StockDriftsStockDriftsTop 34 Bridge Generations Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 17.46% | 772.3K | $34.3M | -0.66%(-5.16K) | $34.55(+33.12%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 11.09% | 311.4K | $21.8M | +0.29%(+903) | $55.84(+29.27%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 10.25% | 708.2K | $20.1M | +7.16%(+47.31K) | $28.52(-1.50%) | 2026-06-30 | |
| MUB | ISHARES TR | 7.55% | 137.6K | $14.8M | +10.97%(+13.60K) | $106.69(-0.69%) | 2026-06-30 | |
| DFGR | DIMENSIONAL ETF TRUST | 5.46% | 370.1K | $10.7M | +2.90%(+10.42K) | $27.19(+7.45%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.2% | 251.0K | $10.2M | +1.03%(+2.56K) | $27.27(+44.51%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.7% | 247.4K | $9.2M | +0.75%(+1.83K) | $27.10(+44.71%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 4.36% | 157.0K | $8.5M | -3.22%(-5.22K) | $53.99(-0.93%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 3.97% | 145.3K | $7.8M | +34.37%(+37.18K) | $52.96(-0.99%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.7% | 174.1K | $7.3M | +4.48%(+7.46K) | $34.57(+23.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.38% |
Bridge Generations Wealth Management LLC reports $196.21M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (17.5%), DFAT (11.1%) and SPTI (10.3%). The top 20 holdings account for 95.37% of reported assets. Its disclosed equity book has returned +21.34% cumulatively over 6 quarters. 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 Bridge Generations Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056071). View Bridge Generations Wealth Management LLC’s 13F filings on SEC