Beacon Bridge Wealth Partners, LLC Top Holdings and 13F Report (2026) About Beacon Bridge Wealth Partners, LLCInvestment ActivityBeacon Bridge Wealth Partners, LLC has $298.76 million in total holdings as of March 31, 2026.Beacon Bridge Wealth Partners, LLC owns shares of 101 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.39% of the portfolio was purchased this quarter.About 1.84% of the portfolio was sold this quarter.This quarter, Beacon Bridge Wealth Partners, LLC has purchased 98 new stocks and bought additional shares in 56 stocks.Beacon Bridge Wealth Partners, LLC sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $20,790,182Vanguard Value ETF $15,512,535iShares U.S. Equity Factor Rotation Active ETF $13,983,057Vanguard Growth ETF $13,448,822iShares National Muni Bond ETF $12,474,114 Largest New Holdings this Quarter 808524854 - Schwab Intermediate-Term U.S. Treasury ETF $965,113 Holding81369Y209 - Health Care Select Sector SPDR Fund $678,951 Holding46138E339 - Invesco S&P 500 Momentum ETF $318,729 Holding219350105 - Corning $269,900 Holding36828A101 - GE VERNOVA INC $230,446 Holding Largest Purchases this Quarter Franklin Dynamic Municipal Bond ETF 49,546 shares (about $1.23M)Schwab Intermediate-Term U.S. Treasury ETF 38,744 shares (about $965.11K)Health Care Select Sector SPDR Fund 4,631 shares (about $678.95K)iShares Core MSCI Emerging Markets ETF 9,504 shares (about $662.90K)iShares 10-20 Year Treasury Bond ETF 5,200 shares (about $523.74K) Largest Sales this Quarter iShares MSCI USA Momentum Factor ETF 3,559 shares (about $854.11K)Lockheed Martin 1,000 shares (about $604.47K)iShares MBS ETF 4,550 shares (about $432.02K)Schwab 5-10 Year Corporate Bond ETF 18,273 shares (about $414.43K)Vanguard Mid-Cap ETF 711 shares (about $204.18K) 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$20,790,182$212,012 â–²1.0%31,9687.0%FinanceVTVVanguard Value ETF$15,512,535$397,108 â–²2.6%79,0655.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$13,983,057$229,811 â–²1.7%240,3414.7%ETFVUGVanguard Growth ETF$13,448,822$217,522 â–²1.6%30,7904.5%ETFMUBiShares National Muni Bond ETF$12,474,114$150,627 â–²1.2%117,5144.2%ETFVOOVanguard S&P 500 ETF$11,292,475$155,960 â–¼-1.4%18,8983.8%ETFMBBiShares MBS ETF$10,747,766$432,022 â–¼-3.9%113,1943.6%ETFIVViShares Core S&P 500 ETF$10,612,104$194,004 â–²1.9%16,2463.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,187,400$662,904 â–²7.8%131,7193.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$8,452,330$146,668 â–²1.8%86,3282.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,737,074$334,587 â–²4.5%265,6052.6%ETFBINCiShares Flexible Income Active ETF$7,511,473$77,999 â–¼-1.0%144,6462.5%ETFEFViShares MSCI EAFE Value ETF$7,357,784$52,268 â–²0.7%98,9612.5%ETFQUALiShares MSCI USA Quality Factor ETF$6,695,185$66,367 â–²1.0%34,9052.2%ETFBLACKROCK ETF TRUST$6,194,021$137,108 â–¼-2.2%254,7932.1%DYNAMIC EQTY ACTIAUiShares Gold Trust$5,878,950$10,491 â–¼-0.2%66,6852.0%FinanceSCHQSchwab Long-Term U.S. Treasury ETF$5,558,595$62,483 â–²1.1%176,8561.9%ETFBLACKROCK ETF TRUST$5,230,322$112,429 â–¼-2.1%212,1831.8%DISCIPLINED VOLAFLMIFranklin Dynamic Municipal Bond ETF$5,040,724$1,228,245 â–²32.2%203,3371.7%ETFBLACKROCK ETF TRUST$4,823,122$92,095 â–²1.9%146,3771.6%ISHARES A I INNOIAGGiShares Core International Aggregate Bond ETF$4,695,114$58,897 â–²1.3%93,8271.