StockDriftsStockDriftsTop 50 Beacon Bridge Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 6.96% | 32.0K | $20.8M | +1.03%(+326) | $432.69(+71.56%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.19% | 79.1K | $15.5M | +2.63%(+2.02K) | $154.55(+34.82%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.68% | 240.3K | $14.0M | +1.67%(+3.95K) | $48.08(+38.20%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.5% | 30.8K | $13.4M | +1.64%(+498) | $58.46(+49.69%) | 2026-03-31 | |
| MUB | ISHARES TR | 4.18% | 117.5K | $12.5M | +1.22%(+1.42K) | $106.85(-0.20%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.78% | 18.9K | $11.3M | -1.36%(-261) | $341.52(+99.82%) | 2026-03-31 | |
| MBB | ISHARES TR | 3.6% | 113.2K | $10.7M | -3.86%(-4.55K) | $92.26(+2.27%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.55% | 16.2K | $10.6M | +1.86%(+297) | $431.30(+72.91%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.08% | 131.7K | $9.2M | +7.78%(+9.50K) | $66.47(+23.44%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.83% | 86.3K | $8.5M | +1.77%(+1.50K) | $64.62(+83.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.14% | +33.61% |
| Top 20 Holdings Unweighted | +10.11% | +33.51% |
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