Beacon Bridge Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$298.8M
Q ending 2026-03-31
Prior quarter
$301.0M
Q ending 2025-12-31
Change
-0.7% QoQ · +27.5% YoY
Positions
101
reported holdings
Largest positions
Top 100 of 101 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $20.8M | 32K |
| Vanguard Index Fds | VTV | Shares | $15.5M | 79K |
| Blackrock Etf Trust | DYNF | Shares | $14.0M | 240K |
| Vanguard Index Fds | VUG | Shares | $13.4M | 31K |
| Ishares Tr | MUB | Shares | $12.5M | 118K |
| Vanguard Index Fds | VOO | Shares | $11.3M | 19K |
| Ishares Tr | MBB | Shares | $10.7M | 113K |
| Ishares Tr | IVV | Shares | $10.6M | 16K |
| Ishares Inc | IEMG | Shares | $9.2M | 132K |
| Spdr Series Trust | SPYG | Shares | $8.5M | 86K |
| Schwab Strategic Tr | SCHG | Shares | $7.7M | 266K |
| Blackrock Etf Trust Ii | BINC | Shares | $7.5M | 145K |
| Ishares Tr | EFV | Shares | $7.4M | 99K |
| Ishares Tr | QUAL | Shares | $6.7M | 35K |
| Blackrock Etf Trust | BDYN | Shares | $6.2M | 255K |
| Ishares Gold Tr | IAU | Shares | $5.9M | 67K |
| Schwab Strategic Tr | SCHQ | Shares | $5.6M | 177K |
| Blackrock Etf Trust | BDVL | Shares | $5.2M | 212K |
| Franklin Templeton Etf Tr | FLMI | Shares | $5.0M | 203K |
| Blackrock Etf Trust | BAI | Shares | $4.8M | 146K |
| Ishares Tr | IAGG | Shares | $4.7M | 94K |
| Ishares Tr | MTUM | Shares | $4.6M | 19K |
| Ishares Tr | DGRO | Shares | $4.4M | 63K |
| Vanguard Index Fds | VB | Shares | $4.1M | 16K |
| Schwab Strategic Tr | SCHZ | Shares | $4.1M | 174K |
| Schwab Strategic Tr | SCHM | Shares | $3.9M | 126K |
| Morgan Stanley Etf Trust | EVTR | Shares | $3.8M | 76K |
| Ishares Tr | IEFA | Shares | $3.3M | 37K |
| Spdr Series Trust | SPTL | Shares | $3.3M | 125K |
| Ishares Tr | GOVT | Shares | $3.1M | 134K |
| Vanguard Index Fds | VO | Shares | $2.9M | 10K |
| Schwab Strategic Tr | SCHI | Shares | $2.8M | 126K |
| Invesco Exchange Traded Fd T | RPG | Shares | $2.8M | 60K |
| Vanguard Specialized Funds | VIG | Shares | $2.8M | 13K |
| Ishares Tr | IXUS | Shares | $2.8M | 32K |
| Ishares Tr | SYSB | Shares | $2.6M | 30K |
| Schwab Strategic Tr | SCHF | Shares | $2.5M | 99K |
| Ishares Tr | ITA | Shares | $2.3M | 10K |
| Invesco Qqq Tr | QQQ | Shares | $2.2M | 4K |
| Ishares Tr | TLH | Shares | $2.0M | 20K |
| Ishares Inc | EEMV | Shares | $2.0M | 31K |
| Select Sector Spdr Tr | XLF | Shares | $1.9M | 38K |
| Ishares Tr | IEUR | Shares | $1.9M | 27K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.7M | 27K |
| Ishares Tr | IYW | Shares | $1.7M | 9K |
| Vanguard Scottsdale Fds | VTWO | Shares | $1.7M | 17K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $1.6M | 8K |
| Spdr Index Shs Fds | SPEM | Shares | $1.6M | 33K |
| Broadcom Inc | AVGO | Shares | $1.5M | 5K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $1.5M | 2K |
| Ishares Tr | AGG | Shares | $1.3M | 13K |
| Ishares Tr | IVW | Shares | $1.3M | 11K |
| Spdr Series Trust | SPTI | Shares | $1.3M | 44K |
| Select Sector Spdr Tr | XLK | Shares | $1.2M | 9K |
| Nvidia Corporation | NVDA | Shares | $1.2M | 7K |
| Select Sector Spdr Tr | XLI | Shares | $1.2M | 8K |
| Alphabet Inc | GOOGL | Shares | $1.0M | 4K |
| Schwab Strategic Tr | SCHR | Shares | $965K | 39K |
| Blackrock Etf Trust Ii | HIMU | Shares | $891K | 19K |
| Alphabet Inc | GOOG | Shares | $755K | 3K |
| Vanguard Star Fds | VXUS | Shares | $754K | 10K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $748K | 10K |
| Tesla Inc | TSLA | Shares | $712K | 2K |
| Lockheed Martin Corp | LMT | Shares | $696K | 1K |
| Select Sector Spdr Tr | XLV | Shares | $679K | 5K |
| Vanguard Scottsdale Fds | VCSH | Shares | $616K | 8K |
| Spdr Series Trust | SDY | Shares | $614K | 4K |
| Ishares Inc | RING | Shares | $586K | 7K |
| J P Morgan Exchange Traded F | JQUA | Shares | $585K | 10K |
| Microsoft Corp | MSFT | Shares | $580K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $574K | 2K |
| Ishares Tr | OEF | Shares | $540K | 2K |
| S&P Global Inc | SPGI | Shares | $530K | 1K |
| Amazon Com Inc | AMZN | Shares | $523K | 3K |
| Procter & Gamble Co | PG | Shares | $487K | 3K |
| Home Depot Inc | HD | Shares | $457K | 1K |
| Vertiv Holdings Co | VRT | Shares | $455K | 2K |
| Nuveen Churchill Direct Lend | NCDL | Shares | $413K | 32K |
| Ishares Tr | IVE | Shares | $406K | 2K |
| Blue Owl Technology Fin Corp | OTF | Shares | $405K | 33K |
| Johnson & Johnson | JNJ | Shares | $396K | 2K |
| Ishares Tr | IGRO | Shares | $389K | 5K |
| Visa Inc | V | Shares | $352K | 1K |
| Boeing Co | BA | Shares | $343K | 2K |
| Fiserv Inc | FISV | Shares | $326K | 6K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $319K | 3K |
| Bristol-Myers Squibb Co | BMY | Shares | $319K | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $303K | 633 |
| Vanguard Mun Bd Fds | VTEB | Shares | $277K | 6K |
| Corning Inc | GLW | Shares | $270K | 2K |
| Meta Platforms Inc | META | Shares | $251K | 439 |
| Ge Vernova Inc | GEV | Shares | $230K | 264 |
| Pacer Fds Tr | COWZ | Shares | $226K | 4K |
| Chevron Corporation | CVX | Shares | $222K | 1K |
| Voya Financial Inc | VOYA | Shares | $220K | 3K |
| Eli Lilly & Co | LLY | Shares | $218K | 237 |
| Ishares Tr | EEM | Shares | $214K | 4K |
| Pimco Etf Tr | HYS | Shares | $210K | 2K |
| At&T Inc | T | Shares | $208K | 7K |
| Schwab Strategic Tr | FNDF | Shares | $205K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.