§ 13F · FUND PROFILE
Beacon Bridge Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $252.0T (13F)Positions · 87Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 32K | $21.6T | 7.2% | +11% |
| 2 | VUG | VANGUARD INDEX FDS | 30K | $14.8T | 4.9% | −2% |
| 3 | VTV | VANGUARD INDEX FDS | 77K | $14.7T | 4.9% | +10% |
| 4 | DYNF | BLACKROCK ETF TRUST | 236K | $14.4T | 4.8% | +24% |
| 5 | MUB | ISHARES TR | 116K | $12.4T | 4.1% | −2% |
| 6 | VOO | VANGUARD INDEX FDS | 19K | $12.0T | 4.0% | −2% |
| 7 | MBB | ISHARES TR | 118K | $11.2T | 3.7% | +6% |
| 8 | IVV | ISHARES TR | 16K | $10.9T | 3.6% | −2% |
| 9 | SPYG | SPDR SERIES TRUST | 85K | $9.1T | 3.0% | −1% |
| 10 | SCHG | SCHWAB STRATEGIC TR | 254K | $8.3T | 2.8% | +5% |
§ 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 $251976.9 trillion in assets. The fund runs a portfolio of 87 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed