Q2 2026 13F · SEC CIK 1965468

Beacon Bridge Wealth Partners, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $351.0M
Reported positions: 105
Top holdings a year, 3 yrs: +14.6%
Assets under management: $426.6M

Beacon Bridge Wealth Partners, LLC is a wealth manager that reported 105 positions worth $351.0M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 8.6%), Blackrock ETF Trust (DYNF, 4.9%), Vanguard Index Fds (VUG, 4.7%). A portfolio copying its top holdings returned 14.6% a year over the last 3 years, against 20.4% for the S&P 500.

Beacon Bridge Wealth Partners, LLC holdings largest 50 of 105 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Beacon Bridge Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	8.6%	7.0%	40,596	+27.0%	$30.3M
DYNFBlackrock ETF Trust	4.9%	4.7%	253,037	+5.3%	$17.2M
VUGVanguard Index Fds	4.7%	4.5%	190,527	+518.8%	$16.4M
VTVVanguard Index Fds	4.1%	5.2%	65,893	-16.7%	$14.4M
MUBIshares Tr	3.9%	4.2%	128,023	+8.9%	$13.8M
VOOVanguard Index Fds	3.6%	3.8%	18,555	-1.8%	$12.7M
IVVIshares Tr	3.5%	3.6%	16,429	+1.1%	$12.3M
MBBIshares Tr	3.1%	3.6%	115,183	+1.8%	$10.9M
SPYGState Street Spdr Portfolio S&p 500 Grow	2.9%	2.8%	86,059	-0.3%	$10.2M
SCHGSchwab Strategic Tr	2.6%	2.6%	266,774	+0.4%	$9.0M
IEMGIshares Inc	2.3%	3.1%	96,030	-27.1%	$8.0M
FLMIFranklin Templeton ETF Tr	2.3%	1.7%	314,712	+54.8%	$7.9M
GOVTIshares Tr	2.1%	1.0%	326,927	+144.9%	$7.4M
BAIBlackrock ETF Trust	2.1%	1.6%	139,883	-4.4%	$7.4M
BDYNBlackrock ETF Trust	2.0%	2.1%	255,226	+0.2%	$7.1M
SCHZSchwab Strategic Tr	1.9%	1.4%	292,966	+67.9%	$6.8M
BINCBlackrock ETF Trust II	1.7%	2.5%	117,051	-19.1%	$6.1M
EFGIshares Tr	1.6%	—	45,808	—	$5.7M
BDVLBlackrock ETF Trust	1.5%	1.8%	207,920	-2.0%	$5.4M
SCHQSchwab Strategic Tr	1.5%	1.9%	169,913	-3.9%	$5.3M
MTUMIshares Tr	1.5%	1.5%	15,240	-20.0%	$5.2M
VBVanguard Index Fds	1.5%	1.4%	16,889	+6.7%	$5.1M
IAGGIshares Tr	1.5%	1.6%	100,772	+7.4%	$5.1M
EFVIshares Tr	1.4%	2.5%	66,431	-32.9%	$5.1M
IALTBlackrock ETF Trust	1.4%	—	176,392	—	$4.9M
SCHMSchwab Strategic Tr	1.4%	1.3%	131,105	+3.7%	$4.8M
DGROIshares Tr	1.3%	1.5%	60,798	-3.8%	$4.6M
ITAIshares Tr	1.3%	0.8%	18,516	+78.3%	$4.5M
BLCRBlackrock ETF Trust	1.1%	—	80,024	—	$4.0M
RPGInvesco Exchange Traded Fd T	1.1%	0.9%	60,765	+0.7%	$3.9M
EVTRMorgan Stanley ETF Trust	1.1%	1.3%	73,940	-2.2%	$3.7M
IAUIshares Gold Tr	1.0%	2.0%	48,302	-27.6%	$3.6M
IEFAIshares Tr	1.0%	1.1%	35,613	-3.0%	$3.4M
SCHFSchwab Strategic Tr	1.0%	0.8%	122,407	+23.6%	$3.4M
IXUSIshares Tr	0.9%	0.9%	33,625	+5.7%	$3.2M
VOVanguard Index Fds	0.9%	1.0%	38,351	+286.1%	$3.1M
FIBRIshares Tr	0.9%	0.9%	34,108	+15.2%	$3.0M
VIGVanguard Specialized Funds	0.9%	0.9%	12,778	-0.4%	$3.0M
SPTLSpdr Series Trust	0.8%	1.1%	112,686	-9.5%	$3.0M
QQQInvesco Qqq Tr	0.8%	0.8%	3,878	-0.5%	$2.9M
SCHISchwab Strategic Tr	0.8%	1.0%	121,017	-3.6%	$2.7M
EEMVIshares Inc	0.7%	0.7%	32,978	+6.9%	$2.5M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.6%	32,188	+19.6%	$2.3M
PVALPutnam Focused Large Capvalue ETF	0.6%	—	39,409	—	$2.0M
VTWOVanguard Scottsdale Fds	0.6%	0.6%	16,506	-0.5%	$2.0M
TLHIshares Tr	0.6%	0.7%	19,618	-2.3%	$2.0M
AVGOBroadcom Inc	0.5%	0.5%	4,962	+0.0%	$1.9M
QUALIshares Tr	0.5%	2.2%	8,187	-76.5%	$1.8M
IEURIshares Core Msci Europeetf	0.5%	0.6%	23,798	-10.3%	$1.8M
VOOVVanguard Admiral Fds Inc	0.5%	0.5%	7,946	-1.3%	$1.7M

