Bridge Generations Wealth Management LLC Top Holdings and 13F Report (2026) About Bridge Generations Wealth Management LLCInvestment ActivityBridge Generations Wealth Management LLC has $174.44 million in total holdings as of December 31, 2025.Bridge Generations Wealth Management LLC owns shares of 32 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 8.95% of the portfolio was purchased this quarter.About 1.86% of the portfolio was sold this quarter.This quarter, Bridge Generations Wealth Management LLC has purchased 129 new stocks and bought additional shares in 17 stocks.Bridge Generations Wealth Management LLC sold shares of 11 stocks and completely divested from 97 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $30,210,181Dimensional U.S. Targeted Value ETF $19,390,718SPDR Portfolio Intermediate Term Treasury ETF $18,941,876iShares National Muni Bond ETF $13,163,683Dimensional Global Real Estate ETF $9,560,459 Largest Purchases this Quarter iShares National Muni Bond ETF 28,804 shares (about $3.06M)iShares 0-5 Year TIPS Bond ETF 29,304 shares (about $3.03M)DIMENSIONAL ETF TRUST 47,823 shares (about $2.51M)SPDR Portfolio Intermediate Term Treasury ETF 62,322 shares (about $1.79M)Vanguard Intermediate-Term Corporate Bond ETF 18,760 shares (about $1.55M) Largest Sales this Quarter iShares 10-20 Year Treasury Bond ETF 8,219 shares (about $827.84K)Dimensional International Value ETF 7,459 shares (about $393.68K)Dimensional U.S. Equity ETF 1,351 shares (about $95.80K)Dimensional International Small Cap Value ETF 2,148 shares (about $84.72K)iShares MSCI EAFE Value ETF 825 shares (about $61.34K) 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$30,210,181$730,412 â–²2.5%777,41117.3%ETFDFATDimensional U.S. Targeted Value ETF$19,390,718$572,729 â–²3.0%310,50011.1%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$18,941,876$1,786,148 â–²10.4%660,91710.9%ETFMUBiShares National Muni Bond ETF$13,163,683$3,057,550 â–²30.3%124,0107.5%ETFDFGRDimensional Global Real Estate ETF$9,560,459$315,345 â–²3.4%359,6865.5%ETFDIMENSIONAL ETF TRUST$8,756,465$142,857 â–²1.7%162,1875.0%GLOBAL CORE PLUSDFICDimensional International Core Equity 2 ETF$8,726,462$12,720 â–¼-0.1%245,6085.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,582,230$5,390 â–¼-0.1%248,4004.9%ETFDUHPDimensional US High Profitability ETF$6,125,989$518,942 â–²9.3%166,6483.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,785,623$1,552,388 â–²36.7%69,9173.3%ETFDIMENSIONAL ETF TRUST$5,673,317$2,508,344 â–²79.3%108,1653.3%DIMENSIONAL INTEDIHPDimensional International High Profitability ETF$5,132,226$105,424 â–²2.1%159,2872.9%ETFDISVDimensional International Small Cap Value ETF$4,931,023$84,717 â–¼-1.7%125,0262.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,571,400$3,030,913 â–²196.8%44,1982.6%ETFVTIVanguard Total Stock Market ETF$3,910,720$29,194 â–²0.8%12,1902.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,038,649$16,679 â–¼-0.5%89,4511.7%ETFDFUVDimensional US Marketwide Value ETF$2,749,2330.0%56,7321.6%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,442,321$595,067 â–²32.2%46,7971.4%ETFJMUBJPMorgan Municipal ETF$2,129,630$367,927 â–²20.9%42,6011.2%ETFSUBiShares Short-Term National Muni Bond ETF$1,813,1630.0%17,0251.0%ETFVEAVanguard FTSE Developed Markets ETF$1,495,538$14,738 â–¼-1.0%23,3390.9%ETFDFIVDimensional International Value ETF$1,358,121$393,682 â–¼-22.5%25,7320.8%ETFVBRVanguard Small-Cap Value ETF$1,069,9580.0%4,9250.6%ETFNOWServiceNow$1,057,001$251,443 â–²31.2%10,1100.6%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$970,569$827,844 â–¼-46.0%9,6360.6%ETFDFSUDimensional US Sustainability Core 1 ETF$737,402$32,667 â–²4.6%17,9460.4%ETFDFUSDimensional U.S. Equity ETF$497,292$95,799 â–¼-16.2%7,0130.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$491,0040.0%6,2620.3%ETFDFSIDimensional International Sustainability Core 1 ETF$316,601$54,569 â–¼-14.7%7,4670.2%ETFEFViShares MSCI EAFE Value ETF$307,512$61,339 â–¼-16.6%4,1360.2%ETFHYDVanEck High Yield Muni ETF$278,904$7,520 â–¼-2.6%5,5630.