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 | 8.64% | 40.6K | $30.3M | +26.99%(+8.63K) | $487.25(+59.13%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.9% | 253.0K | $17.2M | +5.28%(+12.70K) | $48.79(+43.82%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.68% | 190.5K | $16.4M | +3.13%(+5.79K) | $59.06(+51.01%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.09% | 65.9K | $14.4M | -16.66%(-13.17K) | $154.55(+47.21%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.93% | 128.0K | $13.8M | +8.94%(+10.51K) | $106.84(-1.04%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.63% | 18.6K | $12.7M | -1.82%(-343) | $341.52(+108.68%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.51% | 16.4K | $12.3M | +1.13%(+183) | $383.82(+102.94%) | 2026-06-30 | |
| MBB | ISHARES TR | 3.1% | 115.2K | $10.9M | +1.76%(+1.99K) | $92.30(+0.91%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.92% | 86.1K | $10.2M | -0.31%(-269) | $64.62(+90.15%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.57% | 266.8K | $9.0M | +0.44%(+1.17K) | $22.28(+59.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.46% | +46.05% | — | — | +55.22% |
| Top 20 Holdings Unweighted | +13.25% | +45.27% | — | — | +54.94% |
Beacon Bridge Wealth Partners, LLC reports $351.02M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are SPY (8.6%), DYNF (4.9%) and VUG (4.7%). The top 20 holdings account for 61.1% of reported assets. Its disclosed equity book has returned +46.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beacon Bridge Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965468). View Beacon Bridge Wealth Partners, LLC’s 13F filings on SEC