What does Beacon Bridge Wealth Partners, LLC hold?

Beacon Bridge Wealth Partners, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1965468.

What is Beacon Bridge Wealth Partners, LLC's AUM?

Beacon Bridge Wealth Partners, LLC reported approximately $351.0M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $426.6M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Beacon Bridge Wealth Partners, LLC's holdings?

All Beacon Bridge Wealth Partners, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1965468. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Beacon Bridge Wealth Partners, LLC's 13F data updated on 13F Pro?

Beacon Bridge Wealth Partners, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Beacon Bridge Wealth Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1965468

Institutional-grade research for retail investors

Sector Allocation

Other93.0%$326.3M
Financials3.1%$11.0M
Technology2.2%$7.7M
Consumer Discretionary0.6%$1.9M
Industrials0.4%$1.5M
Healthcare0.4%$1.3M
Materials0.2%$772,512
Consumer Staples0.1%$526,878

AUM History

13fpro.ai/research/fund/beacon-bridge-wealth-partners-llc-1965468

Conviction and streaks

Stable · top 10 = 42.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$SPYConviction hold8.6% weight · held 8 quarters

$Conviction hold4.9% weight · held 8 quarters

$Conviction hold4.7% weight · held 8 quarters

$Conviction hold4.1% weight · held 8 quarters

$Conviction hold3.9% weight · held 8 quarters

$Accumulating+161% shares · 8 quarters running

$Accumulating+172% shares · 8 quarters running

$Accumulating+256% shares · 7 quarters running

$Accumulating+21% shares · 6 quarters running

$NVDAAccumulating+23% shares · 6 quarters running

$Trimming-29% shares · 8 quarters running

$Trimming-21% shares · 8 quarters running

$Trimming-37% shares · 8 quarters running

$Trimming-5% shares · 3 quarters running

$Trimming-3% shares · 3 quarters running

Largest positions — Q2 2026

SPY
$30.3M
BLACKROCK
$17.2M
VANGUARD
$16.4M
VANGUARD
$14.4M
ISHARES
$13.8M
VANGUARD
$12.7M
ISHARES
$12.3M
ISHARES
$10.9M
SPDR
$10.2M
SCHWAB
$9.0M
ISHARES
$8.0M
FRANKLIN
$7.9M
ISHARES
$7.4M
BLACKROCK
$7.4M
BLACKROCK
$7.1M
SCHWAB
$6.8M
BLACKROCK
$6.1M
ISHARES
$5.7M
BLACKROCK
$5.4M
SCHWAB
$5.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/beacon-bridge-wealth-partners-llc-1965468

Beacon Bridge Wealth Partners, LLC 13F holdings — Q2 2026

$351.0M portfolio (+17.5% QoQ) · 105 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio

1
SPDR S&P 500 ETF TRUST
$SPY
$30.3M
8.6% of stocks
+27%This quarter-0.6%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
2
BLACKROCK ETF TRUST - ISHARES US EQUIT
$17.2M
4.9% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD INDEX FDS - GROWTH ETF
$16.4M
4.7% of stocks
+519%This quarter—Since filed—Held
AIQuality—Est. buy—
4
VANGUARD INDEX FDS - VALUE ETF
$14.4M
4.1% of stocks
-17%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - NATIONAL MUN ETF
$13.8M
3.9% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD INDEX FDS - S&P 500 ETF SHS
$12.7M
3.6% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ISHARES TR - CORE S&P500 ETF
$12.3M
3.5% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - MBS ETF
$10.9M
3.1% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SPDR SERIES TRUST - ST STR P500GRW
$10.2M
2.9% of stocks
-0.3%This quarter—Since filed—Held
AIQuality—Est. buy—
10
SCHWAB STRATEGIC TR - US LCAP GR ETF
$9.0M
2.6% of stocks
+0.4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR S&P 500 ETF TRUST$SPY	$30.3M	8.6%	+27%	-0.6%	8+ qtrsAdded 4 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
2	BLACKROCK ETF TRUST - ISHARES US EQUIT	$17.2M	4.9%	+5%	—	—	—	—
3	VANGUARD INDEX FDS - GROWTH ETF	$16.4M	4.7%	+519%	—	—	—	—
4	VANGUARD INDEX FDS - VALUE ETF	$14.4M	4.1%	-17%	—	—	—	—
5	ISHARES TR - NATIONAL MUN ETF	$13.8M	3.9%	+9%	—	—	—	—
6	VANGUARD INDEX FDS - S&P 500 ETF SHS	$12.7M	3.6%	-2%	—	—	—	—
7	ISHARES TR - CORE S&P500 ETF	$12.3M	3.5%	+1%	—	—	—	—
8	ISHARES TR - MBS ETF	$10.9M	3.1%	+2%	—	—	—	—
9	SPDR SERIES TRUST - ST STR P500GRW	$10.2M	2.9%	-0.3%	—	—	—	—
10	SCHWAB STRATEGIC TR - US LCAP GR ETF	$9.0M	2.6%	+0.4%	—	—	—	—

