Institutions / Bridge Generations Wealth Management LLC

Bridge Generations Wealth Management LLC

CIK 2056071 · Institution · as of Dec 31, 2025

Portfolio value

$161.52M

Positions

129

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 129 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$30.03M	758,615	18.6%
Dimensional ETF Trust	—	$17.94M	301,329	11.1%
SPDR Series Trust	—	$17.26M	598,595	10.7%
iShares Tr	—	$10.20M	95,206	6.3%
Dimensional ETF Trust	—	$9.19M	347,822	5.7%
Dimensional ETF Trust	—	$8.63M	159,541	5.3%
Dimensional ETF Trust	—	$8.48M	245,966	5.2%
Dimensional ETF Trust	—	$8.22M	248,556	5.1%
Dimensional ETF Trust	—	$5.80M	152,531	3.6%
Dimensional ETF Trust	—	$4.94M	156,015	3.1%
Dimensional ETF Trust	—	$4.83M	127,174	3.0%
Vanguard Scottsdale Fds	—	$4.28M	51,157	2.7%
Vanguard Index Fds	—	$4.06M	12,099	2.5%
Dimensional ETF Trust	—	$3.18M	60,342	2.0%
Dimensional ETF Trust	—	$2.94M	89,942	1.8%
Dimensional ETF Trust	—	$2.64M	56,732	1.6%
PIMCO ETF Tr	—	$1.86M	35,395	1.1%
iShares MSCI UAE ETF	—	$1.82M	17,025	1.1%
iShares Tr	—	$1.82M	17,855	1.1%
J P Morgan Exchange Traded F	—	$1.78M	35,241	1.1%
Dimensional ETF Trust	—	$1.66M	33,191	1.0%
iShares MSCI UAE ETF	—	$1.52M	14,894	0.9%
Vanguard Tax-Managed Fds	—	$1.47M	23,569	0.9%
ServiceNow Inc	—	$1.18M	7,705	0.7%
Vanguard Index Fds	—	$1.04M	4,925	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.