Beacon Bridge Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Beacon Bridge Wealth Partners, LLC held in its portfolio 95 assets valued at $301,002,272 (i.e. $301.00M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($21.58M), VANGUARD INDEX FDS ($14.78M), and VANGUARD INDEX FDS ($14.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 95 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Beacon Bridge Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 31642 | 21577427 | TR UNIT |
| VANGUARD INDEX FDS | 30292 | 14778179 | GROWTH ETF |
| VANGUARD INDEX FDS | 77041 | 14714028 | VALUE ETF |
| BLACKROCK ETF TRUST | 236391 | 14374906 | ISHARES US EQUIT |
| SPDR SERIES TRUST | 253179 | 14086690 | STATE STREET SPD |
| ISHARES TR | 116095 | 12434903 | NATIONAL MUN ETF |
| VANGUARD INDEX FDS | 19159 | 12015068 | S&P 500 ETF SHS |
| ISHARES TR | 117744 | 11211562 | MBS ETF |
| ISHARES TR | 15949 | 10924348 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 254119 | 8289362 | US LCAP GR ETF |
| ISHARES INC | 122215 | 8215292 | CORE MSCI EMKT |
| BLACKROCK ETF TRUST II | 146148 | 7712224 | ISHARES FLEXIBLE |
| ISHARES TR | 98258 | 7016637 | EAFE VALUE ETF |
| ISHARES TR | 34559 | 6864080 | MSCI USA QLT FCT |
| BLACKROCK ETF TRUST | 260433 | 6669693 | DYNAMIC EQTY ACT |
| ISHARES TR | 22617 | 5661183 | MSCI USA MMENTM |
| SCHWAB STRATEGIC TR | 174868 | 5543312 | LONG TERM US |
| ISHARES GOLD TR | 66804 | 5422481 | ISHARES NEW |
| BLACKROCK ETF TRUST | 216744 | 5376389 | DISCIPLINED VOLA |
| BLACKROCK ETF TRUST | 143582 | 4781281 | ISHARES A I INNO |
| ISHARES TR | 92650 | 4633410 | CORE INTL AGGR |
| SCHWAB STRATEGIC TR | 174021 | 4066876 | US AGGREGATE B |
| ISHARES TR | 58361 | 4051421 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 15680 | 4044745 | SMALL CP ETF |
| FRANKLIN TEMPLETON ETF TR | 153791 | 3824782 | FRANKLIN DYN MUN |
| MORGAN STANLEY ETF TRUST | 74105 | 3816408 | EATON VANCE TOTA |
| SCHWAB STRATEGIC TR | 125611 | 3777114 | US MID-CAP ETF |
| ISHARES TR | 36943 | 3304921 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 143847 | 3304166 | 5 10YR CORP BD |
| VANGUARD INDEX FDS | 10643 | 3088811 | MID CAP ETF |
| ISHARES TR | 132391 | 3048299 | US TREAS BD ETF |
| VANGUARD SPECIALIZED FUNDS | 13068 | 2872085 | DIV APP ETF |
| INVESCO EXCHANGE TRADED FD T | 61425 | 2867012 | S&P500 PUR GWT |
| ISHARES TR | 31530 | 2668736 | CORE MSCI TOTAL |
| ISHARES TR | 28782 | 2583472 | SYSTEMATIC BD ET |
| INVESCO QQQ TR | 3842 | 2360007 | UNIT SER 1 |
| ISHARES TR | 10326 | 2216889 | US AER DEF ETF |
| SCHWAB STRATEGIC TR | 92137 | 2214973 | INTL EQTY ETF |
| SELECT SECTOR SPDR TR | 37553 | 2056778 | STATE STREET FIN |
| ISHARES INC | 31030 | 1987182 | MSCI EMERG MRKT |
| ISHARES TR | 9329 | 1862825 | U.S. TECH ETF |
