BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
13F Reported Value
ⓘ$174.4M
Holdings
32
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC disclosed 32 positions worth $174.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 82 and a full exit from $ORCL. The portfolio is most concentrated in Other (99.4% of disclosed assets). All figures are sourced directly from BRIDGE GENERATIONS WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 2056071.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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DIMENSIONAL ETF TRUST
—Quality
$30.2M777,411 shDIMENSIONAL ETF TRUST
—Quality
$19.4M310,500 shSPDR SERIES TRUST
—Quality
$18.9M660,917 shISHARES TR
—Quality
$13.2M124,010 shDIMENSIONAL ETF TRUST
—Quality
$9.6M359,686 shDIMENSIONAL ETF TRUST
—Quality
$8.8M162,187 shDIMENSIONAL ETF TRUST
—Quality
$8.7M245,608 shDIMENSIONAL ETF TRUST
—Quality
$8.6M248,400 shDIMENSIONAL ETF TRUST
—Quality
$6.1M166,648 shVANGUARD SCOTTSDALE FDS
—Quality
$5.8M69,917 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $30.2M | 777,411 |
| DIMENSIONAL ETF TRUST | — | $19.4M | 310,500 |
| SPDR SERIES TRUST | — | $18.9M | 660,917 |
| ISHARES TR | — | $13.2M | 124,010 |
| DIMENSIONAL ETF TRUST | — | $9.6M | 359,686 |
| DIMENSIONAL ETF TRUST | — | $8.8M | 162,187 |
| DIMENSIONAL ETF TRUST | — | $8.7M | 245,608 |
| DIMENSIONAL ETF TRUST | — | $8.6M | 248,400 |
| DIMENSIONAL ETF TRUST | — | $6.1M | 166,648 |
| VANGUARD SCOTTSDALE FDS | — | $5.8M | 69,917 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's 32 positions.
Showing top 10 of 32 holdings.
Sector Allocation
Other
$173.4M
Technology
$1.1M
Full Holdings — BRIDGE GENERATIONS WEALTH MANAGEMENT LLC (Q1 2026)
All 32 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $30.2M | 17.3% | +2% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $19.4M | 11.1% | +3% | — |
| 3 | — | SPDR SERIES TRUST | $18.9M | 10.9% | +10% | — |
| 4 | — | ISHARES TR | $13.2M | 7.5% | +30% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $9.6M | 5.5% | +3% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $8.8M | 5.0% | +2% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $8.7M | 5.0% | -0% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $8.6M | 4.9% | -0% | — |
| 9 | — | DIMENSIONAL ETF TRUST | $6.1M | 3.5% | +9% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS | $5.8M | 3.3% | +37% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $5.7M | 3.3% | +79% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $5.1M | 2.9% | +2% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $4.9M | 2.8% | -2% | — |
| 14 | — | ISHARES TR | $4.6M | 2.6% | +197% | — |
| 15 | — | VANGUARD INDEX FDS | $3.9M | 2.2% | +1% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $3.0M | 1.7% | -1% | — |
| 17 | — | DIMENSIONAL ETF TRUST | $2.7M | 1.6% | +0% | — |
| 18 | — | PIMCO ETF TR | $2.4M | 1.4% | +32% | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.2% | +21% | — |
| 20 | — | ISHARES TR | $1.8M | 1.0% | +0% | — |
| 21 | — | VANGUARD TAX-MANAGED FDS | $1.5M | 0.9% | -1% | — |
| 22 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.8% | -22% | — |
| 23 | — | VANGUARD INDEX FDS | $1.1M | 0.6% | +0% | — |
| 24 |  $NOW | ServiceNow, Inc. | $1.1M | 0.6% | +31% | 76 |
| 25 | — | ISHARES TR | $970,569 | 0.6% | -46% | — |
| 26 | — | DIMENSIONAL ETF TRUST | $737,402 | 0.4% | +5% | — |
| 27 | — | DIMENSIONAL ETF TRUST | $497,292 | 0.3% | -16% | — |
| 28 | — | ISHARES TR | $491,004 | 0.3% | +0% | — |
| 29 | — | DIMENSIONAL ETF TRUST | $316,601 | 0.2% | -15% | — |
| 30 | — | ISHARES TR | $307,512 | 0.2% | -17% | — |
| 31 | — | VANECK ETF TRUST | $278,904 | 0.2% | -3% | — |
| 32 | — | DIMENSIONAL ETF TRUST | $220,281 | 0.1% | +6% | — |
Exited Positions (82)
$ORCL ORACLE CORP
$NUE NUCOR CORP
$SKYW SKYWEST INC
$WFC WELLS FARGO & COMPANY/MN
$GBCI GLACIER BANCORP, INC.
$ABBV AbbVie Inc.
$PSA Public Storage
$QQQ INVESCO QQQ TRUST, SERIES 1
$PEP PEPSICO INC
$ABT ABBOTT LABORATORIES
$ICUI ICU MEDICAL INC/DE
$ZION ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
$DIS Walt Disney CoBrowse Top Institutional Investors
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