Beacon Bridge Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Beacon Bridge Wealth Partners, LLC 13F Holdings
CIK 0001965468 · CONSHOHOCKEN, PA
As of Sep 30, 2025, Beacon Bridge Wealth Partners, LLC reported
87 positions worth $281.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 28,581 |
|
9.0M6.77% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 89,928 |
7.5M | 6.22% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 30,902 |
4.8M | 5.27% |
| VANGUARD VALUE INDEX FUND | VTV | — | 69,989 |
3.1M | 4.64% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 118,301 |
2.6M | 4.48% |
| VANGUARD 500 INDEX FUND | VOO | — | 19,463 |
1.9M | 4.24% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 191,030 |
1.3M | 4.02% |
| ISHARES CORE S&P 500 ETF | IVV | — | 16,192 |
0.8M | 3.85% |
| ISHARES MBS ETF | MBB | — | 110,640 |
0.5M | 3.74% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 85,388 | $8.9M | 3.17% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 242,328 | $7.7M | 2.75% |
| ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | EEMV | — | 113,287 | $7.2M | 2.57% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 134,137 | $7.1M | 2.54% |
| SCHWAB LONG-TERM US TREASURY ETF | SCHQ | — | 205,649 | $6.6M | 2.36% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 94,303 | $6.4M | 2.28% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 31,557 | $6.2M | 2.20% |
| ISHARES DYN ACT ETF | BDYN | — | 238,763 | $6.0M | 2.15% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 214,211 | $5.0M | 1.79% |
| ISHARES DV EQUITY ACTIVE ETF | BDVL | — | 181,791 | $4.5M | 1.62% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 64,918 | $4.4M | 1.57% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 86,139 | $4.4M | 1.57% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 15,626 | $4.0M | 1.41% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 123,675 | $3.7M | 1.30% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 12,071 | $3.5M | 1.26% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 29,490 | $3.4M | 1.19% |