§ 13F · FUND PROFILE
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC.
AUM · $196M (13F)Positions · 34Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$653K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 772K | $34M | 17.5% | −1% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 311K | $22M | 11.1% | ±0% |
| 3 | SPTI | SPDR SERIES TRUST | 708K | $20M | 10.2% | +7% |
| 4 | MUB | ISHARES TR | 138K | $15M | 7.5% | +11% |
| 5 | DFGR | DIMENSIONAL ETF TRUST | 370K | $11M | 5.5% | +3% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 251K | $10M | 5.2% | +1% |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 247K | $9M | 4.7% | +1% |
| 8 | DFGP | DIMENSIONAL ETF TRUST | 157K | $9M | 4.4% | −3% |
| 9 | DFGX | DIMENSIONAL ETF TRUST | 145K | $8M | 4.0% | +34% |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 174K | $7M | 3.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIDGE SIGNAL
AC read
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC is a Other fund managing $196 million in assets. The fund runs a portfolio of 34 positions.
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