Bridge Generations Wealth Management LLC Top Holdings and 13F Report (2026) About Bridge Generations Wealth Management LLCInvestment ActivityBridge Generations Wealth Management LLC has $196.21 million in total holdings as of December 31, 2025.Bridge Generations Wealth Management LLC owns shares of 34 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 0.81% of the portfolio was sold this quarter.This quarter, Bridge Generations Wealth Management LLC has purchased 32 new stocks and bought additional shares in 16 stocks.Bridge Generations Wealth Management LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $34,257,270Dimensional U.S. Targeted Value ETF $21,767,056SPDR Portfolio Intermediate Term Treasury ETF $20,106,452iShares National Muni Bond ETF $14,809,896Dimensional Global Real Estate ETF $10,721,988 Largest New Holdings this Quarter 78462F103 - SPDR S&P 500 ETF Trust $238,100 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $213,543 Holding25434V856 - Dimensional Inflation-Protected Securities ETF $201,242 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 37,181 shares (about $1.99M)iShares 0-5 Year TIPS Bond ETF 17,326 shares (about $1.77M)iShares National Muni Bond ETF 13,603 shares (about $1.46M)SPDR Portfolio Intermediate Term Treasury ETF 47,306 shares (about $1.34M)Vanguard Intermediate-Term Corporate Bond ETF 12,504 shares (about $1.03M) Largest Sales this Quarter DIMENSIONAL ETF TRUST 5,223 shares (about $284.45K)Dimensional U.S. Core Equity 2 ETF 5,155 shares (about $228.68K)ServiceNow 997 shares (about $98.98K)Dimensional World ex U.S. Core Equity 2 ETF 152 shares (about $5.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBridge Generations Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$34,257,270$228,676 â–¼-0.7%772,25617.5%ETFDFATDimensional U.S. Targeted Value ETF$21,767,056$63,120 â–²0.3%311,40311.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$20,106,452$1,343,017 â–²7.2%708,22310.2%ETFMUBiShares National Muni Bond ETF$14,809,896$1,463,953 â–²11.0%137,6137.5%ETFDFGRDimensional Global Real Estate ETF$10,721,988$301,896 â–²2.9%370,1075.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,199,208$104,242 â–²1.0%250,9655.2%ETFDFICDimensional International Core Equity 2 ETF$9,219,628$68,260 â–²0.7%247,4404.7%ETFDIMENSIONAL ETF TRUST$8,548,277$284,445 â–¼-3.2%156,9644.4%GLOB CO PLUS ETFDIMENSIONAL ETF TRUST$7,789,798$1,992,710 â–²34.4%145,3464.0%INTL COR FIX ETFDUHPDimensional US High Profitability ETF$7,265,707$311,473 â–²4.5%174,1123.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,812,123$1,033,460 â–²17.9%82,4213.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$6,285,258$1,770,015 â–²39.2%61,5243.2%ETFDIHPDimensional International High Profitability ETF$5,541,507$105,822 â–²1.9%162,3882.8%ETFDISVDimensional International Small Cap Value ETF$5,128,077$110,799 â–²2.2%127,7872.6%ETFVTIVanguard Total Stock Market ETF$4,649,852$139,133 â–²3.1%12,5662.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,289,792$5,600 â–¼-0.2%89,2991.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,149,588$688,062 â–²28.0%59,8781.6%ETFDFUVDimensional US Marketwide Value ETF$3,120,8280.0%56,7321.6%ETFJMUBJPMorgan Municipal ETF$2,640,960$482,997 â–²22.4%52,1361.3%ETFVEAVanguard FTSE Developed Markets ETF$1,829,471$166,581 â–²10.0%25,6770.9%ETFSUBiShares Short-Term National Muni Bond ETF$1,812,6520.0%17,0250.9%ETFDFIVDimensional International Value ETF$1,390,0280.0%25,7320.7%ETFVBRVanguard Small-Cap Value ETF$1,196,7270.0%4,9250.6%ETFNOWServiceNow$904,739$98,982 â–¼-9.9%9,1130.5%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$836,8220.0%17,9460.4%ETFDFUSDimensional U.S. Equity ETF$574,6460.0%7,0130.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$515,1750.0%6,2620.3%ETFDFSIDimensional International Sustainability Core 1 ETF$336,7620.0%7,4670.2%ETFEFViShares MSCI EAFE Value ETF$316,6110.0%4,1360.2%ETFHYDVanEck High Yield Muni ETF$286,5250.0%5,5630.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$254,1250.0%5,1990.1%ETFSPYSPDR S&P 500 ETF Trust$238,100$238,100 â–²New Holding3190.1%FinanceFIDELITY WISE ORIGIN BITCOIN$213,543$213,543 â–²New Holding4,1830.1%SHSDFIPDimensional Inflation-Protected Securities ETF$201,242$201,242 â–²New Holding4,8780.1%ETFTLHiShares 10-20 Year Treasury Bond ETF$0$970,569 â–¼-100.0%00.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