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$4,573,674$854,114 â–¼-15.7%19,0581.5%ETFDGROiShares Core Dividend Growth ETF$4,437,201$341,426 â–²8.3%63,2261.5%ETFVBVanguard Small-Cap ETF$4,144,853$37,978 â–²0.9%15,8251.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,051,812$11,053 â–²0.3%174,4971.4%ETFSCHMSchwab U.S. Mid-Cap ETF$3,914,524$25,604 â–²0.7%126,4381.3%ETFMORGAN STANLEY ETF TRUST$3,837,563$76,734 â–²2.0%75,6171.3%EATON VANCE TOTAIEFAiShares Core MSCI EAFE ETF$3,322,179$22,270 â–¼-0.7%36,6971.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$3,275,641$125,030 â–²4.0%124,5491.1%ETFGOVTiShares U.S. Treasury Bond ETF$3,058,899$25,820 â–²0.9%133,5181.0%ETFVOVanguard Mid-Cap ETF$2,852,272$204,185 â–¼-6.7%9,9321.0%ETFSCHISchwab 5-10 Year Corporate Bond ETF$2,848,018$414,432 â–¼-12.7%125,5741.0%ETFRPGInvesco S&P 500 Pure Growth ETF$2,819,263$51,741 â–¼-1.8%60,3180.9%ETFVIGVanguard Dividend Appreciation ETF$2,757,929$52,475 â–¼-1.9%12,8240.9%ETFIXUSiShares Core MSCI Total International Stock ETF$2,755,969$24,173 â–²0.9%31,8090.9%ManufacturingFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$2,635,201$73,603 â–²2.9%29,6090.9%ETFSCHFSchwab International Equity ETF$2,451,067$170,676 â–²7.5%99,0330.8%ETFITAiShares U.S. Aerospace & Defense ETF$2,271,281$12,469 â–²0.6%10,3830.8%ETFQQQInvesco QQQ$2,248,572$31,166 â–²1.4%3,8960.8%FinanceTLHiShares 10-20 Year Treasury Bond ETF$2,022,458$523,744 â–²34.9%20,0800.7%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$1,996,683$11,910 â–¼-0.6%30,8460.7%ETFXLFFinancial Select Sector SPDR Fund$1,865,791$11,799 â–²0.6%37,7920.6%ETFIEURiShares Core MSCI Europe ETF$1,863,279$229,221 â–²14.0%26,5160.6%ETFVEAVanguard FTSE Developed Markets ETF$1,724,554$3,781 â–²0.2%26,9130.6%ETFIYWiShares U.S. Technology ETF$1,687,399$5,080 â–¼-0.3%9,3010.6%ManufacturingVTWOVanguard Russell 2000 ETF$1,661,119$118,902 â–¼-6.7%16,5830.6%ETFVOOVVanguard S&P 500 Value ETF$1,640,510$25,881 â–¼-1.6%8,0500.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,551,811$25,237 â–²1.7%33,0810.5%ETFAVGOBroadcom$1,535,479$310 â–²0.0%4,9610.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,464,188$38,856 â–²2.7%2,3740.