BRIDGE GENERATIONS WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC held in its portfolio 128 assets valued at $161,523,641 (i.e. $161.52M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($30.03M), DIMENSIONAL ETF TRUST ($17.94M), and SPDR SERIES TRUST ($17.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 128 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 758615 | 30033552 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 301329 | 17941107 | US TARGETED VLU |
| SPDR SERIES TRUST | 598623 | 17265731 | STATE STREET SPD |
| ISHARES TR | 95206 | 10197496 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 347822 | 9189457 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 159541 | 8626371 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 245966 | 8475977 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 248556 | 8222217 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 152531 | 5800761 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 156015 | 4940218 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 127174 | 4832613 | INTL SMALL CAP V |
| VANGUARD SCOTTSDALE FDS | 51157 | 4284371 | INT-TERM CORP |
| VANGUARD INDEX FDS | 12099 | 4056595 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 60342 | 3176110 | GLOBAL EX US COR |
| DIMENSIONAL ETF TRUST | 89942 | 2943801 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 56732 | 2643144 | US MKTWIDE VALUE |
| PIMCO ETF TR | 35395 | 1855060 | INTER MUN BD ACT |
| ISHARES TR | 17025 | 1816568 | SHRT NAT MUN ETF |
| ISHARES TR | 17855 | 1815349 | 10-20 YR TRS ETF |
| J P MORGAN EXCHANGE TRADED F | 35241 | 1779651 | MUNICIPAL ETF |
| DIMENSIONAL ETF TRUST | 33191 | 1656218 | INTERNATNAL VAL |
| ISHARES TR | 14894 | 1524997 | 0-5 YR TIPS ETF |
| VANGUARD TAX-MANAGED FDS | 23569 | 1472355 | VAN FTSE DEV MKT |
| SERVICENOW INC | 7705 | 1180329 | COM |
| VANGUARD INDEX FDS | 4925 | 1043067 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 17151 | 744868 | US SUSTAINABILTY |
| DIMENSIONAL ETF TRUST | 8364 | 620358 | US EQUITY MARKET |
| ISHARES TR | 6262 | 485493 | EAFE SML CP ETF |
| DIMENSIONAL ETF TRUST | 8754 | 375066 | INTERNATIONAL |
| ISHARES TR | 4961 | 354266 | EAFE VALUE ETF |
| VANECK ETF TRUST | 5713 | 292023 | HIGH YLD MUNIETF |
| DIMENSIONAL ETF TRUST | 4884 | 202589 | EMERGING MARKETS |
| VANGUARD SCOTTSDALE FDS | 3144 | 188420 | INTER TERM TREAS |
| ORACLE CORP | 911 | 177564 | COM |
| EA SERIES TRUST | 7375 | 171838 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 3449 | 143324 | INFLATION PROTE |
| NUCOR CORP | 712 | 116135 | COM |
| SKYWEST INC | 1000 | 100410 | COM |
| WELLS FARGO CO NEW | 962 | 89685 | COM |
| DIMENSIONAL ETF TRUST | 1015 | 70698 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 2867 | 65658 | US REAL ESTATE E |
| GLACIER BANCORP INC NEW | 1402 | 61759 | COM |
| ABBVIE INC | 255 | 58265 | COM |
| PUBLIC STORAGE OPER CO | 188 | 48786 | COM |
| INVESCO QQQ TR | 68 | 41774 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 1110 | 36508 | US SMALL CAP VAL |
| PEPSICO INC | 250 | 35880 | COM |
| ABBOTT LABS | 250 | 31323 | COM |
| ICU MED INC | 164 | 23398 | COM |
| ZIONS BANCORPORATION N A | 398 | 23285 | COM |
| VANGUARD SCOTTSDALE FDS | 358 | 19977 | LONG TERM TREAS |
| DISNEY WALT CO | 160 | 18213 | COM |
| MANAGER DIRECTED PORTFOLIOS | 1554 | 16162 | VERT GLB SUST RE |
