Beacon Bridge Wealth Partners, LLC Top Holdings and 13F Report (2025) About Beacon Bridge Wealth Partners, LLCInvestment ActivityBeacon Bridge Wealth Partners, LLC has $234.37 million in total holdings as of March 31, 2025.Beacon Bridge Wealth Partners, LLC owns shares of 85 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 3.46% of the portfolio was sold this quarter.This quarter, Beacon Bridge Wealth Partners, LLC has purchased 88 new stocks and bought additional shares in 52 stocks.Beacon Bridge Wealth Partners, LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $16,725,548iShares MSCI USA Quality Factor ETF $15,772,241Vanguard Growth ETF $12,549,381Vanguard Value ETF $11,191,470iShares National Muni Bond ETF $10,274,305 Largest New Holdings this Quarter 166764100 - Chevron $203,300 Holding Largest Purchases this Quarter Vanguard Value ETF 14,193 shares (about $2.45M)iShares MSCI USA Quality Factor ETF 9,375 shares (about $1.60M)iShares Flexible Income Active ETF 25,015 shares (about $1.31M)iShares National Muni Bond ETF 10,266 shares (about $1.08M)Vanguard Growth ETF 2,330 shares (about $864.02K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 4,493 shares (about $2.51M)iShares MSCI EAFE Growth ETF 12,155 shares (about $1.22M)NUVEEN CHURCHILL DIRECT LEND 54,289 shares (about $921.83K)Tesla 2,136 shares (about $553.57K)iShares MSCI EAFE Value ETF 6,842 shares (about $403.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeacon Bridge Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$16,725,548$2,513,307 ▼-13.1%29,9007.1%FinanceQUALiShares MSCI USA Quality Factor ETF$15,772,241$1,602,089 ▲11.3%92,2956.7%ETFVUGVanguard Growth ETF$12,549,381$864,017 ▲7.4%33,8425.4%ETFVTVVanguard Value ETF$11,191,470$2,451,697 ▲28.1%64,7884.8%ETFMUBiShares National Muni Bond ETF$10,274,305$1,082,449 ▲11.8%97,4424.4%ETFMBBiShares MBS ETF$10,164,985$178,838 ▲1.8%108,3924.3%ETFVOOVanguard S&P 500 ETF$10,133,468$17,473 ▼-0.2%19,7184.3%ETFIVViShares Core S&P 500 ETF$9,037,497$245,548 ▲2.8%16,0843.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$8,928,093$547,623 ▲6.5%183,1033.8%ETFBINCiShares Flexible Income Active ETF$8,095,238$1,310,288 ▲19.3%154,5483.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,813,863$188,629 ▲2.8%84,7812.9%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$6,273,767$140,133 ▲2.3%107,5382.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,758,123$57,567 ▲1.0%229,9572.5%ETFSCHQSchwab Long-Term U.S. Treasury ETF$5,653,032$10,581 ▲0.2%172,5592.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,546,152$174,024 ▼-3.7%196,2931.9%ETFIYWiShares U.S. Technology ETF$4,403,649$383,402 ▲9.5%31,3561.9%ManufacturingDGROiShares Core Dividend Growth ETF$3,947,804$12,232 ▲0.3%63,9011.7%ETFEFViShares MSCI EAFE Value ETF$3,654,044$403,267 ▼-9.9%61,9961.6%ETFVOVanguard Mid-Cap ETF$3,451,543$131,120 ▼-3.7%13,3461.5%ETFGOVTiShares U.S. Treasury Bond ETF$3,371,436$399,019 ▲13.4%146,6801.4%ETFVBVanguard Small-Cap ETF$3,325,146$224,855 ▲7.3%14,9951.4%ETFSCHFSchwab International Equity ETF$3,288,346$3,758 ▲0.1%166,2461.4%ETFSCHMSchwab U.S. Mid-Cap ETF$3,112,040$223,827 ▲7.7%118,7801.3%ETFIEFAiShares Core MSCI EAFE ETF$3,030,236$12,709 ▼-0.4%40,0561.3%ETFEFGiShares MSCI EAFE Growth ETF$2,864,800$1,215,500 ▼-29.8%28,6481.2%ETFSCHISchwab 5-10 Year Corporate Bond ETF$2,863,066$27,671 ▲1.0%127,4741.2%ETFVIGVanguard Dividend Appreciation ETF$2,706,232$18,430 ▼-0.7%13,9501.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,626,718$269,443 ▲11.4%12,9951.1%ETFIAUiShares Gold Trust$2,524,196$208,424 ▼-7.6%42,8121.1%FinanceIXUSiShares Core MSCI Total International Stock ETF$2,403,864$160,495 ▲7.2%34,4341.0%ManufacturingRPGInvesco S&P 500 Pure Growth ETF$2,389,210$33,469 ▲1.4%62,4631.