Beacon Bridge Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Beacon Bridge Wealth Partners, LLC

Investment Activity

Beacon Bridge Wealth Partners, LLC has $251.98 million in total holdings as of June 30, 2025.
Beacon Bridge Wealth Partners, LLC owns shares of 87 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 4.74% of the portfolio was purchased this quarter.
About 5.01% of the portfolio was sold this quarter.
This quarter, Beacon Bridge Wealth Partners, LLC has purchased 85 new stocks and bought additional shares in 30 stocks.
Beacon Bridge Wealth Partners, LLC sold shares of 41 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $17,308,276
iShares MSCI USA Quality Factor ETF: $17,299,776
Vanguard Growth ETF: $13,297,656
Vanguard Value ETF: $12,125,768
iShares National Muni Bond ETF: $12,077,848

Largest New Holdings this Quarter

81369Y209 - Health Care Select Sector SPDR Fund: $453,568 Holding
22160K105 - Costco Wholesale: $353,409 Holding
46434V738 - iShares Core MSCI Europe ETF: $337,355 Holding
81369Y704 - Industrial Select Sector SPDR Fund: $311,562 Holding
30303M102 - Meta Platforms: $232,498 Holding

Largest Purchases this Quarter

iShares Core International Aggregate Bond ETF: 38,383 shares (about $1.96M)
iShares National Muni Bond ETF: 18,158 shares (about $1.90M)
iShares MSCI EAFE Value ETF: 29,259 shares (about $1.86M)
Schwab Long-Term U.S. Treasury ETF: 31,560 shares (about $1.01M)
Vanguard Value ETF: 3,820 shares (about $675.15K)

Largest Sales this Quarter

Vanguard Growth ETF: 3,510 shares (about $1.54M)
Vanguard Tax-Exempt Bond ETF: 24,952 shares (about $1.22M)
SPDR S&P 500 ETF Trust: 1,886 shares (about $1.17M)
iShares Flexible Income Active ETF: 20,681 shares (about $1.09M)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 12,344 shares (about $657.81K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$17,308,276	$1,165,253 ▼	-6.3%	28,014	6.9%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$17,299,776	$426,338 ▲	2.5%	94,627	6.9%	ETF
VUG Vanguard Growth ETF	$13,297,656	$1,538,796 ▼	-10.4%	30,332	5.3%	ETF
VTV Vanguard Value ETF	$12,125,768	$675,146 ▲	5.9%	68,608	4.8%	ETF
MUB iShares National Muni Bond ETF	$12,077,848	$1,897,142 ▲	18.6%	115,600	4.8%	ETF
VOO Vanguard S&P 500 ETF	$11,024,537	$176,093 ▼	-1.6%	19,408	4.4%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$10,131,274	$159,459 ▲	1.6%	186,031	4.0%	ETF
IVV iShares Core S&P 500 ETF	$9,972,026	$14,280 ▼	-0.1%	16,061	4.0%	ETF
MBB iShares MBS ETF	$9,960,537	$216,417 ▼	-2.1%	106,087	4.0%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$8,092,695	$11,343 ▲	0.1%	84,900	3.2%	ETF
BINC iShares Flexible Income Active ETF	$7,073,546	$1,092,786 ▼	-13.4%	133,867	2.8%	ETF
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$6,966,759	$213,394 ▲	3.2%	110,936	2.8%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$6,615,948	$101,096 ▼	-1.5%	226,496	2.6%	ETF
SCHQ Schwab Long-Term U.S. Treasury ETF	$6,509,347	$1,006,447 ▲	18.3%	204,119	2.6%	ETF
EFV iShares MSCI EAFE Value ETF	$5,792,840	$1,857,353 ▲	47.2%	91,255	2.3%	ETF
IYW iShares U.S. Technology ETF	$5,419,741	$13,342 ▼	-0.2%	31,279	2.2%	Manufacturing
SCHZ Schwab U.S. Aggregate Bond ETF	$4,906,416	$344,557 ▲	7.6%	211,119	1.9%	ETF
IAGG iShares Core International Aggregate Bond ETF	$4,260,395	$1,960,987 ▲	85.3%	83,390	1.7%	ETF
DGRO iShares Core Dividend Growth ETF	$3,974,766	$111,064 ▼	-2.7%	62,164	1.6%	ETF
VB Vanguard Small-Cap ETF	$3,646,179	$92,659 ▲	2.6%	15,386	1.4%	ETF
VO Vanguard Mid-Cap ETF	$3,571,190	$163,421 ▼	-4.4%	12,762	1.4%	ETF
SCHF Schwab International Equity ETF	$3,451,976	$222,061 ▼	-6.0%	156,198	1.4%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$3,402,775	$70,995 ▲	2.1%	121,311	1.4%	ETF
EFG iShares MSCI EAFE Growth ETF	$3,219,599	$10,976 ▲	0.3%	28,746	1.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,136,678	$207,197 ▼	-6.2%	37,574	1.2%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$2,956,255	$166,787 ▼	-5.3%	12,301	1.2%	ETF
RPG Invesco S&P 500 Pure Growth ETF	$2,859,984	$1,053 ▲	0.0%	62,486	1.1%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$2,761,591	$439,156 ▲	18.9%	103,897	1.1%	ETF
SCHI Schwab 5-10 Year Corporate Bond ETF	$2,746,131	$155,178 ▼	-5.3%	120,656	1.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,744,700	$110,525 ▼	-3.9%	13,410	1.1%	ETF
GOVT iShares U.S. Treasury Bond ETF	$2,729,899	$640,795 ▼	-19.0%	118,795	1.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$2,692,483	$30,383 ▲	1.1%	34,827	1.1%	Manufacturing
IAU iShares Gold Trust	$2,634,835	$34,922 ▼	-1.3%	42,252	1.0%	Finance
QQQ Invesco QQQ	$1,958,064	$147,820 ▲	8.2%	3,550	0.8%	Finance
VTWO Vanguard Russell 2000 ETF	$1,712,492	$59,048 ▼	-3.3%	19,634	0.7%	ETF
VOOV Vanguard S&P 500 Value ETF	$1,647,061	$16,795 ▼	-1.0%	8,728	0.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,634,717	$516,832 ▼	-24.0%	16,479	0.6%	Finance
XLF Financial Select Sector SPDR Fund	$1,569,058	$190,051 ▼	-10.8%	29,961	0.6%	ETF
LMT Lockheed Martin	$1,513,179	$6,021 ▲	0.4%	3,267	0.6%	Aerospace
VEA Vanguard FTSE Developed Markets ETF	$1,500,308	$16,134 ▲	1.1%	26,317	0.6%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$1,363,517	$58,347 ▲	4.5%	2,407	0.5%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$1,337,643	$65,008 ▼	-4.6%	31,297	0.5%	ETF
FI Fiserv	$1,336,522	$1,724 ▼	-0.1%	7,752	0.5%	Business Services
AVGO Broadcom	$1,281,497	$827 ▼	-0.1%	4,649	0.5%	Computer and Technology