All holdings — Beacon Bridge Wealth Partners, LLC (Q2 2026)

Sort

105 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES INC - CORE MSCI EMKTetf/fund	—	$8.0M	2.3%	96K	-27%	—	—	13F
12	—	FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUNetf/fund	—	$7.9M	2.3%	315K	+55%	—	—	13F
13	—	ISHARES TR - US TREAS BD ETFetf/fund	—	$7.4M	2.1%	327K	+145%	—	—	13F
14	—	BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund	—	$7.4M	2.1%	140K	-4%	—	—	13F
15	—	BLACKROCK ETF TRUST - DYNAMIC EQTY ACTetf/fund	—	$7.1M	2.0%	255K	+0.2%	—	—	13F
16	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$6.8M	1.9%	293K	+68%	—	—	13F
17	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETFetf/fund	—	$6.1M	1.8%	117K	-19%	—	—	13F
18	—	ISHARES TR - EAFE GRWTH ETFetf/fund	—	$5.7M	1.6%	46K	New	—	—	13F
19	—	BLACKROCK ETF TRUST - DISC VOLA EQ ETFetf/fund	—	$5.4M	1.5%	208K	-2%	—	—	13F
20	—	SCHWAB STRATEGIC TR - LONG TERM US	—	$5.3M	1.5%	170K	-4%	—	—	13F
21	—	ISHARES TR - MSCI USA MMENTMetf/fund	—	$5.2M	1.5%	15K	-20%	—	—	13F
22	—	VANGUARD INDEX FDS - SMALL CP ETFetf/fund	—	$5.1M	1.5%	17K	+7%	—	—	13F
23	—	ISHARES TR - CORE INTL AGGRetf/fund	—	$5.1M	1.4%	101K	+7%	—	—	13F
24	—	ISHARES TR - EAFE VALUE ETFetf/fund	—	$5.1M	1.4%	66K	-33%	—	—	13F
25	—	BLACKROCK ETF TRUST - ISHA SYST AL ETFetf/fund	—	$4.9M	1.4%	176K	New	—	—	13F
26	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$4.8M	1.4%	131K	+4%
27	—	ISHARES TR - CORE DIV GRWTH	—	$4.6M	1.3%	61K	-4%
28	—	ISHARES TR - US AER DEF ETF	—	$4.5M	1.3%	19K	+78%
29	—	BLACKROCK ETF TRUST - ISHA LA CORE ETF	—	$4.0M	1.1%	80K	New
30	$IVZ	Invesco Ltd.	Financials	$3.9M	1.1%	61K	+0.7%
31	—	MORGAN STANLEY ETF TRUST - EATO VANC BD ETF	—	$3.7M	1.1%	74K	-2%
32	$IAU	ISHARES GOLD TRUST	Financials	$3.6M	1.0%	48K	-28%
33	—	ISHARES TR - CORE MSCI EAFE	—	$3.4M	1.0%	36K	-3%
34	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$3.4M	1.0%	122K	+24%
35	—	ISHARES TR - CORE MSCI TOTAL	—	$3.2M	0.9%	34K	+6%
36	—	VANGUARD INDEX FDS - MID CAP ETF	—	$3.1M	0.9%	38K	+286%
37	—	ISHARES TR - SYSTEMATIC BD ET	—	$3.0M	0.9%	34K	+15%
38	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$3.0M	0.9%	13K	-0.4%
39	—	SPDR SERIES TRUST - ST LON TREAS ETF	—	$3.0M	0.8%	113K	-10%
40	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$2.9M	0.8%	3,878	-0.5%
41	—	SCHWAB STRATEGIC TR - 5 10YR CORP BD	—	$2.7M	0.8%	121K	-4%
42	—	ISHARES INC - MSCI EMERG MRKT	—	$2.5M	0.7%	33K	+7%
43	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$2.3M	0.7%	32K	+20%
44	—	PUTNAM ETF TRUST - FOCUSED LAR CAP	—	$2.0M	0.6%	39K	New
45	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX	—	$2.0M	0.6%	17K	-0.5%
46	—	ISHARES TR - 10-20 YR TRS ETF	—	$2.0M	0.6%	20K	-2%
47	$AVGO	Broadcom Inc.	Technology	$1.9M	0.5%	4,962	+0.0%
48	—	ISHARES TR - MSCI USA QLT FCT	—	$1.8M	0.5%	8,187	-77%
49	—	ISHARES TR - CORE MSCI EURO	—	$1.8M	0.5%	24K	-10%
50	—	VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD	—	$1.7M	0.5%	7,946	-1%
51	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$1.6M	0.5%	31K	-5%
52	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$1.6M	0.5%	30K	-21%
53	—	ISHARES TR - S&P 500 GRWT ETF	—	$1.5M	0.4%	11K	-2%
54	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$1.5M	0.4%	7,644	-17%