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$2,381,854$262,679 ▲12.4%87,3751.0%ETFIAGGiShares Core International Aggregate Bond ETF$2,249,900$59,538 ▲2.7%45,0071.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,145,476$59,649 ▲2.9%21,6890.9%FinanceFIFiserv$1,714,082$2,208 ▲0.1%7,7620.7%Business ServicesXLFFinancial Select Sector SPDR Fund$1,673,118$22,913 ▲1.4%33,5900.7%ETFVTWOVanguard Russell 2000 ETF$1,638,091$12,340 ▼-0.7%20,3110.7%ETFVOOVVanguard S&P 500 Value ETF$1,624,0030.0%8,8170.7%ETFVTEBVanguard Tax-Exempt Bond ETF$1,579,1070.0%31,8240.7%ETFQQQInvesco QQQ$1,539,207$63,313 ▲4.3%3,2820.7%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$1,470,198$635,025 ▲76.0%51,4410.6%ETFLMTLockheed Martin$1,453,534$646,809 ▲80.2%3,2540.6%AerospaceVEAVanguard FTSE Developed Markets ETF$1,323,287$70,043 ▲5.6%26,0340.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,292,045$168,897 ▼-11.6%32,8180.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,229,138$1,600 ▲0.1%2,3040.5%ETFIVWiShares S&P 500 Growth ETF$1,045,451$5,106 ▼-0.5%11,2620.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,041,929$69,388 ▼-6.2%13,1990.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$884,7520.0%16,8460.4%ManufacturingAMZNAmazon.com$802,897$23,782 ▲3.1%4,2200.3%Retail/WholesaleAVGOBroadcom$778,884$10,381 ▲1.4%4,6520.3%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$771,476$15,599 ▲2.1%3,9070.3%FinanceVXUSVanguard Total International Stock ETF$761,719$382,164 ▼-33.4%12,2660.3%ETFJQUAJPMorgan US Quality Factor ETF$692,778$121,468 ▼-14.9%12,2680.3%ETFNVDANVIDIA$671,313$29,480 ▲4.6%6,1940.3%Computer and TechnologyGOOGLAlphabet$635,445$1,237 ▼-0.2%4,1090.3%Computer and TechnologyHDHome Depot$619,526$14,297 ▲2.4%1,6900.3%Retail/WholesaleSPHQInvesco S&P 500 Quality ETF$611,924$199,884 ▲48.5%9,2240.3%ETFPGProcter & Gamble$574,145$5,113 ▲0.9%3,3690.2%Consumer StaplesNUVEEN CHURCHILL DIRECT LEND$550,695$921,827 ▼-62.6%32,4320.2%COM SHSSPGIS&P Global$548,399$159,590 ▼-22.5%1,0790.2%Business ServicesJPMJPMorgan Chase & Co.$547,264$9,812 ▲1.8%2,2310.2%FinanceSDYSPDR S&P Dividend ETF$546,112$24,015 ▼-4.2%4,0250.2%ETFTSLATesla$508,731$553,566 ▼-52.1%1,9630.2%Auto/Tires/TrucksMSFTMicrosoft$504,949$13,515 ▲2.8%1,3450.2%Computer and TechnologyOEFiShares S&P 100 ETF$467,1820.0%1,7250.2%ETFVVisa$422,655$8,061 ▲1.9%1,2060.2%Business ServicesFDNFirst Trust Dow Jones Internet Index Fund$400,314$3,332 ▼-0.8%1,8020.2%ETFGOOGAlphabet$379,639$9,218 ▲2.5%2,4300.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$348,762$191 ▲0.1%1,8300.1%ETFABBVAbbVie$341,727$4,609 ▲1.4%1,6310.1%MedicalBMYBristol-Myers Squibb$338,616$1,525 ▲0.5%5,5520.1%MedicalHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$329,777$27,630 ▼-7.7%3,5210.1%ETFIGROiShares International Dividend Growth ETF$309,464$5,505 ▼-1.7%4,2720.1%ETFJNJJohnson & Johnson$298,249$1,991 ▼-0.7%1,7980.1%MedicalBRK.BBerkshire Hathaway$289,191$6,924 ▲2.5%5430.1%FinanceBABoeing$288,059$682 ▲0.2%1,6890.1%AerospaceSPYDSPDR Portfolio S&P 500 High Dividend ETF$286,761$13,942 ▲5.1%6,4790.1%ETFVHTVanguard Health Care ETF$271,3480.0%1,0250.1%ETFIXCiShares Global Energy ETF$264,242$139,757 ▼-34.6%6,2810.1%ETFZTSZoetis$223,101$988 ▲0.4%1,3550.1%MedicalFISFidelity National Information Services$220,829$373 ▲0.2%2,9570.1%Business ServicesORCLOracle$210,548$18,035 ▲9.4%1,5060.1%Computer and TechnologyCVXChevron$203,300$203,300 ▲New Holding1,2150.1%EnergySXCSunCoke Energy$106,1130.0%11,5340.0%EnergyRLGTRadiant Logistics$78,6830.0%12,7940.0%TransportationCOSTCostco Wholesale$0$281,527 ▼-100.0%00.0%Retail/WholesaleDISWalt Disney$0$217,133 ▼-100.0%00.0%Consumer DiscretionaryCOWZPacer US Cash Cows 100 ETF$0$206,886 ▼-100.0%00.0%ETFNUVEEN DYNAMIC MUN OPPORTUNI$0$105,551 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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