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$1,269,563	$210,395 ▼	-14.2%	44,128	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$1,239,946		0.0%	11,262	0.5%	ETF
NVDA NVIDIA	$1,011,479	$32,863 ▲	3.4%	6,402	0.4%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$835,782	$11,676 ▼	-1.4%	12,097	0.3%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$771,591	$34,889 ▲	4.7%	12,849	0.3%	ETF
SPHQ Invesco S&P 500 Quality ETF	$725,007	$67,698 ▲	10.3%	10,174	0.3%	ETF
GOOGL Alphabet	$723,158	$1,058 ▼	-0.1%	4,103	0.3%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$643,314	$406,007 ▼	-38.7%	8,092	0.3%	ETF
HD Home Depot	$621,974	$2,200 ▲	0.4%	1,696	0.2%	Retail/Wholesale
MSFT Microsoft	$620,547	$48,232 ▼	-7.2%	1,248	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$614,029	$32,760 ▼	-5.1%	2,118	0.2%	Finance
SPGI S&P Global	$571,463	$2,636 ▲	0.5%	1,084	0.2%	Finance
SDY SPDR S&P Dividend ETF	$546,313		0.0%	4,025	0.2%	ETF
NUVEEN CHURCHILL DIRECT LEND	$525,074		0.0%	32,432	0.2%	COM SHS
OEF iShares S&P 100 ETF	$525,004		0.0%	1,725	0.2%	ETF
PG Procter & Gamble	$505,044	$31,705 ▼	-5.9%	3,170	0.2%	Consumer Staples
TSLA Tesla	$497,773	$125,793 ▼	-20.2%	1,567	0.2%	Auto/Tires/Trucks
AMZN Amazon.com	$474,321	$451,504 ▼	-48.8%	2,162	0.2%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$453,568	$453,568 ▲	New Holding	3,365	0.2%	ETF
GOOG Alphabet	$429,639	$1,419 ▼	-0.3%	2,422	0.2%	Computer and Technology
V Visa	$428,545	$355 ▲	0.1%	1,207	0.2%	Business Services
IGRO iShares International Dividend Growth ETF	$389,480	$52,462 ▲	15.6%	4,937	0.2%	ETF
IVE iShares S&P 500 Value ETF	$357,864	$195 ▲	0.1%	1,831	0.1%	ETF
BA Boeing	$355,153	$1,257 ▲	0.4%	1,695	0.1%	Aerospace
COST Costco Wholesale	$353,409	$353,409 ▲	New Holding	357	0.1%	Retail/Wholesale
IEUR iShares Core MSCI Europe ETF	$337,355	$337,355 ▲	New Holding	5,096	0.1%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$336,934	$1,223,396 ▼	-78.4%	6,872	0.1%	ETF
ORCL Oracle	$327,585	$1,749 ▼	-0.5%	1,498	0.1%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$311,562	$311,562 ▲	New Holding	2,112	0.1%	ETF
BRK.B Berkshire Hathaway	$263,773		0.0%	543	0.1%	Finance
BMY Bristol Myers Squibb	$258,391	$1,389 ▲	0.5%	5,582	0.1%	Medical
IXC iShares Global Energy ETF	$244,297	$2,475 ▼	-1.0%	6,218	0.1%	ETF
FIS Fidelity National Information Services	$240,729		0.0%	2,957	0.1%	Business Services
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$239,912	$657,813 ▼	-73.3%	4,502	0.1%	Manufacturing
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$238,000	$96,530 ▼	-28.9%	2,505	0.1%	ETF
META Meta Platforms	$232,498	$232,498 ▲	New Holding	315	0.1%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$218,115	$218,115 ▲	New Holding	4,521	0.1%	Finance
JNJ Johnson & Johnson	$213,316	$61,231 ▼	-22.3%	1,397	0.1%	Medical
ZTS Zoetis	$210,844	$468 ▼	-0.2%	1,352	0.1%	Medical
GE GE Aerospace	$210,288	$210,288 ▲	New Holding	817	0.1%	Aerospace
NFLX Netflix	$208,904	$208,904 ▲	New Holding	156	0.1%	Consumer Discretionary
SXC SunCoke Energy	$99,077		0.0%	11,534	0.0%	Energy
RLGT Radiant Logistics	$77,788		0.0%	12,794	0.0%	Transportation
XLY Consumer Discretionary Select Sector SPDR Fund	$0	$771,476 ▼	-100.0%	0	0.0%	Finance
FDN First Trust Dow Jones Internet Index Fund	$0	$400,314 ▼	-100.0%	0	0.0%	ETF
ABBV AbbVie	$0	$341,727 ▼	-100.0%	0	0.0%	Medical
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$0	$286,761 ▼	-100.0%	0	0.0%	ETF
VHT Vanguard Health Care ETF	$0	$271,348 ▼	-100.0%	0	0.0%	ETF
CVX Chevron	$0	$203,300 ▼	-100.0%	0	0.0%	Energy

Showing largest 100 holdings. View all holdings.

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Beacon Bridge Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Beacon Bridge Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Beacon Bridge Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Beacon Bridge Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeacon Bridge Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools