BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Portfolio Overview

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC disclosed 34 positions worth $196.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 3 new positions and exited 1 — including a new stake in $SPY. 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.

• DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

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  Quality

  $34.3M772,256 sh

• DIMENSIONAL ETF TRUST - US TARGETED VLU

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  Quality

  $21.8M311,403 sh

• SPDR SERIES TRUST - ST INTER ETF

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  Quality

  $20.1M708,223 sh

• ISHARES TR - NATIONAL MUN ETF

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  Quality

  $14.8M137,613 sh

• DIMENSIONAL ETF TRUST - GLOBAL REAL EST

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  Quality

  $10.7M370,107 sh

• DIMENSIONAL ETF TRUST - EMERGING MKTS CO

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  Quality

  $10.2M250,965 sh

• DIMENSIONAL ETF TRUST - INTL CORE EQUITY

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  Quality

  $9.2M247,440 sh

• DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF

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  Quality

  $8.5M156,964 sh

• DIMENSIONAL ETF TRUST - INTL COR FIX ETF

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  Quality

  $7.8M145,346 sh

• DIMENSIONAL ETF TRUST - US HIGH PROF ETF

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  Quality

  $7.3M174,112 sh

Showing top 10 of 34 holdings.

Full Holdings — BRIDGE GENERATIONS WEALTH MANAGEMENT LLC (Q2 2026)

All 34 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 - US COR EQU 2 ETF	$34.3M	17.5%	-1%	—
2	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$21.8M	11.1%	+0%	—
3	—	SPDR SERIES TRUST - ST INTER ETF	$20.1M	10.3%	+7%	—
4	—	ISHARES TR - NATIONAL MUN ETF	$14.8M	7.5%	+11%	—
5	—	DIMENSIONAL ETF TRUST - GLOBAL REAL EST	$10.7M	5.5%	+3%	—
6	—	DIMENSIONAL ETF TRUST - EMERGING MKTS CO	$10.2M	5.2%	+1%	—
7	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$9.2M	4.7%	+1%	—
8	—	DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF	$8.5M	4.4%	-3%	—
9	—	DIMENSIONAL ETF TRUST - INTL COR FIX ETF	$7.8M	4.0%	+34%	—
10	—	DIMENSIONAL ETF TRUST - US HIGH PROF ETF	$7.3M	3.7%	+4%	—
11	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$6.8M	3.5%	+18%	—
12	—	ISHARES TR - 0-5 YR TIPS ETF	$6.3M	3.2%	+39%	—
13	—	DIMENSIONAL ETF TRUST - INTL HIGH PROFIT	$5.5M	2.8%	+2%	—
14	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP V	$5.1M	2.6%	+2%	—
15	—	VANGUARD INDEX FDS - TOTAL STK MKT	$4.6M	2.4%	+3%	—
16	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$3.3M	1.7%	-0%	—
17	—	PIMCO ETF TR - INTER MUN BD ACT	$3.1M	1.6%	+28%	—
18	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	$3.1M	1.6%	+0%	—
19	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	$2.6M	1.4%	+22%	—
20	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$1.8M	0.9%	+10%	—
21	—	ISHARES TR - SHRT NAT MUN ETF	$1.8M	0.9%	+0%	—
22	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	$1.4M	0.7%	+0%	—
23	—	VANGUARD INDEX FDS - SM CP VAL ETF	$1.2M	0.6%	+0%	—
24	$NOW	ServiceNow, Inc.	$904,739	0.5%	-10%	72.8
25	—	DIMENSIONAL ETF TRUST - US SUSTAINABILTY	$836,822	0.4%	+0%	—
26	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$574,646	0.3%	+0%	—
27	—	ISHARES TR - EAFE SML CP ETF	$515,175	0.3%	+0%	—
28	—	DIMENSIONAL ETF TRUST - INTERNATIONAL	$336,762	0.2%	+0%	—
29	—	ISHARES TR - EAFE VALUE ETF	$316,611	0.2%	+0%	—
30	—	VANECK ETF TRUST - HIGH YLD MUNIETF	$286,525	0.1%	+0%	—
31	—	DIMENSIONAL ETF TRUST - EMER MARK SU ETF	$254,125	0.1%	+0%	—
32	$SPY	SPDR S&P 500 ETF TRUST	$238,100	0.1%	NEW	—
33	$FBTC	Fidelity Wise Origin Bitcoin Fund	$213,543	0.1%	NEW	—
34	—	DIMENSIONAL ETF TRUST - INFLATION PROTE	$201,242	0.1%	NEW	—