| VANGUARD SCOTTSDALE FDS | 17770 | 1768470 | VNG RUS2000IDX |
| BROADCOM INC | 4960 | 1716656 | COM |
| VANGUARD TAX-MANAGED FDS | 26854 | 1677587 | VAN FTSE DEV MKT |
| VANGUARD ADMIRAL FDS INC | 8177 | 1675058 | 500 VAL IDX FD |
| ISHARES TR | 23254 | 1650569 | CORE MSCI EURO |
| SPDR INDEX SHS FDS | 32543 | 1523319 | PORTFOLIO EMG MK |
| ISHARES TR | 14880 | 1512850 | 10-20 YR TRS ETF |
| ISHARES TR | 11318 | 1395057 | S&P 500 GRWT ETF |
| SPDR S&P MIDCAP 400 ETF TR | 2311 | 1394180 | UTSER1 S&PDCRP |
| ISHARES TR | 13283 | 1326706 | CORE US AGGBD ET |
| NVIDIA CORPORATION | 7011 | 1307462 | COM |
| ALPHABET INC | 3554 | 1112365 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 7163 | 1111125 | STATE STREET IND |
| LOCKHEED MARTIN CORP | 2152 | 1040932 | COM |
| SELECT SECTOR SPDR TR | 6857 | 987202 | STATE STREET TEC |
| VANGUARD STAR FDS | 11179 | 843344 | VG TL INTL STK F |
| ALPHABET INC | 2627 | 824353 | CAP STK CL C |
| BLACKROCK ETF TRUST II | 16934 | 824347 | ISHARES HIGH YIE |
| SELECT SECTOR SPDR TR | 6465 | 771986 | STATE STREET CON |
| MICROSOFT CORP | 1589 | 768678 | COM |
| J P MORGAN EXCHANGE TRADED F | 12144 | 767276 | US QUALTY FCTR |
| TESLA INC | 1660 | 746535 | COM |
| INVESCO EXCHANGE TRADED FD T | 9528 | 715093 | S&P500 QUALITY |
| JPMORGAN CHASE & CO. | 1990 | 641218 | COM |
| VANGUARD SCOTTSDALE FDS | 7772 | 619662 | SHRT TRM CORP BD |
| ISHARES TR | 1793 | 614945 | S&P 100 ETF |
| S&P GLOBAL INC | 1103 | 576257 | COM |
| AMAZON COM INC | 2487 | 574049 | COM |
| ISHARES INC | 7235 | 532785 | MSCI GBL GOLD MN |
| FISERV INC | 7820 | 525269 | COM |
| HOME DEPOT INC | 1393 | 479161 | COM |
| PROCTER AND GAMBLE CO | 3342 | 478942 | COM |
| NUVEEN CHURCHILL DIRECT LEND | 32432 | 432643 | COM SHS |
| ISHARES TR | 1895 | 401855 | S&P 500 VAL ETF |
| VISA INC | 1144 | 401212 | COM CL A |
| ISHARES TR | 4643 | 384301 | INTL DIV GRWTH |
| BOEING CO | 1727 | 374966 | COM |
| JOHNSON & JOHNSON | 1605 | 332052 | COM |
| BERKSHIRE HATHAWAY INC DEL | 626 | 314659 | CL B NEW |
| META PLATFORMS INC | 457 | 301661 | CL A |
| VERTIV HOLDINGS CO | 1805 | 292428 | COM CL A |
| BRISTOL-MYERS SQUIBB CO | 5221 | 281621 | COM |
| VANGUARD MUN BD FDS | 5555 | 279361 | TAX EXEMPT BD |
| ELI LILLY & CO | 245 | 263297 | COM |
| BLUE OWL TECHNOLOGY FIN CORP | 17545 | 255104 | COMMON STOCK |
| ISHARES TR | 2210 | 251764 | EAFE GRWTH ETF |
| VOYA FINANCIAL INC | 3217 | 239634 | COM |
| PIMCO ETF TR | 2256 | 213914 | 0-5 HIGH YIELD |
| CISCO SYS INC | 2776 | 213835 | COM |
| ISHARES TR | 3887 | 212667 | MSCI EMG MKT ETF |
| PACER FDS TR | 3530 | 212405 | US CASH COWS 100 |
| ORACLE CORP | 1071 | 208666 | COM |
| GE AEROSPACE | 671 | 206688 | COM NEW |
| NUVEEN DYNAMIC MUN OPPORTUNI | 10332 | 104144 | COM SHS |
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