§ 13F · FUND PROFILE
Beacon Bridge Wealth Partners, LLC.
AUM · $351M (13F)Positions · 105Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 41K | $30M | 8.6% | +27% |
| 2 | DYNF | BLACKROCK ETF TRUST | 253K | $17M | 4.9% | +5% |
| 3 | VUG | VANGUARD INDEX FDS | 191K | $16M | 4.7% | +519% |
| 4 | VTV | VANGUARD INDEX FDS | 66K | $14M | 4.1% | −17% |
| 5 | MUB | ISHARES TR | 128K | $14M | 3.9% | +9% |
| 6 | VOO | VANGUARD INDEX FDS | 19K | $13M | 3.6% | −2% |
| 7 | IVV | ISHARES TR | 16K | $12M | 3.5% | +1% |
| 8 | MBB | ISHARES TR | 115K | $11M | 3.1% | +2% |
| 9 | SPYG | SPDR SERIES TRUST | 86K | $10M | 2.9% | ±0% |
| 10 | SCHG | SCHWAB STRATEGIC TR | 267K | $9M | 2.6% | ±0% |
§ 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 $351 million in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →