Bridge Generations Wealth Management Llc Portfolio Stock Holdings
Bridge Generations Wealth Management Llc disclosed 34 stock positions valued at approximately $196.2 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 June 30, 2026 and was filed on July 20, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 34
- Portfolio Value
- $196.2M
Holdings by Sector
Bridge Generations Wealth Management Llc Portfolio Holdings in Q2 2026
34 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 17.46% | 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 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.13% | 5,199 | - | - | $254,125 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.12% | 319 | +319 | +100.00% | $238,100 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.11% | 4,183 | +4,183 | +100.00% | $213,543 |
| DIMENSIONAL ETF TRUST | DFIP | Other | 0.10% | 4,878 | +1,429 | +41.43% | $201,242 |