Institutions / Beacon Bridge Wealth Partners, LLC

Beacon Bridge Wealth Partners, LLC

CIK 1965468 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$301.00M
Positions
98
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
SPDR S&P 500 ETF Trโ€”$21.58M31,6427.2%
Vanguard Index Fdsโ€”$14.78M30,2924.9%
Vanguard Index Fdsโ€”$14.71M77,0414.9%
BlackRock ETF Trust - iShares International Country Rotation Active ETFโ€”$14.37M236,3914.8%
iShares Trโ€”$12.43M116,0954.1%
Vanguard Index Fdsโ€”$12.02M19,1594.0%
iShares Trโ€”$11.21M117,7443.7%
iShares Trโ€”$10.92M15,9493.6%
SPDR Series Trustโ€”$9.05M84,8303.0%
Schwab Strategic Trโ€”$8.29M254,1192.8%
iShares Incโ€”$8.22M122,2152.7%
BlackRock ETF Trust IIโ€”$7.71M146,1482.6%
iShares Trโ€”$7.02M98,2582.3%
iShares MSCI UAE ETFโ€”$6.86M34,5592.3%
BlackRock ETF Trustโ€”$6.67M260,4332.2%
iShares MSCI UAE ETFโ€”$5.66M22,6171.9%
Schwab Strategic Trโ€”$5.54M174,8681.8%
iShares Gold Trโ€”$5.42M66,8041.8%
BlackRock ETF Trustโ€”$5.38M216,7441.8%
BlackRock ETF Trustโ€”$4.78M143,5821.6%
iShares Trโ€”$4.63M92,6501.5%
Schwab Strategic Trโ€”$4.07M174,0211.4%
iShares Trโ€”$4.05M58,3611.3%
Vanguard Index Fdsโ€”$4.04M15,6801.3%
Franklin Templeton ETF Trโ€”$3.82M153,7911.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.