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
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.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 763,696 | $29.5M | 19.56% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 293,835 | 7.1M | 11.36% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 508,242 | 4.7M | 9.76% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 345,300 | $9.4M | 6.26% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | — | 161,514 | $9.0M | 5.96% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 259,180 | $8.3M | 5.52% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 244,408 | $8.0M | 5.32% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 60,862 | $6.5M | 4.30% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 146,243 | $5.5M | 3.67% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 160,808 | $4.9M | 3.25% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 131,425 | $4.7M | 3.12% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 10,626 | $3.5M | 2.32% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 31,882 | $3.3M | 2.18% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 37,345 | $3.1M | 2.09% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 90,231 | $2.8M | 1.88% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 57,136 | $2.6M | 1.70% |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | DFGX | — | 33,812 | .8M | 1.21% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 17,025 | .8M | 1.21% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 32,245 | .7M | 1.12% |
| SERVICENOW INC | NOW | Technology | 1,760 | .6M | 1.08% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 33,191 | .5M | 1.02% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 27,294 | .4M | 0.91% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 21,484 | .3M | 0.86% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 5,899 | .2M | 0.82% |
| DIMENSIONAL ETF TRUST | DFSU | — | 17,151 | $728.4K | 0.48% |