BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 13F Holdings

CIK 0002056071 · SOUTH MIAMI, FL

As of Sep 30, 2025, BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported 134 positions worth 50.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—763,696$29.5M19.56%
DIMENSIONAL US TARGETED VALUE ETFDFAT—293,835 7.1M11.36%
STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETFSPTI—508,242 4.7M9.76%
DIMENSIONAL GLOBAL REAL ESTATE ETFDFGR—345,300$9.4M6.26%
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETFDFGP—161,514$9.0M5.96%
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETFDFEM—259,180$8.3M5.52%
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETFDFIC—244,408$8.0M5.32%
ISHARES NATIONAL MUNI BOND ETFMUB—60,862$6.5M4.30%
DIMENSIONAL US HIGH PROFITABILITY ETFDUHP—146,243$5.5M3.67%
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETFDIHP—160,808$4.9M3.25%
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETFDISV—131,425$4.7M3.12%
VANGUARD TOTAL STOCK MKT ETFVTI—10,626$3.5M2.32%
ISHARES 10-20 YEAR TREASURY BOND ETFTLH—31,882$3.3M2.18%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—37,345$3.1M2.09%
DIMENSIONAL WORLD EX US CORE EQUITY 2 ETFDFAX—90,231$2.8M1.88%
DIMENSIONAL US MARKETWIDE VALUE ETFDFUV—57,136$2.6M1.70%
DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETFDFGX—33,812 .8M1.21%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSUB—17,025 .8M1.21%
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUNDMUNI—32,245 .7M1.12%
SERVICENOW INCNOWTechnology1,760 .6M1.08%
DIMENSIONAL INTERNATIONAL VALUE ETFDFIV—33,191 .5M1.02%
JPMORGAN MUNICIPAL ETFJMUB—27,294 .4M0.91%
VANGUARD TAX-MANAGED FUNDSVEA—21,484 .3M0.86%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—5,899 .2M0.82%
DIMENSIONAL ETF TRUSTDFSU—17,151$728.4K0.48%