What Beacon Bridge Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.7% /yr; S&P 500 +20.1%
3 years: +14.6% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$351.0M	105
Q1 2026	$298.8M	101
Q4 2025	$301.0M	98
Q3 2025	$281.1M	87
Q2 2025	$252.0M	87
Q1 2025	$234.4M	85
Q4 2024	$235.5M	88
Q3 2024	$232.7M	87
Q2 2024	$217.9M	95
Q1 2024	$211.8M	92
Q4 2023	$200.4M	106
Q3 2023	$189.5M	98

Questions about Beacon Bridge Wealth Partners, LLC's portfolio

What stocks does Beacon Bridge Wealth Partners, LLC own?

Beacon Bridge Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 105 positions worth $351.0M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 8.6%, Blackrock ETF Trust (DYNF) at 4.9%, Vanguard Index Fds (VUG) at 4.7%, Vanguard Index Fds (VTV) at 4.1% and Ishares Tr (MUB) at 3.9%.

What did Beacon Bridge Wealth Partners, LLC buy last quarter?

In Q2 2026, Beacon Bridge Wealth Partners, LLC added Vanguard Index Fds (VUG) (+518.8% shares), Vanguard Index Fds (VO) (+286.1% shares) and Ishares Tr (GOVT) (+144.9% shares), compared with its Q1 2026 filing.

What did Beacon Bridge Wealth Partners, LLC sell last quarter?

In Q2 2026, Beacon Bridge Wealth Partners, LLC cut from its top 50 Select Sector Spdr Tr (XLF), cut from its top 50 Ishares Tr (IYW), cut from its top 50 Spdr Index Shs Fds (SPEM), cut from its top 50 State Str Spdr S&p Midcap 40 (MDY), Ishares Tr (QUAL) (-76.5% shares), Ishares Tr (EFV) (-32.9% shares) and Ishares Gold Tr (IAU) (-27.6% shares), compared with its Q1 2026 filing.

How has Beacon Bridge Wealth Partners, LLC's portfolio performed?

A portfolio copying Beacon Bridge Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.7% against +20.1%.

When is Beacon Bridge Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Beacon Bridge Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Beacon Bridge Wealth Partners, LLC manage?

Beacon Bridge Wealth Partners, LLC reported $426.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $351.0M.