Bridge Generations Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$174.4M
Q ending 2026-03-31
Prior quarter
$161.5M
Q ending 2025-12-31
Change
+8.0% QoQ · +9.5% YoY
Positions
32
reported holdings
Largest positions
All 32 reported positions, 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 |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $30.2M | 777K |
| Dimensional Etf Trust | DFAT | Shares | $19.4M | 311K |
| Spdr Series Trust | SPTI | Shares | $18.9M | 661K |
| Ishares Tr | MUB | Shares | $13.2M | 124K |
| Dimensional Etf Trust | DFGR | Shares | $9.6M | 360K |
| Dimensional Etf Trust | DFGP | Shares | $8.8M | 162K |
| Dimensional Etf Trust | DFIC | Shares | $8.7M | 246K |
| Dimensional Etf Trust | DFEM | Shares | $8.6M | 248K |
| Dimensional Etf Trust | DUHP | Shares | $6.1M | 167K |
| Vanguard Scottsdale Fds | VCIT | Shares | $5.8M | 70K |
| Dimensional Etf Trust | DFGX | Shares | $5.7M | 108K |
| Dimensional Etf Trust | DIHP | Shares | $5.1M | 159K |
| Dimensional Etf Trust | DISV | Shares | $4.9M | 125K |
| Ishares Tr | STIP | Shares | $4.6M | 44K |
| Vanguard Index Fds | VTI | Shares | $3.9M | 12K |
| Dimensional Etf Trust | DFAX | Shares | $3.0M | 89K |
| Dimensional Etf Trust | DFUV | Shares | $2.7M | 57K |
| Pimco Etf Tr | MUNI | Shares | $2.4M | 47K |
| J P Morgan Exchange Traded F | JMUB | Shares | $2.1M | 43K |
| Ishares Tr | SUB | Shares | $1.8M | 17K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.5M | 23K |
| Dimensional Etf Trust | DFIV | Shares | $1.4M | 26K |
| Vanguard Index Fds | VBR | Shares | $1.1M | 5K |
| Servicenow Inc | NOW | Shares | $1.1M | 10K |
| Ishares Tr | TLH | Shares | $971K | 10K |
| Dimensional Etf Trust | DFSU | Shares | $737K | 18K |
| Dimensional Etf Trust | DFUS | Shares | $497K | 7K |
| Ishares Tr | SCZ | Shares | $491K | 6K |
| Dimensional Etf Trust | DFSI | Shares | $317K | 7K |
| Ishares Tr | EFV | Shares | $308K | 4K |
| Vaneck Etf Trust | HYD | Shares | $279K | 6K |
| Dimensional Etf Trust | DFSE | Shares | $220K | 5K |
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.