55	$NVDA	NVIDIA CORP	Technology	$1.5M	0.4%	7,270	+3%
56	—	ISHARES TR - U.S. TECH ETF	—	$1.4M	0.4%	5,595	-40%
57	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$1.4M	0.4%	7,366	-3%
58	$GOOGL	Alphabet Inc.	Technology	$1.4M	0.4%	3,779	+6%
59	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$1.3M	0.4%	16K	+59%
60	—	BLACKROCK ETF TRUST II - ISH HIG MUN ETF	—	$1.2M	0.3%	24K	+27%
61	—	ISHARES TR - CORE US AGGBD ET	—	$1.2M	0.3%	12K	-12%
62	—	SPDR SERIES TRUST - ST INTER ETF	—	$1.1M	0.3%	38K	-15%
63	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$986K	0.3%	2,664	+323%
64	$GOOG	Alphabet Inc.	Technology	$964K	0.3%	2,729	+4%
65	$IVZ	Invesco Ltd.	Financials	$899K	0.3%	9,973	+0.3%
66	$TSLA	Tesla, Inc.	Consumer Discretionary	$813K	0.2%	1,933	+0.9%
67	$JPM	JPMORGAN CHASE & CO	Financials	$734K	0.2%	2,243	+15%
68	—	J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR	—	$664K	0.2%	9,189	-4%
69	—	SPDR SERIES TRUST - ST STR SP DIV	—	$640K	0.2%	4,207	—
70	$VRT	Vertiv Holdings Co	Technology	$635K	0.2%	1,897	+4%
71	$AMZN	AMAZON COM INC	Consumer Discretionary	$627K	0.2%	2,631	+5%
72	—	ISHARES TR - S&P 100 ETF	—	$622K	0.2%	1,699	—
73	$MSFT	MICROSOFT CORP	Technology	$612K	0.2%	1,641	+5%
74	$LMT	LOCKHEED MARTIN CORP	Industrials	$587K	0.2%	1,152	—
75	$OTF	Blue Owl Technology Finance Corp.	Other	$550K	0.2%	53K	+63%
76	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$540K	0.1%	6,827	-12%
77	$PG	PROCTER & GAMBLE Co	Consumer Staples	$527K	0.1%	3,593	+6%
78	$HD	HOME DEPOT, INC.	Consumer Discretionary	$498K	0.1%	1,411	+2%
79	$GLW	CORNING INC /NY	Materials	$492K	0.1%	1,928	-3%
80	$IVZ	Invesco Ltd.	Financials	$449K	0.1%	2,781	-2%
81	$JNJ	JOHNSON & JOHNSON	Healthcare	$442K	0.1%	1,740	+7%
82	$SPGI	S&P Global Inc.	Financials	$432K	0.1%	1,061	-15%
83	—	ISHARES INC - MSCI GBL GOLD MN	—	$414K	0.1%	6,406	-14%
84	$NCDL	Nuveen Churchill Direct Lending Corp.	Other	$411K	0.1%	33K	+2%
85	—	ISHARES TR - INTL DIV GRWTH	—	$408K	0.1%	4,643	—
86	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$397K	0.1%	564	-76%
87	—	ISHARES TR - S&P 500 VAL ETF	—	$393K	0.1%	1,732	-10%
88	$V	VISA INC.	Financials	$393K	0.1%	1,145	-2%
89	$BA	BOEING CO	Industrials	$373K	0.1%	1,723	+0.1%
90	$LLY	ELI LILLY & Co	Healthcare	$353K	0.1%	294	+24%
91	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$306K	0.1%	612	-3%
92	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$301K	0.1%	5,230	-0.4%
93	$CSCO	CISCO SYSTEMS, INC.	Technology	$294K	0.1%	2,504	New
94	$VOYA	Voya Financial, Inc.	Financials	$291K	0.1%	3,217	—
95	$CSL	CARLISLE COMPANIES INC	Materials	$280K	0.1%	772	New
96	$COHR	COHERENT CORP.	Technology	$276K	0.1%	700	New
97	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$270K	0.1%	5,332	-4%
98	$META	Meta Platforms, Inc.	Technology	$268K	0.1%	475	+8%
99	$GE	GENERAL ELECTRIC CO	Industrials	$252K	0.1%	674	New
100	$GEV	GE Vernova Inc.	Industrials	$251K	0.1%	214	-19%
101	—	PACER FDS TR - US CASH COWS 100	—	$223K	0.1%	3,591	-0.7%
102	—	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	—	$221K	0.1%	4,193	—
103	—	SPDR SERIES TRUST - ST STR SP500DIV	—	$206K	0.1%	4,326	New
104	$RVMD	Revolution Medicines, Inc.	Healthcare	$206K	0.1%	1,100	New
105	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$202K	0.1%	1,281	New

What changed in Q2 2026

Against the previous quarter's 13F: 11 new, 43 added to, 45 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (11)

ISHARES TR - EAFE GRWTH ETF$5.7M
first bought this quarter
BLACKROCK ETF TRUST - ISHA SYST AL ETF$4.9M
first bought this quarter
BLACKROCK ETF TRUST - ISHA LA CORE ETF$4.0M
first bought this quarter
PUTNAM ETF TRUST - FOCUSED LAR CAP$2.0M
first bought this quarter
$CSCOCISCO SYSTEMS, INC.$294K
first bought this quarter
$CSLCARLISLE COMPANIES INC$280K
first bought this quarter

+5 more in the Excel export

Added to (43)

VANGUARD INDEX FDS - GROWTH ETF+519%
now $16.4M
$SPYSPDR S&P 500 ETF TRUST+27%
now $30.3M · held 8+ qtrs, 4 adds in a row
ISHARES TR - US TREAS BD ETF+145%
now $7.4M
FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN+55%
now $7.9M
SCHWAB STRATEGIC TR - US AGGREGATE B+68%
now $6.8M
VANGUARD INDEX FDS - MID CAP ETF+286%
now $3.1M

+37 more in the Excel export

Trimmed (45)

ISHARES TR - MSCI USA QLT FCT-77%
now $1.8M
ISHARES INC - CORE MSCI EMKT-27%
now $8.0M
VANGUARD INDEX FDS - VALUE ETF-17%
now $14.4M
ISHARES TR - EAFE VALUE ETF-33%
now $5.1M
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF-19%
now $6.1M
$IAUISHARES GOLD TRUST-28%
now $3.6M · held 7 qtrs

+39 more in the Excel export

Sold out (7)

SCHWAB STRATEGIC TRwas $965K
SELECT SECTOR SPDR TRwas $679K
$FISVFISERV INCwas $326K
held 7+ qtrs
$CVXCHEVRON CORPwas $222K
held 1 qtr
ISHARES TRwas $214K
PIMCO ETF TRwas $210K

+1 more in the Excel export

Firm AUM (Form ADV): $426.6M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Beacon Bridge Wealth Partners, LLC has filed, 14 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Beacon Bridge Wealth Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-3.2%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 23% over the last 4

Top 10 weight

42%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Beacon Bridge Wealth Partners, LLC disclosed 105 positions worth $351.0M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 8.6% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 7. The portfolio is most concentrated in Other (93.0% of disclosed assets). All figures are sourced directly from Beacon Bridge Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1965468.

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AI-Powered Hedge Fund Analysis: Beacon Bridge Wealth Partners, LLC

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