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$220,281$13,347 â–²6.4%5,1990.1%ETFVGITVanguard Intermediate-Term Treasury ETF$0$188,420 â–¼-100.0%00.0%ETFORCLOracle$0$177,564 â–¼-100.0%00.0%Computer and TechnologyBSVOEA Bridgeway Omni Small-Cap Value ETF$0$171,838 â–¼-100.0%00.0%ETFDFIPDimensional Inflation-Protected Securities ETF$0$143,324 â–¼-100.0%00.0%ETFNUENucor$0$116,135 â–¼-100.0%00.0%Basic MaterialsSKYWSkyWest$0$100,410 â–¼-100.0%00.0%TransportationWFCWells Fargo & Company$0$89,685 â–¼-100.0%00.0%FinanceDFASDimensional U.S. Small Cap ETF$0$70,698 â–¼-100.0%00.0%ETFDFARDimensional US Real Estate ETF$0$65,658 â–¼-100.0%00.0%ETFGLACIER BANCORP INC NEW$0$61,759 â–¼-100.0%00.0%COMABBVAbbVie$0$58,265 â–¼-100.0%00.0%MedicalPSAPublic Storage$0$48,786 â–¼-100.0%00.0%FinanceQQQInvesco QQQ$0$41,774 â–¼-100.0%00.0%FinanceDFSVDimensional US Small Cap Value ETF$0$36,508 â–¼-100.0%00.0%ETFPEPPepsiCo$0$35,880 â–¼-100.0%00.0%Consumer StaplesABTAbbott Laboratories$0$31,323 â–¼-100.0%00.0%MedicalICUIICU Medical$0$23,398 â–¼-100.0%00.0%MedicalZIONZions Bancorporation, N.A.$0$23,285 â–¼-100.0%00.0%FinanceVGLTVanguard Long-Term Treasury ETF$0$19,977 â–¼-100.0%00.0%ETFDISWalt Disney$0$18,213 â–¼-100.0%00.0%Consumer DiscretionaryMANAGER DIRECTED PORTFOLIOS$0$16,162 â–¼-100.0%00.0%VERT GLB SUST REYUMYum! Brands$0$15,128 â–¼-100.0%00.0%Retail/WholesaleIVViShares Core S&P 500 ETF$0$15,069 â–¼-100.0%00.0%ETFRWXSPDR Dow Jones International Real Estate ETF$0$11,144 â–¼-100.0%00.0%ETFAVGOBroadcom$0$6,576 â–¼-100.0%00.0%Computer and TechnologyAAPLApple$0$4,894 â–¼-100.0%00.0%Computer and TechnologyYUMCYum China$0$4,774 â–¼-100.0%00.0%Retail/WholesaleDHRDanaher$0$4,121 â–¼-100.0%00.0%MedicalQQQMInvesco NASDAQ 100 ETF$0$4,047 â–¼-100.0%00.0%ETFVVisa$0$3,508 â–¼-100.0%00.0%Business ServicesMSFTMicrosoft$0$3,386 â–¼-100.0%00.0%Computer and TechnologySCHXSchwab US Large-Cap ETF$0$2,907 â–¼-100.0%00.0%ETFVIGIVanguard International Dividend Appreciation ETF$0$2,835 â–¼-100.0%00.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$0$2,542 â–¼-100.0%00.0%ETFAMZNAmazon.com$0$2,359 â–¼-100.0%00.0%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$0$2,247 â–¼-100.0%00.0%ETFHDHome Depot$0$2,065 â–¼-100.0%00.0%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$0$2,062 â–¼-100.0%00.0%ETFPNCThe PNC Financial Services Group$0$1,879 â–¼-100.0%00.0%FinanceWALMART INC$0$1,672 â–¼-100.0%00.0%COMETNEaton$0$1,593 â–¼-100.0%00.0%IndustrialsAXPAmerican Express$0$1,480 â–¼-100.0%00.0%FinanceKOCocaCola$0$1,469 â–¼-100.0%00.0%Consumer StaplesXLKTechnology Select Sector SPDR Fund$0$1,440 â–¼-100.0%00.0%ETFADIAnalog Devices$0$1,356 â–¼-100.0%00.0%Computer and TechnologyACNAccenture$0$1,342 â–¼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$1,321 â–¼-100.0%00.0%MedicalIJHiShares Core S&P Mid-Cap ETF$0$1,320 â–¼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$1,289 â–¼-100.0%00.0%FinanceLINDE PLC$0$1,280 â–¼-100.0%00.0%SHSIVEiShares S&P 500 Value ETF$0$1,273 â–¼-100.0%00.0%ETFMGCVanguard Mega Cap ETF$0$1,256 â–¼-100.0%00.0%ETFJEPIJPMorgan Equity Premium Income ETF$0$1,203 â–¼-100.0%00.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$1,195 â–¼-100.0%00.0%FinanceXLCCommunication Services Select Sector SPDR Fund$0$1,178 â–¼-100.0%00.0%ETFAVUVAvantis U.S. Small Cap Value ETF$0$1,122 â–¼-100.0%00.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$0$1,100 â–¼-100.0%00.0%ETFWMWaste Management$0$1,099 â–¼-100.0%00.0%Business ServicesXOMExxonMobil$0$1,084 â–¼-100.0%00.0%EnergyLLYEli Lilly and Company$0$1,075 â–¼-100.0%00.0%MedicalVZVerizon Communications$0$1,059 â–¼-100.0%00.0%Computer and TechnologyATOAtmos Energy$0$1,006 â–¼-100.0%00.0%UtilitiesJ P MORGAN EXCHANGE TRADED F$0$971 â–¼-100.0%00.0%EQUITY FOCUS ETFVTWGVanguard Russell 2000 Growth ETF$0$944 â–¼-100.0%00.0%ETFMCDMcDonald's$0$917 â–¼-100.0%00.0%Retail/WholesaleDCIDonaldson$0$887 â–¼-100.0%00.0%IndustrialsGSThe Goldman Sachs Group$0$879 â–¼-100.0%00.0%FinanceCOSTCostco Wholesale$0$863 â–¼-100.0%00.0%Retail/WholesaleShowing 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. 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.
