Bridge Generations Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Bridge Generations Wealth Management Llc disclosed 34 stock positions valued at approximately $196.21M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 34
- Portfolio Value
- $196.21M
Holdings by Sector
Bridge Generations Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 17.46% | 772,256 | -5,155 | -0.66% | $34,257,270 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 11.09% | 311,403 | +903 | +0.29% | $21,767,056 |
| SPDR SERIES TRUST | SPTI | Other | 10.25% | 708,223 | +47,306 | +7.16% | $20,106,452 |
| ISHARES TR | MUB | Other | 7.55% | 137,613 | +13,603 | +10.97% | $14,809,896 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 5.46% | 370,107 | +10,421 | +2.90% | $10,721,988 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 5.20% | 250,965 | +2,565 | +1.03% | $10,199,208 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.70% | 247,440 | +1,832 | +0.75% | $9,219,628 |
| DIMENSIONAL ETF TRUST | DFGP | Other | 4.36% | 156,964 | -5,223 | -3.22% | $8,548,277 |
| DIMENSIONAL ETF TRUST | DFGX | Other | 3.97% | 145,346 | +37,181 | +34.37% | $7,789,798 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 3.70% | 174,112 | +7,464 | +4.48% | $7,265,707 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.47% | 82,421 | +12,504 | +17.88% | $6,812,123 |
| ISHARES TR | STIP | Other | 3.20% | 61,524 | +17,326 | +39.20% | $6,285,258 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 2.82% | 162,388 | +3,101 | +1.95% | $5,541,507 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.61% | 127,787 | +2,761 | +2.21% | $5,128,077 |
| VANGUARD INDEX FDS | VTI | Other | 2.37% | 12,566 | +376 | +3.08% | $4,649,852 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.68% | 89,299 | -152 | -0.17% | $3,289,792 |
| PIMCO ETF TR | MUNI | Other | 1.61% | 59,878 | +13,081 | +27.95% | $3,149,588 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 1.59% | 56,732 | - | - | $3,120,828 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 1.35% | 52,136 | +9,535 | +22.38% | $2,640,960 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.93% | 25,677 | +2,338 | +10.02% | $1,829,471 |
| ISHARES TR | SUB | Other | 0.92% | 17,025 | - | - | $1,812,652 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 0.71% | 25,732 | - | - | $1,390,028 |
| VANGUARD INDEX FDS | VBR | Other | 0.61% | 4,925 | - | - | $1,196,727 |
| SERVICENOW INC | NOW | Technology | 0.46% | 9,113 | -997 | -9.86% | $904,739 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.43% | 17,946 | - | - | $836,822 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.29% | 7,013 | - | - | $574,646 |
| ISHARES TR | SCZ | Other | 0.26% | 6,262 | - | - | $515,175 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.17% | 7,467 | - | - | $336,762 |
| ISHARES TR | EFV | Other | 0.16% | 4,136 | - | - | $316,611 |
| VANECK ETF TRUST | HYD | Other | 0.15% | 5,563 | - | - | $286,525 |
Showing 30 of 34 holdings in the latest reporting period.