| YUM BRANDS INC | 100 | 15128 | COM |
| ISHARES TR | 22 | 15069 | CORE S&P500 ETF |
| SPDR INDEX SHS FDS | 398 | 11144 | DJ INTL RL ETF |
| BROADCOM INC | 19 | 6576 | COM |
| APPLE INC | 18 | 4894 | COM |
| YUM CHINA HLDGS INC | 100 | 4774 | COM |
| DANAHER CORPORATION | 18 | 4121 | COM |
| INVESCO EXCH TRADED FD TR II | 16 | 4047 | NASDAQ 100 ETF |
| VISA INC | 10 | 3508 | COM CL A |
| MICROSOFT CORP | 7 | 3386 | COM |
| SCHWAB STRATEGIC TR | 108 | 2907 | US LRG CAP ETF |
| VANGUARD WHITEHALL FDS | 31 | 2835 | INTL DVD ETF |
| DIMENSIONAL ETF TRUST | 53 | 2542 | SHORT DURATION F |
| AMAZON COM INC | 10 | 2359 | COM |
| HOME DEPOT INC | 6 | 2065 | COM |
| VANGUARD MUN BD FDS | 41 | 2062 | TAX EXEMPT BD |
| PNC FINL SVCS GROUP INC | 9 | 1879 | COM |
| WALMART INC | 15 | 1672 | COM |
| EATON CORP PLC | 5 | 1593 | SHS |
| AMERICAN EXPRESS CO | 4 | 1480 | COM |
| COCA COLA CO | 21 | 1469 | COM |
| SELECT SECTOR SPDR TR | 10 | 1440 | STATE STREET TEC |
| ANALOG DEVICES INC | 5 | 1356 | COM |
| ACCENTURE PLC IRELAND | 5 | 1342 | SHS CLASS A |
| UNITEDHEALTH GROUP INC | 4 | 1321 | COM |
| ISHARES TR | 20 | 1320 | CORE S&P MCP ETF |
| JPMORGAN CHASE & CO. | 4 | 1289 | COM |
| LINDE PLC | 3 | 1280 | SHS |
| ISHARES TR | 6 | 1273 | S&P 500 VAL ETF |
| VANGUARD WORLD FD | 5 | 1256 | MEGA CAP INDEX |
| J P MORGAN EXCHANGE TRADED F | 21 | 1203 | EQUITY PREMIUM |
| SELECT SECTOR SPDR TR | 10 | 1195 | STATE STREET CON |
| SELECT SECTOR SPDR TR | 10 | 1178 | STATE STREET COM |
| AMERICAN CENTY ETF TR | 11 | 1122 | US SML CP VALU |
| GLOBAL X FDS | 23 | 1100 | US INFR DEV ETF |
| WASTE MGMT INC DEL | 5 | 1099 | COM |
| EXXON MOBIL CORP | 9 | 1084 | COM |
| ELI LILLY & CO | 1 | 1075 | COM |
| VERIZON COMMUNICATIONS INC | 26 | 1059 | COM |
| ATMOS ENERGY CORP | 6 | 1006 | COM |
| J P MORGAN EXCHANGE TRADED F | 13 | 971 | EQUITY FOCUS ETF |
| VANGUARD SCOTTSDALE FDS | 4 | 944 | VNG RUS2000GRW |
| MCDONALDS CORP | 3 | 917 | COM |
| DONALDSON INC | 10 | 887 | COM |
| GOLDMAN SACHS GROUP INC | 1 | 879 | COM |
| COSTCO WHSL CORP NEW | 1 | 863 | COM |
| NOVARTIS AG | 5 | 690 | SPONSORED ADR |
| INNOVATOR ETFS TRUST | 23 | 682 | EMRGNG MKT JULY |
| FIRST TR EXCHANGE TRADED FD | 9 | 644 | NASDAQ CYB ETF |
| MERCK & CO INC | 6 | 632 | COM |
| BEST BUY INC | 9 | 603 | COM |
| PACER FDS TR | 10 | 602 | US CASH COWS 100 |
| HONEYWELL INTL INC | 3 | 586 | COM |
| PROCTER AND GAMBLE CO | 4 | 574 | COM |
| ROLLINS INC | 9 | 541 | COM |
| CROWDSTRIKE HLDGS INC | 1 | 469 | CL A |
| DIMENSIONAL ETF TRUST | 11 | 469 | CORE FIXED INCOM |
| DIGITAL RLTY TR INC | 3 | 465 | COM |
| TJX COS INC NEW | 3 | 461 | COM |
| CHEVRON CORP NEW | 3 | 458 | COM |
| ISHARES INC | 6 | 437 | MSCI EMRG CHN |
| JOHNSON & JOHNSON | 2 | 414 | COM |
| WISDOMTREE TR | 12 | 397 | EQUITY PREMIUM |
| GLOBAL X FDS | 6 | 390 | LITHIUM BTRY ETF |
| PROLOGIS INC. | 3 | 383 | COM |
| ZOETIS INC | 3 | 378 | CL A |
| AMERICAN TOWER CORP NEW | 2 | 352 | COM |
| INVESCO ACTVELY MNGD ETC FD | 25 | 332 | OPTIMUM YIELD |
| INTERCONTINENTAL EXCHANGE IN | 2 | 324 | COM |
| FORTINET INC | 4 | 318 | COM |
| ALPHABET INC | 1 | 313 | CAP STK CL A |
| MATTHEWS ASIA FDS | 10 | 283 | CHINA ACTIVE ETF |
| AUTOMATIC DATA PROCESSING IN | 1 | 258 | COM |
| MONDELEZ INTL INC | 4 | 216 | CL A |
| NEXTERA ENERGY INC | 2 | 161 | COM |
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