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,338,854$20,251 â–²1.5%13,4870.4%FinanceIVWiShares S&P 500 Growth ETF$1,277,238$2,941 â–¼-0.2%11,2920.4%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$1,274,080$3,095 â–²0.2%44,4550.4%ETFXLKTechnology Select Sector SPDR Fund$1,230,255$318,960 â–²35.0%9,2570.4%ETFNVDANVIDIA$1,225,076$2,441 â–²0.2%7,0250.4%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$1,224,134$65,662 â–²5.7%7,5690.4%ETFGOOGLAlphabet$1,023,731$1,725 â–²0.2%3,5600.3%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$965,113$965,113 â–²New Holding38,7440.3%ETFBLACKROCK ETF TRUST II$891,420$78,927 â–²9.7%18,5790.3%ISHARES HIGH YIEGOOGAlphabet$754,729$1,147 â–²0.2%2,6310.3%Computer and TechnologyVXUSVanguard Total International Stock ETF$754,059$107,954 â–¼-12.5%9,7790.3%ETFSPHQInvesco S&P 500 Quality ETF$747,936$31,505 â–²4.4%9,9470.3%ETFTSLATesla$711,901$94,796 â–²15.4%1,9150.2%Auto/Tires/TrucksLMTLockheed Martin$696,349$604,470 â–¼-46.5%1,1520.2%AerospaceXLVHealth Care Select Sector SPDR Fund$678,951$678,951 â–²New Holding4,6310.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$616,0860.0%7,7720.2%ETFSDYSPDR S&P Dividend ETF$613,9700.0%4,2070.2%ETFRINGiShares MSCI Global Gold Miners ETF$586,190$14,769 â–²2.6%7,4220.2%ETFJQUAJPMorgan U.S. Quality Factor ETF$584,768$159,928 â–¼-21.5%9,5360.2%ETFMSFTMicrosoft$579,678$8,514 â–¼-1.4%1,5660.2%Computer and TechnologyJPMJPMorgan Chase & Co.$573,612$11,766 â–¼-2.0%1,9500.2%FinanceOEFiShares S&P 100 ETF$540,401$29,899 â–¼-5.2%1,6990.2%ETFSPGIS&P Global$530,084$60,836 â–²13.0%1,2460.2%FinanceAMZNAmazon.com$523,383$5,415 â–²1.0%2,5130.2%Retail/WholesalePGProcter & Gamble$487,341$4,622 â–²1.0%3,3740.2%Consumer StaplesHDHome Depot$456,781$1,315 â–¼-0.3%1,3890.2%Retail/WholesaleVRTVertiv$455,053$2,756 â–²0.6%1,8160.2%Computer and TechnologyNUVEEN CHURCHILL DIRECT LEND$412,5350.0%32,4320.1%COM SHSIVEiShares S&P 500 Value ETF$406,050$5,912 â–²1.5%1,9230.1%ETFBLUE OWL TECHNOLOGY FIN CORP$405,128$187,746 â–²86.4%32,6980.1%COMMON STOCKJNJJohnson & Johnson$396,360$4,154 â–²1.1%1,6220.1%MedicalIGROiShares International Dividend Growth ETF$388,9440.0%4,6430.1%ETFVVisa$352,110$6,347 â–²1.8%1,1650.1%Business ServicesBABoeing$342,531$1,194 â–¼-0.3%1,7210.1%AerospaceFISERV INC$326,095$110,261 â–¼-25.3%5,8440.1%COMSPMOInvesco S&P 500 Momentum ETF$318,729$318,729 â–²New Holding2,8430.1%ETFBMYBristol Myers Squibb$318,534$1,880 â–²0.6%5,2520.1%MedicalBRK.BBerkshire Hathaway$303,334$3,354 â–²1.1%6330.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$277,1390.0%5,5550.1%ETFGLWCorning$269,900$269,900 â–²New Holding1,9850.1%Computer and TechnologyMETAMeta Platforms$251,165$10,298 â–¼-3.9%4390.1%Computer and TechnologyGE VERNOVA INC$230,446$230,446 â–²New Holding2640.1%COMCOWZPacer US Cash Cows 100 ETF$226,228$5,380 â–²2.4%3,6160.1%ETFCVXChevron$222,073$222,073 â–²New Holding1,0730.1%EnergyVOYAVoya Financial$219,7850.0%3,2170.1%FinanceLLYEli Lilly and Company$217,985$7,358 â–¼-3.3%2370.1%MedicalEEMiShares MSCI Emerging Markets ETF$214,392$6,361 â–¼-2.9%3,7750.1%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$210,4170.0%2,2560.1%ETFTAT&T$208,490$208,490 â–²New Holding7,1920.1%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$205,163$205,163 â–²New Holding4,1930.1%ETFShowing 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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