§ 13F · FUND PROFILE
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $151M (13F)Positions · 134Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 777K | $30M | 17.3% | +2% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 311K | $19M | 11.1% | +3% |
| 3 | SPTI | SPDR SERIES TRUST | 661K | $19M | 10.9% | +10% |
| 4 | MUB | ISHARES TR | 124K | $13M | 7.5% | +30% |
| 5 | DFGR | DIMENSIONAL ETF TRUST | 360K | $10M | 5.5% | +3% |
| 6 | DFGP | DIMENSIONAL ETF TRUST | 162K | $9M | 5.0% | +2% |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 246K | $9M | 5.0% | ±0% |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 248K | $9M | 4.9% | ±0% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 167K | $6M | 3.5% | +9% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 70K | $6M | 3.3% | +37% |
§ 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 $151 million in assets. The fund runs a portfolio of 134 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