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Beacon Bridge Wealth Partners, LLC

All holdings · as of Dec 31, 2025

98 positions

CompanyClassValueShares% of portfolio
SPDR S&P MIDCAP 400 ETF TR$1.39M2,3110.5%
ISHARES TR$1.33M13,2830.4%
NVIDIA Corp$1.31M7,0110.4%
SPDR SERIES TRUST$1.28M44,3470.4%
Alphabet Inc.$1.11M3,5540.4%
SELECT SECTOR SPDR TR$1.11M7,1630.4%
LOCKHEED MARTIN CORP$1.04M2,1520.3%
SELECT SECTOR SPDR TR$987.2K6,8570.3%
VANGUARD STAR FDS$843.3K11,1790.3%
Alphabet Inc.$824.4K2,6270.3%
BLACKROCK ETF TRUST II$824.3K16,9340.3%
SELECT SECTOR SPDR TR$772.0K6,4650.3%
MICROSOFT CORP$768.7K1,5890.3%
J P MORGAN EXCHANGE TRADED F$767.3K12,1440.3%
Tesla Inc$746.5K1,6600.2%
INVESCO EXCHANGE TRADED FD T$715.1K9,5280.2%
JPMORGAN CHASE & CO$641.2K1,9900.2%
VANGUARD SCOTTSDALE FDS$619.7K7,7720.2%
ISHARES TR$614.9K1,7930.2%
SPDR SERIES TRUST$585.4K4,2070.2%
S&P Global Inc.$576.3K1,1030.2%
Amazon.com Inc$574.0K2,4870.2%
ISHARES INC$532.8K7,2350.2%
FISERV INC$525.3K7,8200.2%
HOME DEPOT, INC.$479.2K1,3930.2%
PROCTER & GAMBLE Co$478.9K3,3420.2%
NUVEEN CHURCHILL DIRECT LENDING CORP.NCDLCommon Stock$432.6K32,4320.1%
ISHARES TR$401.9K1,8950.1%
Visa Inc$401.2K1,1440.1%
ISHARES TR$384.3K4,6430.1%
The Boeing Company$375.0K1,7270.1%
JOHNSON & JOHNSON$332.1K1,6050.1%
Warren E. Buffett$314.7K6260.1%
Meta Platforms Inc$301.7K4570.1%
Vertiv Holdings Co$292.4K1,8050.1%
BRISTOL MYERS SQUIBB CO$281.6K5,2210.1%
VANGUARD MUN BD FDS$279.4K5,5550.1%
ELI LILLY & Co$263.3K2450.1%
Blue Owl Technology Finance Corp.OTFCommon Stock$255.1K17,5450.1%
ISHARES TR$251.8K2,2100.1%
Voya Financial, Inc.$239.6K3,2170.1%
PIMCO ETF TR$213.9K2,2560.1%
CISCO SYSTEMS, INC.$213.8K2,7760.1%
ISHARES TR$212.7K3,8870.1%
PACER FDS TR$212.4K3,5300.1%
ORACLE CORP$208.7K1,0710.1%
GENERAL ELECTRIC CO$206.7K6710.1%
Nuveen Dynamic Municipal Opportunities Fund$104.1K10,3320.0%
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