§ 13F · FUND PROFILE
Beacon Bridge Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $281M (13F)Positions · 87Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 32K | $21M | 7.0% | +1% |
| 2 | VTV | VANGUARD INDEX FDS | 79K | $16M | 5.2% | +3% |
| 3 | DYNF | BLACKROCK ETF TRUST | 240K | $14M | 4.7% | +2% |
| 4 | VUG | VANGUARD INDEX FDS | 31K | $13M | 4.5% | +2% |
| 5 | MUB | ISHARES TR | 118K | $12M | 4.2% | +1% |
| 6 | VOO | VANGUARD INDEX FDS | 19K | $11M | 3.8% | −1% |
| 7 | MBB | ISHARES TR | 113K | $11M | 3.6% | −4% |
| 8 | IVV | ISHARES TR | 16K | $11M | 3.6% | +2% |
| 9 | IEMG | ISHARES INC | 132K | $9M | 3.1% | +8% |
| 10 | SPYG | SPDR SERIES TRUST | 86K | $8M | 2.8% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
Beacon Bridge Wealth Partners, LLC is a Other fund managing $281 million in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed