Bridge Generations Wealth Management Llc Portfolio Stock Holdings
Bridge Generations Wealth Management Llc disclosed 32 stock positions valued at approximately $174.4 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 32
- Portfolio Value
- $174.4M
Holdings by Sector
Bridge Generations Wealth Management Llc Portfolio Holdings in Q1 2026
32 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 17.32% | 777,411 | +18,796 | +2.48% | $30,210,181 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 11.12% | 310,500 | +9,171 | +3.04% | $19,390,718 |
| SPDR SERIES TRUST | SPTI | Other | 10.86% | 660,917 | +62,322 | +10.41% | $18,941,876 |
| ISHARES TR | MUB | Other | 7.55% | 124,010 | +28,804 | +30.25% | $13,163,683 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 5.48% | 359,686 | +11,864 | +3.41% | $9,560,459 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 5.02% | 162,187 | +2,646 | +1.66% | $8,756,465 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 5.00% | 245,608 | -358 | -0.15% | $8,726,462 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 4.92% | 248,400 | -156 | -0.06% | $8,582,230 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 3.51% | 166,648 | +14,117 | +9.26% | $6,125,989 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.32% | 69,917 | +18,760 | +36.67% | $5,785,623 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 3.25% | 108,165 | +47,823 | +79.25% | $5,673,317 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 2.94% | 159,287 | +3,272 | +2.10% | $5,132,226 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.83% | 125,026 | -2,148 | -1.69% | $4,931,023 |
| ISHARES TR | STIP | Other | 2.62% | 44,198 | +29,304 | +196.75% | $4,571,400 |
| VANGUARD INDEX FDS | VTI | Other | 2.24% | 12,190 | +91 | +0.75% | $3,910,720 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.74% | 89,451 | -491 | -0.55% | $3,038,649 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 1.58% | 56,732 | - | - | $2,749,233 |
| PIMCO ETF TR | MUNI | Other | 1.40% | 46,797 | +11,402 | +32.21% | $2,442,321 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.22% | 42,601 | +7,360 | +20.88% | $2,129,630 |
| ISHARES TR | SUB | Other | 1.04% | 17,025 | - | - | $1,813,163 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.86% | 23,339 | -230 | -0.98% | $1,495,538 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.78% | 25,732 | -7,459 | -22.47% | $1,358,121 |
| VANGUARD INDEX FDS | VBR | Other | 0.61% | 4,925 | - | - | $1,069,958 |
| SERVICENOW INC | NOW | Technology | 0.61% | 10,110 | +2,405 | +31.21% | $1,057,001 |
| ISHARES TR | TLH | Other | 0.56% | 9,636 | -8,219 | -46.03% | $970,569 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.42% | 17,946 | +795 | +4.64% | $737,402 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.29% | 7,013 | -1,351 | -16.15% | $497,292 |
| ISHARES TR | SCZ | Other | 0.28% | 6,262 | - | - | $491,004 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.18% | 7,467 | -1,287 | -14.70% | $316,601 |
| ISHARES TR | EFV | Other | 0.18% | 4,136 | -825 | -16.63% | $307,512 |
| VANECK ETF TRUST | HYD | Other | 0.16% | 5,563 | -150 | -2.63% | $278,904 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.13% | 5,199 | +315 | +6.45% | $220,281 |