K · 31 shares
$1K · 26 shares
$1K · 10 shares
$1K · 4 shares
$1K · 10 shares
$1K · 10 shares
$1K · 9 shares
$1K · 5 shares
$1K · 21 shares
$1K · 5 shares
$1K · 23 shares
$1K · 4 shares
$1K · 11 shares
$1K · 5 shares
$1K · 3 shares
$1K · 1 shares
$1K · 5 shares
$1K · 9 shares
$1K · 5 shares
$1K · 6 shares
$1K · 21 shares
$1K · 6 shares
$1K · 4 shares
$1K · 20 shares
$1K · 15 shares
$0 · 6 shares
$0 · 3 shares
$0 · 25 shares
$0 · 3 shares
$0 · 6 shares
$0 · 3 shares
$0 · 3 shares
$0 · 4 shares
$0 · 9 shares
$0 · 3 shares
$0 · 1 shares
$0 · 1 shares
$0 · 3 shares
$0 · 4 shares
$0 · 13 shares
$0 · 4 shares
$0 · 4 shares
$0 · 2 shares
$0 · 6 shares
$0 · 11 shares
$0 · 5 shares
$0 · 1 shares
$0 · 9 shares
$0 · 10 shares
$0 · 2 shares
$0 · 2 shares
$0 · 1 shares
$0 · 1 shares
$0 · 9 shares
$0 · 23 shares
$0 · 3 shares
$0 · 10 shares
$0 · 10 shares
$0 · 2 shares
$0 · 12 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $159.4M | 98.7% |
| Technology | 9 | $1.4M | 0.8% |
| Unknown | 7 | $213K | 0.1% |
| Healthcare | 9 | $118K | 0.1% |
| Basic Materials | 2 | $117K | 0.1% |
| Industrials | 6 | $102K | 0.1% |
| Real Estate | 3 | $48K | 0.0% |
| Consumer Defensive | 6 | $37K | 0.0% |
| Consumer Cyclical | 8 | $23K | 0.0% |
| Communication Services | 2 | $18K | 0.0% |
| Energy | 2 | $1K | 0.0% |
| Utilities | 2 | $1K | 0.0% |